2018-11-15T20:40:39-06:00 2017-12-31 850378315 BARRACLOUGH & ASSOCIATES PC PO BOX 1847 SANTA FE NM 87504 990 2017-01-01 850366754 SANTA FE BOTANICAL GARDEN SANT 5054719103 PO BOX 23343 SANTA FE NM 875023343 EDWARD GALE TREASURER 5054719103 2018-11-15 1 RHONDA G WILLIAMS P00527004 5059833387 65.158.227.90 2018-11-15 12:46:28 MS P A4B529BD0807BECE47FC1D6570665CCDD0D46639 A4B529BD0807BECE47FC1D6570665CCDD0D46639 2017 2019-02-21 02:37:17Z EDWARD GALE PO BOX 23343 SANTA FE NM 875023343 1212017 0 X WWW.SANTAFEBOTANICALGARDEN.ORG X 1987 NM EDUCATION AND COMMUNITY SERVICE ON TOPICS OF HORTICULTURE AND THE ENVIRONMENT. 21 21 20 400 0 0 1441288 769318 249100 256393 -1001 -274 75583 24208 1764970 1049645 0 0 0 0 492889 609864 0 0 209734 502717 670152 995606 1280016 769364 -230371 5431406 5077279 1087462 963706 4343944 4113573 X THE SANTA FE BOTANICAL GARDEN CELEBRATES, CULTIVATES, AND CONSERVES THE RICH BOTANICAL HERITAGE AND BIODIVERSITY OF OUR REGION IN PARTNERSHIP WITH NATURE. WE DEMONSTRATE OUR COMMITMENT THROUGH EDUCATION, COMMUNITY SERVICE, AND THE SUSTAINABLE MANAGEMENT OF OUR NATURE PRESERVES AND PUBLIC GARDENS. 1 0 493275 247901 MUSEUM HILL BOTANICAL GARDEN - THE MUSEUM HILL BOTANICAL GARDEN IS AN ACTUAL GARDEN OPENED FOR THE FIRST TIME IN JULY 2013. THE GARDEN SERVES AN EDUCATIONAL MISSION IN THAT IT IS HEAVILY FOCUSED ON DEMONSTRATING HOW TO USE MODERN WATER MANAGEMENT AND CONSERVATION TECHNIQUES TO DECREASE RUNOFF AND CAPTURE THE MOST RAINWATER IN THE LIMITED RAIN CONDITIONS OF SANTA FE'S CLIMATE. IT ALSO DEMONSTRATES HOW TO PLANT A GARDEN WITH SPECIES THAT ARE BOTH BEAUTIFUL AND ABLE TO FLOURISH WITH MINIMUM WATER USAGE. SIGNAGE FOR SPECIFIC PLANTS HAVE BOTH A BOTANICAL AND COMMON NAME.29,438 PEOPLE WERE SERVED. 187104 56815 CHILDREN'S EDUCATION PROGRAMS - SFBG EXPERIENTIAL EDUCATIONAL PROGRAMS WORK WITH YOUTH THROUGH SCHOOL FIELD TRIPS, SUMMER CAMPS, FAMILIES PROGRAMS, AND PRESCHOOLS. THEY SUPPLEMENT AND EXPAND ON THE NEW MEXICO PUBLIC SCHOOLS CURRICULUM, ESPECIALLY IN TOPICS RELATED TO STEM EDUCATION. IN 2017 SFBG RENEWED CONTRACTS FROM TWO PUBLIC SCHOOL DISTRICTS TO CONDUCT TEACHER TRAINING AND RECEIVED A GRANT FROM THE NEW MEXICO YOUTH CONSERVATION CORPS COMMISSION TO HIRE TWO SUMMER INTERNS. IN 2017 THERE WERE OVER 13,000 YOUTH CONTACTS. 49695 WEBSITE - THE SFBG WEBSITE IS A RESOURCE TO A VERY LARGE AUDIENCE INTERESTED IN HORTICULTURE, ENVIRONMENTAL STEWARDSHIP, GARDEN HISTORY, NATURAL HISTORY AND BOTANY. IN ADDITION TO THE WEBSITE, AN ELECTRONIC NEWSLETTER IS DISTRIBUTED TO 5,400 SUBSCRIBERS. THE NEWSLETTER FEATURES ANNOUNCEMENTS OF UPCOMING PROGRAMS AND ACTIVITIES. THE WEBSITE HAD APPROXIMATELY 72,000 VISITS IN 2017 OF WHICH 25,000 