DESERT BOTANICAL GARDEN: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DESERT BOTANICAL GARDEN (EIN 86-0136925)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-02-15
- IRS object ID
- 202200469349301805
- Schema version
- 2020v4.2
- 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 D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-15T11:40:45-06:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341884125 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4722 N 24TH ST STE 300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860136925 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DESERT BOTANICAL GARDEN INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DESE | BusinessNameControlTxt |
| Phone | 4809411225 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 N GALVIN PARKWAY | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85008 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGARET BURKE | PersonNm |
| Person Title | CFOO | PersonTitleTxt |
| Phone | 4809411225 | PhoneNum |
| Signature | 2022-02-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARGARET | PersonFirstNm |
| Person Last | BURKE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY A O'LOUGHLIN | PreparerPersonNm |
| PTIN | P00869687 | PTIN |
| Phone | 6022646835 | PhoneNum |
| Preparation | 2022-02-14 | PreparationDt |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KENNETH J SCHUTZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 N GALVIN PARKWAY | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,684,856 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.DBG.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1937 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | THE GARDEN'S COMMITMENT TO THE COMMUNITY IS TO ADVANCE EXCELLENCE IN EDUCATION, RESEARCH, EXHIBITION AND CONSERVATION OF DESERT PLANTS OF THE WORLD WITH EMPHASIS ON THE SONORAN DESERT. WE WILL ENSURE THAT THE GARDEN IS ALWAYS A COMPELLING ATTRACTION THAT BRINGS TO LIFE THE MANY WONDERS OF THE DESERT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 47 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 47 | VotingMembersIndependentCnt |
| Total Employee | 229 | TotalEmployeeCnt |
| Total Volunteers | 855 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,105,439 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,884,947 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,761,200 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,418,578 | CYProgramServiceRevenueAmt |
| PY Investment Income | $43,671 | PYInvestmentIncomeAmt |
| CY Investment Income | $177,737 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,225,553 | PYOtherRevenueAmt |
| CY Other Revenue | $1,562,245 | CYOtherRevenueAmt |
| PY Total Revenue | $16,135,863 | PYTotalRevenueAmt |
| CY Total Revenue | $19,043,507 | 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 | $10,150,530 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,434,701 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,084,525 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,897,730 | PYOtherExpensesAmt |
| CY Other Expenses | $5,903,428 | CYOtherExpensesAmt |
| PY Total Expenses | $17,048,260 | PYTotalExpensesAmt |
| CY Total Expenses | $15,338,129 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$912,397 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,705,378 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $49,285,146 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,782,694 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,355,666 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,616,356 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $42,929,480 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $49,166,338 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE GARDEN'S COMMITMENT TO THE COMMUNITY IS TO ADVANCE EXCELLENCE IN EDUCATION, RESEARCH, EXHIBITION AND CONSERVATION OF DESERT PLANTS OF THE WORLD WITH EMPHASIS ON THE SONORAN DESERT. WE WILL ENSURE THAT THE GARDEN IS ALWAYS A COMPELLING ATTRACTION THAT BRINGS TO LIFE THE MANY WONDERS OF THE DESERT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,083,100 | ExpenseAmt |
| Revenue | $10,980,823 | RevenueAmt |
