2016-11-21T08:16:18-06:00 2015-12-31 850378315 BARRACLOUGH & ASSOCIATES PC PO BOX 1847 SANTA FE NM 87504 990 2015-01-01 850366754 SANTA FE BOTANICAL GARDEN SANT 5054719103 PO BOX 23343 SANTA FE NM 875023343 KEVIN FLORES TREASURER 5054719103 2016-11-17 1 RHONDA G WILLIAMS P00527004 5059833387 2015 2017-02-10 21:41:12Z X KEVIN FLORES PO BOX 23343 SANTA FE NM 875023343 1774259 0 X WWW.SANTAFEBOTANICALGARDEN.ORG X 1987 NM EDUCATION AND COMMUNITY SERVICE ON TOPICS OF HORTICULTURE AND THE ENVIRONMENT. 21 21 12 150 0 0 1084128 1206311 160569 183217 24 -1602 38504 62482 1283225 1450408 0 3600 0 0 446463 463915 0 0 211229 361364 490874 807827 958389 475398 492019 3438945 3790847 356384 216267 3082561 3574580 X THE SANTA FE BOTANICAL GARDEN CELEBRATES, CULTIVATES, AND CONSERVES THE RICH BOTANICAL HERITAGE AND BIODIVERSITY OF OUR REGION IN PARTNERSHIP WITH NATURE. WE DEMONSTRATE OUR COMMITMENT THROUGH EDUCATION, COMMUNITY SERVICE, AND THE SUSTAINABLE MANAGEMENT OF OUR NATURE PRESERVES AND PUBLIC GARDENS. 0 1 272138 221578 MUSEUM HILL BOTANICAL GARDEN - THE MUSEUM HILL BOTANICAL GARDEN IS AN ACTUAL GARDEN OPENED FOR THE FIRST TIME IN JULY 2013. THE GARDEN SERVES AN EDUCATIONAL MISSION IN THAT IT IS HEAVILY FOCUSED ON DEMONSTRATING HOW TO USE MODERN WATER MANAGEMENT AND CONSERVATION TECHNIQUES TO DECREASE RUNOFF AND CAPTURE THE MOST RAINWATER IN THE LIMITED RAIN CONDITIONS OF SANTA FE'S CLIMATE. IT ALSO DEMONSTRATES HOW TO PLANT A GARDEN WITH SPECIES THAT ARE BOTH BEAUTIFUL AND ABLE TO FLOURISH WITH MINIMUM WATER USAGE. SIGNAGE FOR SPECIFIC PLANTS HAVE BOTH A BOTANICAL AND COMMON NAME. 20,018 PEOPLE WERE SERVED. 193263 3600 62 CHILDREN'S EDUCATION PROGRAMS - SFBG EXPERIENTIAL EDUCATIONAL PROGRAMS WORK WITH YOUTH THROUGH SCHOOL FIELD TRIPS, SUMMER CAMPS, FAMILIES PROGRAMS, AND PRESCHOOLS. THEY SUPPLEMENT AND EXPAND ON THE NEW MEXICO PUBLIC SCHOOLS CURRICULUM, ESPECIALLY IN TOPICS RELATED TO STEM EDUCATION. IN 2015 THERE WERE OVER 5,000 YOUTH CONTACTS. 60609 WEBSITE - THE SFBG WEBSITE IS A RESOURCE TO A VERY LARGE AUDIENCE INTERESTED IN HORTICULTURE, ENVIRONMENTAL STEWARDSHIP, GARDEN HISTORY, NATURAL HISTORY AND BOTANY. IN ADDITION TO THE WEBSITE, AN ELECTRONIC NEWSLETTER IS DISTRIBUTED TO 4,200 SUBSCRIBERS. THE NEWSLETTER FEATURES ANNOUNCEMENTS OF UPCOMING PROGRAMS AND ACTIVITIES. THE WEBSITE HAD JUST OVER 88,000 VISITS IN 2015 OF WHICH 61,039 WERE NEW VISITORS. LEONORA CURTIN WETLAND PRESERVE - THE LEONORA CURTIN WETLAND PRESERVE IS A 35-ACRE NATURE PRESERVE LOCATED ON THE I-25 FRONTAGE ROAD AND IS ADJACENT TO EL RANCHO DE LAS GOLONDRINAS IN LA CIENEGA. THIS RARE NATURAL CIENEGA, OR "MARSH" IN SPANISH, HOSTS A BOUNTIFUL DIVERSITY OF PLANTS AND WILDLIFE. THE PRESERVE CONTAINS THREE DISTINCT PLANT COMMUNITIES OR ZONES. THEY ARE RIPARIAN/WETLAND, TRANSITIONAL, AND DRY UPLANDS.ART IN THE GARDEN - SFBG ALSO STRIVES TO CONVEY THE BEAUTY OF OUR NATURAL SURROUNDINGS AS ENHANCED BY COMPATIBLE ART FORMS. IN 2015 THE GARDEN OPENED ITS FOURTH SCULPURE EXHIBIT, "POWER OF PLACE," FEATURING SCULPTURE EXCLUSIVELY FROM NEW MEXICAN ARTISTS, INCLUDING NATIVE AMERICANS. 