2019-01-29T11:39:23-06:00 2018-03-31 541631262 KEITERSTEPHENSHURSTGARY & SHREAVESPC 4401 DOMINION BLVD GLEN ALLEN VA 23060 990 2017-04-01 541273467 LEWIS GINTER BOTANICAL GARDEN INC LEWI 8042629887 1800 LAKESIDE AVENUE RICHMOND VA 23228 SHANE TIPPETT EXECUTIVE DIRECTOR 8042629887 2019-01-28 1 JAYME MIKA P00852731 8047470000 184.80.4.98 2019-01-28 16:03:03 ES P E4B39B9F492B872FC479296CD7F9EE903471917D CA28E24DBE32B49B8D3C805CDF9715C1DB90BEBD 2017 2019-02-21 02:37:17Z KATHLEEN LUKE 1800 LAKESIDE AVENUE RICHMOND VA 23228 8746038 0 X LEWISGINTER.ORG X 1984 VA OUR MISSION IS TO CONNECT PEOPLE THROUGH PLANTS TO IMPROVE COMMUNITIES. OUR VISION: LEWIS GINTER BOTANICAL GARDEN, INCLUDING THE LEWIS GINTER NATURE RESERVE, REVEALS THE UNITY AND INTEGRATION OF HUMAN AND PLANT LIFE, CELEBRATES THE FUNDAMENTAL SIGNIFICANCE OF THE NATURAL WORLD, AND ENRICHES COMMUNITIES THROUGH HORTICULTURAL AND EDUCATIONAL EXCELLENCE AND INNOVATIVE OUTREACH INITIATIVES. 30 30 158 765 0 0 2224903 4660734 3026618 2118461 -23247 32560 1343035 1289396 6571309 8101151 0 0 0 0 3641204 3799897 0 0 107707 4724024 4372414 8365228 8172311 -1793919 -71160 25113480 25226406 1533927 1717200 23579553 23509206 X OUTREACH. WE CONNECT PLANTS AND PEOPLE FOR THE BENEFIT OF OUR COMMUNITY. WE ADVOCATE FOR SUSTAINABILITY AND STEWARDSHIP OF OUR PLANET. 0 0 1188393 977103 HORTICULTURE - THE HORTICULTURE DEPARTMENT IS RESPONSIBLE FOR THE HEART OF THE GARDEN'S MISSIONS OF DISPLAY, RESEARCH, EDUCATION AND COMMUNITY OUTREACH. PERMANENT COLLECTIONS ARE INTEGRATED INTO VARIED GARDEN SETTINGS IN 35-INTENSELY CULTIVATED ACRES (ON AN 82-ACRE PROPERTY), SOME THEMED (E.G., ASIAN VALLEY, COCHRANE ROSE GARDEN.) YEAR-ROUND DISPLAY IN THE CONSERVATORY AND ANNUAL SEASONAL DISPLAYS IN THE OUTDOOR GARDEN ARE INTERPRETED THROUGH LABELS, SIGNS AND THE PRESENCE OF HORTICULTURISTS AND GARDENERS ABLE TO ANSWER GUEST QUESTIONS WHILE THEY GO ABOUT THE BUSINESS OF DESIGNING, PLANTING, PRUNING, TRIMMING, IRRIGATING AND WEEDING. GLOBAL HORTICULTURE, REGIONAL BEST PRACTICES, WATER MANAGEMENT AND SUSTAINABILITY ARE MANIFESTED IN THE DESIGN AND MAINTENANCE OF THE VARIOUS GARDENS. THE DEPARTMENT MANAGES A LARGE VOLUNTEER CADRE IN THE WORK OF THE GARDEN, PARTICULARLY IN THE COMMUNITY KITCHEN GARDEN, WHICH PROVIDES FRESH FRUIT AND VEGETABLES FREE OF CHARGE TO FEEDMORE, THE LOCAL FEEDING PROGRAM, AND TO GROW PLANTS FOR OUR OWN VOLUNTEER PLANT SALE. THE DEPARTMENT ASSISTS VISITORS WITH BOTANICAL QUESTIONS OR CONCERNS, PROVIDES INPUT TO THE COMPUTERIZED DATA BASE OF THE PLANT COLLECTIONS, PLANS AND ORGANIZES FUTURE COLLECTIONS, ASSISTS IN THE PLANT SELECTION AND INSTALLATION OF PLANTINGS AT SELECTED COMMUNITY BEAUTIFICATION SITES, ACTIVELY MAINTAINS PLANT COLLECTIONS AT A FUTURE SATELLITE SITE AND LEADS IN THE DESIGN AND IMPLEMENTATION OF THE GARDEN'S LARGEST SEASONAL EVENTS (BUTTERFLIES LIVE AND DOMINION GARDENFEST OF LIGHTS). 