HOLDEN ARBORETUM: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HOLDEN ARBORETUM (EIN 34-0750346)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-08-14
- IRS object ID
- 201712269349302456
- Schema version
- 2015v3.0
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-14T14:40:34-05:00 | ReturnTs |
| Tax Period End | 2016-09-30 | 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 | 2015-10-01 | 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 | PAUL R ABBEY | PersonNm |
| Person Title | INTERIM PRESIDENT & CEO | PersonTitleTxt |
| Phone | 4409464400 | PhoneNum |
| Signature | 2017-08-14 | 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 | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | PAUL R ABBEY | 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 | $9,706,542 | 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 | 40 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 40 | VotingMembersIndependentCnt |
| Total Employee | 79 | TotalEmployeeCnt |
| Total Volunteers | 567 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,891,828 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,652,349 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $271,055 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $875,638 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$362,666 | PYInvestmentIncomeAmt |
| CY Investment Income | $41,045 | CYInvestmentIncomeAmt |
| PY Other Revenue | $398,300 | PYOtherRevenueAmt |
| CY Other Revenue | $419,787 | CYOtherRevenueAmt |
| PY Total Revenue | $7,198,517 | PYTotalRevenueAmt |
| CY Total Revenue | $7,988,819 | 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 | $4,373,931 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,668,208 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $431,066 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,191,732 | PYOtherExpensesAmt |
| CY Other Expenses | $3,431,558 | CYOtherExpensesAmt |
| PY Total Expenses | $7,565,663 | PYTotalExpensesAmt |
| CY Total Expenses | $8,099,766 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$367,146 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$110,947 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $145,341,935 | TotalAssetsBOYAmt |
| Total Assets EOY | $149,796,968 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,510,767 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,775,113 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $143,831,168 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $147,021,855 | 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 | $6,371,728 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $894,951 | RevenueAmt |
| Desc | 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. Holden's programs are integrated among themselves and now with those of the Cleveland Botanical Garden to foster a collective vision in which "vibrant green communities and diverse native forests of the Great Lakes region flourish and sustain life". Holden is certified by the American Alliance of Museums, with its ten-year recertification having been approved in 2015.Organization: During the past fiscal year, Holden completed and launched its board approved fully integrated strategic plan which identified a new mission that seeks to advance and inspire a deeper understanding of plants to enhance life, and a new vision where vibrant green communities and diverse native forests of the Great Lakes region will flourish and sustain life. Our areas of strategic focus include: (1) Compelling and Relevant Destinations, which seeks to connect target audiences with experiences that immerse, engage and inspire a passion for plants and a desire to contribute to a more sustainable environment; (2) Outreach with Impact, which seeks to lead and contribute, in the Great Lakes region, toward creating and stewarding green communities and healthy diverse forest ecosystems; (3) Nationally Recognized Research, which seeks to conduct research in plant and environmental sciences of direct and indirect application; be active in the scientific community and foster the next generation of scientists; (4) Distinctive Image, which seeks to be recognized as a significant cultural institution that advances knowledge in plants and environmental sciences, inspires through experiences and positively impacts life; and (5) Long Term Planning and Perspective, which will guide effective, focused decision-making and allocation of resources toward a sustainable operation.Phase One of Holden's "New Leaf" master plan for improved gardens, visitor amenities, and infrastructure in the arboretum's core 240 acres, saw the completion of a number of projects, including the addition of bridges to Fordham Island on Corning Lake, the addition of an exit drive to alleviate congestion due to increased traffic largely due to visitation to the canopy walk and emergent tower, the completion of the Jonathan and Suzanne Dick Streamside Meadow, and the Gardner Lakeside Terrace. Holden's Community Forestry Program became a key player in crafting and executing the Cleveland Tree Plan, which is a collaboration between the The Holden Arboretum, the City of Cleveland, the Western Reserve Land Conservancy, LAND studio, and Cleveland Neighborhood Progress. The coalition seeks to increase awareness of the great functional significance of trees in our communities as a sure sign of thriving livable, sustainable neighborhoods. The Working Woods and Sherwin Institute programs were also launched as a resource for private forest