2017-11-15T15:43:34-06:00 2016-12-31 850378315 BARRACLOUGH & ASSOCIATES PC PO BOX 1847 SANTA FE NM 87504 990 2016-01-01 850366754 SANTA FE BOTANICAL GARDEN SANT 5054719103 PO BOX 23343 SANTA FE NM 875023343 KEVIN FLORES TREASURER 5054719103 2017-11-15 1 RHONDA G WILLIAMS P00527004 5059833387 65.158.227.90 2017-11-15 12:25:47 MS P 0E48CE4D1231B4325CBD089930F54A55B54F0ED2 0E48CE4D1231B4325CBD089930F54A55B54F0ED2 2016 2017-02-10 21:41:12Z KEVIN FLORES PO BOX 23343 SANTA FE NM 875023343 1970878 0 X WWW.SANTAFEBOTANICALGARDEN.ORG X 1987 NM EDUCATION AND COMMUNITY SERVICE ON TOPICS OF HORTICULTURE AND THE ENVIRONMENT. 23 23 11 125 0 0 1206311 1441288 183217 249100 -1602 -1001 62482 75583 1450408 1764970 3600 0 0 0 463915 492889 0 0 203299 490874 502717 958389 995606 492019 769364 3790847 5431406 216267 1087462 3574580 4343944 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 322880 282731 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. 26,191 PEOPLE WERE SERVED. 186700 23740 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 2016 SFBF RECEIVED CONTRACTS FROM 2 LOCAL PUBLIC SCHOOL DISTRICTS TO CONDUCT TEACHER TRAINING. IN 2016 THERE WERE OVER 11,000 YOUTH CONTACTS. 49086 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 4,330 SUBSCRIBERS. THE NEWSLETTER FEATURES ANNOUNCEMENTS OF UPCOMING PROGRAMS AND ACTIVITIES. THE WEBSITE HAD JUST OVER 62,000 VISITS IN 2016 OF WHICH 39,000 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 2016 THE GARDEN OPENED ITS FIFTH SCULPURE EXHIBIT, FEATURING SCULPTURES EXCLUSIVELY FROM ARTIST BILL BARRETT. 558666 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 0 0 0 0 0 0 0 0 0 1 16 0 1 11 1 0 0 0 0 0 1 1 0 0 0 0 X 23 23 0 0 0 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 PRESIDENT APR-DEC 30.00 X X 0 0 0 CATHY GRONQUIST PRESIDENT JAN-APR 15.00 X X 0 0 0 LIZ REES VICE PRESIDENT APR-DEC 6.00 X X 0 0 0 LETITIA CHAMBERS VICE PRESIDENT JAN-APR 12.00 X X 0 0 0 KEVIN FLORES TREASURER 2.00 X X 0 0 0 ELVA BUSCH SECRETARY APR-DEC 8.00 X X 0 0 0 MARY MITCHELL SECRETARY JAN-APR 10.00 X X 0 0 0 ED ADCOCK DIRECTOR APR-DEC 2.00 X 0 0 0 ELVA BUSCH DIRECTOR JAN-APR 3.00 X 0 0 0 FLETCHER CATRON DIRECTOR JAN-APR 3.00 X 0 0 0 KEN COLLINS DIRECTOR JAN-NOV 2.00 X 0 0 0 LINDA DONNELS DIRECTOR 2.00 X 0 0 0 BARCY FOX DIRECTOR 6.00 X 0 0 0 DEBORAH GAYNOR DIRECTOR 2.00 X 0 0 0 CATHY GRONQUIST DIRECTOR APR-DEC 3.00 X 0 0 0 JOHN HENDRICKSEN DIRECTOR 2.00 X 0 0 0 RAE HOFFACKER DIRECTOR 6.00 X 0 0 0 NORA HILLIER DIRECTOR 4.00 X 0 0 0 BONNIE JOSEPH DIRECTOR 2.00 X 0 0 0 JENNY KIMBALL DIRECTOR 2.00 X 0 0 0 KEN KIRK DIRECTOR APR-DEC 2.00 X 0 0 0 CHRISTINE LORILLARD DIRECTOR 6.00 X 0 0 0 SCOTT MCINTYRE DIRECTOR DEC 2.00 X 0 0 0 ANDREA MEDITCH DIRECTOR OCT-DEC 2.00 X 0 0 0 MARY MITCHELL DIRECTOR APR-DEC 3.00 X 0 0 0 LIZ REES DIRECTOR JAN-APR 4.00 X 0 0 0 STEPHEN REILLY DIRECTOR 3.00 X 0 0 0 JERRY RICHARDSON DIRECTOR 3.00 X 0 0 0 LINDA SAURAGE DIRECTOR APR-DEC 2.00 X 0 0 0 MICHAEL VIOLANTE DIRECTOR 1.00 X 0 0 0 CLAYTON BASS CHIEF EXECUTIVE OFFICER 47.00 X 148848 0 5248 MOLLIE PARSONS EDUCATION DIRECTOR 51.00 X 42396 0 1495 SCOTT CANNING HORTICULTURE DIRECTOR 34.50 X 50520 0 1718 GEORGE JONES FINANCE DIRECTOR 28.00 X 44061 0 232 285825 0 8693 1 0 1 0 MOUNTAIN WEST GOLFSCAPES INC 3608 STATE HIGHWAY 47 PERALTA NM 87042 LANDSCAPE CONSTRUCTION 879735 NEW MEXICO STONE 850 W SAN MATEO SANTA FE NM 87505 STONE ACQUISITION, CUTTING & INSTALLATIO 287855 2 165561 66175 21465 1188087 10913 1441288 SPECIAL EVENTS 611600 101524 101524 GARDEN ADMISSIONS 900099 