2020-11-10T09:18:22-06:00 2019-12-31 310800053 CLARK SCHAEFER HACKETT & CO 10100 INNOVATION DRIVE SUITE 400 DAYTON OH 45342 990 2019-01-01 310711248 THE JAMES M COX JR ARBORETUM FOUNDATION JAME 9374349005 6733 SPRINGBORO PIKE DAYTON OH 454493496 ELISE HAFENBRACK PRESIDENT 9374349005 2020-10-28 1 HERBERT L LEMASTER CPA P00039882 9372260070 2020-10-28 162.155.224.162 2020-10-28 11:23:04 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 E2C124E6C044DEA460B709D9705FB0CFF27D5D90 2019 2021-01-29 14:40:06Z ELISE HAFENBRACK 6733 SPRINGBORO PIKE DAYTON OH 454493496 552873 0 X WWW.COXARBORETUMFOUNDATION.ORG X 1963 OH PROVIDE EDUCATIONAL, SCIENTIFIC, CIVIC AND CULTURAL PROGRAMS AND ACTIVITIES. 10 10 0 11 0 0 110670 96547 0 0 239977 92564 24624 4325 375271 193436 170700 7800 0 0 0 0 0 0 10289 218275 241590 388975 249390 -13704 -55954 2275649 2520221 15257 13585 2260392 2506636 PROVIDE EDUCATIONAL, SCIENTIFIC, CIVIC AND CULTURAL PROGRAMS AND ACTIVITIES RELATING TO THE ADVANCEMENT OF ARBORICULTURE, HORTICULTURE AND RELATED FIELDS BY PROVIDING SUPPORT FOR THE COX ARBORETUM AS A FREE ARBORETUM/MUSEUM FOR THE BENEFIT OF THE GENERAL PUBLIC. 0 0 203181 7800 1874 ANNUAL PLANTINGS, CAPITAL IMPROVEMENTS AND SPECIAL EDUCATIONAL PROGRAMS AND ACTIVITIES RELATED TO HORTICULTURE AND ARBORICULTURE AT COX ARBORETUM. 203181 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ALAN BROWN 9376439329 6733 SPRINGBORO PIKE DAYTON OH 454493496 X ELISE HAFENBRACK PRESIDENT 2.00 X X 0 0 0 JASON ECKERT SECRETARY 2.00 X X 0 0 0 ALAN BROWN TREASURER 2.00 X X 0 0 0 JANA COLLIER BOARD MEMBER 2.00 X 0 0 0 CHAD MAGGARD BOARD MEMBER 2.00 X 0 0 0 PAUL SCHLOTTMAN BOARD MEMBER 2.00 X 0 0 0 KATHY SPERRY BOARD MEMBER 2.00 X 0 0 0 LOIS SUTHERLAND BOARD MEMBER 2.00 X 0 0 0 MELINDA MOORE BOARD MEMBER (JUL-DEC) 2.00 X 0 0 0 VALERIE WHITE DVM BOARD MEMBER (JUL-DEC) 2.00 X 0 0 0 0 0 0 0 0 0 0 0 46095 50452 96547 66111 66111 66615 64164 2451 2451 2451 319999 293546 26453 26453 26453 3601 1727 1874 1874 193436 1874 0 95015 7800 7800 14375 14375 8898 8898 3414 3414 12771 7784 4987 596 180 236 180 1731 1731 EDUCATION PROGRAM 117213 117213 GROUNDS AND GARDEN 75311 75311 MEMORIALS 1169 1169 VOLUNTEERS 795 795 5317 1508 2896 913 249390 203181 35920 10289 18910 25975 2256579 2490502 3735 160 9 2275649 2520221 607 935 14650 12650 15257 13585 X 201001 192144 2059391 2314492 2260392 2506636 2275649 2520221 -55954 302198 0 X X 0 1 X 1 0 X 125567 101391 123461 110670 96547 557636 125567 101391 123461 110670 96547 557636 78872 478764 181707 216442 180299 132726 711174 1268810 17479 0.37730 0.40330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 552628 302198 65892 368090 184538 8898 8898 193436 306384 65892 65892 240492 8898 8898 249390 PART XI, LINE 2D - OTHER ADJUSTMENTS: FACILITY RENTAL EXPENSES REPORTED ON PART VIII 64,165. GIFT SHOP EXPENSES REPORTED ON PART VIII 1,727. PART XII, LINE 2D - OTHER ADJUSTMENTS: FACILITY RENTAL EXPENSES REPORTED ON PART VIII 64,165. GIFT SHOP EXPENSES REPORTED ON PART VIII 1,727. 1 FIVE RIVER METROPARKS 409 E MONUMENT AVENUE 3RD FLOOD DAYTON OH 45402 310937070 GOVERNMENT 7800 LIGHTING UPDATES FOR THE ZORNIGER EDUCATION & VISITOR CENTER, ALLE TREE AND SHRUB PLANTINGS, EDIBLE LANDSCAPE GARDEN PAVER PATHWAY, PATIO TERRACE WALKWAY PATIO REPLACEMENT, HVAC MAINTENANCE, ADA DOORS IN THE BARBARA COX CENTER FOR SUSTAINABLE HORTICULTURE, MECHANICAL STREAM REPAIR 1 PART I, LINE 2: THE JAMES M. COX ARBORETUM FOUNDATION'S PURPOSE IS TO PROVIDE FUNDING TO VARIOUS PROJECTS OF THE JAMES M. COX ARBORETUM, WHICH IS CONSIDERED PART OF THE FIVE RIVERS METROPARK. THE BOARD MEETS REGULARLY TO ASSESS THE NEEDS OF THE ARBORETUM AND SETS ASIDE A TEMPORARY RESTRICTED FUND FOR THIS PURPOSE. FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC COPY OF THE RETURN IS SENT TO MANAGEMENT FOR DISTRIBUTION. VERIFICATION FROM MANAGEMENT IS REQUESTED PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION CONDUCTS A REGULARLY SCHEDULED ANNUAL REVIEW TO MONITOR AND ENFORCE ITS CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION NO LONGER HAS THE SERVICES OF EMPLOYEES; THIS INCLUDES A CEO, EXECUTIVE DIRECTOR, OR PAID TOP MANAGEMENT OFFICIAL. THE ORGANIZATION'S POLICY IS THAT ALL OFFICER AND BOARD MEMBERS SERVE ON A VOLUNTARY BASIS AND ARE NOT COMPENSATED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSIGHT OF THE INDEPENDENT AUDIT. THIS IS CONSISTENT WITH THE PRIOR YEAR.