HOLDEN ARBORETUM: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HOLDEN ARBORETUM (EIN 34-0750346)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-08-15
- IRS object ID
- 201842279349300724
- Schema version
- 2016v3.0
- 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 D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-15T08:36:53-05:00 | ReturnTs |
| Tax Period End | 2017-09-30 | 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 | 2016-10-01 | 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 | 2018-08-15 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $12,681,720 | 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 PROMOTES THE BEAUTY&IMPORTANCE OF TREES&OTHER WOODY PLANTS TO CREATE SUSTAINABLE&HEALTHY COMMUNITIES IN THE GREAT LAKES REGION&BEYOND. | ActivityOrMissionDesc |
| Voting Members Governing Body | 39 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 38 | VotingMembersIndependentCnt |
| Total Employee | 80 | TotalEmployeeCnt |
| Total Volunteers | 709 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,652,349 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,561,318 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $875,638 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $847,794 | CYProgramServiceRevenueAmt |
| PY Investment Income | $41,045 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,771,366 | CYInvestmentIncomeAmt |
| PY Other Revenue | $419,787 | PYOtherRevenueAmt |
| CY Other Revenue | $215,406 | CYOtherRevenueAmt |
| PY Total Revenue | $7,988,819 | PYTotalRevenueAmt |
| CY Total Revenue | $11,395,884 | 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 | $4,668,208 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,071,690 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $624,222 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,431,558 | PYOtherExpensesAmt |
| CY Other Expenses | $4,029,953 | CYOtherExpensesAmt |
| PY Total Expenses | $8,099,766 | PYTotalExpensesAmt |
| CY Total Expenses | $9,101,643 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$110,947 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,294,241 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $149,796,968 | TotalAssetsBOYAmt |
| Total Assets EOY | $161,754,499 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,775,113 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,452,613 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $147,021,855 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $160,301,886 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE HOLDEN ARBORETUM IS AN OUTDOOR LIVING MUSEUM THAT PROMOTES THE BEAUTY AND IMPORTANCE OF TREES AND OTHER WOODY PLANTS TO CREATE SUSTAINABLE AND HEALTHY COMMUNITIES IN THE GREAT LAKES REGION AND BEYOND. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,940,604 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $867,290 | RevenueAmt |
| Desc | SEE SCHEDULE OThe Holden Arboretum is an approximately 3,500 acre outdoor museum of trees that promotes the beauty and importance of trees and woody plants to create sustainable and healthy communities in the Great Lakes region. In addition to the 3,500 acres of display areas and natural woodlands, the Arboretum has approximately 1,400 acres in conservation easements and approximately 29 acres at the Leach Research station in Madison, OH. The Arboretum is accredited by the American Alliance of Museums. The mission of the organization is to advance and inspire a deeper understanding of plants to enhance life is achieved through science, education, and horticulture programs. The Holden Arboretum programs are integrated with those of the Cleveland Botanical Garden, an urban botanical garden in the City of Cleveland. The combined programming of two campuses with different geographies creates even more opportunity for impact in Northeast Ohio. The two organizations represent the 12th largest garden/arboretum in the United States.OrganizationIn fiscal year 2017 there was a change in executive leadership. Clem Hamilton left the organization in February 2017, and a national search was conducted to find a new President and CEO. Paul Abbey, formerly chairman of the Board of Directors, served as interim President and CEO from February to September. Jill Koski was hired in late September 2017 to serve as the new President and CEO of The Holden Arboretum and Cleveland Botanical Garden, d.b.a. Holden Forests & Gardens. Ms. Koski has more than 25 years of experience in the nonprofit field working with cultural institutions. Prior to joining The Holden Arboretum, she worked at The Morton Arboretum in Lisle, IL for more than ten years, and at Shedd Aquarium in Chicago, IL for ten years. The Holden Arboretum had continued growth in attendance, increasing by 13% to 202,000 visitors. The increase is primarily attributed to the Canopy Walk and Emergent Tower that opened in late 2015. The walk and tower show ongoing appeal to new audiences of all ages. Member households maintained at 20,000, largely driven by the new audiences for the Canopy Walk and Emergent Tower as well as the added benefit of admission to both the Arboretum campus and the Cleveland Botanical Garden campus. Research and Living CollectionsIn FY17, research staff published 10 papers in peer-reviewed scientific journals including American Journal of Botany, Functional Ecology, Journal of Applied Ecology, Landscape Research and Oecologia. Research staff presented 10 scientific lectures at universities and scientific meetings and presented 5 popular lectures to green industry professionals, garden clubs and Holden members. Holden research continued to advance and improve partnerships with local institutions. Research staff furthered collaborations between Holden and the Cleveland Metroparks including