| Desc | HORTICULTURE - PROPAGATING & MAINTAINING A LIVING PLANT COLLECTION OF OVER 50,000 DESERT PLANTS WITH PARTICULAR EMPHASIS ON THOSE INHABITING THE SONORAN DESERT, MANY OF WHICH ARE ENDANGERED SPECIES. THIS PROGRAM ALSO WORKS TO PRESERVE DESERT PLANT LIFE OUTSIDE OF ITS COLLECTION BY EDUCATING THE PUBLIC REGARDING THE BEAUTY, VARIETY AND FRAGILITY OF DESERT PLANT LIFE BY DISPLAYING AND INTERPRETING ITS COLLECTION FOR THE PUBLIC AT ITS GARDEN IN PHOENIX, AZ WHICH IN THE CURRENT YEAR ATTRACTED APPROXIMATELY 495,000 VISITORS FROM ALL OVER THE WORLD. EDUCATION - PROVIDES PROGRAMMING FOR CHILDREN, ADULTS, AND EDUCATORS THAT PROMOTE GREATER ENJOYMENT, UNDERSTANDING AND STEWARDSHIP OF THE SONORAN DESERT. CHILDREN'S PROGRAMMING AT THE DESERT BOTANICAL GARDEN PROMOTES A SCIENTIFICALLY AND ENVIRONMENTALLY LITERATE COMMUNITY THROUGH HANDS-ON, NATURE-BASED LEARNING, AND GARDEN STAFF AND RESOURCES. THESE PLACE-BASED EXPERIENCES INSPIRE A CONNECTION TO THE UNIQUE WONDERS OF THE SONORAN DESERT, ENCOURAGE CONSERVATION OF THE NATURAL WORLD, AND IGNITE A LIFE-LONG APPRECIATION FOR THE ENVIRONMENT. INFORMAL PROGRAMS SPAN THE AGES OF INFANTS TO TEENAGERS ALONGSIDE THEIR CAREGIVERS THROUGH INQUIRY-BASED INVESTIGATIONS THAT INCORPORATE ART, SCIENCE, MUSIC, AND MUCH MORE. IN FY 2021, CACTUS CLUBHOUSE REOPENED TO PILOT SAFETY PROTOCOL IN ANTIPCATION OF A FALL FY 2022 LAUNCH. DURING APRIL & MAY (8:00AM-1:00PM) CACTUS CLUBHOUSE WAS OPEN FOR 8 DAYS SERVING 419 CHILDREN & FAMILIES. THE CACTUS CLUBHOUSE ADMISSION WAS INCLUDED WITH GARDEN ADMISSION AND MEMBERHSIP. SCHOOL PROGRAMS, TEENS IN THE GARDEN & GIRL SCOUT PROGRAMS PAUSED DURING THE PANDEMIC. CHILDREN & FAMILY PROGRAMMING SHIFTED TO A 'YOUR GARDEN AT HOME' WEEKLY BLOG THAT PROVIDED NATURE BASED ACTIVITIES FOR FAMILIES TO ENJOY AT HOME. RESEARCH AND CONSERVATION - INVESTIGATING THE BIOLOGY, ECOLOGY, AND CONSERVATION OF DESERT PLANTS AND THEIR ENVIRONMENT. THE GARDEN HAS AN EXTENSIVE HERBARIUM HOUSING OVER 93,220 PLANT SPECIMENS AND A LIBRARY WITH MORE THAN 9,700 BOOK TITLES AND 500 BOTANICAL JOURNALS AND NEWSLETTER TITLES TO ASSIST THE PUBLIC AND RESEARCHERS IN THEIR STUDIES. THE GARDEN IS ALSO A PRIMARY RESEARCH CENTER WITH A PERMANENT RESEARCH STAFF CONDUCTING ONGOING RESEARCH PROJECTS IN DESERTS OF THE U.S. AND SEVERAL OTHER COUNTRIES. DURING THE CURRENT YEAR, GARDEN RESEARCHERS AUTHORED OR CO-AUTHORED 29 PEER-REVIEWED PAPERS, AND GAVE 8 PRESENTATIONS AT PROFESSIONAL MEETINGS. THE GARDEN FURTHER SUPPORTS GLOBAL CONSERVATION OF DESERT PLANTS BY SERVING AS HOST INSTITUTE FOR THE INTERNATIONAL UNION FOR CONSERVATION OF NATURE'S CACTUS AND SUCCULENT PLANTS SPECIALIST GROUP. | Desc |
| Total Program Service Expenses | $9,083,100 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 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 | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | 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 | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 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 | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 75 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 229 | 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 | 47 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 47 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGARET BURKE CFOO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4809411225 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 N GALVIN PARKWAY | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85008 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (62 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| TAMMY MCLEOD | ||||||||
| IMMEDIATE PAST PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| AMY FLOOD | ||||||||
| PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | 5.00 | Yes (X) | |
| DOUG CARTER | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| TAHNIA MCKEEVER | ||||||||
| SECRETARY (LEFT DURING FYE 2021) | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| SCOTT BURDICK | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| KATE BAKER | ||||||||
| TRUSTEE (LEFT DURING FYE 2021) | 5.00 | Yes (X) | $0 | $0 | $0 | 5.00 | ||
| JASON BARLOW | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN BURNSIDE | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SHELLEY COHN | ||||||||
| TRUSTEE (LEFT DURING FYE 2021) | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| HAROLD C DORENBECHER | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | 5.00 | ||
| DIRK ELLSWORTH | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| BARTON FABER | ||||||||
| TRUSTEE (LEFT DURING FYE 2021) | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| URSULA GANGADEAN | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER GATELY | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANA GREGORY | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LORI HIGUERA | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA HOFFNAGLE | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CARRIE LOUIS HULBURD | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| HARRIET IVEY | ||||||||
| TRUSTEE (LEFT DURING FYE 2021) | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| BILL JACOBY | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS R JONES | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JANE JOZOFF | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROLE KRAEMER | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| KIMBERLY LARKIN | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JAN R LEWIS | ||||||||