696526 331175 EDUCATION - THE EDUCATION DEPARTMENT IS RESPONSIBLE FOR DEVELOPING AND COORDINATING A DIVERSE ARRAY OF MULTI-GENERATIONAL EDUCATIONAL PROGRAMS, GUEST RESOURCES, AND COMMUNITY ALLIANCES THAT ENCOURAGE LIFE-LONG LEARNING ABOUT THE PLANT WORLD. PROGRAMS ARE DESIGNED TO ENGAGE VISITORS OF ALL AGES, FROM TODDLERS TO SENIORS, IN ACTIVE LEARNING, WHERE FIRST-HAND EXPERIENCE AND OBSERVATION OF THE NATURAL WORLD HELP TO BUILD KNOWLEDGE, EXPAND AWARENESS AND ENCOURAGE ATTITUDES OF STEWARDSHIP. THE VARIED PROGRAMS INCLUDE ADULT CONTINUING EDUCATION CLASSES, GUIDED TOURS, YEAR-ROUND PRE-SCHOOL AND ELEMENTARY SCHOOL GUIDED PROGRAMS, SELF-GUIDED "SCAVENGER" HUNTS, INFORMAL GARDENING EXPERIENCES, NATURAL HISTORY ENCOUNTERS, FESTIVALS, PERFORMING ARTS AND ENVIRONMENTAL EDUCATION. INITIATIVES INCLUDE ELEMENTARY SCHOOL OUTREACH PROGRAMS AS WELL AS PROFESSIONAL DEVELOPMENT AND TRAINING PROGRAMS FOR ENVIRONMENTAL EDUCATORS, TEACHERS, AND MEMBERS OF THE GREEN INDUSTRY. THE DEPARTMENT SPEARHEADS THE "BEAUTIFUL RVA" INITIATIVE IN WHICH THE GARDEN SERVES AS A CONVENER AND COMMUNICATION LINK FOR COMMUNITY GREENING AND BEAUTIFICATION CONVERSATIONS ACROSS THE METROPOLITAN AREA. GUEST RESOURCES INCLUDE THE LORA M. ROBINS LIBRARY, CONTAINING OVER 7,000 ITEMS, SEVERAL DATABASES ON PLANT AND SEED SOURCES, PLANT INFORMATION, AND THE GARDEN'S PLANT COLLECTION, AND THE HORT HELPLINE - VOLUNTEERS WHO RESEARCH AND ANSWER PUBLIC INQUIRIES ABOUT PLANTS. OTHER GUEST RESOURCES INCLUDE CHANGING ART EXHIBITS ON BOTANICAL SUBJECTS AND THE BRIGHT SPOTS PROGRAM THAT HIGHLIGHTS THE SEASONAL "MUST-SEE" PLANTS IN THE GARDEN. COMMUNITY ALLIANCES INCLUDE SIGNIFICANT UNIVERSITY RELATIONSHIPS AND INTENTIONAL PARTNERSHIPS WITH MULTIPLE ALLIED PLANT SOCIETIES, GARDEN CLUBS, AND GREEN INDUSTRY ORGANIZATIONS. THE GARDEN ALSO HOUSES THE HERBARIUM VIRGINICUM, THE JOINT COLLECTION OF PRESERVED PLANT SPECIMENS AMASSED BY VIRGINIA COMMONWEALTH UNIVERSITY AND THE GAREN. 