HOLDEN ARBORETUM: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HOLDEN ARBORETUM (EIN 34-0750346)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-08-14
- IRS object ID
- 202022279349301227
- Schema version
- 2018v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-14T15:01:58-05:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 340677006 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALONEY NOVOTNY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 SUPERIOR AVE SUITE 700 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441142540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340750346 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOLDEN ARBORETUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOLD | BusinessNameControlTxt |
| Phone | 4409464400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9500 SPERRY ROAD | AddressLine1Txt |
| City | KIRTLAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 440945172 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JILL KOSKI | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 4409464400 | PhoneNum |
| Signature | 2020-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER B ANDERSON | PreparerPersonNm |
| PTIN | P00226559 | PTIN |
| Phone | 2163630100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.230.124.67 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-14 | IPDt |
| IP Tm | 12:33:13 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F31C6E7040B009470829250F0E45C8144456BC5D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLDEN FORESTS & GARDENS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JILL KOSKI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9500 SPERRY ROAD | AddressLine1Txt |
| City | KIRTLAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 440945172 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,573,596 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HOLDENARB.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1931 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | AN OUTDOOR LIVING MUSEUM THAT CONNECTS PEOPLE WITH THE WONDER, BEAUTY, AND VALUE OF TREES AND PLANTS, TO INSPIRE ACTION FOR HEALTHY COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 92 | TotalEmployeeCnt |
| Total Volunteers | 635 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,525,014 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,718,063 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $590,384 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $728,861 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,485,410 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,051,152 | CYInvestmentIncomeAmt |
| PY Other Revenue | $286,528 | PYOtherRevenueAmt |
| CY Other Revenue | $349,917 | CYOtherRevenueAmt |
| PY Total Revenue | $8,887,336 | PYTotalRevenueAmt |
| CY Total Revenue | $9,847,993 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,894,868 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,605,454 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $355,299 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,692,691 | PYOtherExpensesAmt |
| CY Other Expenses | $3,335,883 | CYOtherExpensesAmt |
| PY Total Expenses | $8,587,559 | PYTotalExpensesAmt |
| CY Total Expenses | $8,941,337 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $299,777 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $906,656 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $166,230,040 | TotalAssetsBOYAmt |
| Total Assets EOY | $161,248,284 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,228,612 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,069,475 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $165,001,428 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $160,178,809 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HOLDEN ARBORETUM IS AN OUTDOOR LIVING MUSEUM THAT CONNECTS PEOPLE WITH THE WONDER, BEAUTY, AND VALUE OF TREES AND PLANTS, TO INSPIRE ACTION FOR HEALTHY COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,900,152 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $755,456 | RevenueAmt |