the Metroparks Zoo, Case Western Reserve University (CWRU), Kent State University and Cleveland State University. We are also exploring future collaborations with the Wilds to explore potential research in restoration ecology. Holden staff continues to work to organize Holden's extensive environmental and biological data sets in cooperation with other Holden departments such as Horticulture and Conservation (aka "Holden Big Data"). All library research holdings and plant accession records are now digitized and archived in the research "Big Data Dropbox, and we are working on obtaining all published research conducted at Holden by visiting researchers. Holden scientists served on graduate student committees for five Ph.D. students at Case Western Reserve University (2), Kent State University (2) and Ohio State University (1). Holden hosted 17 undergraduate interns in the summer of 2016 on projects ranging from examining acid rain and forest health, to soil ecology and plant physiology. Research staff performed outreach to high school and middle school students in soil and plant ecology. Community ForestryDuring 2017, Holden's Community Forestry program continued to expand its outreach efforts into Northeast Ohio and in particular the City of Cleveland. Holden received a $500,000 grant from the Cleveland Foundation in FY 17 to advance community forestry programs through policy development and through creation of a work force development program called TreeCorps. TreeCorps will train workers for a career in the tree care industry through classroom and active hand on learning during a nineteen-week program. Horticulture At the Arboretum during the spring and fall planting seasons, there were 395 trees and shrubs planted, and over 1,167 herbaceous perennial plants planted. There are currently 5,256 taxa (species, varieties, cultivars) in the living plant collection, 3,447 of which are woody. The Plant Collections Curator continued to provide horticultural information to the public year-round, and responded to 245 contacts during the year with questions on plant identification, landscape plant selection and sources, plant pests and diseases, horticultural practices and a range of related subjects. As a participant in the International Seed Exchange, Holden Nursery Staff distributed 176 packets of seed representing 9 different species native to Ohio on request and at no charge to 64 sister institutions in 24 countries around the world and 3 states within the U.S.ConservationThe Conservation department continues its efforts to manage invasive plant species across all of Holden's natural areas, and core. Garlic mustard and shrub and vine invasive plants including buckthorn, honeysuckle, privet, and Asian bittersweet are primary target species.Staff continued a bat survey in Stebbins Gulch Natural Area initiated in 2016. The Corning Lake restoration project was also initiated in 2014 and work continued through 2017 to monitor the lake water quality in terms of nutrients, dissolved oxygen, and pH. Conservation staff is developing a Management plan for Holden's natural areas. This plan will guide future efforts in these areas to ensure that Holden's forest are responsibly managed to conserve their health and diversity. A key component of this plan is the Rapid Upland Forest Assessment, developed by conservation staff and implemented at 130 sites in the Stebbins Gulch Natural Area in 2016 and an additional 70 in 2017. Staff also developed the Spring Ephemeral Rapid Assessment in 2015 as a complimentary tool for assessing forest plant communities and assessed Stebbins Gulch Natural Area in 2017. Conservation staff has documented the extent and severity of the Emerald Ash Borer and the Beech Leaf Disease within the Stebbins Gulch Natural Area. Conservation staff have also found Beech Leaf Disease in all of Holden's natural areas and continues to work with experts and partners to describe and determine the cause of this affliction which is still currently unknown. | Desc |
| Total Program Service Expenses | $6,940,604 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 83 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 80 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 39 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 38 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Constance Norweb Abbey | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Paul R Abbey | ||||||||
| Interim President & CEO | 40.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Thomas D Anderson | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Jeffrey Biggar | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Victoria U Broer | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Barbara Brown | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Andrew Coleman | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| William Conway | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Jonathan E Dick | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Paul E DiCorleto | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert R Galloway | ||||||||
