2015-11-16T20:48:44-06:00 2014-12-31 850378315 BARRACLOUGH & ASSOCIATES PC PO BOX 1847 SANTA FE NM 87504 990 2014-01-01 850366754 SANTA FE BOTANICAL GARDEN SANT 5054719103 PO BOX 23343 SANTA FE NM 875023343 KEVIN FLORES TREASURER 5054719103 2015-11-16 1 RHONDA G WILLIAMS P00527004 5059833387 2014 2016-03-07 17:11:31Z KEVIN FLORES PO BOX 23343 SANTA FE NM 875023343 1336126 0 X WWW.SANTAFEBOTANICALGARDEN.ORG X 1987 NM EDUCATION AND COMMUNITY SERVICE ON TOPICS OF HORTICULTURE AND THE ENVIRONMENT. 17 17 11 200 0 0 1137902 1084128 84317 160569 -108 24 22979 38504 1245090 1283225 0 0 0 0 349849 446463 0 0 181117 321460 361364 671309 807827 573781 475398 2871231 3438945 264068 356384 2607163 3082561 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 0 246759 174509 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. 21,505 PEOPLE WERE SERVED. 104643 1618 CHILDREN'S EDUCATION PROGRAM - THIS STRUCTURED SCHOOL PROGRAM BRINGS CHILDREN FROM 3RD GRADE THROUGH HIGH SCHOOL TO THE BOTANICAL GARDEN FOR EXPERIENTIAL LEARNING PROGRAMS DESIGNED TO ENHANCE THEIR SCIENCE EDUCATION AND SUPPLEMENT THE CURRICULUM OF THE NEW MEXICO PUBLIC SCHOOLS. 5,074 CHILDREN WERE SERVED. 18837 WEBSITE: THE SANTA FE BOTANICAL GARDEN 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 4,800 SUBSCRIBERS. THE NEWSLETTER FEATURES ANNOUNCEMENTS OF UPCOMING PROGRAMS AND ACTIVITIES. APPROXIMATELY 5,000 PEOPLE VISITED THE WEBSITE. GARDEN TOUR: PRIVATE GARDENS ARE SELECTED BY THE BOTANICAL GARDEN FOR THIS ANNUAL TOUR EVENT. GARDENS ARE SELECTED THAT SHOWCASE THE BEST OF SANTA FE GARDENS, INCLUDING BOTH ENVIRONMENTAL AND CREATIVE PRESENTATIONS FOR THE ENJOYMENT AND EDUCATION OF VISITORS. 800 PEOPLE WERE SERVED. 370239 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 1 11 1 0 0 0 0 0 1 1 0 0 0 0 X 17 17 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 KALENIAN PRESIDENT JAN-APR 24.00 X X 0 0 0 CATHERINE GRONQUIST VICE PRES JAN-APR; PRESIDENT APR-DEC 20.00 X X 0 0 0 JERRY RICHARDSON VICE PRESIDENT APR-DEC 6.00 X X 0 0 0 DEBORAH GAYNOR TREASURER JAN-APR 2.00 X X 0 0 0 KEVIN FLORES TREASURER APR-DEC 2.00 X X 0 0 0 ANN LIVINGSTON SECRETARY 10.00 X X 0 0 0 LETITIA CHAMBERS DIRECTOR 2.00 X 0 0 0 FLETCHER CATRON DIRECTOR 2.00 X 0 0 0 KEN COLLINS DIRECTOR 1.00 X 0 0 0 LINDA DONNELS DIRECTOR 1.00 X 0 0 0 BARCY FOX DIRECTOR 5.00 X 0 0 0 JOHN HENDRICKSEN DIRECTOR 3.00 X 0 0 0 NORA HILLIER DIRECTOR 5.00 X 0 0 0 BONNIE JOSEPH DIRECTOR 1.00 X 0 0 0 JENNY KIMBALL DIRECTOR OCT-DEC 1.00 X 0 0 0 KATHY KNORR DIRECTOR JAN-APR 1.00 X 0 0 0 MARY MITCHELL DIRECTOR APR-DEC 3.00 X 0 0 0 MIKE SPEAR DIRECTOR JAN-APR 1.00 X 0 0 0 MICHAEL VIOLANTE DIRECTOR 1.00 X 0 0 0 HEATHER WOOD DIRECTOR AUG-DEC 1.00 X 0 0 0 CLAYTON BASS CHIEF EXECUTIVE OFFICER 45.00 X 144583 0 5994 LINDA MILBOURNE MANAGING DIRECTOR JAN-APR 44.00 X 17767 0 1322 SCOTT CANNING HORTICULTURE DIRECTOR 32.00 X 32628 0 900 GEORGE JONES DIRECTOR JAN-MAR; FINANCE