JAMES M COX JR ARBORETUM FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JAMES M COX JR ARBORETUM FOUNDATION (EIN 31-0711248)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-20
- IRS object ID
- 201521109349300622
- Schema version
- 2014v5.0
- 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 | 2015-04-20T12:36:34-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311183837 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAMMERMAN GRAF HUGHES & COMPANY INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4486 INDIAN RIPPLE ROAD | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 454403203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310711248 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAMES M COX JR ARBORETUM | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 9374349005 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6733 SPRINGBORO PIKE | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 454493496 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER HANN HARRISON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9374349005 | PhoneNum |
| Signature | 2015-04-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD P GRAF CPA | PreparerPersonNm |
| PTIN | P00243081 | PTIN |
| Phone | 9373201262 | PhoneNum |
| Preparation | 2015-04-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $322,063 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.COXARBORETUM.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Activity Or Mission | PROVIDE EDUCATIONAL, SCIENTIFIC, CIVIC AND CULTURAL PROGRAMS AND ACTIVITIES RELATING TO THE ADVANCEMENT OF ARBORICULTURE, HORTICULTURE AND RELATED FIELDS BY PROVIDING SUPPORT FOR THE COX ARBORETUM AS A FREE ARBORETUM/MUSEUM FOR THE BENEFIT OF THE GENERAL PUBLIC OF THE DAYTON, OHIO AREA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $266,882 | PYContributionsGrantsAmt |
| CY Contributions Grants | $155,591 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $90,498 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $88,970 | CYProgramServiceRevenueAmt |
| PY Investment Income | $158,096 | PYInvestmentIncomeAmt |
| CY Investment Income | $77,502 | CYInvestmentIncomeAmt |
| PY Other Revenue | $18,991 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $534,467 | PYTotalRevenueAmt |
| CY Total Revenue | $322,063 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $99,454 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,421 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $15,791 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $218,194 | PYOtherExpensesAmt |
| CY Other Expenses | $293,623 | CYOtherExpensesAmt |
| PY Total Expenses | $317,648 | PYTotalExpensesAmt |
| CY Total Expenses | $301,044 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $216,819 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $21,019 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,638,735 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,646,703 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $74,794 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $61,743 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,563,941 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,584,960 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PROVIDE EDUCATIONAL, SCIENTIFIC, CIVIC AND CULTURAL PROGRAMS AND ACTIVITIES RELATING TO THE ADVANCEMENT OF ARBORICULTURE, HORTICULTURE AND RELATED FIELDS BY PROVIDING SUPPORT FOR THE COX ARBORETUM AS A FREE ARBORETUM/MUSEUM FOR THE BENEFIT OF THE GENERAL PUBLIC OF THE DAYTON, OHIO AREA. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $266,603 | ExpenseAmt |
| Desc | ANNUAL PLANTINGS, CAPITAL IMPROVEMENTS AND SPECIAL EDUCATIONAL PROGRAMS AND ACTIVITIES RELATED TO HORTICULTURE AND ARBORICULTURE AT COX ARBORETUM | Desc |
| Total Program Service Expenses | $266,603 | 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 | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | 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 | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | 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 | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | 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 | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| 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 |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | 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 | Yes (true) | 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 | Yes (true) | 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 | BETH REDDEN | PersonNm |
| Phone | 9374349005 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6733 SPRINGBORO PIKE | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45449 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| WILLIAM LOVE | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BOB ZIKIAS | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| FRANK SCOTT | ||||||
| PAST PRESIDE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER HANN HARRISON | ||||||
| PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JEFF SIEBENTHALER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LOIS SUTHERLAND | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ELISE HAFENBRACK | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MANDY GOUBEAUX | ||||||
| VICE PRESIDE | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ALAN BROWN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| REBECCA A BENNA | ||||||
| EX OFFICIO | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT CONNELLY | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL STOLL | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JEAN WOODHULL | ||||||
| EX OFFICIO | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $67,021 | MembershipDuesAmt |
| All Other Contributions | $88,570 | AllOtherContributionsAmt |
| Noncash Contributions | $3,500 | NoncashContributionsAmt |
| Total Contributions | $155,591 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FACILITY USE FEE | Desc |
| Total Revenue Column | $88,970 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $88,970 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $88,970 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $76,987 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$14,493 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $91,480 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $515 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $515 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $515 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $515 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $322,063 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $74,992 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $91,480 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,421 | TotalAmt |
| Program Services | $4,675 | ProgramServicesAmt |
| Management And General | $1,484 | ManagementAndGeneralAmt |
| Fundraising | $1,262 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,085 | TotalAmt |
| Management And General | $12,085 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,697 | TotalAmt |
| Program Services | $9,697 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,552 | TotalAmt |
| Fundraising | $8,552 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,183 | TotalAmt |
| Program Services | $9,566 | ProgramServicesAmt |