landowners.As an organization, the merger of The Holden Arboretum and Cleveland Botanical Garden in September 2014, continued to evolve in 2016 with the adoption an umbrella name that unites the two entities under the Holden Forests & Gardens brand. The name Holden Forests & Gardens is a registered "dba" for the Parent /Affiliate collaboration of The Holden Arboretum and Cleveland Botanical Garden, which remain separate entities, each retaining their individual 503c(3) status. In keeping with new The Holden Forests & Gardens brand, a new combined membership structure will be rolled out in early 2017. The initiatives of achieving collective fiscal sustainability, integrating staff structure and programmatic integration, conducting combined fundraising, and realizing maximum effectiveness and efficiency in service to the combined mission and to achieve long-term fiscal sustainability are ongoing.The following account of our achievements is organized according to the three strategic themes, augmented by the general heading "Place and Purpose", under which we include how the public values The Holden Arboretum as a wonderful place to visit and an institution that improves their communities' general well-being.Research and Living Collections:Research:In FY16, research staff published 6 papers in peer-reviewed scientific journals including Ecology, Tree Physiology, and Forest Ecology and Management. Research staff presented 13 scientific lectures at universities and scientific meetings and presented 3 popular lectures to green industry professionals, garden clubs and Holden members. Holden staff presented at scientific conferences including the International Society for Microbial Ecology meeting, the Amphibian Pathogens Annual Meeting at Arizona State University, and the Gordon Conference in Multiscale Plant Vascular Biology which was chaired by Holden Scientist Juliana Medeiros. Research staff reviewed 21 scientific manuscripts for international journals. Research staff submitted 4 proposals to federal and non-profit agencies, including the National Science Foundation. Holden scientist David Burke is continuing a research project originally funded by the National Science Foundation that is examining the cumulative effects of acid rain on soil fertility, soil biodiversity, and the important role soil organisms may play in acquiring limiting nutrients from the soil for forest trees. Collection of basic research data continues and the project was used for an undergraduate research project in 2016 examining effects of pH on sugar maple and beech root fungi.Two graduate students from Case Western Reserve University (Colin Cope, Andy Lance) continued research during the summer and academic year at Holden's Horticultural Science Center. The graduate students' research focused on the effects of deer herbivory on forest plant communities and urban forest restoration and the effect of soil organisms.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. Juliana Medeiros and Holden intern Sharon Danielson traveled to UCLA Jan 18th - 29th to conduct preliminary work developing methods for a new project in collaboration with Dr. Lawren Sack, one of the world's leading experts in leaf vascular biology. The project will investigate diversity among Rhododendron species in leaf vascular function, and the role it plays in determining their diverse climate tolerance. The project is funded in part by the American Rhododendron Society and Azalea Society of America. During the week of June 6, the research department assisted the Cleveland Metroparks and faculty and students from CWRU in planting 450 trees at the Acacia Reservation Metropark in Beechwood. This is part of an effort to study forest restoration methods within urban environments and the effects of soil microbes on those efforts. The project will be monitored over the next several years. This work is a collaboration between Connie Hausman (Cleveland Metroparks), Jean Burns (Biology Dept, CWRU) and David Burke (Holden).David Burke and Juliana Medeiros in collaboration with Jean Burns at CWRU continued a study to examine the effects of deer herbivory and acid rain on the growth of forest wildflowers. The project planted 750 Jack-in-the-pulpit plants into deer exclosures in Bole Woods amended to increase soil pH and nutrient availability. We began to measure plant growth and reproduction this year and will continue to do so for the next several year. The project is known as JIP (Jack-in-the-pulpit).Holden staff continues 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"). Thanks to volunteer Sandy Cobb, all library research holdings and plant accession records are now digitized and archived in the research "Big Data Dropbox. Volunteer Suzanne Earles is working on obtaining all published research conducted at Holden by visiting researchers. This effort is proceeding thanks to Juliana's dedication and the dedication of her volunteers.Holden research staff completed work on evaluating the ecological integrity of Holden's forests and published a paper on the work in the journal Forest Ecology and Management. We began exploring the effects of land use history on forest plant and soil microbial communities as part of an undergraduate research project in Stebbins Gulch that takes advantage of this previous work. | Desc |