4111853 GUEST SERVICES - THE UMBRELLA OF GUEST SERVICES ENCOMPASSES DEPARTMENTS DIRECTLY DEALING WITH THE GUEST EXPERIENCE AND AMENITIES (VISITOR SERVICES, MEMBERSHIP, GARDEN SHOP, FACILITY RENTAL, FOOD SERVICES, SPECIAL EVENTS) AND THOSE DEPARTMENTS THAT SUPPORT THOSE DEPARTMENTS (OPERATIONS, SECURITY, IT, FACILITIES MAINTENANCE). ADMISSIONS DESK, TELEPHONE RECEPTION, FACILITY RENTAL AND CATERING, THE GARDEN SHOP, THE GARDEN CAFE AND THE ROBINS TEA HOUSE RESTAURANT ARE ENFOLDED IN GUEST EXPERIENCE ACTIVITIES AND AMENITIES. STAFF MEMBERS IN THESE AREAS WORK TOGETHER TO ENSURE THE QUALITY OF THE VISITOR EXPERIENCE. WHETHER LEARNING, REFLECTING, WANDERING, DANCING, MEETING, SHOPPING OR DINING, ALL GUESTS AND MEMBERS ARE WELCOMED AND SERVED IN ORDER TO ENSURE THEIR SATISFACTION FROM ARRIVAL TO DEPARTURE. BY ENRICHING THE EXPERIENCE OF WALK-IN VISITORS, SPECIAL EVENTS (E.G., FLOWERS AFTER FIVE) PARTICIPANTS, GROUP TOUR PARTICIPANTS, YOGA STUDENTS, WEDDING GUESTS AND GARDEN MEMBERS. GUEST SERVICES ENCOURAGE REPEAT VISITATION, A GROWING APPRECIATION OF THE NATURAL WORLD, AND THE OPPORTUNITIES TO BECOME EVER MORE INVOLVED WITH THE GARDEN OR COMMUNITY OUTREACH PROGRAMS AS A STUDENT, VOLUNTEER OR DONOR. ALL THIS ACTIVITY IS SUPPORTED BY THE "BACK OF THE HOUSE" FUNCTIONS OF OPERATIONS, FACILITIES MAINTENANCE AND SECURITY DEPARTMENTS. COLLECTIVELY THESE DEPARTMENTS TEND TO THE CARE, CLEANLINESS, UPKEEP, MAINTENANCE AND SECURITY OF ALL THE GARDENS'S GROUNDS, BUILDINGS, EQUIPMENT AND RELATED INFRASTRUCTURE, AS WELL AS GUEST, VOLUNTEER AND STAFF SAFETY AND SECURITY. 600905 PUBLIC RELATIONS - PUBLIC RELATIONS AND MARKETING WORK TO RAISE AWARENESS OF THE GARDEN AND ITS OFFERINGS TO SUPPORT THE MISSION OF THE GARDEN, INCREASE VISITATION AND PROMOTE FINANCIAL STABILITY. AREAS OF RESPONSIBILITY INCLUDE SOCIAL MEDIA, MEDIA RELATIONS, ADVERTISING, PUBLICATIONS, WEBSITE. EFFORTS ARE EVALUATED TO MEASURE RESULTS. THE DEPARTMENT STRIVES TO BUILD THE LEWIS GINTER BOTANICAL GARDEN BRAND THROUGH ALL COMMUNICATION AND CONCENTRATES EFFORTS ON PUBLICITY OR "FREE" EXPOSURE FOR THE GARDEN. BY SUPPORTING ALL AREAS OF THE GARDEN, PUBLIC RELATIONS AND MARKETING WORK TO ENCOURAGE PEOPLE TO VISIT, TO ENGAGE THEM IN A RELATIONSHIP WITH THE GARDEN AND TO TRANSFORM THEM INTO ACTIVE STEWARDS OF THE WORLD'S RESOURCES. 37719 VOLUNTEER PROGRAMS - 650+ VOLUNTEERS CONTRIBUTED APPROXIMATELY 43,000 HOURS OF SERVICES TO THE GARDEN DURING THE LATEST PERIOD, SPONSORING TWO FUNDRAISING PLANT SALES AND PROVIDING SUPPORT ESSENTIAL TO THE FUNCTIONING OF SEVERAL KEY DEPARTMENTS, PARTICULARLY HORTICULTURE, EDUCATION, THE CHILDREN'S GARDEN, OPERATIONS AND THE GARDEN SHOP. VOLUNTEER PROGRAMS ALLOW THE GARDEN TO ATTRACT, RECRUIT, TRAIN, ENCOURAGE, RECOGNIZE AND RETAIN DEDICATED AND ENERGETIC INDIVIDUALS FOR THE ACTIVE, VIBRANT VOLUNTEER CORPS. 