| Desc | SEE SCHEDULE OTHE HOLDEN ARBORETUM IS A 3,500-ACRE OUTDOOR MUSEUM OF TREES AND WOODY PLANTS THAT PROMOTES THE BEAUTY AND IMPORTANCE OF TREES AND WOODY PLANTS TO CREATE SUSTAINABLE AND HEALTHY COMMUNITIES IN THE GREAT LAKES REGION. IN ADDITION, THE ARBORETUM HAS 1,489 ACRES IN CONSERVATION EASEMENTS AND 29 ACRES AT THE LEACH RESEARCH STATION IN MADISON, OH. THE ARBORETUM IS ACCREDITED BY THE AMERICAN ALLIANCE OF MUSEUMS. THE HOLDEN ARBORETUM IS INTEGRATED WITH THE CLEVELAND BOTANICAL GARDEN UNDER THE HOLDEN FORESTS & GARDENS BRAND. THE CLEVELAND BOTANICAL GARDEN IS AN URBAN BOTANICAL GARDEN LOCATED 25 MILES FROM HOLDEN ARBORETUM IN THE CITY OF CLEVELAND. TOGETHER, THE TWO ORGANIZATIONS REPRESENT THE 14TH LARGEST PUBLIC GARDEN IN THE COUNTRY. THE MISSION OF THE TWO ORGANIZATIONS IS TO CONNECT PEOPLE WITH THE WONDER, BEAUTY, AND VALUE OF TREES AND PLANTS, TO INSPIRE ACTION FOR HEALTHY COMMUNITIES. THE COMBINED PROGRAMMING OF THE TWO INSTITUTIONS CREATES MORE OPPORTUNITY FOR IMPACT, BY LEVERAGING TWO PHYSICAL CAMPUSES, DIFFERENT GEOGRAPHIES, AUDIENCES, AND HISTORICAL TRADITIONS. THE HOLDEN ARBORETUM FULFILS THIS MISSION THROUGH CORE PROGRAMMING THAT FOCUSES ON SCIENCE & CONSERVATION, EDUCATION, HORTICULTURE, AND GUEST EXPERIENCE & ENGAGEMENT. SCIENCE & CONSERVATION: THE RESEARCH STAFF PUBLISHED (13) PEER-REVIEWED PAPERS IN FISCAL YEAR 2019 (FY19) IN INDUSTRY JOURNALS AND GAVE (13) PUBLIC PRESENTATIONS LOCALLY AND NATIONALLY. THE STAFF ORGANIZED AND HOSTED THE 10TH YEAR OF THE SCIENTIST LECTURE SERIES, WHICH INCLUDED TALKS BY HOLDEN SCIENTISTS AND LOCAL AND NATIONAL PEERS. STAFF SUPPORTED (12) UNDERGRADUATE INTERNS AND HELD ITS 4TH SEARCH (SYMPOSIUM FOR ECOLOGICAL RESEARCH) FOR UNDERGRADS, INCLUDING STUDENTS FROM CWRU, CLEVELAND STATE, AND UNIVERSITY OF TOLEDO. OVER 120 STUDENTS IN GRADES 7-12 RECEIVED INSTRUCTION FROM THE SCIENCE & RESEARCH TEAM THROUGH 1-HOUR EDUCATION PROGRAMS. ONGOING RESEARCH PROJECTS INCLUDE STUDIES ON BEECH LEAF DISEASE; BEECH BARK DISEASE; HEMLOCK WOOLY ADELGID; RHODODENDRONS; SOIL ECOLOGY; FOREST ECOLOGY; AND GENETICS. 1,700 TREES WERE IDENTIFIED AND MONITORED FOR GROWTH ACROSS NORTHEAST OHIO IN FY19 ALONE. WITHIN CONSERVATION AND COMMUNITY FORESTRY, THE WORKING WOODS PROGRAM AND DEMONSTRATION SITE INCLUDES ONGOING CLIMATE AND PHENOLOGY RESEARCH; COLLABORATIONS WITH CLEVELAND STATE UNIVERSITY; AND A MEMORANDUM OF UNDERSTANDING WITH OHIO DIVISION OF FORESTRY TO USE THE SITE FOR WORKSHOPS IN FORESTRY. VOLUNTEERS PLANTED 120 NATIVE, FOOD-PRODUCING SHRUBS FOR RESTORATION AND AGROFORESTRY DEMONSTRATION ON THE SITE. A SIMILAR SITE FOR TRAINING DOES NOT EXIST IN NORTHERN OHIO. BY REFOCUSING AND RESTRUCTURING THE PROGRAM, AND LEVERAGING GREATER PARTNERSHIPS, THE PROGRAM HAS BEGUN TO TAKE ON NATIONAL SIGNIFICANCE. THIS IS EVIDENCED MOST RECENTLY BY AN AWARD FROM THE USFS TO ESTABLISH A FOREST HEALTH COLLABORATIVE FOR THE GREAT LAKES REGION AT HOLDEN ARBORETUM. THE COMMUNITY FORESTRY PROGRAM ALSO PILOTED TREE CORPS, AN ARBORICULTURE APPRENTICESHIP AND DEVELOPMENT PROGRAM, IN FY18, FY19, AND FY20. THE TREE CORPS OFFERINGS WILL BE EXPANDED IN FY21. HORTICULTURE & COLLECTIONS: THE HORTICULTURE & COLLECTIONS STAFF MAINTAIN, CULTIVATE, AND CARE FOR OVER 16,000 PLANTS IN THE LIVING PERMANENT COLLECTION AT THE HOLDEN ARBORETUM. IN COLLABORATION WITH THE RESEARCH STAFF, THEY MANAGE ANOTHER 3,138 PRESERVED RESEARCH SPECIMENS AND ASSOCIATED DATA, AND NEARLY 5,700 TREES AND PLANTS IN TEMPORARY RESEARCH COLLECTIONS. THE HORTICULTURE TEAM MAINTAINS THE 243 ACRES OF DEVELOPED GROUNDS IN THE "CORE" VISITOR AREA OF THE ARBORETUM, ENSURING THAT GUESTS ENJOY A SENSE OF WONDER AND BEAUTY EVERY TIME THEY VISIT. THE HORTICULTURE TEAM WORKS CLOSELY WITH THE GUEST EXPERIENCE STAFF TO DEVELOP INTERPRETATION OPPORTUNITIES THAT SUPPORT INFORMAL EDUCATION AS WELL AS COLLABORATE ON SPECIAL EXHIBITS AND EXPERIENCES. STAFF PARTICIPATION IN AND VOLUNTEER TRAINING FOR THE POLLINATOR PARTNERSHIP CONTINUED, WITH THE GOAL OF INCREASING MONARCH HABITAT. | Desc |
| Total Program Service Expenses | $6,900,152 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 98 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 92 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN HEFLIN | PersonNm |
| Phone | 4409464400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9500 SPERRY ROAD | AddressLine1Txt |
| City | KIRTLAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 440945172 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 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 |
|---|---|---|---|---|---|---|---|