| Total Program Service Expenses | $6,371,728 | 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 | Yes (1) | 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 | 81 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 79 | 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 | 40 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 40 | 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 | JAMES W ANSBERRY | 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 |
Form990 Part VII Section A Form990PartVIISectionAGrp (47 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 | ||||||||
| Chairman | 2.00 | 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 | ||
| Richard Boyatzis | ||||||||
| 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 | ||
| Gregory Miller | ||||||||
| 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 | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Maria Wymer | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Clement W Hamilton | ||||||||
| President & CEO | 40.00 | 0.00 | $235,133 | $0 | $36,462 | Yes (X) | ||
| Jim Ansberry | ||||||||
| CFO & Treasurer | 40.00 | 0.00 | $185,302 | $0 | $27,414 | Yes (X) | ||
| Deborah Ryan | ||||||||
| Assistant Secretary | 40.00 | 0.00 | $77,776 | $0 | $15,838 | Yes (X) | ||
| Paul Spector | ||||||||
| VP Community Engagment | 40.00 | 0.00 | $138,228 | $0 | $18,483 | Yes (X) | ||
| Nancy Spelman | ||||||||
| Chief - Human Resources Officer | 40.00 | 0.00 | $128,244 | $0 | $22,743 | Yes (X) | ||
| Brian Parsons | ||||||||
| Chief - Planning Officer | 40.00 | 0.00 | $108,881 | $0 | $18,344 | Yes (X) | ||
| David Burke | ||||||||
| Chair, Research | 40.00 | 0.00 | $100,772 | $0 | $25,632 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $974,336 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $164,916 | 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 |
|---|---|---|---|---|---|
| AKRON BUILDING&OUTDOOR MAINT CO | |||||
| 92 31ST ST NW | NORTON | OH | 44203 | CONSTRUCTION | $1,201,549 |
| PHOENIX EXPERIENTIAL DESIGNS LLC | |||||
| PO BOX 396 | SUGAR GROVE | NC | 28679 | CONSTRUCTION | $526,820 |
| ADDECCO EMPLOYMENT SERVICES | |||||
| PO BOX 371084 | PITTTSBURGH | PA | 15250 | SEASONAL LABOR | $210,907 |
| AM HIGLEY CO | |||||
| 2926 CHESTER AVE | CLEVELAND | OH | 44114 | CONSTRUCTION MGMT. | $107,149 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $6,652,349 | AllOtherContributionsAmt |
| Noncash Contributions | $591,915 | NoncashContributionsAmt |
| Total Contributions | $6,652,349 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 900099 | $687,930 | $687,930 |
| EDUCATION COURSES | 611600 | $187,708 | $187,708 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $875,638 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $310,907 | TotalRevenueColumnAmt |
| Exclusion | $310,907 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $165,196 | 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 | $165,196 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $165,196 | TotalRevenueColumnAmt |
| Exclusion | $165,196 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,155,525 | SecuritiesAmt |
| Other | $71,061 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,496,448 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$340,923 | SecuritiesAmt |
| Other | $71,061 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$269,862 | TotalRevenueColumnAmt |
| Exclusion | -$269,862 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $269,789 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $118,771 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $151,018 | TotalRevenueColumnAmt |
| Exclusion | $151,018 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $181,547 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $102,504 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $79,043 | TotalRevenueColumnAmt |
| Exclusion | $79,043 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| CENTER FOR PLANT CONSERVATION | 900099 | $8,000 | $8,000 | |
| TENT RENTAL COMMISSION | 900099 | $5,217 | $5,217 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,313 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,313 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $24,530 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,988,819 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $894,951 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $441,519 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $467,213 | TotalAmt |
| Program Services | $356,016 | ProgramServicesAmt |
| Management And General | $80,828 | ManagementAndGeneralAmt |
| Fundraising | $30,369 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,398,366 | TotalAmt |
| Program Services | $2,589,037 | ProgramServicesAmt |
| Management And General | $587,170 | ManagementAndGeneralAmt |
| Fundraising | $222,159 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,232 | TotalAmt |
| Program Services | $160,018 | ProgramServicesAmt |
| Management And General | $35,357 | ManagementAndGeneralAmt |
| Fundraising | $7,857 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $343,763 | TotalAmt |
| Program Services | $261,901 | ProgramServicesAmt |
| Management And General | $59,405 | ManagementAndGeneralAmt |
| Fundraising | $22,457 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,634 | TotalAmt |
| Program Services | $194,759 | ProgramServicesAmt |
| Management And General | $44,175 | ManagementAndGeneralAmt |
| Fundraising | $16,700 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,280 | TotalAmt |
| Program Services | $26,115 | ProgramServicesAmt |
| Management And General | $17,165 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,800 | TotalAmt |