720208 ADVANCEMENT - THE ADVANCEMENT DEPARTMENT IS RESPONSIBLE FOR DONOR RELATIONS AND FUNDRAISING, TO INCLUDE ANNUAL FUND SOLICITATIONS, CORPORATE AND PRIVATE SPONSORSHIPS, GRANT WRITING AND SUBMISSION, PLANNED GIVING, MAJOR GIFTS FOR BOTH CAPITAL IMPROVEMENTS AND ENDOWMENT GROWTH, AND THE ANNUAL FUNDRAISING EVENT, SPLENDOR UNDER GLASS. THE GOAL OF THE DEPARTMENT IS TO PROVIDE SUPPORT TO THE GARDEN'S HORTICULTURAL AND EDUCATION MISSION BY ENCOURAGING, FACILITATING, CULTIVATING AND STEWARDING DONORS. AMONG MANY ACHIEVEMENTS HAVE BEEN SIGNIFICANT BEQUESTS AS WELL AS ONGOING GIFTS TO GARDEN EXPANSION. DUE TO THE IMPORTANCE OF GARDEN ENDEAVORS SUCH AS CHILDREN'S GARDEN EDUCATION, ADVANCEMENT HAS BEEN VERY SUCCESSFUL IN RAISING SIGNIFICANT PORTIONS OF ANNUAL OPERATING BUDGET FOR THE EDUCATIONAL ACTIVITY THROUGH GRANTS AND GIFTS. 1358832 7355604 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 107 0 1 158 1 0 0 0 0 0 1 1 0 0 X 30 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X THE CORPORATION 8042629887 1800 LAKESIDE AVENUE RICHMOND VA 23228 KATHLEEN ALLEN LUKE PRESIDENT 1.00 X X 0 0 0 ROBERT H NEWTON JR TREASURER 1.00 X X 0 0 0 J MELVIN WATKINS VICE PRESIDENT 1.00 X X 0 0 0 MARTHA MOORE SECRETARY 1.00 X X 0 0 0 ANEDRA BOURNE DIRECTOR 1.00 X 0 0 0 MATTHEW J BRUNING DIRECTOR 1.00 X 0 0 0 LORI K COCHRAN DIRECTOR 1.00 X 0 0 0 JOELLE K COSBY DIRECTOR 1.00 X 0 0 0 KATHERINE B DUVAL DIRECTOR 1.00 X 0 0 0 MARY A ELFNER DIRECTOR 1.00 X 0 0 0 JANET T GELDZAHLER DIRECTOR 1.00 X 0 0 0 GARY M GORE DIRECTOR 1.00 X 0 0 0 MICHAEL C GRAY DIRECTOR 1.00 X 0 0 0 J ERIC GREENWOOD DIRECTOR 1.00 X 0 0 0 DR JILL BUSSEY HARRIS DIRECTOR 1.00 X 0 0 0 DONNA KELLIHER DIRECTOR 1.00 X 0 0 0 ANNE LEIGH KERR DIRECTOR 1.00 X 0 0 0 CANDACE LINDENZWEIG DIRECTOR 1.00 X 0 0 0 SR ANNE MARIE MACK DIRECTOR 1.00 X 0 0 0 PAULA H NACHMAN DIRECTOR 1.00 X 0 0 0 KEE SUNG RO DIRECTOR 1.00 X 0 0 0 SUSAN ROBERTSON DIRECTOR 1.00 X 0 0 0 CLARE SCHAPIRO DIRECTOR 1.00 X 0 0 0 CAROLYN SNOW DIRECTOR 1.00 X 0 0 0 DEBBIE L SYDOW PHD DIRECTOR 1.00 X 0 0 0 SUE THOMPSON DIRECTOR 1.00 X 0 0 0 PEYTON P WELLS DIRECTOR 1.00 X 0 0 0 SUSANNE N WICK DIRECTOR 1.00 X 0 0 0 MARY R WICK DIRECTOR 1.00 X 0 0 0 FRANK ROBINSON PRESIDENT EMERITUS 37.50 X 30852 0 0 SHANE TIPPETT EXECUTIVE DIRECTOR 37.50 X 144699 0 23769 ALICE BAKER DIRECTOR OF ADVANCEMENT 37.50 X 142879 0 12529 318430 0 36298 2 0 1 0 ELEVATION LLC 9 WEST