| Secretary | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Julia ES Grant | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert D Gries | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Sarah L Gries | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Debra Guren | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Peter Hellman | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Margaret Hewitt | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Pamela Jacobson Oliva | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Ellen W Jones Nordell | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Joseph P Keithley | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Karen Kleinhenz | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Verne D Klunzinger | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Stephen J Knerly Jr | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Joseph J Mahovlic | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael C Marino | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Cynthia Moore Hardy | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Ruth Moorhead | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Maura O'Donnell McCarthy | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Deidrea Otts | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Jane Outcalt | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| C W Eliot Paine | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Erin K Ryan | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Robin D Schachat | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Lynn C Shiverick | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Ruth Stafford | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KK Sullivan | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Bradley Turner | ||||||||
| Chairman | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Charles F Walton | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY POTH | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Clement W Hamilton | ||||||||
| President & CEO | 40.00 | 0.00 | $230,125 | $0 | $36,003 | Yes (X) | ||
| Jim Ansberry | ||||||||
| CFO & Treasurer | 40.00 | 0.00 | $184,269 | $0 | $27,453 | Yes (X) | ||
| Deborah Ryan | ||||||||
| Assistant Secretary | 40.00 | 0.00 | $75,143 | $0 | $19,210 | Yes (X) | ||
| David Burke | ||||||||
| Chair, Research | 40.00 | 0.00 | $104,651 | $0 | $21,183 | Yes (X) | ||
| Brian Parsons | ||||||||
| Chief Planning Officer | 40.00 | 0.00 | $105,692 | $0 | $20,032 | Yes (X) | ||
| Paul Spector | ||||||||
| VP Community Engagement | 40.00 | 0.00 | $136,898 | $0 | $18,304 | Yes (X) | ||
| Nancy Spelman | ||||||||
| Chief - Human Resources | 40.00 | 0.00 | $131,884 | $0 | $23,021 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $968,662 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $165,206 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MINUTE MAN | |||||
| PO BOX 78000 | DETROIT | MI | 48278 | SEASONAL LABOR | $276,655 |
| WALKER BROTHERS ROOFING | |||||
| 284 RICHMOND STREET | PAINESVILLE | OH | 44077 | CONSTRUCTION | $197,350 |
| RIVERREACH CONSTRUCTION | |||||
| 92 31ST STREET NW | NORTON | OH | 44203 | CONSTRUCTION | $172,142 |
| JCI CONTRACTORS | |||||
| 529 W PROSPECT RD STE 101 | ASHTABULA | OH | 44004 | CONSTRUCTION | $109,320 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $199,267 | FundraisingAmt |
| All Other Contributions | $8,362,051 | AllOtherContributionsAmt |
| Noncash Contributions | $769,860 | NoncashContributionsAmt |
| Total Contributions | $8,561,318 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 900099 | $659,606 | $659,606 |
| EDUCATION COURSES | 611600 | $188,188 | $188,188 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $847,794 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $285,261 | TotalRevenueColumnAmt |
| Exclusion | $285,261 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $182,134 | 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 | $182,134 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $182,134 | TotalRevenueColumnAmt |
| Exclusion | $182,134 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $422,626 | SecuritiesAmt |
| Other | $2,126,012 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $944,022 | SecuritiesAmt |
| Other | $118,511 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$521,396 | SecuritiesAmt |
| Other | $2,007,501 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,486,105 | TotalRevenueColumnAmt |
| Exclusion | $1,486,105 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $75,529 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $199,267 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $137,621 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$62,092 | TotalRevenueColumnAmt |
| Exclusion | -$62,092 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $161,550 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $85,682 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $75,868 | TotalRevenueColumnAmt |
| Exclusion | $75,868 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER REVENUE | 900099 | $10,159 | $10,159 |
| CENTER FOR PLANT CONSERVATION | 900099 | $9,337 | $9,337 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $19,496 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,395,884 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $867,290 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,967,276 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $533,469 | TotalAmt |
| Program Services | $410,995 | ProgramServicesAmt |
| Management And General | $81,824 | ManagementAndGeneralAmt |
| Fundraising | $40,650 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,677,660 | TotalAmt |
| Program Services | $2,845,865 | ProgramServicesAmt |
| Management And General | $555,499 | ManagementAndGeneralAmt |
| Fundraising | $276,296 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,221 | TotalAmt |
| Program Services | $165,646 | ProgramServicesAmt |
| Management And General | $32,704 | ManagementAndGeneralAmt |
| Fundraising | $15,871 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $358,494 | TotalAmt |
| Program Services | $268,907 | ProgramServicesAmt |
| Management And General | $59,832 | ManagementAndGeneralAmt |
| Fundraising | $29,755 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $287,846 | TotalAmt |
| Program Services | $215,914 | ProgramServicesAmt |
| Management And General | $48,041 | ManagementAndGeneralAmt |
