MORTON ARBORETUM: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MORTON ARBORETUM (EIN 36-1505770)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202213159349302206
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-11T09:10:22-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 361505770 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MORTON ARBORETUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORT | BusinessNameControlTxt |
| Phone | 6309680074 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4100 ILLINOIS ROUTE 53 | AddressLine1Txt |
| City | LISLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 605321293 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES S FAWLEY | PersonNm |
| Person Title | INTERIM PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 6307192405 | PhoneNum |
| Signature | 2022-11-04 | 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 | FAWLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LU ANN TRAPP | PreparerPersonNm |
| PTIN | P01506476 | PTIN |
| Phone | 3122071040 | PhoneNum |
| Preparation | 2022-11-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES S FAWLEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4100 ILLINOIS ROUTE 53 | AddressLine1Txt |
| City | LISLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 605321293 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $137,067,376 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MORTONARB.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1922 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | COLLECT, STUDY, DISPLAY AND GROW TREES; TO ENCOURAGE THE PLANTING AND CONSERVATION OF TREES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 504 | TotalEmployeeCnt |
| Total Volunteers | 896 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,866,757 | PYContributionsGrantsAmt |
| CY Contributions Grants | $30,966,948 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,263,341 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,543,344 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,370,504 | PYInvestmentIncomeAmt |
| CY Investment Income | $18,714,455 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,427,515 | PYOtherRevenueAmt |
| CY Other Revenue | $5,746,658 | CYOtherRevenueAmt |
| PY Total Revenue | $28,928,117 | PYTotalRevenueAmt |
| CY Total Revenue | $64,971,405 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $418,117 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $289,325 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $19,848,728 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $20,682,639 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $62,343 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $66,168 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,251,340 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,380,218 | PYOtherExpensesAmt |
| CY Other Expenses | $19,903,629 | CYOtherExpensesAmt |
| PY Total Expenses | $35,709,406 | PYTotalExpensesAmt |
| CY Total Expenses | $40,941,761 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$6,781,289 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $24,029,644 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $321,129,910 | TotalAssetsBOYAmt |
| Total Assets EOY | $374,122,908 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $59,639,134 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $57,639,348 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $261,490,776 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $316,483,560 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO COLLECT AND STUDY TREES, SHRUBS, AND OTHER PLANTS FROM AROUND THE WORLD, TO DISPLAY THEM ACROSS NATURALLY BEAUTIFUL LANDSCAPES FOR PEOPLE TO STUDY AND ENJOY, AND TO LEARN HOW TO GROW THEM IN WAYS THAT ENHANCE OUR ENVIRONMENT. OUR GOAL IS TO ENCOURAGE THE PLANTING AND CONSERVATION OF TREES AND OTHER PLANTS FOR A GREENER, HEALTHIER, AND MORE BEAUTIFUL WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $14,238,931 | ExpenseAmt |
| Desc | PLANTS AND COLLECTIONS: THE ARBORETUM GROWS AND DISPLAYS A RICH DIVERSITY OF TREES, SHRUBS, AND OTHER PLANTS THAT ARE EVALUATED FOR THEIR SUITABILITY FOR THE MIDWESTERN UNITED STATES. THESE LIVING COLLECTIONS INCLUDE 222,000 PLANT SPECIMENS REPRESENTING 4,650 DIFFERENT KINDS OF PLANTS. ARRANGED BY GEOGRAPHIC, TAXONOMIC, AND OTHER SPECIAL GROUPINGS, THE COLLECTIONS ARE ENHANCED BY RESTORED NATURAL AREAS OF NATIVE PLANTS AND ECOSYSTEMS. THE ARBORETUM'S WORK IN DEVELOPMENT OF NEW PLANTS RESULTS IN USEFUL AND ATTRACTIVE TREES AND SHRUBS THAT ARE INTRODUCED IN THE MARKETPLACE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,333,397 | ExpenseAmt |
| Revenue | $921,884 | RevenueAmt |