| BRADLEY TURNER | |||||||
| CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CONSTANCE NORWEB ABBEY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL ABBEY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS ANDERSON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| VICTORIA BROER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA BROWN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW COLEMAN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM CONWAY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN DICK | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL DICORLETO | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL DINGELDEIN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT GALLOWAY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH GRIES | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBRA HERSHEY GUREN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER HELLMAN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH KEITHLEY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| VERNE KLUNZINGER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN KNERLY JR | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH MAHOVLIC | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL MARINO | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CYNTHIA MOORE-HARDY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ELLEN JONES NORDELL | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DEIDREA OTTS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE OUTCALT | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY POTH | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIN KENNEDY RYAN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBIN SCHACHAT | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LYNN SHIVERICK | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RUTH STAFFORD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SANDRA SULLIVAN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES WALTON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JILL KOSKI | |||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $342,504 | $0 | $28,109 | ||
| KATHLEEN HEFLIN | |||||||
| CFO & TREASURER | 40.00 | Yes (X) | $174,634 | $0 | $11,001 | ||
| LINDA HOYT | |||||||
| ASSITANT SECRETARY | 40.00 | Yes (X) | $57,709 | $0 | $8,375 | ||
| JUDE SHAW | |||||||
| ASSITANT SECRETARY | 40.00 | Yes (X) | $7,435 | $0 | $997 | ||
| DAVID BURKE | |||||||
| CHIEF PROGRAM OFFICER | 40.00 | $143,449 | $0 | $29,308 | Yes (X) | ||
| ROGER GETTIG | |||||||
| DIRECTOR OF LIVING COLLECTIONS | 40.00 | $113,292 | $0 | $28,717 | Yes (X) | ||
| BRIAN PARSONS | |||||||
| CHIEF PLANNING OFFICER | 40.00 | $110,578 | $0 | $25,009 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $949,601 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $131,516 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MINUTE MEN INC | |||||
| PO BOX 78000 | DETROIT | MI | 48278 | SEASONAL LABOR | $474,457 |
| PLATFORM CEMENT INC | |||||
| 7503 TYLER BLVD | MENTOR | OH | 44060 | CONSTRUCTION SERVICES | $139,883 |
| ASHTON TECHNOLOGY SOLUTIONS | |||||
| 23625 COMMERCE PARK STE 130 | BEACHWOOD | OH | 44122 | TECHNOLOGY SERVICES | $127,935 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $9,091 | FundraisingAmt |
| Government Grants | $59,378 | GovernmentGrantsAmt |
| All Other Contributions | $6,649,594 | AllOtherContributionsAmt |
| Noncash Contributions | $42,274 | NoncashContributionsAmt |
| Total Contributions | $6,718,063 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 900099 | $543,816 | $543,816 |
| EDUCATION COURSES | 611600 | $185,045 | $185,045 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $728,861 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $338,103 | TotalRevenueColumnAmt |
| Exclusion | $338,103 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $107,433 | 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 | $107,433 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $107,433 | TotalRevenueColumnAmt |
| Exclusion | $107,433 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,264,546 | SecuritiesAmt |
| Other | $1,364 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,552,861 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,711,685 | SecuritiesAmt |
| Other | $1,364 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,713,049 | TotalRevenueColumnAmt |