| Fundraising | $23,891 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,485 | TotalAmt |
| Program Services | $21,644 | ProgramServicesAmt |
| Management And General | $12,841 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,350 | TotalAmt |
| Program Services | $25,325 | ProgramServicesAmt |
| Management And General | $15,025 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $620,126 | TotalAmt |
| Program Services | $344,921 | ProgramServicesAmt |
| Management And General | $208,934 | ManagementAndGeneralAmt |
| Fundraising | $66,271 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,615 | TotalAmt |
| Program Services | $63,050 | ProgramServicesAmt |
| Fundraising | $565 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,046 | TotalAmt |
| Program Services | $50,982 | ProgramServicesAmt |
| Management And General | $25,006 | ManagementAndGeneralAmt |
| Fundraising | $11,058 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,765 | TotalAmt |
| Program Services | $4,258 | ProgramServicesAmt |
| Management And General | $16,108 | ManagementAndGeneralAmt |
| Fundraising | $1,399 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,113 | TotalAmt |
| Program Services | $220,453 | ProgramServicesAmt |
| Management And General | $25,838 | ManagementAndGeneralAmt |
| Fundraising | $9,822 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,897 | TotalAmt |
| Program Services | $62,474 | ProgramServicesAmt |
| Management And General | $78,019 | ManagementAndGeneralAmt |
| Fundraising | $5,404 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,511 | TotalAmt |
| Management And General | $27,511 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,026,871 | TotalAmt |
| Program Services | $884,972 | ProgramServicesAmt |
| Management And General | $71,402 | ManagementAndGeneralAmt |
| Fundraising | $70,497 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,655 | TotalAmt |
| Program Services | $94,588 | ProgramServicesAmt |
| Management And General | $28,067 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EDUC.&PROMOTIONAL EXP. | $636,299 | $541,773 | $56,559 | $37,967 |
| LANDSCAPE MAINTENANCE | $351,064 | $345,217 | $5,847 | |
| BLDG.& EQUIP. MAINT. | $316,803 | $240,436 | $59,642 | $16,725 |
| RESEARCH SUPPLIES | $104,735 | $104,735 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,618 | TotalAmt |
| Program Services | $28,449 | ProgramServicesAmt |
| Management And General | $133,965 | ManagementAndGeneralAmt |
| Fundraising | $12,204 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,101,643 | TotalAmt |
| Program Services | $6,940,604 | ProgramServicesAmt |
| Management And General | $1,536,817 | ManagementAndGeneralAmt |
| Fundraising | $624,222 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $889,928 | BOYAmt |
| EOY | $1,209,318 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $676,910 | BOYAmt |
| EOY | $553,009 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,833 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,050,000 | BOYAmt |
| EOY | $6,550,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,494 | BOYAmt |
| EOY | $25,215 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,785 | BOYAmt |
| EOY | $51,438 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $39,330,498 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,549,348 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,505,869 | BOYAmt |
| EOY | $25,781,150 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,639,144 | BOYAmt |
| EOY | $127,584,369 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,796,968 | BOYAmt |
| EOY | $161,754,499 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $867,102 | BOYAmt |
| EOY | $1,240,220 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,861 | BOYAmt |
| EOY | $45,206 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,700,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,150 | BOYAmt |
| EOY | $167,187 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,775,113 | BOYAmt |
| EOY | $1,452,613 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,287,028 | BOYAmt |
| EOY | $57,047,933 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,901,681 | BOYAmt |
| EOY | $3,740,850 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,833,146 | BOYAmt |
| EOY | $99,513,103 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,021,855 | BOYAmt |
| EOY | $160,301,886 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,796,968 | BOYAmt |
| EOY | $161,754,499 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,294,241 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,985,790 | 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 | $7,828,301 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,265,112 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,891,828 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,652,349 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,561,318 | CurrentTaxYearAmt |
| Total | $39,198,908 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,828,301 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,265,112 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,891,828 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,652,349 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,561,318 | CurrentTaxYearAmt |
| Total | $39,198,908 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $22,043,822 | SubstantialContributorsTotAmt |
| Public Support Total170 | $17,155,086 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $670,345 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $344,557 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $647,659 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $476,103 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $467,395 | CurrentTaxYearAmt |