| Program Services | $14,361 | ProgramServicesAmt |
| Management And General | $9,439 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,259 | TotalAmt |
| Program Services | $70,811 | ProgramServicesAmt |
| Management And General | $46,879 | ManagementAndGeneralAmt |
| Fundraising | $12,569 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,752 | TotalAmt |
| Program Services | $83,752 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,700 | TotalAmt |
| Program Services | $47,201 | ProgramServicesAmt |
| Management And General | $28,240 | ManagementAndGeneralAmt |
| Fundraising | $14,259 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,900 | TotalAmt |
| Program Services | $9,103 | ProgramServicesAmt |
| Management And General | $4,448 | ManagementAndGeneralAmt |
| Fundraising | $349 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,596 | TotalAmt |
| Program Services | $214,181 | ProgramServicesAmt |
| Management And General | $27,588 | ManagementAndGeneralAmt |
| Fundraising | $7,827 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,500 | TotalAmt |
| Program Services | $81,655 | ProgramServicesAmt |
| Management And General | $56,317 | ManagementAndGeneralAmt |
| Fundraising | $4,528 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,822 | TotalAmt |
| Management And General | $1,822 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $943,156 | TotalAmt |
| Program Services | $843,731 | ProgramServicesAmt |
| Management And General | $48,630 | ManagementAndGeneralAmt |
| Fundraising | $50,795 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,138 | TotalAmt |
| Program Services | $71,837 | ProgramServicesAmt |
| Management And General | $21,301 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EDUC.&PROMOTIONAL EXP. | $585,516 | $533,339 | $27,820 | $24,357 |
| LANDSCAPE MAINTENANCE | $392,992 | $392,992 | ||
| BLDG.& EQUIP. MAINT. | $364,805 | $299,992 | $49,137 | $15,676 |
| RESEARCH SUPPLIES | $100,174 | $100,174 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,168 | TotalAmt |
| Program Services | $20,753 | ProgramServicesAmt |
| Management And General | $151,251 | ManagementAndGeneralAmt |
| Fundraising | $1,164 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,099,766 | TotalAmt |
| Program Services | $6,371,728 | ProgramServicesAmt |
| Management And General | $1,296,972 | ManagementAndGeneralAmt |
| Fundraising | $431,066 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $427,160 | BOYAmt |
| EOY | $889,928 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,026 | BOYAmt |
| EOY | $5 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,654,333 | BOYAmt |
| EOY | $676,910 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $15,833 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,350,000 | BOYAmt |
| EOY | $6,050,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,608 | BOYAmt |
| EOY | $14,494 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,267 | BOYAmt |
| EOY | $4,785 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $38,034,682 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,528,813 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,464,953 | BOYAmt |
| EOY | $25,505,869 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,356,588 | BOYAmt |
| EOY | $116,639,144 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,341,935 | BOYAmt |
| EOY | $149,796,968 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,280,417 | BOYAmt |
| EOY | $867,102 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,307 | BOYAmt |
| EOY | $33,861 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,700,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,043 | BOYAmt |
| EOY | $174,150 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,510,767 | BOYAmt |
| EOY | $2,775,113 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,482,095 | BOYAmt |
| EOY | $51,287,028 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,839,700 | BOYAmt |
| EOY | $2,901,681 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,509,373 | BOYAmt |
| EOY | $92,833,146 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,831,168 | BOYAmt |
| EOY | $147,021,855 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,341,935 | BOYAmt |
| EOY | $149,796,968 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$110,947 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,301,634 | 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 | $8,580,524 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,828,301 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,265,112 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,891,828 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,652,349 | CurrentTaxYearAmt |
| Total | $39,218,114 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,580,524 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,828,301 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,265,112 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,891,828 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,652,349 | CurrentTaxYearAmt |
| Total | $39,218,114 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $21,931,291 | SubstantialContributorsTotAmt |
| Public Support Total170 | $17,286,823 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $690,014 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $670,345 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $344,557 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $647,659 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $476,103 | CurrentTaxYearAmt |