| Desc | LEARNING AND ENGAGEMENT: PROGRAMS, SERVICES, AND OPPORTUNITIES ARE RELEVANT TO PUBLIC NEEDS AND INTERESTS IN LEARNING ABOUT PLANTS AND NATURE IN WAYS THAT PROVIDE MEANINGFUL EXPERIENCES AND IMPROVE THE WORLD. THROUGH THE THORNHILL EDUCATION CENTER, CLASSES AND OTHER OFFERINGS ON SITE, ONLINE, AND THROUGH OUTREACH PROGRAMS SERVE ADULTS, YOUTH AND FAMILY AUDIENCES, SCHOOLS, AND SCOUTS. ALSO AVAILABLE ARE TEACHER-TRAINING RESOURCES AND A COOPERATIVE BOTANY DEGREE PROGRAM WITH REGIONAL COLLEGES AND UNIVERSITIES. THE STERLING MORTON LIBRARY, WITH 112,000 ITEMS, CONTAINS PUBLICATIONS ON BOTANY, HORTICULTURE, NATURAL HISTORY, AND ECOLOGY; RARE BOOKS, PERIODICALS, AND CATALOGS; AND BOTANICAL ARTWORKS; INFORMATION IS ALSO ACCESSIBLE ONLINE. THE PLANT CLINIC ANSWERS INQUIRIES ABOUT PLANT SELECTION AND CARE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,410,740 | ExpenseAmt |
| Grant | $289,325 | GrantAmt |
| Desc | SCIENCE AND CONSERVATION: THE CENTER FOR TREE SCIENCE FOCUSES ON AND BUILDS PROFESSIONAL COLLABORATIONS FOR PRACTICAL SCIENTIFIC STUDIES; KEY AREAS INCLUDE TREE HEALTH, TREE IMPROVEMENT, AND WOODLAND CONSERVATION.CO-LOCATED WITH RESEARCH LABS AT THE ARBORETUM IS A HERBARIUM WITH A COLLECTION OF 200,000 DRIED SPECIMENS FOR BOTANICAL RESEARCH. THROUGH GLOBAL TREE CONSERVATION PROGRAMS, THE ARBORETUM LEADS PARTNERSHIPS AND ASSISTS EFFORTS TO PREVENT TREE EXTINCTION AND SECURE THREATENED TREE SPECIES. THE CHICAGO REGION TREES INITIATIVE DEVELOPS STRATEGIES FOR URBAN TREE AND FOREST IMPROVEMENT, ADVOCATING FOR TREES IN 274 COMMUNITIES IN SEVEN COUNTIES. ARBNET, FACILITATED BY THE MORTON ARBORETUM, IS AN INTERACTIVE PROFESSIONAL COMMUNITY OF ARBORETA WITH PROGRAMS TO FOSTER ADVANCEMENTS AMONG TREE-FOCUSED GARDENS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,298,196 | ExpenseAmt |
| Revenue | $14,435,366 | RevenueAmt |
| Desc | VISITOR PROGRAMS: WELCOMED 1,239,863 VISITORS, MAINTAINING THE INSTITUTION AS ONE OF THE MOST VISITED PUBLIC GARDENS IN NORTH AMERICA. SERVED MEMBERSHIP OF 60,994 HOUSEHOLDS. HOSTED VARIOUS SPECIAL EVENTS AND SEASONAL ACTIVITIES AS OPPORTUNITIES FOR NEW AND RETURNING VISITORS AND MEMBERS TO ENGAGE IN MISSION. PROVIDED PATRON SERVICES AND ACCOMMODATIONS THROUGH VISITOR-ORIENTED CENTER, TOURS, THE ARBORETUM STORE, THE GINKGO RESTAURANT, BANQUET, AND CONFERENCE FACILITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $11,298,196 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $14,435,366 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $33,281,264 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | 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 | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | 125 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 504 | 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 | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | 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 | IL | 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 | JAMES S FAWLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6307192405 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4100 ILLINOIS ROUTE 53 | AddressLine1Txt |
| City | LISLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60532 | 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 |
|---|---|---|---|---|---|---|---|
| STEPHEN C VAN ARSDELL | |||||||
| CHAIRMAN | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERT J SCHILLERSTROM | |||||||
| VICE CHAIRMAN | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHARLES P MCQUAID | |||||||
| TREASURER | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARK C GOSSETT | |||||||
| SECRETARY | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANNA CAROLINE BALL | |||||||
| TRUSTEE | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT A BARTLETT JR | |||||||
| TRUSTEE | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| PAT A BASU | |||||||
| TRUSTEE | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| WALTER W BECKY II | |||||||
| TRUSTEE | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA J BRADFORD | |||||||
| TRUSTEE | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER B BURKE | |||||||
| TRUSTEE | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY L BURKE | |||||||
| TRUSTEE | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL CAHILL | |||||||
| TRUSTEE | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| TRISHA L CONLEY | |||||||
| TRUSTEE | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| E JAMES DONDLINGER | |||||||
| TRUSTEE | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT L FEALY | |||||||
| TRUSTEE | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| TROY D HAMMOND | |||||||
| TRUSTEE | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| MATT HARRIS | |||||||
| TRUSTEE | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH KORANDA | |||||||
| TRUSTEE | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY LOUIS | |||||||
| TRUSTEE | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| CHANDRA N PRASAD | |||||||