MAIN STREET RICHMOND VA 23220 ADVERTISING AGENCY 250684 ROGGE ASSOCIATES LLC 334 EAST BAY STREET 191 CHARLESTON SC 29401 PROFESSIONAL CONSULTING SERVICE - FOR CA 156000 3 NORTH 201 WEST 7TH STREET RICHMOND VA 23224 ARCHITECTURE FIRM - FOR CAPITAL CAMPAIGN 153481 MERIWETHER GODSEY INC 4944 OLD BOONSBORO ROAD LYNCHBURG VA 24503 GARDEN'S ON-SITE CATERER 137482 4 1324623 3336111 585672 4660734 ADMISSIONS 900099 1396076 1396076 EDUCA. & GROUP TOURS 900099 334689 334689 MEMBERSHIPS 900099 255440 255440 SPONSORSHIPS 900099 132256 132256 2118461 7940 7940 518461 0 518461 518461 518461 24620 0 24620 24620 24620 51353 59403 -8050 -8050 1288088 585484 702604 702604 MISCELLANEOUS 900099 76381 76381 76381 8101151 255440 0 3184977 168763 92819 75944 2909690 2504758 404432 500 63165 55831 7334 417083 380838 36245 241196 207478 33718 810 810 38775 38775 386644 352453 22626 11565 187262 187262 92358 84623 6752 983 30677 25510 5167 5827 5439 388 1583787 1583787 174493 159652 14841 UTILITIES 441767 428426 13341 SPECIAL EVENTS/EXHIBITS 260053 260003 50 EDUCATION PROGRAM EXPEN 194846 194846 PRINTING & PHOTOGRAPHY 163922 101790 126 62006 811193 730089 48451 32653 8172311 7355604 709000 107707 1856112 2571673 370515 410603 14686 23989 311429 303189 77216 102980 51847490 32480120 20563986 19367370 1919536 2446602 25113480 25226406 239587 361928 553405 604133 740935 751139 1533927 1717200 X 20462252 19640128 3117301 3869078 0 23579553 23509206 25113480 25226406 X -71160 24932 -24119 X 0 1 X 1 0 X 2419574 5407640 2832790 2857919 4640853 18158776 3088093 3590193 4059097 3669030 3406549 17812962 5507667 8997833 6891887 6526949 8047402 35971738 10500 24500 33500 26559 95059 0 10500 24500 33500 26559 95059 35876679 818182 522387 549028 576081 526401 2992079 818182 522387 549028 576081 526401 2992079 29588 65711 52836 73978 76381 298494 6355437 9585931 7493751 7177008 8650184 39262311 0.91380 0.91360 0.07620 0.07750 X 19457304 1896135 771841 20581598 18188753 100000 2154376 835044 150781 19457304 19541925 200981 -521976 880005 152172 18188753 21379875 191518 2328141 4198670 158939 19541925 19586340 215249 2466611 719526 168799 21379875 0.28510 0.55740 0.15750 0 1 1 46086988 28513360 17573628 1752085 1566489 185596 4008417 2400271 1608146 19367370 ASSETS HELD IN TRUST 647400 DUE FROM LEWIS GINTER BOTANICAL GARDEN FOUNDATION 229668 REAL ESTATE WITH LIFE INTEREST 1053534 REAL ESTATE HELD FOR SALE 516000 2446602 LIABILITY UNDER GIFT ANNUITY 403033 SECURITY DEPOSITS 45567 LIABILITY UNDER DEFERRED COMPENSATION