| Exclusion | $1,713,049 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $141,118 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $9,091 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $77,918 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $63,200 | TotalRevenueColumnAmt |
| Exclusion | $63,200 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $247,513 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $94,824 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $152,689 | TotalRevenueColumnAmt |
| Exclusion | $152,689 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $26,595 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,595 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $26,595 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,847,993 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $755,456 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,374,474 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $584,940 | TotalAmt |
| Program Services | $459,196 | ProgramServicesAmt |
| Management And General | $112,566 | ManagementAndGeneralAmt |
| Fundraising | $13,178 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,196,832 | TotalAmt |
| Program Services | $3,393,754 | ProgramServicesAmt |
| Management And General | $720,970 | ManagementAndGeneralAmt |
| Fundraising | $82,108 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,230 | TotalAmt |
| Program Services | $148,999 | ProgramServicesAmt |
| Management And General | $36,729 | ManagementAndGeneralAmt |
| Fundraising | $502 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $351,165 | TotalAmt |
| Program Services | $226,812 | ProgramServicesAmt |
| Management And General | $104,710 | ManagementAndGeneralAmt |
| Fundraising | $19,643 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,287 | TotalAmt |
| Program Services | $174,497 | ProgramServicesAmt |
| Management And General | $104,634 | ManagementAndGeneralAmt |
| Fundraising | $7,156 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,393 | TotalAmt |
| Program Services | $16,310 | ProgramServicesAmt |
| Management And General | $29,083 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,213 | TotalAmt |
| Management And General | $22,213 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,094 | TotalAmt |
| Management And General | $26,094 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $385,008 | TotalAmt |
| Program Services | $180,961 | ProgramServicesAmt |
| Management And General | $147,277 | ManagementAndGeneralAmt |
| Fundraising | $56,770 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,718 | TotalAmt |
| Program Services | $73,194 | ProgramServicesAmt |
| Management And General | $14,524 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,833 | TotalAmt |
| Program Services | $34,923 | ProgramServicesAmt |
| Management And General | $23,477 | ManagementAndGeneralAmt |
| Fundraising | $7,433 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,791 | TotalAmt |
| Program Services | $12,664 | ProgramServicesAmt |
| Management And General | $14,036 | ManagementAndGeneralAmt |
| Fundraising | $1,091 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $251,076 | TotalAmt |
| Program Services | $210,544 | ProgramServicesAmt |
| Management And General | $33,907 | ManagementAndGeneralAmt |
| Fundraising | $6,625 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,029 | TotalAmt |
| Program Services | $84,412 | ProgramServicesAmt |
| Management And General | $70,022 | ManagementAndGeneralAmt |
| Fundraising | $595 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $906,286 | TotalAmt |
| Program Services | $784,407 | ProgramServicesAmt |
| Management And General | $86,864 | ManagementAndGeneralAmt |
| Fundraising | $35,015 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,737 | TotalAmt |
| Program Services | $78,799 | ProgramServicesAmt |
| Management And General | $30,938 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EDUC.&PROMOTIONAL EXP. | $521,632 | $432,464 | $34,536 | $54,632 |
| BLDG.& EQUIP. MAINT. | $330,410 | $256,914 | $56,855 | $16,641 |
| LANDSCAPE MAINTENANCE | $227,431 | $227,122 | $309 | |
| RESEARCH SUPPLIES | $100,315 | $100,315 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,917 | TotalAmt |
| Program Services | $3,865 | ProgramServicesAmt |