| Total | $2,606,059 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $140,329 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $155,401 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $154,579 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $175,548 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$23,100 | CurrentTaxYearAmt |
| Total | $602,757 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $42,407,724 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,785,018 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.40450 | PublicSupportCY170Pct |
| Public Support PY170 | 0.40350 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 - 2012 Amount: $ 140,329. 2013 Amount: $ 155,401. 2014 Amount: $ 154,579. 2015 Amount: $ 175,548. 2016 Amount: $ -23,100. | 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 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,466,408 | BeginningYearBalanceAmt |
| Contributions | $1,132,691 | ContributionsAmt |
| Investment Earnings Or Losses | $2,441,421 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,748,127 | OtherExpendituresAmt |
| End Year Balance | $25,292,393 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,201,604 | BeginningYearBalanceAmt |
| Contributions | $527,693 | ContributionsAmt |
| Investment Earnings Or Losses | $3,250,790 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $513,679 | OtherExpendituresAmt |
| End Year Balance | $26,466,408 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.81380 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.11120 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.07500 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,834,591 | OtherCostOrOtherBasisAmt |
| Book Value | $12,834,591 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,466,226 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,669,841 | DepreciationAmt |
| Book Value | $5,796,385 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,232,224 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,667,083 | DepreciationAmt |
| Book Value | $565,141 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,797,457 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,212,424 | DepreciationAmt |
| Book Value | $6,585,033 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $25,781,150 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GIFT ANNUITIES | Desc |
| Amt | $167,187 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $167,187 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $22,381,674 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $10,985,790 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $10,985,790 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,395,884 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,395,884 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,101,643 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,101,643 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,101,643 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 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. |
| PART V, LINE 1E: | ENDOWMENT EXPENDITURES - FOR THE YEAR ENDED SEPTEMBER 30, 2014, THE ARBORETUM USED $4,191,127 FOR ASSET PURCHASES AND EXPENDITURES RELATED TO THE INTEGRATION OF CLEVELAND BOTANICAL GARDEN, A SECTION 501(c)(3) ORGANIZATION OF WHICH THE ARBORETUM BECAME THE SOLE MEMBER. THE REMAINING APPROPRIATION OF $557,000 WAS FOR OPERATIONS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WOODLAND TWILIGHT | Event1Nm |
| Gross Receipts Event1 | $209,164 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $181,344 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $27,820 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $44,388 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $44,954 | OtherDirectExpensesEvent1Amt |
| Event2 | TASTINGS&CONCERTS | Event2Nm |
| Gross Receipts Event2 | $58,371 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $17,923 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $40,448 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $17,166 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $24,257 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $7,261 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $0 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $7,261 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $5,792 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $1,064 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $274,796 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $199,267 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $75,529 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $67,346 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $70,275 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $137,621 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$62,092 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Clement W Hamilton | ||||||||||||||
| President & CEO | $230,125 | $0 | $0 | $0 | $0 | $0 | $14,070 | $0 | $21,933 | $0 | $266,128 | $0 | $0 | $0 |
| Jim Ansberry | ||||||||||||||
| CFO & Treasurer | $163,269 | $0 | $21,000 | $0 | $0 | $0 | $11,388 | $0 | $16,065 | $0 | $211,722 | $0 | $0 | $0 |
| Paul Spector | ||||||||||||||
| VP Community Engagement | $136,898 | $0 | $0 | $0 | $0 | $0 | $8,188 | $0 | $10,116 | $0 | $155,202 | $0 | $0 | $0 |
| Nancy Spelman | ||||||||||||||