| VICE PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| LAURA A LO BIANCO | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | 5.00 | ||
| BRUCE MACDONOUGH | ||||||||
| SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| REA MAYER | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL MORELL | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL J MOUNTAIN | ||||||||
| TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ADRIANA MURRIETTA | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DAN PEREZ | ||||||||
| VICE PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| LINDA MAC PERLICH | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| EDGARDO RIVERA MD FACP | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT S REDER | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVE ROBERTS | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| RICK ROBINSON | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | 5.00 | ||
| STEPHEN H ROMAN | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JOETTE SCHMIDT | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| GINGER SPENCER | ||||||||
| TRUSTEE (LEFT DURING FYE 2021) | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN TADDIE | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LORENA VAN ASSCHE | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD A VILLANUEVA | ||||||||
| TRUSTEE (LEFT DURING FYE 2021) | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| BRUCE WEBER | ||||||||
| TRUSTEE (LEFT DURING FYE 2021) | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JANET E WIEDER | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMEY WETMORE | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBIN WOODWORTH | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| AMANDA BURKE | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN STANTON | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| BARRY K FINGERHUT | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA NORQUIST | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| REBECCA AILES-FINE | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SALVADOR A BRETTS | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK LANDY | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHY MUNSON | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH J SCHUTZ | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | $284,964 | $0 | $17,901 | Yes (X) | |||
| MARGARET BURKE | ||||||||
| CFOO | 40.00 | $181,797 | $0 | $31,319 | Yes (X) | |||
| BEVERLY DUZIK | ||||||||
| FORMER SR DIR. MEMBERSHIP/PHILANTHROPY | 40.00 | $317,894 | $0 | $14,095 | Yes (X) | |||
| KIMBERLIE MCCUE | ||||||||
| CHIEF SCIENCE OFFICER | 40.00 | $126,216 | $0 | $24,997 | Yes (X) | |||
| TINA WILSON | ||||||||
| SENIOR DIRECTOR OF HORTICULTURE | 40.00 | $138,848 | $0 | $12,929 | Yes (X) | |||
| JOSEPH MCAULIFFE | ||||||||
| SR RESEARCH SCIENTIST | 40.00 | $110,780 | $0 | $31,952 | Yes (X) | |||
| ELAINE MCGINN | ||||||||
| CHIEF EXPERIENCE OFFICER | 40.00 | $136,206 | $0 | $13,188 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,296,705 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $146,381 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COMFORT EXPERTS LLC | |||||
| 3931 E PINON CT | GILBERT | AZ | 85234 | HVAC INSTALLATION AND MAINTENANCE | $153,074 |
| SENTINEL TECHNOLOGIES INC | |||||
| 1241 W WARNER RD 112 | TEMPE | AZ | 85284 | INFORMATION TECHNOLOGY SYSTEM SUPPORT | $127,470 |
| 180 DEGREES DESIGN INC | |||||
| 4955 N 7TH AVE | PHOENIX | AZ | 85013 | CONSTRUCTION PROJECT SERVICES | $125,946 |
| PARKER LYNCH CONSULTING | |||||
| 2201 E CAMELBACK RD 300 | PHOENIX | AZ | 85016 | TEMPORARY HELP | $102,920 |
| UNLIMITED POTENTIAL INC | |||||
| 120 SOUTH 26TH STREET | PHOENIX | AZ | 85034 | COMMUNITY ENGAGEMENT SERVICES | $100,426 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,176,316 | FundraisingAmt |
| Related Organizations | $680,132 | RelatedOrganizationsAmt |
| Government Grants | $412,097 | GovernmentGrantsAmt |
| All Other Contributions | $5,616,402 | AllOtherContributionsAmt |
| Noncash Contributions | $61,054 | NoncashContributionsAmt |
| Total Contributions | $7,884,947 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 900099 | $5,804,242 | $5,804,242 |
| MEMBERSHIP DUES | 900099 | $3,280,481 | $3,280,481 |
| GROUP SERVICES | 900099 | $301,355 | $301,355 |
| EDUCATIONAL CLASSES | 611600 | $32,500 | $32,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,418,578 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $352 | TotalRevenueColumnAmt |