| TRUSTEE | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMAL J SCOTT | |||||||
| TRUSTEE | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| GERARD T DONNELLY PHD | |||||||
| PRESIDENT AND CEO | 40.00 | Yes (X) | $571,519 | $0 | $89,244 | ||
| JAMES S FAWLEY | |||||||
| VP-FINANCE AND CFO | 40.00 | Yes (X) | $246,005 | $0 | $46,465 | ||
| KATHLEEN SPIESS | |||||||
| VP-DEVELOPMENT | 40.00 | Yes (X) | $217,662 | $0 | $14,769 | ||
| PRESTON WONG BAUTISTA | |||||||
| VP-LEARNING AND ENGAGEMENT | 40.00 | Yes (X) | $191,090 | $0 | $21,405 | ||
| KRIS BACHTELL | |||||||
| VP-COLLECTIONS AND FACILITIES | 40.00 | Yes (X) | $185,633 | $0 | $55,349 | ||
| ALICIA LAVIRE | |||||||
| VP-MARKETING AND COMMUNICATIONS | 40.00 | Yes (X) | $184,551 | $0 | $34,772 | ||
| MEREDITH WESTWOOD | |||||||
| VP-SCIENCE AND CONSERVATION | 40.00 | Yes (X) | $134,054 | $0 | $14,014 | ||
| NICOLE CAVENDER | |||||||
| VP-SCIENCE AND CONSERVATION | 40.00 | Yes (X) | $74,756 | $0 | $10,718 | ||
| KELLY NOLAN | |||||||
| DIR-MAJOR GIFTS | 40.00 | $135,908 | $0 | $41,591 | Yes (X) | ||
| CHARLES CANNON | |||||||
| DIR-CENTER FOR TREE SCIENCE | 40.00 | $134,872 | $0 | $39,028 | Yes (X) | ||
| NANCY PESKE | |||||||
| DIR-HUMAN RESOURCES | 40.00 | $134,807 | $0 | $40,629 | Yes (X) | ||
| SAI RAVICHANDRAN | |||||||
| DIR-INFORMATION TECHNOLOGY | 40.00 | $126,445 | $0 | $41,448 | Yes (X) | ||
| RONALD DULCEAK | |||||||
| HEAD OF FACILITIES | 40.00 | $118,849 | $0 | $33,236 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,456,151 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $482,668 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 22 | 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 |
|---|---|---|---|---|---|
| JENSEN'S PLUMBING & HEATING LLC | |||||
| 670 E CALHOUN ST | WOODSTOCK | IL | 60098 | VARIOUS CONSTRUCTION PROJECTS | $900,244 |
| INTELLIGENT LIGHTING CREATIONS INC | |||||
| 2461 EAST OAKTON STREET | ARLINGTON HEIGHTS | IL | 60004 | WINTER EXHIBITION AND OTHER | $873,340 |
| HODGSON & DOUGLAS LLC | |||||
| 507 MAIN STREET | NASHVILLE | TN | 37206 | VARIOUS CONSTRUCTION PROJECTS | $815,971 |
| ARAMARK CORPORATION | |||||
| 27310 NETWORK PLACE | CHICAGO | IL | 60673 | INTERNAL RESTAURANT MGT | $667,662 |
| KELLY SCOTT & MADISON INC | |||||
| 23983 NETWORK PLACE | CHICAGO | IL | 60673 | ADVERTISING | $640,667 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 29 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $6,075,221 | MembershipDuesAmt |
| Fundraising | $386,764 | FundraisingAmt |
| Government Grants | $9,724,919 | GovernmentGrantsAmt |
| All Other Contributions | $14,780,044 | AllOtherContributionsAmt |
| Noncash Contributions | $793,344 | NoncashContributionsAmt |
| Total Contributions | $30,966,948 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| VISITOR EVENTS | 713990 | $5,604,835 | $5,604,835 |
| ADMISSIONS | 713990 | $3,016,625 | $3,016,625 |
| EDUCATION | 713990 | $921,884 | $921,884 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,543,344 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,810,722 | TotalRevenueColumnAmt |
| Exclusion | $3,810,722 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $866,055 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $866,055 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $866,055 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $866,055 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $84,550,186 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $69,646,453 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,903,733 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,903,733 | TotalRevenueColumnAmt |
| Exclusion | $14,903,733 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $46,650 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $386,764 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $113,898 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$67,248 | TotalRevenueColumnAmt |
| Exclusion | -$67,248 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $7,283,471 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $2,335,620 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,947,851 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,947,851 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $64,971,405 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,357,250 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $18,647,207 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,356 | TotalAmt |
| Program Services | $228,356 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,969 | TotalAmt |
| Program Services | $60,969 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,092,006 | TotalAmt |
| Program Services | $906,342 | ProgramServicesAmt |
| Management And General | $953,233 | ManagementAndGeneralAmt |
| Fundraising | $232,431 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,960,310 | TotalAmt |