DIR APR-DEC 24.00 X 24488 0 600 219466 0 8816 1 0 1 0 W GARY SMITH DESIGN INC 1101-B EAST 6TH ST AUSTIN TX 78702 LANDSCAPE ARCHITECTURE 196565 1 196035 60164 827929 20094 1084128 SPECIAL EVENTS 611600 83053 83053 GARDEN ADMISSIONS 900099 66214 66214 FACILITY RENTAL 900099 6350 6350 EDUCATION & WORKSHOPS 611600 4952 4952 160569 24 24 48725 60164 32129 16596 16596 36182 20772 15410 15410 ASSESSMENT FEES 541900 6059 6059 OTHER INCOME 900099 439 439 6498 1283225 176127 0 22970 228282 57404 89876 81002 171614 77674 59634 34306 4711 2235 1700 776 11592 4134 4089 3369 30264 10323 11299 8642 264 264 26023 26023 766 766 16306 2290 8525 5491 28834 22124 319 6391 21758 11314 7616 2828 16711 10978 2638 3095 88844 46199 31095 11550 1645 161 392 1092 39648 39454 180 14 67399 67399 8300 5450 2850 CAPITAL CAMPAIGN EXPENS 14055 700 13355 BANK CHARGES 10325 1010 2461 6854 PRODUCT EXPENSES 10107 10107 PROFESSIONAL DEVELOPMEN 5990 75 5915 4389 1208 829 2352 807827 370239 256471 181117 28204 277886 107868 49674 422511 474092 3085 9451 2789020 161178 1566371 2627842 743192 0 2871231 3438945 50733 48429 450 204305 304880 9030 2625 264068 356384 X 1814651 1778322 792512 1304239 2607163 3082561 2871231 3438945 475398 0 X 0 1 X 1 0 X 546606 776501 841952 1137902 1084128 4387089 191705 36369 56901 95592 196751 577318 48725 48725 738311 812870 898853 1233494 1329604 5013132 278804 44593 179518 88312 179812 771039 6125 63115 1451 70691 284929 107708 180969 88312 179812 841730 4171402 3767 2362 1060 309 24 7522 3767 2362 1060 309 24 7522 742078 815232 899913 1233803 1329628 5020654 0.83080 0.82410 0.00150 0.00320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2779913 152284 2627629 5556 5343 213 3551 3551 0 2627842 PAYROLL LIABILITIES 2325 CUSTOMER DEPOSITS 300 2625 X 1333276 17922 32129 50051 1283225 0 1283225 857878 17922 32129 50051 807827 0 807827 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 FUTURE ANTICIPATED 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, 2014 AND 2013. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET EXPENSES FOR FUNDRAISER 32,129. PART XII, LINE 2D - OTHER ADJUSTMENTS: NET EXPENSES FOR FUNDRAISER 32,129. SUMMER SOLSTICE SOIREE 86170 42415 43755 4330 13601 963 9713 GLOW PREVIEW 10500 8260 2240 1200 114 250 567 1 12219 9489 2730 1391 108889 60164 48725 5530 13715 1213 11671 32129 16596 0 0 0 0 0 0 0 0 0 CLAYTON BASS CHIEF EXECUTIVE OFFICER 144583 0 0 0 0 0 3444 0 2550 0 150577 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 A DISCUSSION DRAFT IS REVIEWED INITIALLY BY THE EXECUTIVE DIRECTOR, FOLLOWED BY THE FINANCE COMMITTEE. PROVIDED THERE ARE NO CHANGES, IT IS PRESENTED (AND DISTRIBUTED) 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 2013 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 (2014). THE COMMITTEE THEN RESPONDED WITH A PROPOSED SALARY ADJUSTMENT FOR 2014. 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.