WERE NEW VISITORS. LEONORA CURTIN WETLAND PRESERVE - THE LEONORA CURTIN WETLAND PRESERVE IS A 35-ACRE NATURE PRESERVE LOCATED ON THE I-25 FRONTAGE ROAD AND IS ADJACENT TO EL RANCHO DE LAS GOLONDRINAS IN LA CIENEGA. THIS RARE NATURAL CIENEGA, OR "MARSH" IN SPANISH, HOSTS A BOUNTIFUL DIVERSITY OF PLANTS AND WILDLIFE. THE PRESERVE CONTAINS THREE DISTINCT PLANT COMMUNITIES OR ZONES. THEY ARE RIPARIAN/WETLAND, TRANSITIONAL, AND DRY UPLANDS.ART IN THE GARDEN - SFBG ALSO STRIVES TO CONVEY THE BEAUTY OF OUR NATURAL SURROUNDINGS AS ENHANCED BY COMPATIBLE ART FORMS. IN 2017 THE GARDEN OPENED ITS SIXTH SCULPURE EXHIBIT, FEATURING SCULPTURES EXCLUSIVELY BY NATIVE AMERICAN ARTISTS DAN, ARLO, AND MICHAEL NAMINGHA.ALSO IN 2017, THE GARDEN OFFERED ITS FIRST OUTDOOR SHAKESPEARE PERFORMANCE TO EXPAND ART IN THE GARDEN PROGRAMMING. 730074 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 42 0 1 20 1 0 0 0 0 0 1 1 1 1 0 0 1 0 X 21 21 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NM X X X THE ORGANIZATION 5054719103 725 CAMINO LEJO STE E SANTA FE NM 87505 LETITIA CHAMBERS CHAIR 30.00 X X 0 0 0 LIZ REES VICE CHAIR 6.00 X X 0 0 0 KEVIN FLORES TREASURER 2.00 X X 0 0 0 ELVA BUSCH SECRETARY 8.00 X X 0 0 0 ED ADCOCK DIRECTOR 2.00 X 0 0 0 FLETCHER CATRON DIRECTOR APR-DEC 2.00 X 0 0 0 JAN DENTON DIRECTOR AUG-DEC 4.00 X 0 0 0 LINDA DONNELS DIRECTOR 2.00 X 0 0 0 BARCY FOX DIRECTOR JAN-APR 4.00 X 0 0 0 EDWARD GALE DIRECTOR 2.00 X 0 0 0 DEBORAH GAYNOR DIRECTOR JAN-APR 2.00 X 0 0 0 CATHY GRONQUIST DIRECTOR JAN-APR 6.00 X 0 0 0 JOHN HENDRICKSEN DIRECTOR 1.00 X 0 0 0 NORA HILLIER DIRECTOR 2.00 X 0 0 0 RAE HOFFACKER DIRECTOR 6.00 X 0 0 0 BONNIE JOSEPH DIRECTOR JAN-APR 2.00 X 0 0 0 JENNY KIMBALL DIRECTOR JAN-APR 2.00 X 0 0 0 KEN KIRK DIRECTOR 2.00 X 0 0 0 CAROL ROBERTSON-LOPEZ DIRECTOR AUG-DEC 1.00 X 0 0 0 CHRISTINE LORILLARD DIRECTOR 6.00 X 0 0 0 SCOTT MCINTYRE DIRECTOR 4.00 X 0 0 0 ANDREA MEDITCH DIRECTOR 2.00 X 0 0 0 MARY MITCHELL DIRECTOR JAN-APR 3.00 X 0 0 0 STEPHEN REILLY DIRECTOR 2.00 X 0 0 0 JERRY RICHARDSON DIRECTOR JAN-APR 3.00 X 0 0 0 LINDA SAURAGE DIRECTOR 2.00 X 0 0 0 ALEX SPEYER DIRECTOR 2.00 X 0 0 0 MICHAEL VIOLANTE DIRECTOR 1.00 X 0 0 0 CLAYTON BASS PRESIDENT AND CEO 48.00 X 156302 0 4465 GEORGE JONES FINANCE DIRECTOR 34.00 X 54067 0 0 MOLLIE PARSONS EDUCATION DIRECTOR 49.00 X 50000 0 1272 SCOTT CANNING HORTICULTURE DIRECTOR 34.50 X 52541 0 1452 RACHEL LOOMIS DEVELOPMENT DIRECTOR JAN-JUNE 40.50 X 28502 0 0 REBECCA JENSEN DEVELOPMENT DIRECTOR JULY-DEC 44.50 X 35777 0 988 377189 0 8177 1 0 1 0 0 170104 103183 38649 457382 49090 769318 GARDEN ADMISSIONS 900099 156828 156828 TEACHER TRAINING 611600 44704 44704 SPECIAL EVENTS 611600 27770 27770 EDUCATION & WORKSHOPS 611600 17644 17644 FACILITY RENTAL 900099 9447 9447 256393 49 49 11166 2800 11489 2800 -323 0 -323 -323 49578 103183 82826 -33248 -33248 114634 65257 49377 49377 OTHER INCOME 900099 8079 8079 8079 1049645 304079 0 -23752 385366 156995 158115 70256 177067 75059 68858 33150 2563 1053 932 578 2794 1140 1115 539 42074 17265 17095 7714 1345 1345 11265 11265 3032 1667 1365 52684 40749 927 11008 18370 9511 6840 2019 5520 4802 50 668 84897 54718 27669 2510 2419 245 1726 448 2823 1902 602 319 181711 181711 7080 4111 2969 PROGRAM EXPENDITURES 155849 155849 CAPITAL CAMPAIGN EXPENS 71086 71086 PRINTING, REPRODUCTION, 19223 13195 300 5728 BANK CHARGES 15365 15365 37483 10102 25035 2346 1280016 730074 340208 209734 76600 198341 30194 16825 1101458 815733 5400 7039 59317 54255 2901 1982 4493883 511560 4155536 3982323 0 781 5431406 5077279 54201 59248 9676 12126 717650 590000 300000 300000 5935 2332 1087462 963706 X 3197913 3155156 1146031 958417 4343944 4113573 5431406 5077279 -230371 0 X 0 1 X 1 0 X 1137902 1084128 1206311 1441288 769318 5638947 95592 196751 269529 344840 371027 1277739 48725 53595 50225 49578 202123 1233494 1329604 1529435 1836353 1189923 7118809 88312 179812 131530 123434 207164 730252 86704 37244 123948 88312 266516 131530 123434 244408 854200 6264609 309 24 390 581 49 1353 309 24 390 581 49 1353 20168 8079 28247 1233803 1329628 1529825 1857102 1198051 7148409 0.87640 0.61010 0.00020 0.00030 X 4484776 502453 3982323 5556 5556 0 3551 3551 0 3982323 PAYROLL LIABILITIES 1082 GIFT CERTIFICATES 50 CUSTOMER DEPOSITS 1200 2332 X 1107920 58275 58275 1049645 0 1049645 1338291 58275 58275 1280016 0 1280016 PART X, LINE 2: INCOME TAXES THE GARDEN IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS OTHER THAN A PRIVATE FOUNDATION. THE GARDEN FILES AN ANNUAL INFORMATION RETURN (FORM 990) WITH THE INTERNAL REVENUE SERVICE. IN ACCORDANCE WITH FASB ASC 740-10, INCOME TAXES, WHICH REQUIRES DISCLOSURE OF TAXABLE UNRELATED BUSINESS INCOME, NONE OF THE PRESENT OR ANTICIPATED FUTURE ACTIVITIES OF THE GARDEN ARE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. NO PROVISION FOR INCOME TAX HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS AND THERE ARE NO UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2017 AND 2016. UNDER THE STATUTE OF LIMITATIONS, THE GARDEN'S TAX RETURNS ARE NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES FOR YEARS PRIOR TO 2014. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET EXPENSES FOR FUNDRAISER 57,961. BROKER'S FEE ON STOCK SALE 314. PART XII, LINE 2D - OTHER ADJUSTMENTS: NET EXPENSES FOR FUNDRAISER 57,961. BROKER'S FEE ON STOCK SALE 314. SUMMER SOLSTICE SOIREE 134068 89420 44648 8061 12970 3550 51267 HARVEST DINNER 12633 9903 2730 1999 325 1258 1 6060 3860 2200 189 2204 350 653 152761 103183 49578 8250 17173 4225 53178 82826 -33248 X 0 0 0 0 0 0 0 0 0 CLAYTON BASS PRESIDENT AND CEO 156302 0 0 0 0 0 4465 0 0 0 160767 0 0 0 X 1 8250 AUCTION SELLING PRICE X 24865 AUCTION SELLING PRICE X 1 2800 SALES PRICE X 2 10852 BROKER VALUE AT DONATION X FOOD 1 2000 COST 1 0 0 0 FORM 990, PART III, LINE 2 IN 2017, SFBG RECEIVED A GRANT FROM THE NEW MEXICO YOUTH CONSERVATION CORPS COMMISSION (NM YCCC). NM YCCC PROVIDED FUNDING FOR THE GARDEN TO HIRE TWO PEOPLE WHO (A) MEET THE HIRING REQUIREMENTS FOR THE PROGRAM AND (B) WOULD ASSIST IN MAINTAINING THE GARDEN. THE TWO PERSONNEL ASSISTED IN THE REMOVAL OF INVASIVE SPECIES. THE ORGANIZATION RECEIVED A SIMILAR GRANT FROM NM YCCC FOR 2018. ALSO IN 2017, THE ORGANIZATION OFFERED ITS FIRST OUTDOOR SHAKESPEARE PERFORMANCE TO EXPAND ART IN THE GARDEN PROGRAMMING. FORM 990, PART VI, SECTION A, LINE 4 THE BY-LAWS WERE AMENDED ON FEBRUARY 22, 2017 AS FOLLOWS: CHANGED THE TITLE OF CEO TO "PRESIDENT AND CEO;" CHANGED "CHAIRMAN OF THE BOARD" TO "CHAIR OF THE BOARD; CHANGED "VICE-PRESIDENT" TO "VICE-CHAIR OF THE BOARD; AND INCREASED THE BOARD SIZE FROM 25 TO 30. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT IS REVIEWED BY THE CEO AND THE CURRENT EXECUTIVE COMMITTEE OF THE BOARD AND THE BOARD PRESIDENT(S) FOR THE REPORTING YEAR. THE FINAL COPY IS PRESENTED TO THE BOARD OF DIRECTORS AT THEIR NEXT SCHEDULED MEETING. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST INQUIRY IS DISTRIBUTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS ANNUALLY AND MONITORED BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD'S GOVERNANCE COMMITTEE IS RESPONSIBLE FOR HUMAN RESOURCES (HR) OVERSIGHT. THE PROCESS FOR THE CEO IN 2017 WAS THAT THE CEO ESTABLISHED PERSONAL GOALS FOR THE YEAR. THE CEO PREPARED A SELF-EVALUATION REPORT AND SENT IT TO THE HR COMMITTEE. THE HR COMMITTEE THEN MET WITH THE CEO TO DISCUSS HIS SELF-EVALUATION, THEIR FEEDBACK ON HIS PERFORMANCE, AND TO AGREE WITH THE CEO ON SPECIFIC GOALS FOR NEXT YEAR (2018). THE COMMITTEE THEN RESPONDED WITH A PROPOSED SALARY FOR 2017. THE ORGANIZATION MAINTAINS A COMPLETE PAPER TRAIL OF THE USE OF PERFORMANCE APPRAISALS BY INDIVIDUALS AND SALARY/PERFORMANCE ADJUSTMENTS. THE PROCESS WAS ALSO APPLIED TO THE MANAGING DIRECTOR AND THE OTHER STAFF, WITH THE CEO TAKING THE ROLE OF THE HR COMMITTEE IN THE ABOVE DESCRIPTION. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 IS AVAILABLE ON THE ORGANIZATION'S WEBSITE. A COPY OF THE FORM 1023 IS AVAILABLE ON THE NEW MEXICO ATTORNEY GENERAL'S CHARITY WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.