| Management And General | $3,037 | ManagementAndGeneralAmt |
| Fundraising | $2,580 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $809 | TotalAmt |
| Program Services | $510 | ProgramServicesAmt |
| Management And General | $162 | ManagementAndGeneralAmt |
| Fundraising | $137 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,296 | TotalAmt |
| Program Services | $2,296 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,931 | TotalAmt |
| Program Services | $1,217 | ProgramServicesAmt |
| Management And General | $386 | ManagementAndGeneralAmt |
| Fundraising | $328 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| TRANSFER TO FIVE RIVERS M | $108,015 | $108,015 |
| FACILITY RENTAL RELATED C | $54,399 | $54,399 |
| EDUCATION PROGRAM EXPENSE | $24,402 | $24,402 |
| GROUNDS AND GARDENS | $17,225 | $17,225 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,029 | TotalAmt |
| Program Services | $34,601 | ProgramServicesAmt |
| Management And General | $1,496 | ManagementAndGeneralAmt |
| Fundraising | $2,932 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $301,044 | TotalAmt |
| Program Services | $266,603 | ProgramServicesAmt |
| Management And General | $18,650 | ManagementAndGeneralAmt |
| Fundraising | $15,791 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $273,280 | BOYAmt |
| EOY | $161,092 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,955,766 | BOYAmt |
| EOY | $2,059,871 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,705 | BOYAmt |
| EOY | $9,705 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,810 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,596 | BOYAmt |
| EOY | $1,402 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $139,392 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $97,514 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $41,878 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,123,563 | BOYAmt |
| EOY | $2,262,755 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,015 | BOYAmt |
| EOY | $110,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,638,735 | BOYAmt |
| EOY | $4,646,703 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,155 | BOYAmt |
| EOY | $14 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,639 | BOYAmt |
| EOY | $61,729 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,794 | BOYAmt |
| EOY | $61,743 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,535,094 | BOYAmt |
| EOY | $2,493,999 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,028,847 | BOYAmt |
| EOY | $2,090,961 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,563,941 | BOYAmt |
| EOY | $4,584,960 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,638,735 | BOYAmt |
| EOY | $4,646,703 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $21,019 | ReconcilationRevenueExpnssAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $383,022 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $212,195 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $190,643 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $266,882 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $155,591 | CurrentTaxYearAmt |
| Total | $1,208,333 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $383,022 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $212,195 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $190,643 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $266,882 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $155,591 | CurrentTaxYearAmt |
| Total | $1,208,333 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $1,208,333 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $68,212 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $64,437 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $59,173 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,249 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $91,480 | CurrentTaxYearAmt |
| Total | $324,551 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,532,884 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $74,477 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.78830 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82450 | 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
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $139,392 | OtherCostOrOtherBasisAmt |
| Depreciation | $97,514 | DepreciationAmt |
| Book Value | $41,878 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $41,878 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $196,241 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $196,241 | RevenueSubtotalAmt |
| Other Revenues Not Included | $125,822 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $125,822 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $322,063 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $102,847 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $102,847 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $198,197 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $198,197 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $301,044 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | GIFT SHOP SALES REPORTED SEPARATELY ON FS 27,155 FACILITY FEE REPORTED SEPARATELY ON FS 88,970 INVESTMENT EXP REPORTED AS EXPENSE ON TAX RETURN 9,697 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | GIFT SHOP EXPENSES REPORTED SEPARATELY ON FS 26,086 FACILITY COSTS REPORTED AS OFFSET TO REVENUE ON RETURN 54,399 INVESTMENT EXPENSE OFFSET INCOME ON FS 9,697 TRANSFER TO FIVE RIVERS METROPARK 108,015 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | PROVIDE EDUCATIONAL, SCIENTIFIC, CIVIC AND CULTURAL PROGRAMS AND ACTIVITIES RELATING TO THE ADVANCEMENT OF ARBORICULTURE, HORTICULTURE AND RELATED FIELDS BY PROVIDING SUPPORT FOR THE COX ARBORETUM AS A FREE ARBORETUM/MUSEUM FOR THE BENEFIT OF THE GENERAL PUBLIC OF THE DAYTON, OHIO AREA. |
| FORM 990, PAGE 6, PART VI, LINE 11B | ELECTRONIC COPY SENT TO MANAGEMENT FOR DISTRIBUTION. VERIFICATION REQUESTED FOR COMPLETED TRANSMISSION, OR PAPER MAILING, IF NECESSARY. |
| FORM 990, PAGE 6, PART VI, LINE 12C | REGULARLY SCHEDULED ANNUAL REVIEW |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE ORGANIZATION NO LONGER HAS THE SERVICES OF EMPLOYEES, INCLUDING A CEO, EXECUTIVE DIRECTOR OR TOP MANAGEMENT OFFICIAL. |
| FORM 990, PAGE 6, PART VI, LINE 15B | BOARD POLICY IS ALL OFFICER AND BOARD MEMBERS SERVE ON A VOLUNTARY BASIS AND ARE NOT COMPENSATED. THERE ARE NO EMPLOYEES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | UPON REQUEST. |
| FORM 990, PART IX, LINE 24E | COST OF SALES-LINDEN TREE 14,124 0 0 MAILINGS AND PRINTING COS 4,711 1,496 1,271 VOLUNTEER ACTIVITIES 3,887 0 0 MASTER PLAN RELATED COSTS 3,875 0 0 IN KIND DONATION EXPENSE 3,500 0 0 LINDEN TREE SHOP DIRECT P 3,153 0 0 REFRESHMENTS 0 0 1,516 GIFT SHOP 1,449 0 0 FUNDRAISING - INDIRECT CO 0 0 145 WORKER'S COMP -10 0 0 UNEMPLOYMENT -88 0 0 |
| FORM 990, PART XI, LINE 9 | GIFT SHOP SALES REPORTED SEPARATELY ON FS -27,155 FACILITY FEE REPORTED SEPARATELY ON FS -88,970 INVESTMENT EXP REPORTED AS EXPENSE ON TAX RETURN -9,697 GIFT SHOP EXPENSES REPORTED SEPARATELY ON FS 26,086 FACILITY COSTS REPORTED AS OFFSET TO REVENUE ON RETURN 54,399 INVESTMENT EXPENSE OFFSET INCOME ON FS 9,697 TRANSFER TO FIVE RIVERS METROPARK 108,015 |
| FORM 990, PART XI, LINE 9 | RECLASSIFY FS BALANCE TO FORM 990 -72,375 |
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