97064 97064 TEACHER TRAINING 611600 19441 19441 FACILITY RENTAL 900099 15990 15990 EDUCATION & WORKSHOPS 611600 15081 15081 249100 581 581 113776 115358 -1582 -1582 -1582 50225 66175 48003 2222 2222 95740 42547 53193 53193 OTHER INCOME 900099 20168 20168 20168 1764970 306471 0 17211 294518 89642 102749 102127 162517 68627 44201 49689 1735 526 1119 90 882 361 233 288 33237 11444 10817 10976 349 349 10625 10625 100 100 11941 11740 201 41430 34316 394 6720 27165 17021 8196 1948 17034 14820 170 2044 97565 61121 31134 5310 3304 1123 1554 627 22685 20605 308 1772 93631 93631 9445 5993 3452 PROGRAM EXPENDITURES 101205 101205 PRINTING, REPRODUCTION, 17050 11750 135 5165 CAPITAL CAMPAIGN EXPENS 13103 13103 PROFESSIONAL DEVELOPMEN 11498 1743 9755 24587 12998 8149 3440 995606 558666 233641 203299 457085 76600 148668 30194 455990 1101458 16909 5400 36130 59317 2069 2901 4485384 329848 2673996 4155536 3790847 5431406 59301 54201 550 9676 150000 1017650 6416 5935 216267 1087462 X 1630916 4179845 1943664 164099 3574580 4343944 3790847 5431406 769364 0 X 0 1 X 1 0 X 841952 1137902 1084128 1206311 1441288 5711581 56901 95592 196751 269529 302293 921066 48725 53595 50225 152545 898853 1233494 1329604 1529435 1793806 6785192 179518 88312 179812 131530 123434 702606 1451 372844 540812 1026367 1941474 180969 88312 552656 672342 1149801 2644080 4141112 1060 309 24 390 581 2364 1060 309 24 390 581 2364 899913 1233803 1329628 1529825 1794387 6787556 0.61010 0.72480 0.00030 0.00070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4476277 320741 4155536 5556 5556 0 3551 3551 0 4155536 PAYROLL LIABILITIES 5885 GIFT CERTIFICATES 50 5935 X 1817059 7000 48003 55003 1762056 2914 2914 1764970 1047695 7000 48003 55003 992692 2914 2914 995606 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, 2016 AND 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET EXPENSES FOR FUNDRAISER 48,003. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF NEGATIVE EXPENSE 2,914. PART XII, LINE 2D - OTHER ADJUSTMENTS: NET EXPENSES FOR FUNDRAISER 48,003. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF NEGATIVE EXPENSE 2,914. SUMMER SOLSTICE SOIREE 97100 52890 44210 2058 11954 5550 23702 HARVEST DINNER 12125 8730 3395 242 1 7175 4555 2620 1875 1903 500 219 116400 66175 50225 3933 13857 6050 24163 48003 2222 0 0 0 0 0 0 0 0 0 CLAYTON BASS CHIEF EXECUTIVE OFFICER 148848 0 0 0 0 0 4465 0 783 0 154096 0 0 0 FORM 990, PART III, LINE 2 IN NOVEMBER 2016 THE ORGANIZATION WAS AWARDED A CONTRACT TO PROVIDE TEACHER TRAINING FOR THE SANTA FE PUBLIC SCHOOLS AND ESPANOLA PUBLIC SCHOOLS. THE CONTRACT PROVIDED FOR THE ORGANIZATION TO USE RESOURCES FROM SEVERAL AREA MUSEUMS AND THE AUDUBON SOCIETY TO CONDUCT PORTIONS OF THE TRAINING. THIS WAS A SIGNIFICANT ADDITION TO OUR EDUCATION PROGRAM IN THAT IT GAVE US A LEAD ROLE IN PROVIDING MISSION RELATED EDUCATION AS THE CONTRACTOR DRAWING ON A TEAM OF EXCEPTIONAL LOCAL EXPERTS. (PART OF THE CHILDREN'S EDUCATION PROGRAM SERVICE ACCOMPLISHMENTS ARE LISTED BELOW.) 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 2016 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 (2017). THE COMMITTEE THEN RESPONDED WITH A PROPOSED SALARY FOR 2016. THE BOARD ALSO ESTABLISHED A BUDGET OF 3% OF TOTAL COMPENSATION ACROSS THE ORGANIZATION'S STAFF THAT WOULD BE USED TO PROVIDE PERFORMANCE BONUSES AND SALARY ADJUSTMENTS TO THE STAFF, INCLUDING THE CEO. THE ORGANIZATION MAINTAINS A COMPLETE PAPER TRAIL OF THE USE OF THE 3% POOL, 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.