| Management And General | $16,451 | ManagementAndGeneralAmt |
| Fundraising | $53,601 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,941,337 | TotalAmt |
| Program Services | $6,900,152 | ProgramServicesAmt |
| Management And General | $1,685,886 | ManagementAndGeneralAmt |
| Fundraising | $355,299 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,295,184 | BOYAmt |
| EOY | $2,773,824 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,519 | BOYAmt |
| EOY | $155,613 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,550,000 | BOYAmt |
| EOY | $7,192,998 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,101 | BOYAmt |
| EOY | $37,851 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,773 | BOYAmt |
| EOY | $19,615 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $39,812,039 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,073,408 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,296,182 | BOYAmt |
| EOY | $24,738,631 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,990,281 | BOYAmt |
| EOY | $126,329,752 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,230,040 | BOYAmt |
| EOY | $161,248,284 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,010,482 | BOYAmt |
| EOY | $855,315 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,800 | BOYAmt |
| EOY | $60,629 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,330 | BOYAmt |
| EOY | $153,531 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,228,612 | BOYAmt |
| EOY | $1,069,475 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,319,179 | BOYAmt |
| EOY | $53,223,386 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,663,346 | BOYAmt |
| EOY | $8,960,332 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,018,903 | BOYAmt |
| EOY | $97,995,091 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,001,428 | BOYAmt |
| EOY | $160,178,809 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,230,040 | BOYAmt |
| EOY | $161,248,284 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $906,656 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$5,729,275 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,891,828 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,652,349 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,561,318 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,528,573 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,718,063 | CurrentTaxYearAmt |
| Total | $35,352,131 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,891,828 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,652,349 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,561,318 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,528,573 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,718,063 | CurrentTaxYearAmt |
| Total | $35,352,131 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $23,681,709 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,670,422 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $647,659 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $476,103 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $467,395 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $426,475 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $445,536 | CurrentTaxYearAmt |
| Total | $2,463,168 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $154,579 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $175,548 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$23,100 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,662 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $89,795 | CurrentTaxYearAmt |
| Total | $460,484 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $38,275,783 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,770,776 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.30490 | PublicSupportCY170Pct |
| Public Support PY170 | 0.36320 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests PY170 | Yes (X) | ThirtyThrPctSuprtTestsPY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2014 AMOUNT: $ 154,579. 2015 AMOUNT: $ 175,548. 2016 AMOUNT: $ -23,100. 2017 AMOUNT: $ 63,662. 2018 AMOUNT: $ 89,795. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $26,094 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $26,094 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | LOBBYING EXPENSE INCURRED FOR PURSUIT OF MEETINGS WITH MEMBERS OF CONGRESS AND STAFF AND EXECUTIVE BRANCH AGENCIES PERSONNEL REGARDING NATURAL RESOURCES-RELATED LEGISLATION AND FUNDING PROGRAMS AVAILABLE TO THE ORGANIZATION. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Historic Land Area | Yes (X) | HistoricLandAreaInd |