| Exclusion | $352 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $180,140 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,755 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $177,385 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $177,385 | TotalRevenueColumnAmt |
| Exclusion | $177,385 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $260,033 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,176,316 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $260,033 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,918,351 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $378,561 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,539,790 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,539,790 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $22,455 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,455 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $22,455 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,043,507 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,980,823 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $177,737 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $515,982 | TotalAmt |
| Program Services | $296,025 | ProgramServicesAmt |
| Management And General | $141,464 | ManagementAndGeneralAmt |
| Fundraising | $78,493 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,298,605 | TotalAmt |
| Program Services | $4,177,411 | ProgramServicesAmt |
| Management And General | $2,019,919 | ManagementAndGeneralAmt |
| Fundraising | $1,101,275 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,655 | TotalAmt |
| Program Services | $124,147 | ProgramServicesAmt |
| Management And General | $52,831 | ManagementAndGeneralAmt |
| Fundraising | $34,677 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $860,131 | TotalAmt |
| Program Services | $504,513 | ProgramServicesAmt |
| Management And General | $214,697 | ManagementAndGeneralAmt |
| Fundraising | $140,921 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $548,328 | TotalAmt |
| Program Services | $321,624 | ProgramServicesAmt |
| Management And General | $136,868 | ManagementAndGeneralAmt |
| Fundraising | $89,836 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,905 | TotalAmt |
| Management And General | $22,905 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,637 | TotalAmt |
| Management And General | $54,637 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,269,029 | TotalAmt |
| Program Services | $793,024 | ProgramServicesAmt |
| Management And General | $278,401 | ManagementAndGeneralAmt |
| Fundraising | $197,604 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,997 | TotalAmt |
| Program Services | $70,607 | ProgramServicesAmt |
| Management And General | $123,992 | ManagementAndGeneralAmt |
| Fundraising | $47,398 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,886 | TotalAmt |
| Program Services | $286,314 | ProgramServicesAmt |
| Management And General | $20,687 | ManagementAndGeneralAmt |
| Fundraising | $49,885 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,509 | TotalAmt |
| Program Services | $237,074 | ProgramServicesAmt |
| Management And General | $17,130 | ManagementAndGeneralAmt |
| Fundraising | $41,305 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $536,325 | TotalAmt |
| Program Services | $333,926 | ProgramServicesAmt |
| Management And General | $117,970 | ManagementAndGeneralAmt |
| Fundraising | $84,429 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,162 | TotalAmt |
| Program Services | $83,002 | ProgramServicesAmt |
| Management And General | $11,455 | ManagementAndGeneralAmt |
| Fundraising | $3,705 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,415 | TotalAmt |
| Management And General | $21,415 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,599 | TotalAmt |
| Management And General | $62,599 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,501,841 | TotalAmt |
| Program Services | $1,096,344 | ProgramServicesAmt |
| Management And General | $345,423 | ManagementAndGeneralAmt |
| Fundraising | $60,074 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $267,209 | TotalAmt |
| Program Services | $195,063 | ProgramServicesAmt |
| Management And General | $61,458 | ManagementAndGeneralAmt |
| Fundraising | $10,688 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MERCHANT AND PERMIT FEE | $360,537 | $5,391 | $355,121 | $25 |
| REPAIRS AND MAINTENANCE | $325,369 | $253,501 | $61,221 | $10,647 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $489,008 | TotalAmt |
| Program Services | $305,134 | ProgramServicesAmt |
| Management And General | $50,311 | ManagementAndGeneralAmt |
| Fundraising | $133,563 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,338,129 | TotalAmt |
| Program Services | $9,083,100 | ProgramServicesAmt |
