JACKSONVILLE ARBORETUM & GARDENS INC: Form 990EZ, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JACKSONVILLE ARBORETUM & GARDENS INC (EIN 20-1061861)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-09
- IRS object ID
- 201742829349200004
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-09T09:20:18-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204955975 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHERINE B ASHLEY CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 HARTLEY RD STE 10 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32257 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201061861 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACKSONVILLE ARBORETUM & GARDENS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACK | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 350430 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32225 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES KLEEMAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Signature | 2017-10-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHERINE B ASHLEY | PreparerPersonNm |
| PTIN | P00644388 | PTIN |
| Phone | 9042687809 | PhoneNum |
| Preparation | 2017-10-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 0E78F9FC9782366EC8BCF4774FEB7F8C9CD2EBD2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 34966950C0FA5538C1DF343E326E4FA816957CDC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | WWW.JACKSONVILLEARBORETUM.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $64,087 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $51,268 | ContributionsGiftsGrantsEtcAmt |
| Fundraising Gross Income | $11,371 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $4,314 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $7,057 | SpecialEventsNetIncomeLossAmt |
| Other Revenue Total | $1,448 | OtherRevenueTotalAmt |
| Total Revenue | $59,773 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $6,834 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $1,944 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $1,680 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $33,577 | OtherExpensesTotalAmt |
| Total Expenses | $44,035 | TotalExpensesAmt |
| Excess Or Deficit For Year | $15,738 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $261,527 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $277,265 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,650 | BOYAmt |
| EOY | $143,970 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,877 | BOYAmt |
| EOY | $133,295 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,527 | BOYAmt |
| EOY | $277,265 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,527 | BOYAmt |
| EOY | $277,265 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THROUGH THE OPEATION OF A PUBLIC ARBORETUM AND GARDEN, CULTIVATE A UNIQUE ENVIRONMENT FOR RECREATION, EDUCATION, AND INSPIRATION. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| PROVIDE STEWARDSHIP OF THE ARBORETUM LANDS BY PROTECTING, SUSTAINING, AND ENHANCING BIOLGICAL DIVERSITY. THIS INCLUDES SAFE AND EASY PUBLIC ACCESS TO ARBORETUM AND GARDENS. | $19,632 |
| PROVIDE PROGRAMS AND PUBLICATIONS ABOUT CONSERVATION, HORTICULTURE, GARDENING, BOTANY, AND NATURAL HISTORY WHICH WORK TO ENHANCE PUBLIC UNDERSTANDING OF THE NATURAL WORLD. | $3,085 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $22,717 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| CHARLES KLEEMAN | ||
| TREASURER | 3.00 | $0 |
| WILLIS JONES | ||
| PRESIDENT | 10.00 | $0 |
| MICHELLE HENDRYX | ||
| DIRECTOR | 2.00 | $0 |
| MARTHA MAZZA | ||
| DIRECTOR | 2.00 | $0 |
| PAMELA MATTIS | ||
| SECRETARY | 2.00 | $0 |
| CAROL WYNINGER | ||
| DIRECTOR | 2.00 | $0 |
| LAWRENCE GIERUM | ||
| PRESIDENT EL | 2.00 | $0 |
| CHARLES HUBBUCH | ||
| DIRECTOR | 2.00 | $0 |
| MELINDA SIMMONS PHD | ||
| DIRECTOR | 2.00 | $0 |
| RONALD WHITTINGTON | ||
| DIRECTOR | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES KLEEMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P0 BOX 350430 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9045352755 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
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 | $102,406 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,341 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $108,063 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $93,430 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,268 | CurrentTaxYearAmt |
| Total | $405,508 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $102,406 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,341 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $108,063 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $93,430 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,268 | CurrentTaxYearAmt |
| Total | $405,508 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $22,978 | SubstantialContributorsTotAmt |
| Public Support Total170 | $382,530 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50 | CurrentTaxYearMinus4YearsAmt |
| Total | $50 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $405,558 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $12,109 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.94320 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93120 | 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 G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ARBOREATUM-WINE | Event1Nm |
| Gross Receipts Event1 | $17,826 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $6,455 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $11,371 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,921 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $276 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $2,117 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $17,826 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $6,455 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $11,371 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,921 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $276 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $2,117 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $4,314 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $7,057 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 8 | MISCELLANEOUS INCOME 738 RENT INCOME 710 TOTAL 1,448 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES INFORMATION TECHNOLOGY 2,468 INSURANCE 2,258 BANK CHARGES 176 BOARD TRAINING 811 DUES 440 GROUNDS MAINTENANCE 16,163 DISCOVERING NATURE PROGRA 1,313 MISCELLANEOUS EXPENSE 66 REPAIRS & MAINTENANCE 1,170 TAXES & LICENSES 186 JAX ZOO CONSERVATION GRAN 1,453 EDUCATIONAL SUPPLIES 219 EAST DIAMONDBACK CONSERV 100 NON-INVESTMENT DEPRECIATION 6,754 TOTAL 33,577 |
| FORM 990-EZ, PART II, LINE 24 | 146,918 153,535 LESS ACCUMULATED DEPRECIATION 15,041 21,795 WORKS OF ART 0 1,555 TOTAL 131,877 133,295 |
| FORM 990-EZ, PART III | THROUGH THE OPEATION OF A PUBLIC ARBORETUM AND GARDEN, CULTIVATE A UNIQUE ENVIRONMENT FOR RECREATION, EDUCATION, AND INSPIRATION. |
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