| Program Services | $11,900,984 | ProgramServicesAmt |
| Management And General | $1,579,837 | ManagementAndGeneralAmt |
| Fundraising | $1,479,489 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $876,185 | TotalAmt |
| Program Services | $697,008 | ProgramServicesAmt |
| Management And General | $92,527 | ManagementAndGeneralAmt |
| Fundraising | $86,650 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,569,831 | TotalAmt |
| Program Services | $1,248,807 | ProgramServicesAmt |
| Management And General | $165,777 | ManagementAndGeneralAmt |
| Fundraising | $155,247 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,184,307 | TotalAmt |
| Program Services | $942,121 | ProgramServicesAmt |
| Management And General | $125,065 | ManagementAndGeneralAmt |
| Fundraising | $117,121 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,855 | TotalAmt |
| Program Services | $241,855 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,314 | TotalAmt |
| Management And General | $126,314 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $745,598 | TotalAmt |
| Program Services | $357,645 | ProgramServicesAmt |
| Management And General | $173,621 | ManagementAndGeneralAmt |
| Fundraising | $214,332 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,562 | TotalAmt |
| Fundraising | $51,562 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,168 | TotalAmt |
| Fundraising | $66,168 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $414,655 | TotalAmt |
| Program Services | $414,655 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,317,511 | TotalAmt |
| Program Services | $2,936,153 | ProgramServicesAmt |
| Management And General | $195,851 | ManagementAndGeneralAmt |
| Fundraising | $185,507 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $586,222 | TotalAmt |
| Program Services | $579,572 | ProgramServicesAmt |
| Management And General | $6,650 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,303,170 | TotalAmt |
| Program Services | $2,702,433 | ProgramServicesAmt |
| Management And General | $77,095 | ManagementAndGeneralAmt |
| Fundraising | $523,642 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $822,785 | TotalAmt |
| Management And General | $822,785 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,501,161 | TotalAmt |
| Program Services | $2,501,161 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,054 | TotalAmt |
| Program Services | $79,952 | ProgramServicesAmt |
| Management And General | $1,719 | ManagementAndGeneralAmt |
| Fundraising | $383 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,203 | TotalAmt |
| Program Services | $25,710 | ProgramServicesAmt |
| Management And General | $6,122 | ManagementAndGeneralAmt |
| Fundraising | $59,371 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,593,069 | TotalAmt |
| Program Services | $1,593,069 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,277,923 | TotalAmt |
| Program Services | $3,277,923 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $558,340 | TotalAmt |
| Program Services | $552,608 | ProgramServicesAmt |
| Fundraising | $5,732 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACT HELP | $1,873,554 | $1,873,554 | ||
| EQUIPMENT | $103,325 | $103,325 | ||
| MEMBERSHIP DUES | $82,320 | $18,055 | $40,799 | $23,466 |
| STAFF DEVELOPMENT | $54,666 | $23,608 | $30,150 | $908 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,342 | TotalAmt |
| Program Services | $15,399 | ProgramServicesAmt |
| Management And General | $11,612 | ManagementAndGeneralAmt |
| Fundraising | $49,331 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,941,761 | TotalAmt |
| Program Services | $33,281,264 | ProgramServicesAmt |
| Management And General | $4,409,157 | ManagementAndGeneralAmt |
| Fundraising | $3,251,340 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,017,602 | BOYAmt |
| EOY | $3,126,227 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,982,626 | BOYAmt |
| EOY | $6,397,182 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,016,167 | BOYAmt |
| EOY | $3,297,775 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,449 | BOYAmt |
| EOY | $5,064,831 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $480,035 | BOYAmt |
| EOY | $385,029 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $317,666 | BOYAmt |
| EOY | $335,253 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $103,141,244 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $53,371,000 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,416,813 | BOYAmt |
| EOY | $49,770,244 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,647,997 | BOYAmt |
| EOY | $206,623,594 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,140,555 | BOYAmt |
| EOY | $99,122,773 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $321,129,910 | BOYAmt |