| Total Easements | 23 | TotalEasementsCnt |
| Total Acreage | 1489.00 | TotalAcreageCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 60.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $0 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | Yes (1) | Section170hRqrStsfdInd |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,079,958 | BeginningYearBalanceAmt |
| Contributions | $105,720 | ContributionsAmt |
| Investment Earnings Or Losses | -$377,936 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,312,014 | OtherExpendituresAmt |
| End Year Balance | $31,495,728 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,164,620 | BeginningYearBalanceAmt |
| Contributions | $5,988 | ContributionsAmt |
| Investment Earnings Or Losses | $3,140,734 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,231,384 | OtherExpendituresAmt |
| End Year Balance | $33,079,958 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,907,279 | BeginningYearBalanceAmt |
| Contributions | $1,439,543 | ContributionsAmt |
| Investment Earnings Or Losses | $4,033,002 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,215,204 | OtherExpendituresAmt |
| End Year Balance | $31,164,620 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,261,619 | BeginningYearBalanceAmt |
| Contributions | $668,239 | ContributionsAmt |
| Investment Earnings Or Losses | $1,603,279 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $625,858 | OtherExpendituresAmt |
| End Year Balance | $26,907,279 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,292,393 | BeginningYearBalanceAmt |
| Contributions | $913,580 | ContributionsAmt |
| Investment Earnings Or Losses | -$726,054 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $218,300 | OtherExpendituresAmt |
| End Year Balance | $25,261,619 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.63530 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.36470 | PrmnntEndowmentBalanceEOYPct |
| 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 | $12,696,954 | OtherCostOrOtherBasisAmt |
| Book Value | $12,696,954 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,154,841 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,977,919 | DepreciationAmt |
| Book Value | $5,176,922 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,569,343 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,127,302 | DepreciationAmt |
| Book Value | $442,041 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,390,901 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,968,187 | DepreciationAmt |
| Book Value | $6,422,714 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $24,738,631 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GIFT ANNUITIES | Desc |
| Amt | $153,531 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $153,531 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $4,118,718 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$5,729,275 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$5,729,275 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,847,993 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,847,993 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,941,337 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,941,337 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,941,337 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 3: | CONSERVATION EASEMENTS - THE ARBORETUM HAS RECEIVED CONTRIBUTIONS OF DEVELOPMENT RIGHTS, VIA CONSERVATION EASEMENTS, ASSOCIATED WITH APPROXIMATELY 1,489 ACRES OF LAND. NO VALUE HAS BEEN PLACED ON THESE CONTRIBUTIONS AND THE EASEMENTS ARE NOT REFLECTED IN THE STATEMENT OF FINANCIAL POSITION. HOWEVER, THE ARBORETUM IS REQUIRED TO MAINTAIN THE INTEGRITY OF THE EASEMENTS AND MAY INCUR LEGAL AND OTHER COSTS TO ENFORCE THE EASEMENTS. |