| Total | $2,828,678 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $168,642 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $140,329 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $155,401 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $154,549 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $175,548 | CurrentTaxYearAmt |
| Total | $794,469 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $42,841,261 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $400,011 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.40350 | PublicSupportCY170Pct |
| Public Support PY170 | 0.41290 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,178,951 | BeginningYearBalanceAmt |
| Contributions | $746,458 | ContributionsAmt |
| Investment Earnings Or Losses | $3,230,903 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $954,708 | OtherExpendituresAmt |
| End Year Balance | $23,201,604 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.79290 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.12880 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.07830 | 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 | $12,476,070 | OtherCostOrOtherBasisAmt |
| Book Value | $12,476,070 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,264,191 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,319,154 | DepreciationAmt |
| Book Value | $5,945,037 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,103,588 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,343,698 | DepreciationAmt |
| Book Value | $759,890 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,190,833 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,865,961 | DepreciationAmt |
| Book Value | $6,324,872 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $25,505,869 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GIFT ANNUITIES | Desc |
| Amt | $174,150 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $174,150 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $11,290,453 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,301,634 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $3,301,634 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,988,819 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,988,819 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,099,766 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,099,766 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,099,766 | 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 | BENEFIT | Event1Nm |
| Gross Receipts Event1 | $225,268 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $225,268 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $30,106 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $44,594 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $13,277 | OtherDirectExpensesEvent1Amt |
| Event2 | TASTINGS | Event2Nm |
| Gross Receipts Event2 | $37,690 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $37,690 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $3,646 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $6,477 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $12,009 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $6,831 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $6,831 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $1,415 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $6,228 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $1,019 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $269,789 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $269,789 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $35,167 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $57,299 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $26,305 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $118,771 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $151,018 | 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 | $235,133 | $0 | $0 | $0 | $0 | $0 | $14,380 | $0 | $22,082 | $0 | $271,595 | $0 | $0 | $0 |
| Jim Ansberry | ||||||||||||||
| CFO & Treasurer | $165,302 | $0 | $20,000 | $0 | $0 | $0 | $11,457 | $0 | $15,957 | $0 | $212,716 | $0 | $0 | $0 |
| Paul Spector | ||||||||||||||
| VP Community Engagment | $138,228 | $0 | $0 | $0 | $0 | $0 | $8,268 | $0 | $10,215 | $0 | $156,711 | $0 | $0 | $0 |
| Nancy Spelman | ||||||||||||||
| Chief - Human Resources Officer | $108,244 | $0 | $20,000 | $0 | $0 | $0 | $7,777 | $0 | $14,966 | $0 | $150,987 | $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 L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLEMENT HAMILTON | PersonNm |
| Relationship With Org | OFFICER | RelationshipWithOrgTxt |
| Loan Purpose | HOUSING | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $15,833 | OriginalPrincipalAmt |
| Balance Due | $15,833 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | 0 | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $15,833 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 19 | ContributionCnt |