PLANS 111541 REAL ESTATE WITH LIFE INTEREST - DEFERRED USE REVENUE 190998 751139 X PART V, LINE 4: THE ORGANIZATION HAS A POLICY OF APPROPRIATING FOR EXPENDITURE EACH YEAR 4.25% OF THE ENDOWMENT FUNDS' AVERAGE FAIR VALUE. PART X, LINE 2: MANAGEMENT HAS EVALUATED THE EFFECT OF GUIDANCE SURROUNDING UNCERTAIN INCOME TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAS NO SIGNIFICANT COMBINED FINANCIAL STATEMENT EXPOSURE TO UNCERTAIN INCOME TAX POSITIONS AT MARCH 31, 2018 AND 2017. THE ORGANIZATION IS NOT CURRENTLY UNDER AUDIT BY AN TAX JURISDICTION. SPLENDOR UNDER GLASS GALA 35779 35779 11938 960 28562 ANCHORS AWEIGH 2017 15574 15574 8371 7800 1772 51353 51353 20309 8760 30334 59403 -8050 X 0 0 0 0 0 0 0 0 0 SHANE TIPPETT EXECUTIVE DIRECTOR 144699 0 0 0 0 0 22350 0 1419 0 168468 0 0 0 ALICE BAKER DIRECTOR OF ADVANCEMENT 142879 0 0 0 0 0 4318 0 8211 0 155408 0 0 0 X 3 67488 NYSE X 1 516000 APPRAISAL 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FINANCIAL STATEMENTS AND 990S ARE PRESENTED TO THE AUDIT SUB-COMMITTEE OF THE FINANCE AND INVESTMENT COMMITTEE, WHO ACCEPTS THE AUDIT, AND REPORTS TO FINANCE COMMITTEE ELECTRONICALLY IMMEDIATELY AND IN PERSON AT THE NEXT SCHEDULED MEETING OF THE FINANCE COMMITTEE. THE CHAIR OF THE FINANCE COMMITTEE SUBSEQUENTLY REPORTS TO THE EXECUTIVE COMMITTEE AND THE ENTIRE BOARD AT THE NEXT SCHEDULED MEETING. FORM 990, PART VI, SECTION B, LINE 12C WHENEVER STAFF BECOMES AWARE OF POTENTIAL CONFLICT, SUMMARY IS PROVIDED TO PRESIDENT OF THE BOARD FOR REVIEW AND DIRECTED ACTION. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY SENIOR LEADERSHIP OF THE BOARD OF DIRECTORS (PRESIDENT, VICE-PRESIDENT AND TREASURER, THEN ENDORSED BY THE EXECUTIVE COMMITTEE) WITH INPUT FROM MEMBERS OF THE FINANCE COMMITTEE CHARGED WITH REVIEW OF EMPLOYEE COMPENSATION. THAT PROCESS DOES REVIEW OUTSIDE INFORMATION, INCLUDING LOCAL MARKET AS WELL AS BOTANICAL GARDENS OF SIMILAR SIZE AND STATURE NATION-WIDE. FORM 990, PART VI, SECTION C, LINE 19 LEWIS GINTER BOTANICAL GARDEN, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: GIFT ANNUITY LIABILITY ADJUSTMENT -26,305. CHANGE IN VALUE OF REAL ESTATE WITH LIFE INTEREST 2,186. LEWIS GINTER BOTANICAL GARDEN FOUNDATION 1800 LAKESIDE AVENUE RICHMOND VA 23228 542042084 SUPPORT THE PROGRAMS & ACTIVITIES OF THE LEWIS GINTER BOTANICAL GARDEN, INC. VA 501(C)(3) LINE 12B, II 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 LEWIS GINTER BOTANICAL GARDEN FOUNDATION C 1324623 LEWIS GINTER BOTANICAL GARDEN FOUNDATION P 229668