| Chief - Human Resources | $131,884 | $0 | $0 | $0 | $0 | $0 | $7,988 | $0 | $15,033 | $0 | $154,905 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | BENEFITS PROVIDED TO CERTAIN OFFICERS - THE ARBORETUM PROVIDED HOUSING TO ITS PRESIDENT & CEO, CLEMENT HAMILTON. MR. HAMILTON PAYS FAIR MARKET VALUE RENT FOR THE HOUSING, AND THIS ARRANGEMENT WAS APPROVED BY THE BOARD OF DIRECTORS. THE ARBORETUM ALSO PAID DUES FOR A SOCIAL CLUB FOR MR. HAMILTON. MR. HAMILTON REIMBURSES THE ARBORETUM FOR HIS PERSONAL USE OF THE CLUB. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $294,860 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $475,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | 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 (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4 - PROGRAM SERVICE ACCOMPLISH.(CONT'D): | Education programs for all ages The Holden Arboretum's educational programming engages individuals of all ages with plants and other aspects of the natural world to enhance fundamental learning, appreciation of nature and health and wellness. During 2017, our work with 17,732 students of northeast Ohio focused on providing programming which addressed the Ohio State Science Standards. The Arboretum's school programs encourage students to take an active role in learning. Hands-on investigations and discussions in a natural setting encourage students to discover and gather information, ask questions and begin to formulate answers or methods for obtaining answers for themselves. In 2017, our keystone program, Growing Students in Science, accounted for 11,882 students in 12 districts, outreach programs accounted for 399 students of the total 17,732. In addition, professional development opportunities are provided that offer teachers a chance to increase content knowledge in the natural sciences and help them with pedagogy related to teaching science. These range from one week graduate level classes to after school sessions. In addition, workshops are presented at numerous teacher conferences each year. A total of 186 teachers from grades K-12 attended 6 separate workshops during 2017. Holden offered 140 Adult classes/lectures in the areas of horticulture, natural history, forestry, art and wellness were offered on a quarterly basis to Arboretum members and the community at large. Approximately 2,525 registrations were received during 2017. Family programs are designed to engage children and parents in outdoor activities that encourage exploration and learning. Thirty-eight classes were offered through the class schedule while other experiences were offered as drop-in" programs. These range from habitat discoveries to nature crafts and Quest hunts. Interpreting and explaining the varied assets of the Arboretum is accomplished through a variety of on-site programs for visitors. Visitors can take advantage of guided tours, brochures, maps, interpretative panels, interactive exhibits, plant identification labels, or our audio and web-based Guide by Cell programs that provide information about plants and other features. The library collection focuses on horticulture and natural history and serves primarily as an information resource for staff, members, and people from the community. Members may check out books. The catalog is available online and available through the Arboretum website. A collection of rare horticultural books is available to scholars. Public Programs and Special Events Holden engages its members and reaches out to new audiences with yearly festivals and special events. More than 23,230 people participated in these special programs in 2017. The festivals are family-centered to encourage a love of nature and the outdoors in young children and to build and sustain our large donor base. The festivals are Goblins in the Gardens and a Celebration of Trees Festival. In addition Holden produces Plant Sales, Wine Tastings, and a Pancake Breakfast. Holden' outdoor garden concert series continued to grow in 2017 attracting audiences of 700 for each concert. Additional programming for general visitors included art shows, photography exhibits, rare book exhibits, tram tours, and guided tours of the Main Display Garden and natural areas. Programming exists to meet the needs of visitors, special interest groups such as bird clubs, garden clubs, hiking organizations, and other relevant not-for-profit organizations. Holden's facility rental program uses our indoor and outdoor facilities to enable weddings, receptions, showers, and small meetings to both individuals and groups. In 2017, rental events engaged over 6,800 people. |
| Form 990, Part VI, Section A, line 2 | REPORTABLE RELATIONSHIPS - THE FOLLOWING INDIVIDUALS HAVE A FAMILY RELATIONSHIP: PAUL R. ABBEY AND CONSTANCE NORWEB ABBEY; SARAH GRIES AND ROBERT GRIES. THE FOLLOWING INDIVIDUALS HAVE A BUSINESS RELATIONSHIP: JONATHAN DICK AND SARAH GRIES; SARAH GRIES AND JONATHAN DICK; PETER HELLMAN AND BRAD TURNER; BRAD TURNER, VICTORIA BROER, WILLIAM CONWAY, JONATHAN DICK, PETER HELLMAN AND JOSEPH KEITHLY. |
| 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 AND OPERATING MANAGEMENT. 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 - THE ORGANIZATION USES A PROCESS OF ANNUAL ATTESTATION, IN WRITING, THAT DIRECTORS AND OFFICERS ARE IN COMPLIANCE WITH HOLDEN'S CONFLICT OF INTEREST POLICY. HOLDEN'S OPERATING MANAGEMENT CONTINUALLY MONITORS COMPLIANCE WITH HOLDEN'S POLICIES AND PROCEDURES. |
| 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 ARBORETUMS 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. |
| FORM 990, PART VII - ADDITIONAL INFORMATION REGARDING COMPENSATION: | PAUL R. ABBEY SERVED AS INTERIM PRESIDENT AND CEO FROM FEBRUARY, 2017 THROUGH THE END OF THE FISCAL YEAR. WHILE MR. ABBEY WAS COMPENSATED FOR HIS SERVICES, NO COMPENSATION AMOUNTS ARE REPORTED IN PART VII BECAUSE COMPENSATION ON THIS FORM 990 IS REPORTED ON THE BASIS OF THE CALENDAR YEAR 2016. MR. ABBEY DID NOT RECEIVE FORM W-2 FOR 2016 BECAUSE HE WAS NOT EMPLOYED BY THE ARBORETUM AT ANY TIME DURING 2016. |
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 | $6,550,000 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Comments