| Management And General | $4,170,504 | ManagementAndGeneralAmt |
| Fundraising | $2,084,525 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,150,702 | BOYAmt |
| EOY | $8,091,803 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $681,368 | BOYAmt |
| EOY | $1,736,916 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $371,068 | BOYAmt |
| EOY | $437,272 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,510 | BOYAmt |
| EOY | $67,434 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,487 | BOYAmt |
| EOY | $37,102 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $532,171 | BOYAmt |
| EOY | $774,960 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $44,751,688 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,497,051 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,445,428 | BOYAmt |
| EOY | $22,254,637 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $460,433 | BOYAmt |
| EOY | $581,078 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,858 | BOYAmt |
| EOY | $73,858 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,365,121 | BOYAmt |
| EOY | $19,727,634 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,285,146 | BOYAmt |
| EOY | $53,782,694 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,131,089 | BOYAmt |
| EOY | $1,206,679 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,449,654 | BOYAmt |
| EOY | $2,442,664 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,750,000 | BOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,000 | BOYAmt |
| EOY | $943,054 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,923 | BOYAmt |
| EOY | $23,959 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,355,666 | BOYAmt |
| EOY | $4,616,356 | 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 | $24,028,875 | BOYAmt |
| EOY | $26,602,015 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,900,605 | BOYAmt |
| EOY | $22,564,323 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,929,480 | BOYAmt |
| EOY | $49,166,338 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,285,146 | BOYAmt |
| EOY | $53,782,694 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,705,378 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $170,577 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2,360,903 | 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 | $7,554,563 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,183,659 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,134,955 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,105,439 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,884,947 | CurrentTaxYearAmt |
| Total | $37,863,563 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,554,563 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,183,659 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,134,955 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,105,439 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,884,947 | CurrentTaxYearAmt |
| Total | $37,863,563 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,172,815 | SubstantialContributorsTotAmt |
| Public Support Total170 | $33,690,748 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $102,749 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $145,183 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,303 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,671 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $352 | CurrentTaxYearAmt |
| Total | $334,258 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $38,197,821 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $53,266,607 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.88200 | PublicSupportCY170Pct |
| Public Support PY170 | 0.90120 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $16,798,399 | BeginningYearBalanceAmt |
| Contributions | $69,668 | ContributionsAmt |
| Investment Earnings Or Losses | $2,941,702 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $682,242 | OtherExpendituresAmt |
| End Year Balance | $19,127,527 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,398,168 | BeginningYearBalanceAmt |
| Contributions | $20,916 | ContributionsAmt |
| Investment Earnings Or Losses | $1,130,296 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $750,981 | OtherExpendituresAmt |
| End Year Balance | $16,798,399 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,008,600 | BeginningYearBalanceAmt |
| Contributions | $10,561 | ContributionsAmt |
| Investment Earnings Or Losses | $340,881 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $602,596 | OtherExpendituresAmt |
| Administrative Expenses | $359,278 | AdministrativeExpensesAmt |
| End Year Balance | $16,398,168 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,581,687 | BeginningYearBalanceAmt |