| Noncash Contributions Rpt F990 | $591,915 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | 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 (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4 - PROGRAM SERVICE ACCOMPLISH.(CONT'D): | Juliana Medeiros continued her collaboration with David Nowak of USFS to use plant xylem data to inform and possibly improve iTree. Collaborators are completing analysis with plans to write a paper detailing the results of the iTree model with and without xylem data included. Holden's research advisory committee met once during the course of FY16. The committee discussed "Big Data" efforts, urban ecology programming through Cleveland Botanical Garden, and rhododendron plant breeding. The committee included David Burke, Stephen Krebs, Juliana Medeiros, Clement Hamilton (Holden) and Sandra Albro (Cleveland Botanical Garden) as well as Paul Abbey (Holden Board President, Chairman Fairport Asset Management), Christopher Cullis (Case Western Reserve University), Pablo Jourdan (Ohio State University), James Blank (Kent State University) and Paul DiCorleto (Kent State University). The committee continues to meet as a Board of Directors advisory committee. On June 12, the research department celebrated 25 years of research at the Holden Arboretum. As part of the celebration, the science center was renamed the "Ellen Corning Long and T. Dixon Long Center for Plant and Environmental Science". The Long family has been a longtime supporter of research at Holden, and Ellen Corning Long was a leader in starting the research program at Holden 25 years ago. We were excited to share our research accomplishments and goals with our friends and benefactors. Katherine Krynak, a postdoctoral associate working in the research department, was awarded a Fulbright Fellowship to conduct work on amphibian ecology in Ecuador. Kathy will be studying the effects of invasive fish species on glass frogs. Kathy's postdoctoral position is funded jointly by the Cleveland Metroparks Zoo and Case Western Reserve University, with laboratory support from Holden Arboretum. Research welcomed Adam Hoke, our new research specialist, to the research department. Adam will be working with David Burke and Sarah Kyker on projects related to forest and soil ecology. Research successfully completed the hiring of a new research scientist. Katherine Stuble has joined our research department and she is a restoration ecologist whose work has spanned plant-ant mutualisms, nutrient cycling in native systems and plant community restoration work. Her work often places these topics within the context of global climate change. Katie joined our department in September 2016. Urban Ecology Research (CBG): In FY16, research staff continued work on projects related to green infrastructure. Sandra Albro was a co-author on 2 peer-reviewed scientific journals including the journal Urban Ecosystems. Sandra also served as a panelist for a discussion on Green Infrastructure Strategies for Community Resilience at the New Partners for Smart Growth Conference in Portland, OR. Sandra also presented a talk to the Cleveland chapter of PEO International and presented on the Garden's applied research program to a delegation of scientists and educators from Azerbaijan as part of The Cleveland Council of World Affairs program, Science Education and Promotion in the U.S. Additional progress was made on completing the project funded by the Great Lakes Protection Fund, also known as "Vacant to Vibrant" (V2V), which seeks to install and monitor the effects of green infrastructure on storm water retention and reduction to combined sewer systems. Research staff began collecting data to survey participants involved in the program on the effects of green infrastructure in the community, continued collection of basic environmental data from the various "rain gardens", and began work on installation of a plant nursery in Gary Indiana with our community partners there. We expect that the work on V2V will be completed in 2017 and new research avenues in urban ecology will be explored. Sandra Albro performed extensive public engagement during the fiscal year. Sandra completed Program Year 10 representing Cleveland Botanical Garden and The Holden Arboretum as an appointed member of Natural Resources Assistance Council (District 1), which awards funding from the Clean Ohio Green Space Conservation Program. Sandra also participated in the United States Environmental Protection Agency (USEPA) national webinar and made a presentation about greening vacant lots to an audience of over 750 people on February 9. Finally, Sandra was elected co-chair of the Cleveland Tree Coalition, a group comprising city and county governmental agencies, as well as local for-profit and non-profit entities (including Cleveland Botanical Garden and Holden Arboretum) who are implementing the Cleveland Tree Plan. Education through Research: Holden scientists served on graduate student committees for four Ph.D. students at Case Western Reserve University (2), Kent State University (1) and Ohio State University (1). Holden hosted six undergraduate interns in the summer of 2016 on projects ranging from examining acid rain and forest health, to soil ecology and plant physiology. Research also hosted two students from the University of Pittsburgh for a one week research experience in January 2016. Katherine Krynak, who worked in the research department for the last 4 years, first as a graduate student at CWRU and then as a postdoctoral researcher, left Holden and CWRU to take a position as an assistant professor in the Department of Biological and Allied Health Sciences at Ohio Northern University. We wish Kathy luck as she enters the next stage of her career and hope she comes back to visit from time to time. Research staff performed outreach to high school and middle school students in soil and plant ecology. Students from Hershey-Montessori Farm School in Huntsburg, the Painesville Middle School and the Chardon School district participated in field