526010 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 15 0 1 12 1 0 0 0 0 0 1 1 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NM X X X THE ORGANIZATION 5054719103 725 CAMINO LEJO STE E SANTA FE NM 87505 CATHY GRONQUIST PRESIDENT 20.00 X X 0 0 0 JERRY RICHARDSON VICE PRES JAN-APR 6.00 X X 0 0 0 LETITIA CHAMBERS VICE PRESIDENT APR-DEC 12.00 X X 0 0 0 KEVIN FLORES TREASURER 2.00 X X 0 0 0 ANN LIVINGSTON SECRETARY JAN-AUG 11.00 X X 0 0 0 MARY MITCHELL SECRETARY AUG-DEC 6.00 X X 0 0 0 ELVA BUSCH DIRECTOR DEC 3.00 X 0 0 0 FLETCHER CATRON DIRECTOR 3.00 X 0 0 0 KEN COLLINS DIRECTOR 2.00 X 0 0 0 LINDA DONNELS DIRECTOR 2.00 X 0 0 0 BARCY FOX DIRECTOR 6.00 X 0 0 0 DEBORAH GAYNOR DIRECTOR 2.00 X 0 0 0 RAE HOFFACKER DIRECTOR 1.00 X 0 0 0 JOHN HENDRICKSEN DIRECTOR 2.00 X 0 0 0 NORA HILLIER DIRECTOR 4.00 X 0 0 0 BONNIE JOSEPH DIRECTOR 2.00 X 0 0 0 CATHY KALENIAN DIRECTOR 10.00 X 0 0 0 JENNY KIMBALL DIRECTOR 2.00 X 0 0 0 CHRISTINE LORILLARD DIRECTOR APR-DEC 9.00 X 0 0 0 LIZ REES DIRECTOR 2.00 X 0 0 0 STEPHEN REILLY DIRECTOR APR-DEC 3.00 X 0 0 0 MICHAEL VIOLANTE DIRECTOR 1.00 X 0 0 0 HEATHER WOOD DIRECTOR 3.00 X 0 0 0 CLAYTON BASS CHIEF EXECUTIVE OFFICER 47.00 X 147124 0 5683 MOLLIE PARSONS EDUCATION DIRECTOR 49.00 X 41441 0 2136 SCOTT CANNING HORTICULTURE DIRECTOR 32.00 X 47412 0 900 GEORGE JONES FINANCE DIRECTOR 24.00 X 40778 0 600 276755 0 9319 1 0 1 0 0 185337 77022 43307 900645 139468 1206311 SPECIAL EVENTS 611600 95115 95115 GARDEN ADMISSIONS 900099 76296 76296 EDUCATION & WORKSHOPS 611600 6316 6316 FACILITY RENTAL 900099 5490 5490 183217 390 390 243377 245369 -1992 -1992 -1992 53595 77022 35026 18569 18569 86312 43456 42856 42856 OTHER INCOME 900099 1057 1057 1057 1450408 221640 0 22457 3600 3600 286074 96121 96006 93947 138215 70337 41445 26433 2527 1264 705 558 6621 2746 2041 1834 30478 12293 9523 8662 10625 10625 100 100 4952 4731 221 38260 30693 68 7499 17326 9010 6064 2252 17209 13806 30 3373 92400 48048 32340 12012 2392 441 1471 480 25199 24655 16 528 75039 75039 8312 5265 3047 PROGRAM EXPENDITURES 118674 118565 109 CAPITAL CAMPAIGN EXPENS 50628 340 50288 BANK CHARGES 10466 1930 6437 2099 PROFESSIONAL DEVELOPMEN 9378 1263 8115 9914 5863 2896 1155 958389 526010 221150 211229 277886 457085 49674 148668 474092 455990 16909 9451 36130 2069 2910213 236217 2627842 2673996 3438945 3790847 48429 59301 450 550 304880 150000 2625 6416 356384 216267 X 1778322 1630916 1304239 1943664 3082561 3574580 3438945 3790847 492019 0 X 0 1 X 1 0 X 776501 841952 1137902 1084128 1206311 5046794 36369 56901 95592 196751 269529 655142 48725 53595 102320 812870 898853 1233494 1329604 1529435 5804256 44593 179518 88312 179812 124030 616265 63115 1451 372844 540812 978222 107708 180969 88312 552656 664842 1594487 4209769 2362 1060 309 24 390 4145 2362 1060 309 24 390 4145 815232 899913 1233803 1329628 1529825 5808401 0.72480 0.83080 0.00070 0.00150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2901106 227110 2673996 5556 5556 0 3551 3551 0 2673996 PAYROLL LIABILITIES 6116 CUSTOMER DEPOSITS 300 6416 X 1487807 37399 37399 1450408 0 1450408 995788 37399 37399 958389 0 958389 PART X, LINE 2: INCOME TAXES THE GARDEN IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS OTHER THAN A PRIVATE FOUNDATION. THE GARDEN FILES AN ANNUAL INFORMATION RETURN (FORM 990) WITH THE INTERNAL REVENUE SERVICE. IN ACCORDANCE WITH FASB ASC 740-10, INCOME TAXES, WHICH REQUIRES DISCLOSURE OF TAXABLE UNRELATED BUSINESS INCOME, NONE OF THE PRESENT OR ANTICIPATED FUTURE ACTIVITIES OF THE GARDEN ARE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. NO PROVISION FOR INCOME TAX HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS AND THERE ARE NO UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2015 AND 2014. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET EXPENSES FOR FUNDRAISER 35,026. INVESTMENT EXPENSES REPORTED AS EXPENSE OF SECURITIES SALES 2,373. PART XII, LINE 2D - OTHER ADJUSTMENTS: NET EXPENSES FOR FUNDRAISER 35,026. INVESTMENT EXPENSES REPORTED AS EXPENSE OF SECURITIES SALES 2,373. SUMMER SOLSTICE SOIREE 117255 66645 50610 5319 15908 700 9557 HARVEST DINNER 8637 6782 1855 714 1 4725 3595 1130 505 954 250 1119 130617 77022 53595 5824 16862 950 11390 35026 18569 0 0 0 0 0 0 0 0 0 CLAYTON BASS CHIEF EXECUTIVE OFFICER 147124 0 0 0 0 0 4408 0 1275 0 152807 0 0 0 X 126 THIFT STORE VALUE X 6 138447 BROKER FMV X FURNITURE & EQUIPMENT 4 885 THRIFT STORE VALUE X LECTURE SUPPLIES 1 10 THRIFT STORE VALUE 0 0 0 FORM 990, PART III, LINE 3 AFTER FOURTEEN YEARS OF PROVIDING PROGRAMS AT THE ORTIZ MOUNTAIN EDUCATIONAL PRESERVE, THE BOTANICAL GARDEN'S BOARD OF DIRECTORS VOTED TO DISCONTINUE THESE OFFERINGS ON WILDERNESS PROPERTY OWNED BY SANTA FE COUNTY. GROWING CONCERNS ABOUT SAFE ACCESS FOR THE PUBLIC AND POSSIBLE LIABILITY FOR THE ORGANIZATION, VOLUNTEERS, AND PARTICIPANTS HAVE CULMINATED IN THIS DECISION. THE DECISION WAS ANNOUNCED IN MAY 2015 AND WAS ENACTED IMMEDIATELY. IN JANUARY 2015 SFBG RECEIVED A SIGNIFICANT THREE-YEAR GRANT TO PROVIDE ADDITIONAL CHILDREN'S EDUCATION PROGRAMMING. IN JULY 2015 THE ORGANIZATION RECEIVED A SECOND SIGNIFICANT THREE-YEAR GRANT FROM A SECOND FOUNDATION, ALSO TO PROVIDE FUNDING FOR OUR CHILDREN'S EDUCATION PROGRAMS. AS A RESULT, OUR PROGRAM EXPENDITURES IN CHILDREN'S EDUCATION HAVE BEGUN TO GROW AND THIS PARTICULAR PROGRAMMING WILL CONTINUE TO BE A SIGNIFICANT PART OF OUR OPERATION. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT IS REVIEWED BY THE CEO AND THE CURRENT EXECUTIVE COMMITTEE OF THE BOARD AND THE BOARD PRESIDENT(S) FOR THE REPORTING YEAR. THE FINAL COPY IS PRESENTED TO THE BOARD OF DIRECTORS AT THEIR NEXT SCHEDULED MEETING. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST INQUIRY IS DISTRIBUTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS ANNUALLY AND MONITORED BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD'S GOVERNANCE COMMITTEE IS RESPONSIBLE FOR HUMAN RESOURCES (HR) OVERSIGHT. THE PROCESS FOR THE CEO IN 2014 WAS THAT THE CEO ESTABLISHED PERSONAL GOALS FOR THE YEAR. THE CEO PREPARED A SELF-EVALUATION REPORT AND SENT IT TO THE HR COMMITTEE. THE HR COMMITTEE THEN MET WITH THE CEO TO DISCUSS HIS SELF-EVALUATION, THEIR FEEDBACK ON HIS PERFORMANCE, AND TO AGREE WITH THE CEO ON SPECIFIC GOALS FOR NEXT YEAR (2015). THE COMMITTEE THEN RESPONDED WITH A PROPOSED SALARY FOR 2015. THE BOARD ALSO ESTABLISHED A BUDGET OF 3% OF TOTAL COMPENSATION ACROSS THE ORGANIZATION'S STAFF THAT WOULD BE USED TO PROVIDE PERFORMANCE BONUSES AND SALARY ADJUSTMENTS TO THE STAFF, INCLUDING THE CEO. THE ORGANIZATION MAINTAINS A COMPLETE PAPER TRAIL OF THE USE OF THE 3% POOL, PERFORMANCE APPRAISALS BY INDIVIDUALS, AND SALARY/PERFORMANCE ADJUSTMENTS. THE PROCESS WAS ALSO APPLIED TO THE MANAGING DIRECTOR AND THE OTHER STAFF, WITH THE CEO TAKING THE ROLE OF THE HR COMMITTEE IN THE ABOVE DESCRIPTION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.