| EOY | $374,122,908 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,745,947 | BOYAmt |
| EOY | $5,149,680 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,973,371 | BOYAmt |
| EOY | $2,420,328 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,039,216 | BOYAmt |
| EOY | $50,069,340 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,880,600 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,639,134 | BOYAmt |
| EOY | $57,639,348 | 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 | $254,372,548 | BOYAmt |
| EOY | $299,098,419 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,118,228 | BOYAmt |
| EOY | $17,385,141 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,490,776 | BOYAmt |
| EOY | $316,483,560 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $321,129,910 | BOYAmt |
| EOY | $374,122,908 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $24,029,644 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $30,963,141 | 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $12,631,728 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,160,121 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,370,405 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,866,757 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,966,947 | CurrentTaxYearAmt |
| Total | $82,995,958 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,631,728 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,160,121 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,370,405 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,866,757 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,966,947 | CurrentTaxYearAmt |
| Total | $82,995,958 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,230,218 | SubstantialContributorsTotAmt |
| Public Support Total170 | $77,765,740 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,232,832 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,672,389 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,408,757 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,095,361 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,676,777 | CurrentTaxYearAmt |
| Total | $28,086,116 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $8,431 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $74,435 | CurrentTaxYearMinus1YearAmt |
| Total | $82,866 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $111,164,940 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $68,272,383 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.69960 | PublicSupportCY170Pct |
| Public Support PY170 | 0.65730 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $51,563 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $51,563 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | HIRED A CONSULTANT TO REPRESENT THE MORTON ARBORETUM BEFORE THE UNITED STATES CONGRESS AND EXECUTIVE BRANCH AGENCIES ON RELEVANT ISSUE AREAS. | ExplanationTxt |
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 |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | CLASSROOM EDUCATION | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,192,842 | BeginningYearBalanceAmt |
| Contributions | $2,730,131 | ContributionsAmt |
| Investment Earnings Or Losses | $5,787,579 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,253,458 | OtherExpendituresAmt |
| End Year Balance | $41,457,094 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,190,829 | BeginningYearBalanceAmt |
| Contributions | $2,799,396 | ContributionsAmt |
| Investment Earnings Or Losses | $3,147,511 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $944,894 | OtherExpendituresAmt |
| End Year Balance | $34,192,842 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,161,230 | BeginningYearBalanceAmt |
| Contributions | $2,600,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,859,132 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $429,533 | OtherExpendituresAmt |
| End Year Balance | $29,190,829 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,378,638 | BeginningYearBalanceAmt |
| Contributions | $5,393,562 | ContributionsAmt |
| Investment Earnings Or Losses | -$673,407 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,937,563 | OtherExpendituresAmt |
| End Year Balance | $24,161,230 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,178,208 | BeginningYearBalanceAmt |
| Contributions | $3,579,828 | ContributionsAmt |
| Investment Earnings Or Losses | $2,506,868 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,886,266 | OtherExpendituresAmt |
| End Year Balance | $21,378,638 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.81000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.12000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.07000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,255,284 | OtherCostOrOtherBasisAmt |
| Book Value | $1,255,284 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $54,079,128 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,486,171 | DepreciationAmt |