and laboratory exercises exploring diversity of microbes in soil and their importance for plant and forest health. Approximately 70 students participated in this experience at the science center. David Burke mentored Gina Ponzani, for a research experience. Gina is a student at Kirtland High School and learned the ins and outs of soil and forest ecology including a primer on DNA methods in biology. Juliana Medeiros also led a workshop for Holden's "Trees Matter Summit", an outreach program that engages middle and high school students in the importance of trees. Medeiros taught a section on Paleoclimate and she was assisted by Sarah Kyker and Charlotte Hewins. Juliana Medeiros also attended Hershey Montessori School 10th grade research presentations on Nov 13. Juliana Medeiros, Charlotte Hewins, Sarah Kyker, Sharon Danielson and Hillary Wright served as judges for 2016 NEOSEF (North East Ohio Science and Engineering Fair) held at Cleveland State University on March 15th. On August 3, the research department held its first summer intern research symposium at the Cleveland Botanical Garden. 16 students from Holden as well as our university partners presented their summer research in a poster session format. The symposium is called SEARCH, and we expect to make this symposium an annual event. Holden staff also successfully organized the annual Scientist Lecture Series that brings scientists to Holden to discuss research in plant biology, ecology and environmental science. Scientists who spoke at the series were David Ward (Kent State University), Emily Rauschert (Cleveland State University), Jeff Dietz (University of California), and Juliana Medeiros (Holden Arboretum) and Meg Lowman (Director of Global Initiatives, Lindsay Chair of Botany/Senior Scientist in Plant Conservation for the California Academy of Sciences). Meg Lowman was the speaker on Arbor Day. Community Forestry: During 2016, Holden's Community Forestry program expanded its outreach into Northeast Ohio and in particular the City of Cleveland. Working with over 50 community partners, through approximately 500 hours of outreach efforts, Holden was able to serve as an advocate and resource for scientifically based urban forest management throughout the region by promoting the aesthetic, environmental and economic value of trees and forests. Community workshops on tree planting and care, training classes for volunteer Tree Stewards, and participation in regional planning to increase tree canopy in our urban areas were initiatives during the year. In addition, classes, workshops and lectures were held at the Arboretum to educate both homeowners and professionals about tree care and the environmental services provided by a healthy urban and natural forest community. All told, the program reached 2400 people during 2016 with educational programming and assistance. Horticulture: At the Arboretum during the spring and fall planting seasons there were 314 trees and shrubs planted, and over 6,200 herbaceous perennial plants planted. There are currently 5,282 taxa (species, varieties, cultivars) in the living plant collection, |
| FORM 990, PART III, LINE 4 - PROGRAM SERVICE ACCOMPLISH.(CONT'D): | At the Cleveland Botanical Garden during the spring and fall planting seasons there were 127 trees and shrubs planted and over 200 herbaceous perennial plants planted. There are currently 3,512 taxa (species, varieties, cultivars) in the living plant collection, 991 of which are woody. The Plant Collections Curator continued to provide horticultural information to the public year-round, and responded to 240 contacts during the year with questions on plant identification, landscape plant selection and sources, horticultural practices and a range of related subjects. As a participant in the International Seed Exchange, Holden Nursery Staff distributed 186 packets of seed representing 9 different species native to Ohio on request and at no charge to 57 sister institutions in 26 countries around the world and 2 states within the U.S.. Conservation: The deer herbivory study initiated in 2005 now includes 72 plots in five forest types across Holden property. The research plots in the Beech-Sugar Maple forests of Stebbins Gulch were re-surveyed in 2016, providing a twelfth year of data on deer density and herbivory impact. Non-native earthworm surveys were conducted inside deer study plots in 2016 to address combined impacts of deer and earthworms on Holden's forests. Deer population management continued in the form of hunting in the natural areas and sharp shooting in the core garden areas. Harvest numbers for 2015 were 42 from the hunting program and 25 from the core area deer cull. Holden continues to review the impacts of horse trails in sensitive natural areas, particularly Stebbins Gulch, and implemented selected seasonal and permanent closings of trails. Primary observed and potential impacts include alteration to the hydrological environment, soil compaction and introduction of invasive plants. Staff continued their ongoing monitoring of Holden plant communities, insect populations, rare plant and animal species, and non-native invasive earthworms. Invasive plant species continue to be removed, and replaced with native species, on a large scale from Holden natural areas. 