| Contributions | $249,902 | ContributionsAmt |
| Investment Earnings Or Losses | $796,983 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $619,972 | AdministrativeExpensesAmt |
| End Year Balance | $17,008,600 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,222,711 | BeginningYearBalanceAmt |
| Contributions | $73,482 | ContributionsAmt |
| Investment Earnings Or Losses | $1,783,936 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $498,442 | AdministrativeExpensesAmt |
| End Year Balance | $16,581,687 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,747,460 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,030,445 | DepreciationAmt |
| Book Value | $13,717,015 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,738,122 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,595,211 | DepreciationAmt |
| Book Value | $7,142,911 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,593,350 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,871,395 | DepreciationAmt |
| Book Value | $721,955 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $672,756 | OtherCostOrOtherBasisAmt |
| Book Value | $672,756 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $22,254,637 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CASH SURRENDER VALUE OF LIFE INSURANCE | $24,915 |
| INTERCOMPANY RECEIVABLE | $1,873 |
| BENEFICIAL INTEREST IN NET ASSETS OF DBG FOUNDATION | $19,700,846 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $19,727,634 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY PAYMENT LIABILITY | Desc |
| Amt | $23,959 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $23,959 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $21,787,424 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $170,577 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $387,712 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $2,363,013 | OtherRevenueAmt |
| Revenue Not Reported | $2,921,302 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,866,122 | RevenueSubtotalAmt |
| Other Revenues Not Included | $177,385 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $177,385 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $19,043,507 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,727,951 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $387,712 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $2,110 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $389,822 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,338,129 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $15,338,129 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | COLLECTIONS INCLUDE THE GARDEN'S LIBRARY AND LIVING PLANT COLLECTION, WHICH ARE ON DISPLAY FOR THE GENERAL PUBLIC. THESE COLLECTION ITEMS ARE NOT CAPITALIZED BY THE GARDEN. COSTS OF PURCHASING COLLECTION ITEMS ARE INCLUDED AS A CHANGE IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN PROGRAM EXPENSE IN THE ACCOMPANYING CONSOLIDATED STATEMENT OF ACTIVITIES AND CHANGE IN NET ASSETS. DURING THE YEAR ENDED SEPTEMBER 30, 2021, PURCHASED ACQUISITIONS AND DE-ACCESSIONS OF COLLECTION ITEMS WERE NOT SIGNIFICANT. |
| PART III, LINE 4: | COLLECTIONS INCLUDE THE GARDEN'S LIBRARY AND LIVING PLANT COLLECTION, WHICH ARE ON DISPLAY FOR THE GENERAL PUBLIC. THESE COLLECTION ITEMS ARE NOT CAPITALIZED BY THE GARDEN. THE GARDEN'S LIBRARY CONSISTS OF OVER 500 BOTANICAL PERIODICALS AND OVER 9,700 RARE BOOKS, INCLUDING FLORISTIC, ECOLOGICAL AND HORTICULTURAL WORKS THAT RELATE TO THE DESERTS OF THE WORLD. THE LIBRARY ALSO INCLUDES MATERIALS ON BOTANICAL ILLUSTRATION, PLANT TAXONOMY AND NOMENCLATURE, EDIBLE AND USEFUL PLANTS, RARE AND ENDANGERED PLANTS, AND DESERT ECOLOGY AND CONSERVATION. THE LIVING PLANT COLLECTION CONSISTS OF PLANTS THAT ARE RARE AND DIFFICULT TO REPLACE. THE GARDEN EMPLOYS HORTICULTURISTS TO ENSURE THAT THE COLLECTION ITEMS ARE PRESERVED AND PROTECTED. BASED ON AN INDEPENDENT STUDY CONDUCTED IN 2005 BY AN ADVISOR FROM ARIZONA STATE UNIVERSITY, A VALUE OF $20 WAS ESTIMATED FOR EACH UNPROCESSED HERBARIUM SPECIMEN AND A VALUE OF $35 WAS ESTIMATED FOR EACH PROCESSED HERBARIUM SPECIMEN. ADJUSTING THESE AMOUNTS IN 2021 FOR THE ANNUAL CONSUMER PRICE INDEX ("CPI"), THE GARDEN ESTIMATES THAT THE VALUE OF EACH UNPROCESSED SPECIMEN IS APPROXIMATELY $27 AND THE PROCESSED SPECIMEN VALUE IS APPROXIMATELY $47, FOR AN ESTIMATED TOTAL OF HERBARIUM SPECIMENS IN THE APPROXIMATE RANGE OF $4,444,000 TO$4,502,000. IN CONFORMITY WITH THE PRACTICE FOLLOWED BY MANY GARDENS, SPECIMENS CONTRIBUTED TO THE GARDEN ARE NOT INCLUDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. |
| PART V, LINE 4: | THE GARDEN'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED FOR THE FUTURE PROSPERITY OF THE GARDEN. THE ENDOWMENT INCLUDES ONLY DONOR-RESTRICTED ENDOWMENT FUNDS - HELD IN PERPETUITY. IT IS HELD AND ADMINISTERED BY DESERT BOTANICAL GARDEN FOUNDATION, A RELATED SUPPORTING ORGANIZATION. |
| PART X, LINE 2: | DBG AND THE FOUNDATION QUALIFY AS TAX-EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND, ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES. IN ADDITION, DBG AND THE FOUNDATION QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170 OF THE IRC AND HAVE BEEN CLASSIFIED AS ORGANIZATIONS THAT ARE NOT PRIVATE FOUNDATIONS. DBG AGAVE IS A DISREGARDED ENTITY FOR TAX PURPOSES. INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME WOULD BE TAXABLE. DBG AND THE FOUNDATION FILE INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN CERTAIN STATE AND LOCAL JURISDICTIONS. AS OF SEPTEMBER 30, 2021, U.S. FEDERAL INFORMATION RETURNS FOR YEARS ENDED PRIOR TO SEPTEMBER 30, 2016 AND STATE RETURNS FOR YEARS ENDED PRIOR TO SEPTEMBER 30, 2016 WERE CLOSED TO ASSESSMENT. INTEREST AND PENALTIES, IF ANY, ARE ACCRUED AS A COMPONENT OF ADMINISTRATION EXPENSES WHEN ASSESSED. THE GARDEN ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH THE PROVISIONS OF FASB ASC 740, INCOME TAXES BY APPLYING A MORE-LIKELY-THAN-NOT THRESHOLD TO THE RECOGNITION AND DE-RECOGNITION OF UNCERTAIN TAX POSITIONS IN EARNINGS IN THE YEAR OF SUCH CHANGE. THE GARDEN EVALUATES POTENTIAL UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF THEIR POLICIES AND PROCEDURES, REVIEW OF THEIR REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. THE GARDEN HAS IDENTIFIED ITS STATUS AS AN EXEMPT ORGANIZATION AS A TAX POSITION; HOWEVER, THE GARDEN HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY THAT REQUIRES RECOGNITION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | REVENUE REPORTED BY DESERT BOTANICAL GARDEN FOUNDATION 3,043,145. ELIMINATIONS -3,041,035. CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF DBG FOUNDATION 2,360,903. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | GAIN/LOSS ON DISPOSAL OF PROPERTY AND EQUIPMENT 177,385. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES REPORTED BY DESERT BOTANICAL GARDEN FOUNDATION 682,242. ELIMINATIONS -680,132. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | LUMINARIA | Event1Nm |
| Gross Receipts Event1 | $862,438 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $732,989 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $129,449 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $129,449 | OtherDirectExpensesEvent1Amt |
| Event2 | DEVOUR | Event2Nm |
| Gross Receipts Event2 | $573,594 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $443,327 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $130,267 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $130,267 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $317 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $317 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $317 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,436,349 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,176,316 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $260,033 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $260,033 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $260,033 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 | Yes (1) | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BEVERLY DUZIK | ||||||||||||||
| FORMER SR DIR. MEMBERSHIP/PHILANTHRO | $187,531 | $0 | $0 | $0 | $130,363 | $0 | $3,188 | $0 | $10,907 | $0 | $331,989 | $0 | $130,363 | $0 |
| KENNETH J SCHUTZ | ||||||||||||||
| EXECUTIVE DIRECTOR | $284,964 | $0 | $0 | $0 | $0 | $0 | $6,346 | $0 | $11,555 | $0 | $302,865 | $0 | $0 | $0 |
| MARGARET BURKE | ||||||||||||||
| CFOO | $181,797 | $0 | $0 | $0 | $0 | $0 | $3,998 | $0 | $27,321 | $0 | $213,116 | $0 | $0 | $0 |
| TINA WILSON | ||||||||||||||
| SENIOR DIRECTOR OF HORTICULTURE | $138,848 | $0 | $0 | $0 | $0 | $0 | $2,576 | $0 | $10,353 | $0 | $151,777 | $0 | $0 | $0 |
| KIMBERLIE MCCUE | ||||||||||||||
| CHIEF SCIENCE OFFICER | $126,216 | $0 | $0 | $0 | $0 | $0 | $2,834 | $0 | $22,163 | $0 | $151,213 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | THE GARDEN HAS 457(F) NON-QUALIFIED DEFERRED COMPENSATION RETIREMENT PLANS (THE "NON-QUALIFIED 457(F) PLANS") COVERING THE CURRENT EXECUTIVE DIRECTOR AND ANOTHER MEMBER OF SENIOR MANAGEMENT. THE NON-QUALIFIED 457(F) PLANS PROVIDE FOR EMPLOYER CONTRIBUTIONS AT THE DISCRETION OF THE BOARD OF TRUSTEES OF THE GARDEN. DISTRIBUTIONS FROM THE NON-QUALIFIED 457(F) PLANS DURING THE YEARS ENDED SEPTEMBER 30, 2021 TOTALED $130,363. 457(F) PLAN DISTRIBUTIONS: SENIOR DIRECTOR OF MEMBERSHIP: $130,363 | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | PLANTS/TREES | 15 | $31,759 | FMV |
| Yes (X) | SUPPLIES | 25 | $28,495 | FMV |