| Book Value | $33,592,957 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,804,905 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,008,089 | DepreciationAmt |
| Book Value | $2,796,816 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $38,001,927 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,876,740 | DepreciationAmt |
| Book Value | $12,125,187 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $49,770,244 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATE EQUITY | $58,534,835 | F |
| HEDGE FUNDS | $40,587,938 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $99,122,773 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $48,706,469 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $48,706,469 | RevenueSubtotalAmt |
| Other Revenues Not Included | $16,264,937 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $16,264,937 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $64,971,406 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $42,976,627 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,449,518 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,449,518 | ExpensesNotReportedAmt |
| Expenses Subtotal | $40,527,109 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $414,656 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$4 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $414,652 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $40,941,761 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | CAPITALIZATION POLICY: ARBORETUM COLLECTIONS - THE MORTON ARBORETUM'S RARE BOOKS AND PRINT COLLECTIONS ARE NOT CAPITALIZED IN THE ACCOMPANYING AUDITED FINANCIAL STATEMENTS. LIVING WOODY PLANTS ARE ALSO NOT CAPITALIZED UNLESS THEY ARE A MAJOR PART OF A CAPITAL PROJECT. PURCHASES OF COLLECTION ITEMS THAT ARE NOT CAPITALIZED ARE RECORDED AS A DECREASE IN UNRESTRICTED NET ASSETS. |
| PART III, LINE 4: | DESCRIPTION OF COLLECTIONS AND FURTHERANCE OF EXEMPT PURPOSE: LIVING COLLECTION - WOODY PLANTS IN CATEGORIES OF TAXONOMIC, GEOGRAPHIC, SPECIAL HABITAT, HORTICULTURAL, RARE/ENDANGERED. 222,000 SPECIMENS REPRESENT 4650 DIFFERENT KINDS OF TREES, SHRUBS AND OTHER PLANTS FROM 40 COUNTRIES IN THE NORTHERN TEMPERATE ZONE. DISPLAYED ACROSS 1,700 ACRES OF NATURAL LANDSCAPES. PROVIDED FOR BOTANICAL, HORTICULTURAL, AND ARTISTIC STUDY (EDUCATION AND RESEARCH PURPOSE) AND ENJOYMENT OF PLANT SPECIES (SPECIFIC RESEARCH PURPOSE). LIBRARY COLLECTION - 27,000 VOLUMES OF BOTANY, HORTICULTURE, LANDSCAPE DESIGN, NATURAL HISTORY, ECOLOGY; CORRESPONDING RARE DOCUMENTS, AND OTHER PRINTED MATERIALS; 12,000 BOTANICAL ARTWORKS AND 3,400 LANDSCAPE DRAWINGS. AVAILABLE FOR BOTANICAL, HORTICULTURAL, AND ARTISTIC STUDY OF PLANTS (EDUCATIONAL, RESEARCH, AND CULTURAL PURPOSES). |
| PART V, LINE 4: | THE TERM ENDOWMENTS ARE SPENT PER THE DONOR'S DIRECTIONS. THE PERMANENT ENDOWMENT IS MAINTAINED IN PERPETUITY TO SUPPORT THE MISSION AND OPERATIONS OF THE MORTON ARBORETUM. THE BOARD DESIGNATED ENDOWMENTS ARE APPLIED TO PURPOSES DEFINED BY THE BOARD IN SUPPORT OF THE MISSION AND OPERATIONS OF THE MORTON ARBORETUM. |
| PART X, LINE 2: | THE ARBORETUM IS A NOT-FOR-PROFIT ENTITY AND IS EXEMPT FROM TAX UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3). ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ARBORETUM AND RECOGNIZE A TAX LIABILITY IF THE ARBORETUM HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF SALES -INCLUDED IN EXPENSES ON THE FINANCIAL STATEMENTS -2,335,620. FUNDRAISING EXPENSES -INCLUDED IN EXPENSES ON THE FINANCIAL STATEMENTS -113,898. NET INCOME FROM INVESTMENTS-INCLUDED IN OTHER CHANGES ON THE FINANCIAL STMTS 3,810,722. NET REALIZED GAINS ON INVESTMENTS-INCLUDED IN OTHER CHANGES ON FIN. STMTS 14,903,733. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF SALES -INCLUDED IN EXPENSES ON THE FINANCIAL STATEMENTS 2,335,620. FUNDRAISING EXPENSES -INCLUDED IN EXPENSES ON THE FINANCIAL STATEMENTS 113,898. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ROUNDING -4. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (13 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | INVESTMENTS | $19,543,949 | |
| EUROPE | INVESTMENTS | $2,729,281 | |
| NORTH AMERICA | INVESTMENTS | $23,121,033 | |
| EAST ASIA & PACIFIC | FUNDRAISING | $45 | |
| EUROPE | PROGRAM SERVICES | $6,147 | OUTREACH |
| EUROPE | PROGRAM SERVICES | $20,900 | TESTING AND RESEARCH |
| EUROPE | ADMINSTRATION | $7,988 | |
| NORTH AMERICA | PROGRAM SERVICES | $5,081 | OUTREACH |
| NORTH AMERICA | PROGRAM SERVICES | $76,603 | TESTING AND RESEARCH |
| NORTH AMERICA | FUNDRAISING | $20,630 | |
| CENTRAL AMERICA AND THE CARIBBEAN | PROGRAM SERVICES | $6,817 | TESTING AND RESEARCH |
| EAST ASIA & PACIFIC | PROGRAM SERVICES | $9,056 | TESTING AND RESEARCH |
| EUROPE | FUNDRAISING | $932 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $45,434,424 | SubtotalSpentAmt |