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 initiated a bat survey in Stebbins Gulch Natural Area in 2016. Bat activity in different habitats across the natural area was monitored remotely with the goal of demonstrating how bats use this landscape. Results will be incorporated into long-term forest management planning to ensure Holden protects habitat important to the diversity of species on the property. Bats are an ecologically important group that is being impacted by White Nose Syndrome. Many species are state and/or federally listed or are expected to be in the near future. The Corning Lake restoration project was also initiated in 2014 and work continued through 2016 to monitor the lake water quality in terms of nutrients, dissolved oxygen, and pH. Planting efforts began with the placement of live cuttings of dogwoods and buttonbush along the lake shoreline, in addition, herbaceous emergent and submergent vegetation was planted in the shallow water zones of the lake. 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. 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 2016. In addition, conservation staff had performed routine wetland delineations and stream assessments across the Stebbins Gulch Natural Areas. These tools provide information on forest health and impacts and will be key to future conservation and management efforts. 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. Staff developed a monitoring protocol in 2015 and have completed assessments using this protocol at three sites across Holden's natural areas. Work with other conservation organizations to better understand potential ecological impacts and management implications of this affliction continues. Conservation staff continues to participate as members of Lake Erie Allegheny Partnership for Biodiversity. Conservation staff participated in two workshops where presentations and demonstrations were made to key members of LEAP. Engaging Youth and Adults with Plants: 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 2016, our work with 19,845 students and teachers 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 2016, 13,610 students, primarily from schools in Lake, Geauga, and Cuyahoga Counties participated in programs such as Holden's Growing Students and Science, a program that builds interest and ability in the sciences with students over a 3-4 year period beginning in 2nd grade. In 2015, 12 school districts participated in this program. Outreach programs accounted for 600 students in 2016. In addition, professional development opportunities are provided that offer teachers a chance to increase content knowledge in the natural sciences and that 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 159 teachers from grades K-12 attended during 2016. 187 Adult classes and programs in the areas of horticulture, natural history, art and wellness were offered on a quarterly basis to Arboretum members and the community at large. These experiential classes are for personal enrichment and often are of a practical, howto nature. They are taught by Holden's professional staff and highly qualified outside instructors. Approximately 2,450 registrations were received during 2016. Adults participating in group hikes and tours totaled 3,537 in 2016. Family classes and programs are designed to engage children and parents in outdoor activities that encourage exploration and learning. Some are offered through the class schedule while others are offered as drop-in" programs. These range from habitat discoveries to nature crafts to pond explorations. They may be led by an Arboretum staff member or volunteer, or be self-directed (such as Discovery Packs). 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 Listen and Learn program that uses cell phones to provide information about plants and other features. During 2016, the vast majority of our visitors interacted with some facet of the interpretive program. Place and Purpose: Guest Relations in 2015, 96,620 individuals visited Holden to enjoy the gardens, trails, Lantern Court, educational programming and gardens. This was an increase of approximately 5,000 over the previous year. Opening in September, 2015, the Emergent Tower and Canopy Walk gave a large end of the fiscal year boost to attendance. Additional programming 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. Special Events - Holden engages its members and reaches out to new audiences with yearly festivals and special events. More than 20,399 people participated in these special programs in 2015. This was a slight increase over the previous year. |
| FORM 990, PART III, LINE 4 - PROGRAM SERVICE ACCOMPLISH.(CONT'D): | 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 an Arbor Day Festival. In addition Holden produces Plant Sales, Wine Tastings, and a Pancake Breakfast. Holden' outdoor garden concert series continued to grow in 2015 attracting audiences of 300-500 for each concert. Rentals Holden's rental program uses our indoor and outdoor facilities to enable weddings, receptions, showers, and small meetings to both individuals and groups. In 2015, rental events engaged over 5,300 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, PAUL R. ABBEY AND SARAH GRIES; PAUL R. ABBEY AND JONATHAN DICK; SARAH GRIES, ROBERT GRIES AND JONATHAN DICK; PETER HELLMAN AND BRAD TURNER; JOSEPH KEITHLY, STEPHEN KNERLY 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 11 | 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, OFFICERS, AND MANAGERS WITH PURCHASING AUTHORITY 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. |
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 | $6,050,000 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
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