| PART III, LINE 4: | PERMANENT COLLECTIONS - THE ARBORETUM'S ACCESSIONED COLLECTIONS OF WOODY PLANTS AND HERBACEOUS PLANTS OF CONSERVATION SIGNIFICANCE, HERBARIUM SPECIMENS, WOOD SAMPLES, TREE ARTIFACTS, LIBRARY AND RARE BOOKS AND WORKS OF ART THAT SUPPORT THE ARBORETUM'S MISSION ARE PROTECTED AND PRESERVED FOR PUBLIC EXHIBITION, EDUCATION, RESEARCH AND FURTHERANCE OF THE PUBLIC GOOD. ACCORDINGLY, SUCH COLLECTIONS ARE NOT RECORDED FOR FINANCIAL STATEMENT PURPOSES. ADDITIONS AND DEACCESSIONS TO THE PERMANENT COLLECTIONS ARE MADE PER THE GUIDELINES PROMULGATED BY THE BOARD OF DIRECTORS. THIS COLLECTION MANAGEMENT POLICY HAS BEEN DEVELOPED IN ACCORDANCE WITH THE AMERICAN ALLIANCE OF MUSEUMS' CODE OF ETHICS. OBJECTS IN THE ARBORETUM'S PERMANENT COLLECTIONS ARE NEITHER DISPOSED OF FOR FINANCIAL GAIN NOR ENCUMBERED IN ANY MANNER. |
| PART V, LINE 4: | INTENDED USE OF ENDOWMENT FUNDS - THE ARBORETUM ENDOWMENT CONSISTS OF SEVERAL PERMANENTLY RESTRICTED FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT FUNDS ARE RECORDED AT HISTORICAL DOLLAR VALUE. INCOME AND REALIZED/UNREALIZED GAINS/LOSSES FOR SOME SPECIFIC FUNDS ARE RECORDED AS TEMPORARILY RESTRICTED UNTIL SPENT FOR THOSE SPECIFIC PURPOSES IN ACCORDANCE WITH THE SPENDING POLICY APPROVED BY THE BOARD OF DIRECTORS. IN ADDITION, EARNINGS IN EXCESS OF THE SPENDING POLICY ARE ADDED TO TEMPORARILY RESTRICTED NET ASSETS. INCOME FROM OTHER FUNDS IS TO BE USED FOR THE GENERAL OPERATIONS, AND IS RECORDED AS UNRESTRICTED. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WOODLAND TWILIGHT | Event1Nm |
| Gross Receipts Event1 | $122,147 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $7,625 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $114,522 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $21,557 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $20,355 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $24,652 | OtherDirectExpensesEvent1Amt |
| Event2 | HARVEST MOON | Event2Nm |
| Gross Receipts Event2 | $28,062 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $1,466 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $26,596 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $3,941 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $6,030 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $1,383 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $150,209 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $9,091 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $141,118 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $25,498 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $26,385 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $26,035 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $77,918 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $63,200 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JILL KOSKI | ||||||||||||||
| PRESIDENT & CEO | $310,168 | $0 | $31,900 | $0 | $436 | $0 | $0 | $0 | $28,109 | $0 | $370,613 | $0 | $0 | $0 |
| KATHLEEN HEFLIN | ||||||||||||||
| CFO & TREASURER | $168,127 | $0 | $6,105 | $0 | $402 | $0 | $0 | $0 | $11,001 | $0 | $185,635 | $0 | $0 | $0 |
| DAVID BURKE | ||||||||||||||
| CHIEF PROGRAM OFFICER | $143,449 | $0 | $0 | $0 | $0 | $0 | $8,607 | $0 | $20,701 | $0 | $172,757 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,157 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | SILENT AUCTION ITEMS | Desc |
| Contribution | 80 | ContributionCnt |
| Noncash Contributions Rpt F990 | $35,117 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | 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 | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | USE OF THIRD PARTIES - THE ARBORETUM USES THE SERVICES OF A BROKER TO SELL DONATED SECURITIES. THE FEES CHARGED ARE AT OR BELOW FAIR MARKET VALUE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4 - PROGRAM SERVICE ACCOMPLISH.(CONT'D): | GUEST EXPERIENCE: THE GUEST EXPERIENCE PROGRAM INVESTED IN A SPECIAL EXHIBIT AT THE ARBORETUM IN SUMMER 2019, WOODLAND EXPRESS. THE GARDEN-SCALE TRAINS TRAVELED THROUGH "BOTANICAL ARCHITECTURE" INCLUDING TUNNELS, BRIDGES AND HILLS. THE EXHIBIT RAN FOR THREE MONTHS (JUNE 15 SEPTEMBER 15) AND INCREASED THE NUMBER OF TICKETED VISITORS BY APPROXIMATELY 7,000 COMPARED TO THE PREVIOUS YEAR SAME PERIOD. IN ADDITION TO THIS MAJOR SPECIAL EXHIBIT, THE ARBORETUM PRODUCED ANNUAL EVENTS INCLUDING A PLANT SALE, WINE TASTING, AND FAMILY-FRIENDLY GOBLINS IN THE GARDEN. TOGETHER WITH THE ARBORETUM'S SIGNATURE MURCH CANOPY WALK AND KALBERER EMERGENT TOWER EXPERIENCES, THESE PUBLIC EVENTS ARE DESIGNED TO PROVIDE A VARIETY OF OPPORTUNITIES TO ENJOY THE ARBORETUM IN FUN, ACCESSIBLE, AND EDUCATIONAL WAYS TO NURTURE AN APPRECIATION FOR THE OUTDOORS WHILE ALSO SUSTAINING THE ARBORETUM. THE ARBORETUM SAW 183,296 TOTAL VISITORS IN FY19. EDUCATION: THE ARBORETUM PROVIDES A SERIES OF EDUCATIONAL OPPORTUNITIES FOR THOSE WHO ARE INTERESTED IN DIGGING EVEN DEEPER, FROM YOUTH AND CLASSROOM-BASED PROGRAMS TO ADULT AND CONTINUING EDUCATION. THE EDUCATION STAFF WORKED WITH 25,842 STUDENTS IN NORTHEAST OHIO ACROSS BOTH CAMPUSES THROUGH SCHOOL PROGRAMS INCLUDING GROWING STUDENTS IN SCIENCE (GSS) AND SPROUTING YOUNG SCIENTISTS (SPYS). GSS, HOLDEN ARBORETUM'S SIGNATURE EDUCATION PROGRAM, IS A MULTI-YEAR, MULTI-VISIT THAT STUDENTS PARTICIPATE IN DURING GRADES 2 THROUGH 5. IT TEACHES THROUGH HANDS-ON INVESTIGATIONS AND ON-SITE LEARNING, AND SUPPORTED OVER 3,600 STUDENTS FROM 154 CLASSROOMS IN THREE COUNTIES IN FY19. THE EDUCATION TEAM ALSO OFFERS PROFESSIONAL DEVELOPMENT CURRICULA FOR TEACHERS WHO ARE INTERESTED IN INCREASING THEIR CONTENT KNOWLEDGE IN THE NATURAL SCIENCES. FAMILY AND PUBLIC PROGRAMS ARE DESIGNED TO ENGAGE CHILDREN AND PARENTS IN OUTDOOR ACTIVITIES THAT ENCOURAGE EXPLORATION AND LEARNING, INCLUDING SEVEN CAMPS THAT SERVED OVER 80 CHILDREN ACROSS BOTH CAMPUSES IN FY19. THE EDUCATION TEAM ALSO OFFERS GUIDED TOURS, HIKES, CLASSES AND OTHER INTERPRETATIVE OFFERINGS FOR UNDERSTANDING THE ARBORETUM'S VARIED ASSETS. |
| FORM 990, PART VI, SECTION A, LINE 2 | REPORTABLE RELATIONSHIPS - THE FOLLOWING INDIVIDUALS HAVE A FAMILY RELATIONSHIP: PAUL R. ABBEY AND CONSTANCE NORWEB ABBEY; THE FOLLOWING INDIVIDUALS HAVE A BUSINESS RELATIONSHIP: SARAH GRIES AND JONATHAN DICK; STEVEN KNERLY AND PRIVILEDGED. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS OF THE ORGANIZATION - THE DIRECTORS ARE THE MEMBERS OF THE CORPORATION. THEY ARE ELECTED FOR A THREE-YEAR TERM. THE DIRECTORS EXERCISE ALL AUTHORITY RESERVED TO THE MEMBERS UNDER OHIO LAW. PERSONS WHO ARE ACCORDED MEMBERSHIP STATUS OR OTHERWISE CALLED MEMBERS ARE NOT "MEMBERS" AS THE TERM IS USED IN THE OHIO NONPROFIT CORPORATION LAW. |
| FORM 990, PART VI, SECTION A, LINE 7A | ELECTION OF MEMBERS - THE DIRECTORS ARE THE MEMBERS FOR ALL PURPOSES UNDER OHIO LAW, INCLUDING ELECTING INDIVIDUALS TO THE BOARD OF DIRECTORS (THE GOVERNING BODY). |
| FORM 990, PART VI, SECTION B, LINE 11B | REVIEW OF FORM 990 - THE BOARD OF DIRECTORS HAS DELEGATED THE REVIEW OF THE FORM 990 TO THE AUDIT COMMITTEE. AFTER REVIEW OF THE FORM 990, THE AUDIT COMMITTEE WILL ADVISE THE BOARD OF DIRECTORS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | MONITORING AND ENFORCEMENT OF CONFLICT POLICY - ALL MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO COMPLETE AN INFORMATION FORM WHICH INCLUDES A SECTION REGARDING CONFLICTS OF INTEREST. EMPLOYEES ARE REQUIRED TO DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS AND ANY ISSUE WHICH ARISES IS ENCOURAGED TO BE REPORTED AND DISCUSSED. ADDITIONALLY, AN ANNUAL REVIEW OF RELATED PARTY ACTIVITY IS CONDUCTED IN CONJUNCTION WITH THE AUDIT PROCESS. WHEN A CONFLICT ARISES, THE INTERESTED PARTY IS NOT PERMITTED IN THE DISCUSSION OR DECISION ABOUT THE TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION REVIEW AND APPROVAL - THE PRESIDENT AND CEO'S SALARY IS ESTABLISHED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AFTER REVIEWING COMPENSATION DATA FROM SIMILARLY SIZED ARBORETA AND PUBLIC GARDENS, OTHER LOCAL CULTURAL INSTITUTIONS, AND CONSIDERATION OF LOCAL ECONOMIC CONDITIONS. THE COMMITTEE MEMBERS ARE INDEPENDENT OF THE PRESIDENT AND CEO. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABILITY OF DOCUMENTS - THREE YEARS OF AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON HOLDEN'S WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. HOLDEN DOES NOT MAKE ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLEVELAND BOTANICAL GARDEN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11030 EAST BLVD | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340239538 | EIN |
| Primary Activities | HORTIC.EDUC. | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLDEN ARB | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLEVELAND BOTANICAL GARDEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | D | TransactionTypeTxt |
| Involved | $7,192,998 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Comments