| Continuation Spent | $114,038 | ContinuationSpentAmt |
| Total Spent | $45,548,462 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| LEMASTER MARKETING GROUP INC | ||||||||
| 7700 LEESBURG PIKE STE 239 | FALLS CHURCH | VA | 22043 | TELEMARKETING | 0 | $209,241 | $66,168 | $143,073 |
| LAMARCA HEINRICH STRATEGIC CONSULTING | ||||||||
| 1441 HAWTHORNE TERRACE | BERKELEY | CA | 94708 | CONSULTING | 0 | $0 | $25,480 | -$25,480 |
| SSB CONSULTING GROUP | ||||||||
| 7600 E ORCHARD RD 3305 | GREENWOOD VILLAGE | CO | 80111 | ANALYTIC SUPPORT | 0 | $0 | $13,500 | -$13,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $209,241 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $105,148 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $104,093 | TotalNetToOrganizationAmt |
| Licensed States | IL | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DINNER PARTY | Event1Nm |
| Gross Receipts Event1 | $433,414 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $386,764 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $46,650 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $4,023 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $49,717 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $10,200 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $49,958 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $433,414 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $386,764 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $46,650 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $4,023 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $49,717 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $10,200 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $49,958 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $113,898 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$67,248 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF FLORIDA | ||||||||
| 14625 CR 672 | WINAUMA | FL | 33598 | 596002052 | GOVT | $10,000 | $0 | RESEARCH |
| BOTANICAL GARDENS - HUNTINGTON | ||||||||
| 1151 OXFORD ROAD | SAN MARINO | CA | 91108 | 650815620 | 501(C)(3) | $33,810 | $0 | RESEARCH |
| MONTGOMERY BOTANICAL CENTER | ||||||||
| 11901 OLD CUTLER ROAD | MIAMI | FL | 33156 | 136153649 | 501(C)(3) | $22,573 | $0 | CONSERVATION OF LIVING COLLECTIONS |
| ATLANTA BOTANICAL GARDEN | ||||||||
| 1345 PIEDMONT AVE NE | ATLANTA | GA | 30309 | 581313284 | 501(C)(3) | $50,560 | $0 | CONSERVATION OF LIVING COLLECTIONS |
| OPENLANDS PROJECT | ||||||||
| 25 E WASHINGTON STREET STE 1650 | CHICAGO | IL | 60602 | 362649603 | 501(C)(3) | $10,000 | $0 | PRESERVING OAK ECOSYSTEMS |
| THE CONSERVATION FOUNDATION | ||||||||
| 10S404 KNOCH KNOLLS ROAD | NAPERVILLE | IL | 60565 | 237221206 | 501(C)(3) | $6,554 | $0 | PRESERVING OAK ECOSYSTEMS |
| THE LAND CONSERVANCY OF MCHENRY COUNTY | ||||||||
| 4622 DEAN STREET | WOODSTOCK | IL | 60098 | 363727476 | 501(C)(3) | $9,920 | $0 | PRESERVING OAK ECOSYSTEMS |
| FOREST PRESERVE DISTRICT OF DUPAGE COUNTY | ||||||||
| 3S580 NAPERVILLE ROAD | WHEATON | IL | 60189 | 452343580 | GOVT | $40,000 | $0 | PRESERVING OAK ECOSYSTEMS |
| MCHENRY COUNTY CONSERVATION DISTRICT | ||||||||
| 18410 US HIGHWAY 14 | WOODSTOCK | IL | 60098 | 362728209 | GOVT | $8,239 | $0 | PRESERVING OAK ECOSYSTEMS |
| UNIVERSITY OF VERMONT | ||||||||
| 81 CARRIGAN DRIVE | BURLINGTON | VT | 05405 | 030179440 | GOVT | $36,700 | $0 | TREE REPLENISHMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 10 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FELLOWSHIP | GrantTypeTxt |
| Recipient | 5 | RecipientCnt |
| Cash Grant | $60,969 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ON A QUARTERLY BASIS, GRANTEES ARE ASKED TO REPORT ON PROJECT PROGRESS USING A TEMPLATE PROVIDED WITH THE APPLICATION PROCESS. FAILURE TO COMPLY MAY RESULT IN THE CANCELLATION OF THE GRANT. A FINAL REPORT IS REQUIRED WITH A FINAL BUDGET FORM AND MATCH DOCUMENTATION WORKSHEET. PAYMENT IS MADE ONLY TO THE CONTRACTED ENTITY FOR INVOICES PAID BY THE GRANT RECIPIENTS AFTER THE COMPLETED REIMBURSEMENT REQUEST FORMS HAVE BEEN RECEIVED ALONG WITH VALID INVOICES AND/OR CANCELED CHECKS. ONLY ONE REIMBURSEMENT PAYMENT WILL BE MADE TO THE CONTRACTED COMMUNITY UPON COMPLETION OF ALL PHASES OF THE GRANT PROJECTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GERARD T DONNELLY PHD | ||||||||||||||
| PRESIDENT AND CEO | $502,586 | $0 | $68,933 | $0 | $0 | $0 | $63,241 | $0 | $26,003 | $0 | $660,763 | $0 | $0 | $0 |
| JAMES S FAWLEY | ||||||||||||||
| VP-FINANCE AND CFO | $244,591 | $0 | $1,414 | $0 | $0 | $0 | $15,239 | $0 | $31,226 | $0 | $292,470 | $0 | $0 | $0 |
| KRIS BACHTELL | ||||||||||||||
| VP-COLLECTIONS AND FACILITIES | $184,236 | $0 | $1,397 | $0 | $0 | $0 | $28,109 | $0 | $27,240 | $0 | $240,982 | $0 | $0 | $0 |
| KATHLEEN SPIESS | ||||||||||||||
| VP-DEVELOPMENT | $216,248 | $0 | $1,414 | $0 | $0 | $0 | $12,869 | $0 | $1,900 | $0 | $232,431 | $0 | $0 | $0 |
| ALICIA LAVIRE | ||||||||||||||
| VP-MARKETING AND COMMUNICATIONS | $183,154 | $0 | $1,397 | $0 | $0 | $0 | $11,309 | $0 | $23,463 | $0 | $219,323 | $0 | $0 | $0 |
| PRESTON WONG BAUTISTA | ||||||||||||||
| VP-LEARNING AND ENGAGEMENT | $189,693 | $0 | $1,397 | $0 | $0 | $0 | $11,612 | $0 | $9,793 | $0 | $212,495 | $0 | $0 | $0 |
| KELLY NOLAN | ||||||||||||||
| DIR-MAJOR GIFTS | $134,379 | $0 | $1,529 | $0 | $0 | $0 | $8,805 | $0 | $32,786 | $0 | $177,499 | $0 | $0 | $0 |
| NANCY PESKE | ||||||||||||||
| DIR-HUMAN RESOURCES | $133,278 | $0 | $1,529 | $0 | $0 | $0 | $8,675 | $0 | $31,954 | $0 | $175,436 | $0 | $0 | $0 |
| CHARLES CANNON | ||||||||||||||
| DIR-CENTER FOR TREE SCIENCE | $133,343 | $0 | $1,529 | $0 | $0 | $0 | $8,563 | $0 | $30,465 | $0 | $173,900 | $0 | $0 | $0 |
| SAI RAVICHANDRAN | ||||||||||||||
| DIR-INFORMATION TECHNOLOGY | $124,916 | $0 | $1,529 | $0 | $0 | $0 | $8,186 | $0 | $33,262 | $0 | $167,893 | $0 | $0 | $0 |
| RONALD DULCEAK | ||||||||||||||
| HEAD OF FACILITIES | $117,320 | $0 | $1,529 | $0 | $0 | $0 | $7,528 | $0 | $25,708 | $0 | $152,085 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | AN ON-SITE RESIDENCE IS PROVIDED FOR THE PRESIDENT AND CEO OF THE MORTON ARBORETUM, CURRENTLY GERARD T. DONNELLY, AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE MORTON ARBORETUM. THE VALUE OF THIS RESIDENCE IS NOT TREATED AS TAXABLE COMPENSATION. |
| PART I, LINE 7 | AS INDICATED IN SCHEDULE J, PART II, CERTAIN INDIVIDUALS RECEIVED BONUSES BASED ON THE PERFORMANCE AND FINANCIAL RESULTS OF THE ORGANIZATION. THESE BONUSES WERE APPROVED BY THE BOARD OF TRUSTEES. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COUNTY OF DUPAGE ILLINOIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 366006551 | BondIssuerEIN |
| CUSIP | 262668AE6 | CUSIPNum |
| Bond Issued | 2020-07-30 | BondIssuedDt |
| Issue Price | $50,554,899 | IssuePriceAmt |
| Purpose | SEE PART VI | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $50,554,899 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $535,899 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $50,019,000 | OtherSpentProceedsAmt |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE K, PART I, LINE A, COLUMN F | FormAndLineReferenceDesc |
| Explanation | THE PROCEEDS OF THE BONDS WERE USED TO (I) REFUND THE OUTSTANDING SERIES 2003 BONDS ISSUED ON DECEMBER 17, 2003; (II) REFUND THE OUTSTANDING SERIES 2017 BONDS ISSUED ON MAY 18, 2017; (III) TERMINATE THE SWAP AGREEMENT ISSUED WITH THE SERIES 2017 BONDS; AND (IV) PAY CERTAIN INCURRED COSTS WITH THE AUTHORIZATION AND ISSUANCE OF THE BOND. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 36 | ContributionCnt |
| Noncash Contributions Rpt F990 | $793,344 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| 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 | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING IN PART I, COLUMN (B) THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE MORTON ARBORETUM CONTRACTS WITH ARAMARK CORPORATION TO MANAGE AND OPERATE FOOD SERVICES. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PREPARED BY THE MORTON ARBORETUM'S ACCOUNTANTS, REVIEWED BY THE AUDIT COMMITTEE AND DISTRIBUTED TO THE BOARD OF TRUSTEES PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE MORTON ARBORETUM REQUIRES THAT ALL TRUSTEES, EMPLOYEES, AND VOLUNTEERS DISCLOSE AND DECLARE ANY PERSONAL, FAMILIAL, OR BUSINESS RELATIONSHIPS, SITUATIONS, OR ACTIVITIES THAT HAVE POTENTIAL TO CREATE A CONFLICT OF INTEREST. FOR TRUSTEES AND EMPLOYEES, THE DECLARATION MUST BE RENEWED ANNUALLY AND WHEN APPLICABLE CHANGES OCCUR. THE MORTON ARBORETUM SUPPLIES A CONFLICT OF INTEREST DECLARATION FORM TO ALL TRUSTEES AND EMPLOYEES FOR THIS PURPOSE. VOLUNTEERS ARE INFORMED OF THIS POLICY AT THE ONSET OF THEIR SERVICE, IN THE PUBLISHED VOLUNTEER HANDBOOK, AND IN PERIODIC COMMUNICATIONS. FOR ALL TRUSTEES, EMPLOYEES, AND VOLUNTEERS, RELATIONSHIPS OR SITUATIONS THAT ARISE THAT MAY CREATE OR APPEAR TO CREATE CONFLICT OF INTEREST MUST BE BROUGHT TO THE ATTENTION OF THE PRESIDENT OR THE CHAIRMAN OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS FOR DETERMINING COMPENSATION OF OFFICERS AND KEY EMPLOYEES INCLUDES A MARKET ANALYSIS OF COMPARABLE POSITIONS FROM PEER GARDENS AND OTHER SIMILAR ORGANIZATIONS FOR BENCHMARKING PURPOSES, AS WELL AS, AN OUTSIDE MANAGEMENT CONSULTING FIRM. THIS INFORMATION IS REVIEWED BY INTERNAL HUMAN RESOURCES PROFESSIONALS AND THE MANAGEMENT DEVELOPMENT AND COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. THE FULL BOARD REVIEWS AND APPROVES RECOMMENDATIONS OF COMPENSATION MATTERS FOR THE PRESIDENT AND CEO. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON THE MORTON ARBORETUM'S WEBSITE (WWW.MORTONARB.ORG) AND ANNUAL REPORT. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |