HOLDEN ARBORETUM: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HOLDEN ARBORETUM (EIN 34-0750346)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-08-12
- IRS object ID
- 201612259349302421
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-12T11:16:08-05:00 | ReturnTs |
| Tax Period End | 2015-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 AVENUE SUITE 700 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-10-01 | 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) |
|---|---|---|
| In Care Of | % JAMES W ANSBERRY | InCareOfNm |
| 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 | CLEMENT W HAMILTON | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 4409464400 | PhoneNum |
| Signature | 2016-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | 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 | 2014 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CLEMENT W HAMILTON | 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 | $10,008,073 | GrossReceiptsAmt |
| Group Return For Affiliates | false | 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 | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 79 | TotalEmployeeCnt |
| Total Volunteers | 593 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $9,265,112 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,891,828 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $239,837 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $271,055 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,489,319 | PYInvestmentIncomeAmt |
| CY Investment Income | -$362,666 | CYInvestmentIncomeAmt |
| PY Other Revenue | $464,885 | PYOtherRevenueAmt |
| CY Other Revenue | $398,300 | CYOtherRevenueAmt |
| PY Total Revenue | $13,459,153 | PYTotalRevenueAmt |
| CY Total Revenue | $7,198,517 | 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 | $4,239,526 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,373,931 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $358,029 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,913,597 | PYOtherExpensesAmt |
| CY Other Expenses | $3,191,732 | CYOtherExpensesAmt |
| PY Total Expenses | $8,153,123 | PYTotalExpensesAmt |
| CY Total Expenses | $7,565,663 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,306,030 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$367,146 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $153,544,276 | TotalAssetsBOYAmt |
| Total Assets EOY | $145,341,935 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,432,024 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,510,767 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $152,112,252 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $143,831,168 | 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 | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $5,914,794 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $290,430 | 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 continued to build on its 2009 strategic plan which identified three primary themes around which all of its programs would focus: (1) growing trees and communities, promoting the creation and care of interconnected networks of trees and wooded environments to sustain the ecological health of the communities where we live and work; (2) conserving native forests, fostering conservation of the diversity, health, function and ecological services of natural forested ecosystems in our region's human-impacted landscapes; and (3) engaging children with plants, instilling in children an appreciation for and knowledge of plants and their environments, so they will apply that value and understanding as adults. The strategic plan and one of its key outgrowths, the "Holden Storybook" (a compilation of themes in which Holden wishes to engage its diverse audiences), served as the basis for crafting Holden's "New Leaf" master plan for improved gardens, visitor amenities, and infrastructure in the arboretum's core 240 acres. Of the many projects included in New Leaf, several were selected for Phase One fundraising and implementation: (1) a new irrigation well and reservoir, to replace Holden's previous use of Corning Lake water, which had unacceptably high iron content; (2) a renovated Corning Library to become more attractive and functional; (3) a new 500-foot tree alle, running between the site of a future new visitor center and the new rhododendron garden; (4) a new 4.5-acre Rhododendron Discovery Garden; (5) a deer fence to enclose the core 240 acres; (6) a canopy walk to introduce students and visitors to the biology of the forest canopy, 60 feet above the ground; (7) a 120-foot tower that emerges over the top of the forest canopy, enabling visitors to appreciate the ecology, beauty, and importance of forested ecosystems diversity; and (8) a renewed Corning Lake and Lotus Pond, including an exemplary connection between them, called the Streamside Meadow Garden. Fundraising for Phase One of New Leaf reached almost $9 million, well above the initial goal of $7.8M; just as significant, the campaign's success proceeded from the generosity of over 500 donors, reflecting the breadth of community support for Holden's evolution. The past year saw the completion of the deer fence, canopy walk, and emergent tower; and most of the ecological restoration of Corning Lake and Lotus Pond, leaving only the lake plantings for the following year. The Murch Canopy Walk and Kalberer Emergent Tower opened Labor Day weekend of 2015, and resulted in record attendance of 55,000 during September-October, before closing for the season. As an organization, Holden embarked on a historically transformative journey by beginning its integration with the Cleveland Botanical Garden, beginning on September 8, 2014 with the signing of fundamental documents relating to new interorganization relationships and finances. By leveraging our respective strengths and resources, we will have an even greater impact in environmental education, applied botanical research and efforts to promote plants for the betterment of Northeast Ohio's communities and natural resources. This unprecedented combination creates the 12th largest public garden in North America. Holden President and CEO Clem Hamilton serves that role for both organizations, the Garden's former CEO Natalie Ronayne is Executive Vice President of both, and some areas were integrated immediately - such as finance, advancement, human resources, research, and marketing - and programmatic collaboration began. To enable the integration, over $5 million was raised from the community, to support a wide range of integration costs, including deferred and due maintenance for the Garden's physical plant. In 2015 Holden and the Garden implemented a governance structure to cover the entirety of Holden/Garden (while the Garden maintained a small board also; accordingly, the Garden still submits its own returns and form 990). Progress was made on achieving collective fiscal sustainability, conducting integrated strategic planning, integrating staff structure and programmatic integration, conducting combined fundraising, laying the foundation for a "master brand" to cover the entire combined organization, and realizing maximum effectiveness and efficiency in service to their combined mission and to achieve long-term fiscal sustainability. All those initiatives are expected to achieve full fruition in FY2016. 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 Holden as a wonderful place to visit and an institution that improves their communities' general well-being. Growing Trees and Communities: Research and Plant Introduction In FY15, research staff submitted one proposal to the National Science Foundation and Steve Krebs continued to serve as president of the Great Lakes Chapter of the American Rhododendron Society. Steve Krebs is serving on the PhD committee of Debora Liabeuf, a student in the Francis lab at OARDC. Research staff initiated a large-scale field trial of proprietary and experimental rhododendron rootstocks for higher pH tolerance and root rot disease resistance, using pH manipulated plots at Lower Baldwin. The field trial was planted with over 300 test plants. Not all plots have reached their target pH, and will be checked again in spring 2016 to determine whether additional lime or sulfur amendments are needed. Long term monitoring of pH effects will be modified to fit a more restricted budget (outside funding not secured). Research continues to focus on resistance to root rot disease in rhododendrons caused by the soil pathogen Phytophthora cinnamomi as well as heat tolerance in native populations of rhododendrons and linkage between heat tolerance and disease resistance. Stephen Krebs continues to test rhododendron populations collected during a trip to the southeastern U.S. for heat tolerance and root rot resistance. Field trials continue to screen heat tolerant R. hyperythrum hybrids through the John Thornton program in Louisiana for resistance to P. cinnamomi, as a means of determining whether resistance may have been a factor in selection under warm (zone 8) conditions. This project is being done in collaboration with Plant Development Services Inc. in Mobile, AL. We began the process of introducing the first heat tolerant rhododendron introduction through PDSI (Southern Living Collection), which starts with inventory increase. We began working out a suitable arrangement for patenting, royalties, naming, etc. There may be 2-3 additional selections that enter tissue culture initiation, prior to introduction, based on southern field visit in spring 2015. Research is working with PDSI to introduce 3 selections, 1 already in tissue culture, and 2 sent for tissue culture initiation spring 2015. Contract negotiations on the first one are pending. Evaluation of selections at the Louisiana field site will continue in FY16. Holden research continues to work with Briggs/Sidhu Nurseries on the west coast to trial some good rhododendron performers from the Baldwin site for potential introduction through Briggs Nursery. We are working out a better royalty agreement with trademarked but not patented plants which should increase future royalty payments to Holden. There are several superior selections for growing under cold climate conditions that could be introduced for the traditional northern rhododendron market. Holden continues to partner with the USDA on development of beech trees resistant to beech bark disease. Evaluation of plants at the lower Baldwin research plots in 2014, found that more than 80 of the 400 selections were resistant to beech bark scale. These trees, deemed to be potentially resistant, have formed the basis for development of a beech tree seed orchard. Horticulture staff assisted in moving the resistant trees to new planting locations at lower Baldwin to provide trees with more room to grow. This was done after the >300 trees deemed not resistant to the beech scale were culled and removed from the site. Additional USDA selections from a different beech population in Michigan (the trees currently at lower Baldwin are from populations in Maine) will | Desc |
| Total Program Service Expenses | $5,914,794 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | Yes (true) | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 79 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 79 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | 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 (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Paul R Abbey | ||||||||
| Chairman | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Victoria U Broer | ||||||||
| Vice Chairperson | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| William Conway | ||||||||
| Vice Chairman | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jonathan E Dick | ||||||||
| Vice Chairman | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Robert R Galloway | ||||||||
| Secretary | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Sarah L Gries | ||||||||
| Vice Chairperson | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Peter S Hellman | ||||||||
| Vice Chairman | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Stephen J Knerly Jr | ||||||||
| Vice Chairman | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Joseph J Mahovlic | ||||||||
| Vice Chairman | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| C W Eliot Paine | ||||||||
| Vice Chairman | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Constance Norweb Abbey | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Thomas D Anderson | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Barbara Brown | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Christopher A Cullis | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Paul E DiCorleto | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Ruth Eppig | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Lydia Harrington | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Ellen W Jones Nordell | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Michael C Marino | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Cynthia Moore-Hardy | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Robin D Schachat | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Lynn C Shiverick | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| KK Sullivan | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Timothy L Swanson | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Clement W Hamilton | ||||||||
| President & CEO | 40.0 | 0.0 | Yes (X) | $234,092 | $0 | $37,738 | ||
| Jim Ansberry | ||||||||
| Dir of Finance & Treasurer | 40.0 | 0.0 | Yes (X) | $156,175 | $0 | $25,267 | ||
| Deborah Ryan | ||||||||
| Assistant Secretary | 40.0 | 0.0 | Yes (X) | $60,027 | $0 | $13,609 | ||
| Paul Spector | ||||||||
| Dir of Public Programming | 40.0 | 0.0 | $128,046 | $0 | $17,619 | Yes (X) | ||
| Brian Parsons | ||||||||
| Dir of Planning | 40.0 | 0.0 | $102,826 | $0 | $19,743 | Yes (X) | ||
| Nancy Spelman | ||||||||
| Dir of Human Resources | 40.0 | 0.0 | $101,834 | $0 | $19,928 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $783,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $133,904 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ADDECO EMPLOYMENT SERVICES | |||||
| PO BOX 371084 | PITTSBURGH | PA | 15250 | SEASONAL LABOR | $276,195 |
| AKRON BUILDING OUTDOOR MAINTENANC | |||||
| 92 31ST STREET NW | NORTON | OH | 44203 | LANDSCAPE SVCS. | $957,018 |
| BAKER HOSTETLER | |||||
| PO BOX 70189 | CLEVELAND | OH | 44190 | LEGAL SERVICES | $216,517 |
| PHOENIX EXPERIENTIAL DESIGNS LLC | |||||
| PO BOX 396 | SUGAR GROVE | NC | 28679 | CONSTRUCTION | $374,513 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $36,664 | GovernmentGrantsAmt |
| All Other Contributions | $6,855,164 | AllOtherContributionsAmt |
| Noncash Contributions | $69,523 | NoncashContributionsAmt |
| Total Contributions | $6,891,828 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 900099 | $132,695 | $132,695 |
| EDUCATION COURSES | 611600 | $138,360 | $138,360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $271,055 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $465,236 | TotalRevenueColumnAmt |
| Exclusion | $465,236 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,810 | TotalRevenueColumnAmt |
| Exclusion | $2,810 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $179,613 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $179,613 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $179,613 | TotalRevenueColumnAmt |
| Exclusion | $179,613 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,682,433 | SecuritiesAmt |
| Other | $79,795 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,590,130 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$907,697 | SecuritiesAmt |
| Other | $79,795 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$827,902 | TotalRevenueColumnAmt |
| Exclusion | -$827,902 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $285,706 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $150,502 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $135,204 | TotalRevenueColumnAmt |
| Exclusion | $135,204 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $130,222 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $68,924 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61,298 | TotalRevenueColumnAmt |
| Exclusion | $61,298 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CENTER FOR PLANT CONSERVATION | 900099 | $8,000 | $8,000 |
| MISCELLANEOUS REVENUE | 900099 | $11,375 | $11,375 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $19,375 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,198,517 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $290,430 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $16,259 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $496,483 | TotalAmt |
| Program Services | $392,089 | ProgramServicesAmt |
| Management And General | $78,444 | ManagementAndGeneralAmt |
| Fundraising | $25,950 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,134,198 | TotalAmt |
| Program Services | $2,475,177 | ProgramServicesAmt |
| Management And General | $495,202 | ManagementAndGeneralAmt |
| Fundraising | $163,819 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,356 | TotalAmt |
| Program Services | $156,978 | ProgramServicesAmt |
| Management And General | $34,611 | ManagementAndGeneralAmt |
| Fundraising | $6,767 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,667 | TotalAmt |
| Program Services | $232,685 | ProgramServicesAmt |
| Management And General | $46,326 | ManagementAndGeneralAmt |
| Fundraising | $15,656 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,227 | TotalAmt |
| Program Services | $197,592 | ProgramServicesAmt |
| Management And General | $39,340 | ManagementAndGeneralAmt |
| Fundraising | $13,295 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,359 | TotalAmt |
| Program Services | $8,470 | ProgramServicesAmt |
| Management And General | $5,889 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,550 | TotalAmt |
| Program Services | $25,099 | ProgramServicesAmt |
| Management And General | $17,451 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,405 | TotalAmt |
| Program Services | $73,681 | ProgramServicesAmt |
| Management And General | $57,297 | ManagementAndGeneralAmt |
| Fundraising | $15,427 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,937 | TotalAmt |
| Program Services | $115,937 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,460 | TotalAmt |
| Program Services | $49,185 | ProgramServicesAmt |
| Management And General | $28,038 | ManagementAndGeneralAmt |
| Fundraising | $14,237 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,695 | TotalAmt |
| Program Services | $17,000 | ProgramServicesAmt |
| Management And General | $16,937 | ManagementAndGeneralAmt |
| Fundraising | $758 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,536 | TotalAmt |
| Program Services | $215,681 | ProgramServicesAmt |
| Management And General | $25,223 | ManagementAndGeneralAmt |
| Fundraising | $7,632 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,871 | TotalAmt |
| Program Services | $58,343 | ProgramServicesAmt |
| Management And General | $55,792 | ManagementAndGeneralAmt |
| Fundraising | $2,736 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $780,259 | TotalAmt |
| Program Services | $711,780 | ProgramServicesAmt |
| Management And General | $30,662 | ManagementAndGeneralAmt |
| Fundraising | $37,817 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,115 | TotalAmt |
| Program Services | $3,316 | ProgramServicesAmt |
| Management And General | $84,799 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LANDSCAPE MAINTENANCE | $444,999 | $444,999 | ||
| EDUCATION & PROMOTIONAL EXP. | $386,772 | $322,475 | $33,785 | $30,512 |
| BUILDING&EQUIP.MAINTENANCE | $289,185 | $223,076 | $46,353 | $19,756 |
| SITE PLANNING | $178,604 | $2,190 | $176,414 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,985 | TotalAmt |
| Program Services | $189,041 | ProgramServicesAmt |
| Management And General | $20,277 | ManagementAndGeneralAmt |
| Fundraising | $3,667 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,565,663 | TotalAmt |
| Program Services | $5,914,794 | ProgramServicesAmt |
| Management And General | $1,292,840 | ManagementAndGeneralAmt |
| Fundraising | $358,029 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $654,406 | BOYAmt |
| EOY | $427,160 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,079,037 | BOYAmt |
| EOY | $51,026 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,629,822 | BOYAmt |
| EOY | $1,654,333 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,350,000 | BOYAmt |
| EOY | $4,350,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,170 | BOYAmt |
| EOY | $36,608 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,962 | BOYAmt |
| EOY | $1,267 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $37,068,857 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,603,904 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,554,094 | BOYAmt |
| EOY | $25,464,953 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,231,785 | BOYAmt |
| EOY | $113,356,588 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,544,276 | BOYAmt |
| EOY | $145,341,935 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,157,060 | BOYAmt |
| EOY | $1,280,417 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,679 | BOYAmt |
| EOY | $49,307 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $248,285 | BOYAmt |
| EOY | $181,043 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,432,024 | BOYAmt |
| EOY | $1,510,767 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,115,558 | BOYAmt |
| EOY | $49,482,095 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,893,398 | BOYAmt |
| EOY | $2,839,700 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,103,296 | BOYAmt |
| EOY | $91,509,373 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,112,252 | BOYAmt |
| EOY | $143,831,168 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,544,276 | BOYAmt |
| EOY | $145,341,935 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$367,146 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$7,913,938 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $5,882,665 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,580,524 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,828,301 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,265,112 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,891,828 | CurrentTaxYearAmt |
| Total | $38,448,430 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,882,665 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,580,524 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,828,301 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,265,112 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,891,828 | CurrentTaxYearAmt |
| Total | $38,448,430 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $21,101,289 | SubstantialContributorsTotAmt |
| Public Support Total170 | $17,347,141 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $470,964 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $690,014 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $670,345 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $344,557 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $647,659 | CurrentTaxYearAmt |
| Total | $2,823,539 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $122,242 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $168,642 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $140,329 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $155,401 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $154,579 | CurrentTaxYearAmt |
| Total | $741,193 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $42,013,162 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,632,452 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.41290 | PublicSupportCY170Pct |
| Public Support PY170 | 0.39023 | 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 |
| Historic Structure Easements | 0 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 0 | HistoricStrctrEasementsAftrCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (true) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 60.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $0 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | Yes (true) | Section170hRqrStsfdInd |
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,008,573 | BeginningYearBalanceAmt |
| Contributions | $755,467 | ContributionsAmt |
| Investment Earnings Or Losses | -$252,362 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,332,727 | OtherExpendituresAmt |
| End Year Balance | $20,178,951 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.79763 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.11537 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.08700 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $12,476,070 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $10,871,423 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,980,354 | DepreciationAmt |
| Book Value | $5,891,069 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $3,868,659 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,034,049 | DepreciationAmt |
| Book Value | $834,610 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $9,852,705 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,589,501 | DepreciationAmt |
| Book Value | $6,263,204 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $25,464,953 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GIFT ANNUITY LIABILITY | Desc |
| Amt | $181,043 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $181,043 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | -$715,421 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$7,913,938 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$7,913,938 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,198,517 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $7,198,517 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,565,663 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $7,565,663 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $7,565,663 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| CONSERVATION EASEMENTS - PART II, LINE 9: | 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. |
| USE OF ENDOWMENT FUNDS - PART V, LINE 4: | 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. |
| COLLECTIONS - PART III, LINE 1A AND 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 MUSEUM'S CODE OF ETHICS. OBJECTS IN THE ARBORETUM'S PERMANENT COLLECTIONS ARE NEITHER DISPOSED OF FOR FINANCIAL GAIN NOR ENCUMBERED IN ANY MANNER. |
| ENDOWMENT EXPENDITURES - PART V, LINE 1E: | 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 | $232,262 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $232,262 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $32,456 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $42,165 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $11,671 | OtherDirectExpensesEvent1Amt |
| Event2 | OTHER EVENTS | Event2Nm |
| Gross Receipts Event2 | $53,444 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $53,444 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $12,906 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $29,507 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $21,797 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $285,706 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $285,706 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $45,362 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $71,672 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $33,468 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $150,502 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $135,204 | 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 (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | 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 | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 | $226,592 | $0 | $7,500 | $0 | $0 | $0 | $14,242 | $0 | $23,496 | $0 | $271,830 | $0 | $0 | $0 |
| Jim Ansberry | ||||||||||||||
| Dir of Finance & Treasurer | $156,175 | $0 | $0 | $0 | $0 | $0 | $9,642 | $0 | $15,625 | $0 | $181,442 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | BENEFITS PROVIDED TO CERTAIN OFFICERS - PART I, LINE 1A: | FormAndLineReferenceDesc |
| Explanation | THE ARBORETUM PROVIDED HOUSING TO ITS PRESIDENT & CEO, CLEMENT HAMILTON. MR. HAMILTON PAYS FAIR MARKET VALUE RENT FOR THE HOUSING, AND THIS ARRANGEMENT WAS APPROVED BY THE BOARD OF DIRECTORS. THE ARBORETUM ALSO PAID DUES FOR A SOCIAL CLUB FOR MR. HAMILTON. MR. HAMILTON REIMBURSES THE ARBORETUM FOR HIS PERSONAL USE OF THE CLUB. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $59,774 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,749 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AUCTION ITEMS | Desc |
| Contribution | 151 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| GIFTS FOR WHICH REVENUE IS NOT RECORDED - PART I, LINE 33: | THE ARBORETUM ACCEPTS GIFTS OF CONSERVATION EASEMENTS BUT DOES NOT RECORD REVENUE OR ASSETS THEREFROM IN ITS BOOKS AND RECORDS. |
| USE OF THIRD PARTIES - PART I, LINE 32B: | THE ARBORETUM USES THE SERVICES OF A BROKER TO SELL DONATED SECURITIES. THE FEES CHARGED ARE AT OR BELOW FAIR MARKET VALUE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| REVIEW OF FORM 990 - FORM 990, PART VI, LINES 11A & 11B: | 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 OF THE REVIEW AND PROVIDE THE FORM 990 TO THE BOARD OF DIRECTORS PRIOR TO FILING. THE ARBORETUM WILL REDACT THE NAMES AND ADDRESSES OF DONORS ON SCHEDULE B FOR THE VERSION OF THE 990 THAT WILL BE SENT TO THE BOARD. AS SUCH, WE ARE REQUIRED TO ANSWER "NO" TO THE QUESTION ON LINE 11A EVEN THOUGH A COPY OF THE 990 WILL BE PROVIDED TO THE BOARD BEFORE FILING BECAUSE OF THE DELETION OF CERTAIN INFORMATION FROM SCHEDULE B. |
| MONITORING AND ENFORCEMENT OF CONFLICT POLICY - FORM 990,PART VI,LINE 12C: | 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. |
| COMPENSATION REVIEW AND APPROVAL - FORM 990, PART VI, LINE 15: | THE PRESIDENT AND CEO'S SALARY IS ESTABLISHED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AFTER REVIEWING COMPENSATION DATA FROM SIMILARLY SIZED ABORETUMS AND PUBLIC GARDENS, OTHER LOCAL CULTURAL INSTITUTIONS, AND CONSIDERATION OF LOCAL ECONOMIC CONDITIONS. THE COMMITTEE MEMBERS ARE INDEPENDENT OF THE PRESIDENT AND CEO. |
| AVAILABILITY OF DOCUMENTS - FORM 990, PART VI, LINE 19: | 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. |
| REPORTABLE RELATIONSHIPS - FORM 990, PART VI, LINE 2: | THE FOLLOWING INDIVIDUALS HAVE A FAMILY RELATIONSHIP: PAUL ABBEY AND CONSTANCE NORWEB ABBEY; RUTH EPPIG AND LYDIA HARRINGTON; SALLY GRIES AND ROBERT GRIES. THE FOLLOWING INDIVIDUALS HAVE A BUSINESS RELATIONSHIP: JONATHAN DICK AND SALLY GRIES; SALLY GRIES AND ROBERT GALLOWAY; PAUL ABBEY AND JONATHAN DICK; PETER HELLMAN AND BRAD TURNER. |
| CHANGES TO ORGANIZING DOCUMENTS - FORM 990, PART VI, LINE 4: | THE HOLDEN ARBORETUM AMENDED ITS ARTICLES OF INCORPORATION AND CODE OF REGULATIONS IN CONNECTION WITH ITS AFFILIATION AGREEMENT WITH CLEVELAND BOTANICAL GARDEN, A SECTION 501(c)(3) ORGANIZATION. AS PART OF THESE CHANGES, THE ARBORETUM REVISED ITS DEFINITION OF MEMBERS OF THE ORGANIZATION AND REVISED THE NUMBER OF DIRECTORS SERVING ON, AND MAKE-UP OF, CERTAIN COMMITTEES OF THE BOARD OF DIRECTORS. |
| MEMBERS OF THE ORGANIZATION - FORM 990, PART VI, LINE 6: | 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. |
| ELECTION OF MEMBERS - FORM 990, PART VI, LINE 7A: | THE DIRECTORS ARE THE MEMBERS FOR ALL PURPOSES UNDER OHIO LAW, INCLUDING ELECTING INDIVIDUALS TO THE BOARD OF DIRECTORS (THE GOVERNING BODY). |
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 | 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 (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | 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 | $4,350,000 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Comments