| Yes (X) | PRINTING | 5 | $800 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION USES A BROKER TO SELL NON-CASH STOCK CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | ANY PERSON, FIRM, CORPORATION, ASSOCIATION OR OTHER ORGANIZATION SHALL BE ELIGIBLE FOR MEMBERSHIP IN THE CORPORATION. SUCH PERSONS AND ORGANIZATIONS MAY BECOME MEMBERS BY PAYING DUES. |
| FORM 990, PART VI, SECTION A, LINE 7A | AT EACH ANNUAL MEETING, MEMBERS SHALL ELECT THAT PORTION OF THE BOARD OF TRUSTEES WHOSE TERMS HAVE EXPIRED. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE REVIEW OF FORM 990 IS DELEGATED TO THE AUDIT COMMITTEE, A SUB-GROUP OF THE BOARD. THE COMPLETED 990 IS DISTRIBUTED TO THE FULL BOARD BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST FORMS ARE SIGNED UPON ACCEPTANCE TO THE BOARD, AND RETURN OF FORMS IS TRACKED BY THE ADMINISTRATIVE COORDINATOR. ALL BOARD MEMBERS SIGN THE FORMS ANNUALLY. NO CONTRACT OR OTHER TRANSACTION BETWEEN THE CORPORATION AND ONE OR MORE OF ITS TRUSTEES OR OFFICERS, OR BETWEEN THE CORPORATION AND ANY OTHER CORPORATION, FIRM, ASSOCIATION OR ENTITY IN WHICH A TRUSTEE OR OFFICER OF THE CORPORATION IS A TRUSTEE OR OFFICER OR IS FINANCIALLY INTERESTED, SHALL BE EITHER VOID OR VOIDABLE BECAUSE OF SUCH RELATIONSHIP OR INTEREST OR BECAUSE SUCH TRUSTEES OR OFFICERS ARE PRESENT AT OR PARTICIPATE IN THE MEETING OF THE BOARD OF TRUSTEES OR A COMMITTEE THEREOF WHICH AUTHORIZES, APPROVES OR RATIFIES SUCH CONTRACT OR TRANSACTION, OR BECAUSE HIS OR HER OR THEIR VOTES ARE COUNTED FOR SUCH PURPOSE, IF: (1) THE FACT OF SUCH RELATIONSHIP OR INTEREST AND THE FACTS AS TO THE CONTRACT OR TRANSACTION ARE DISCLOSED OR KNOWN TO THE BOARD OF TRUSTEES OR COMMITTEE WHICH AUTHORIZES, APPROVES OR RATIFIES THE CONTRACT OR TRANSACTION BY A VOTE OR CONSENT SUFFICIENT FOR THE PURPOSE WITHOUT COUNTING THE VOTES OR CONSENTS OF SUCH INTERESTED TRUSTEES OR OFFICERS; OR (2) THE FACT OF SUCH RELATIONSHIP OR INTEREST AND THE FACTS AS TO THE CONTRACT OR TRANSACTION ARE DISCLOSED OR KNOWN TO THE MEMBERS ENTITLED TO VOTE AND THEY AUTHORIZE, APPROVE OR RATIFY SUCH CONTRACT OR TRANSACTION BY VOTE OR WRITTEN CONSENT; OR (3) THE CONTRACT OR TRANSACTION IS FAIR AND REASONABLE TO THE CORPORATION AT THE TIME THE CONTRACT OR TRANSACTION IS AUTHORIZED, APPROVED OR RATIFIED, IN THE LIGHT OF CIRCUMSTANCES KNOWN TO THOSE ENTITLED TO VOTE THEREON AT THAT TIME. INTERESTED TRUSTEES MAY BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM AT A MEETING OF THE BOARD OF TRUSTEES OR A COMMITTEE THEREOF WHICH AUTHORIZES, APPROVES OR RATIFIES SUCH CONTRACT OR TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS FOR DETERMINING COMPENSATION FOR THE EXECUTIVE DIRECTOR IS PERFORMED ANNUALLY BY THE MEMBERS OF THE PERSONNEL COMMITTEE, A COMMITTEE OF THE BOARD OF TRUSTEES AND A NON-BOARD MEMBER WHO SERVES AS A HUMAN RESOURCE CONSULTANT. THE PERSONNEL COMMITTEE USES COMPARABLE DATA TO DETERMINE COMPENSATION BY CONTACTING OTHER NON-PROFITS OF EQUAL SIZE, USING TOOLS SUCH AS GUIDESTAR AND OTHER PERSONNEL BASED WEB SITES, AND ALSO BY REVIEWING THE FORM 990 OF COMPARABLE ORGANIZATIONS. THE CURRENT FISCAL YEAR INCLUDED AN UPDATED COMPENSATION STUDY. THE DETERMINATION OF COMPENSATION FOR OTHER OFFICERS OR KEY EMPLOYEES OF THE GARDEN IS PART OF THE ANNUAL BUDGETING PROCESS. SIGNIFICANT CHANGES IN COMPENSATION ARE HIGHLIGHTED AND REVIEWED THROUGH ANNUAL BOARD COMMITTEE REPORTING. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S ARTICLES OF INCORPORATION, BY-LAWS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, THE GARDEN POSTS ITS FORM 990 AND AUDITED FINANCIAL STATEMENTS TO ITS WEBSITE WWW.DBG.ORG, AVAILABLE FOR PUBLIC VIEWING. ANNUAL REPORTS ARE FILED WITH AZ CORPORATION COMMISSION, WHICH ARE AVAILABLE ON THE WEB. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF DBG FOUNDATION 2,360,903. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DBG AGAVE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 N GALVIN PKWY | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | RECEIVING AND HOLDING CONTRIBUTED INTERESTS IN REAL ESTATE. | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DESERT BOTANICAL GARDEN INC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DESERT BOTANICAL GARDEN FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 N GALVIN PKWY | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263305761 | EIN |
| Primary Activities | TO MANAGE ENDOWMENT FUNDS FOR THE DESERT BOTANICAL GARDEN. | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DESERT BOTANICAL GARDEN INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | 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 | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | 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 | 0 | 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 | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments