2014-11-17T14:21:32-06:00 2013-12-31 521186096 RUBINO & COMPANY CHARTERED 6903 ROCKLEDGE DRIVE SUITE 1200 BETHESDA MD 20817 990 2013-01-01 521052547 HORTICULTURAL RESEARCH INSTITUTE INC HORT 2027892900 525 9TH ST NW 8TH FLOOR WASHINGTON DC 20004 MICHAEL GEARY EXECUTIVE DIRECTOR/SECRETARY 2027892900 2014-11-17 1 PATRICIA A O'MALLEY CPA P00285909 3015643636 2013 2015-11-30 17:44:51Z X MICHAEL GEARY 525 9TH ST NW 8TH FLOOR WASHINGTON DC 20004 2725844 0 X WWW.HRIRESEARCH.ORG X 1975 DC TO DIRECT, FUND, PROMOTE, AND COMMUNICATE HORTICULTURAL RESEARCH WHICH INCREASES THE QUALITY AND VALUE OF PLANTS, IMPROVES THE PRODUCTIVITY AND PROFITABILITY OF THE NURSERY AND LANDSCAPE INDUSTRY, AND PROTECTS AND ENHANCES THE ENVIRONMENT. 21 21 0 20 0 0 603935 286714 52980 41419 894617 261669 0 0 1551532 589802 217525 333295 0 0 87113 0 0 0 116234 514856 481953 819494 815248 732038 -225446 10886197 11937905 103305 36298 10782892 11901607 TO DIRECT, FUND, PROMOTE, AND COMMUNICATE HORTICULTURAL RESEARCH WHICH INCREASES THE QUALITY AND VALUE OF PLANTS, IMPROVES THE PRODUCTIVITY AND PROFITABILITY OF THE NURSERY AND LANDSCAPE INDUSTRY, AND PROTECTS AND ENHANCES THE ENVIRONMENT. 0 0 516821 333295 RESEARCH PROJECTS AND STUDENT SCHOLARSHIPS THAT FOCUS ON GREEN INDUSTRY PRIORITY ISSUES RESULTING IN PROBLEM SOLVING SOLUTIONS AND TECHNIQUES, INCLUDING STUDENT EDUCATION. 48247 33659 JOURNAL OF ENVIRONMENTAL HORTICULTURE PROVIDES A MEANS FOR RAPID COMMUNICATION OF IMPORTANT, RELEVANT AND CURRENT RESEARCH FINDINGS IN ENVIRONMENTAL HORTICULTURE TO LANDSCAPE, NURSERY, AND INDUSTRIES AND TO SCIENTISTS WORLDWIDE. THE JOURNAL HAS BEEN PUBLISHED SINCE 1983.THE JOURNAL ALSO ENCOURAGES THE PUBLICATION OF REVIEW AND/OR VIEWPOINT PAPERS WHICH MAY HAVE BEEN PRESENTED AS PART OF THE HRI PROGRAM AT THE ANNUAL AMERICAN NURSERY AND LANDSCAPE ASSOCIATION ANNUAL MEETING OR AT SIMILAR MEETINGS WHICH BRING TOGETHER PAST AND CURRENT LITERATURE RELATED TO ENVIRONMENTAL HORTICULTURE. 7760 MEMBERSHIP DUES SUPPORT INDUSTRY SURVIVAL ISSUES SUCH AS PEST MANAGEMENT, ENVIRONMENTAL STEWARDSHIP AND SUSTAINABILITY, MARKETING AND MECHANIZATION/AUTOMATION TO REDUCE INDUSTRY VULNERABILITY TO LABOR CHALLENGES AND TO IMPROVE PRODUCTION EFFICIENCY AND SUPPORT EDUCATION. 565068 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 X MICHAEL GEARY 2027892900 525 9TH STREET NW 8TH FLOOR WASHINGTON DC 20004 STEVE CASTORANI TRUSTEE 1.00 X 0 0 0 WILLIAM D WELLS JR PAST PRESIDENT 1.00 X X 0 0 0 SCOTT BUNTING TRUSTEE 1.00 X 0 0 0 PETER ORUM TREASURER 1.00 X X 0 0 0 ROBERT COUCH PRESIDENT 1.00 X X 0 0 0 PAYTON PARSONS TRUSTEE 1.00 X 0 0 0 STEPHEN MOSTARDI TRUSTEE 1.00 X 0 0 0 DONALD E MCCORKLE SR TRUSTEE 1.00 X 0 0 0 HARVEY COTTEN PRESIDENT ELECT 1.00 X 0 0 0 RICHARD MAY TRUSTEE 1.00 X 0 0 0 TERRI MCENANEY TRUSTEE 1.00 X 0 0 0 KARL LOSELY TRUSTEE 1.00 X 0 0 0 DAVE VAN BELLE TRUSTEE 1.00 X 0 0 0 KEITH MANBECK TRUSTEE 1.00 X 0 0 0 RICHARD HESSELEIN TRUSTEE 1.00 X 0 0 0 TODD DAVIS TRUSTEE 1.00 X 0 0 0 JON REELHORN TRUSTEE 1.00 X 0 0 0 JOHN COULTER TRUSTEE 1.00 X 0 0 0 MICHAEL GEARY EXEC DIR/SECY (AS OF 9/1/13) 4.00 X X 0 0 0 JENNIFER DEJAGER TRUSTEE 1.00 X 0 0 0 SAM DOANE TRUSTEE 1.00 X 0 0 0 TERESA JODON-MANNS EXEC DIR/SECY (RESIGNED 8/31/13) 40.00 X X 0 43467 6379 0 43467 6379 0 0 0 0 AMERICAN NURSERY & LANDSCAPE ASSN 525 9TH ST NW 8TH FLOOR WASHINGTON DC 20004 MANAGEMENT FEES 205000 1 286714 286714 PUBLICATIONS 541700 33659 33659 MEMBERSHIP DUES 541700 7760 7760 41419 324759 324759 2072952 2136042 -63090 -63090 -63090 589802 41419 0 261669 311795 311795 21500 21500 205000 153750 20500 30750 7001 7001 50363 50363 45316 45316 24033 24033 3704 12 1406 2286 20000 20000 21315 1242 15320 4753 55933 1521 54412 1041 1041 JOURNAL EXPENSE 48247 48247 815248 565068 133946 116234 313879 324276 642635 494452 20698 20530 3041 2646 1436 395 8881126 11098252 1026423 10886197 11937905 42440 36298 60000 0 865 0 103305 36298 X -548960 -420751 859399 2371733 10472453 9950625 10782892 11901607 10886197 11937905 X -225446 1426299 -65715 -16423 X 0 0 0 X 224515 122197 281265 603935 286174 1518086 224515 122197 281265 603935 286174 1518086 355507 1162579 223596 323474 394772 261999 324759 1528600 3046686 261485 0.38160 0.43290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11366334 254451 1642653 333295 48259 388377 12493507 10177427 603935 1077554 217525 275057 11366334 10651095 252427 -75645 228255 422195 10177427 10056968 96595 1086876 149000 440344 10651095 8729482 149693 1729361 202498 349070 10056968 0.80750 0.19250 0 0 3041 2646 395 395 PART V, LINE 4: TO SUPPORT HORTICULTURE RESEARCH 1 CONNECTICUT AGRICULTURE EXPERIMENT STATION 153 COOK HILL ROAD WINDSOR CT 06095 260367921 501(C)(3) 7500 RESEARCH ON BOXWOOD BLIGHT. UNIVERSITY OF FLORIDA 123 GRINTER HALL GAINESVILLE FL 32611 596002052 501(C)(3) 35000 BIOLOGY & MGT OF LIVE OAK DECLINE IN FLORIDA. UNIVERSITY OF FLORIDA 123 GRINTER HALL GAINESVILLE FL 32611 596002052 501(C)(3) 14000 SALT BALANCE EQUATIONS IN PLANTS. UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION PO BOX 931113 CLEVELAND OH 44193 616033693 501(C)(3) 15000 RESEARCH ON GREENHOUSE GAS EMISSONS. NORTH CARLOINA STATE UNIVERSITY 2701 SULLIVAN DRIVE RALEIGH NC 27695 566000756 501(C)(3) 30000 RESEARCH ON PLANT SUSPECTIBILITY TO AMBROSIA BEETLES. UNIVERSITY OF CALIFORNIA DAVIS PO BOX 989062 WEST SACRAMENTO CA 95798 946036494 501(C)(3) 34000 RESEARCH ON WEED RISK ASSESSMENT. UNIVERSITY OF FLORIDA 123 GRINTER HALL GAINESVILLE FL 32611 596002052 501(C)(3) 20000 RESEARCH WHAT KEEPS TREES ERECT. NORTH CARLOINA STATE UNIVERSITY 2701 SULLIVAN DRIVE RALEIGH NC 27695 566000756 501(C)(3) 24500 RESEARCH ON BEST PLANTS FOR RAIN GARDENS. USDA AGRICULTURE RESEARCH SERVICE 1815 N UNIVERSITY STREET PEORIA IL 61604 720564834 USDA 25000 USE OF BIOCHAIR TO SUPPLY PHOSPHORUS IN CONTAINER CROPS. MISSISSIPPI STATE UNIVERSITY PO DRAWER 5227 MISSISSIPPI STATE MS 39762 646000819 501(C)(3) 18000 EXTRACTION OF ESSENTIAL OILS FROM ORNAMENTAL PLANTS AS POTENTIAL PESTICIDES. USDA AGRICULTURE RESEARCH SERVICE 600 EAST MERMAID LANE RM 2012 WYNDMOOR PA 19038 720564834 USDA 50000 TESTING FUNGAL BIOCONTROL AGENTS AGAINST ASIAN AMBROSIA BEETLES. STANDPOINT INC 1722 MONTREAL CIRCLE STE A TUCKER GA 30084 030441176 N/A 11795 RESEARCH PRIORITIES INDUSTRY SURVEY. ANLA 525 9TH STREET NW 8TH FLOOR WASHINGTON DC 20004 521005854 501(C)(6) 27000 AMER STD FOR NURSERY STOCK. 9 4 MUGGETS SCHOLARSHIP 1 1500 USREY-MONROVIA SCHOLARSHIP 1 1000 DEPPE SCHOLARSHIP 4 10500 AKEHURST SCHOLARSHIP 2 4000 USREY EDUCATION FUND SCHOLARSHIP 1 500 BRYAN CAMPION SCHOLARSHIP 1 1000 BIGELOW SCHOLARSHIP 1 3000 PART I, LINE 2: GRANT APPLICATION CRITERIA SPECIFICALLY SEEKS BUDGET OUTLINE OF RESEARCH PROJECTS. THESE FUNDS WILL BE PAID FOLLOWING THE SIGNATURE OF A FINANCIAL AID AGREEMENT BY BOTH PARTIES. FUNDS MAY BE USED ONLY FOR THE DIRECT COSTS OF THE PROJECT, AND THE RESEARCHER SHALL NOT USE FUNDS TO PAY FOR GENERAL OR ADMINISTRATIVE EXPENSES. RESEARCHERS MUST COMPLETE REPORTING SUMMARY OF PROJECT OUTCOMES. FORM 990, PART VI, SECTION A, LINE 3 MANAGEMENT FEES WERE PAID TO AMERICAN NURSERY AND LANDSCAPE ASSOCIATION (ANLA), THE RELATED PARTY, FOR STAFF SERVICES PROVIDED TO HRI, INCLUDING OVERSIGHT FOR THE DAY-TO-DAY OPERATIONS AND FINANCIAL SUPPORT SERVICES. UNTIL AUGUST 2013, THESE SERVICES WERE PROVIDED BY THE EMPLOYEES OF ANLA. ANLA ENTERED INTO A SEPERATE MANAGEMENT AGREEMENT WITH THE O.F.A. SERVICES, INC., AN AFFILIATED ORGANIZATION THAT IS UNRELATED TO HRI IN 2013. MICHAEL GEARY IS AN EMPLOYEE OF O.F.A SERVICES, INC. AND IS NOT DIRECTLY COMPENSATED BY HRI. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR BEFORE FILING. THE BOARD OF TRUSTEES REVIEWS THE 990 AT THE FALL BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND THE EXECUTIVE DIRECTOR REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST FORM 990, PART XI, LINE 9: WRITE OFF OF PLEDGES -16,423. FORM 990, PART XI, LINE 8 PRIOR PERIOD ADJUSTMENT TO RECONCILE BEGINNING NET ASSETS TO AUDITED FINANCIAL STATEMENTS 990, PART VI, LINE 1A THE BOARD OF TRUSTEES OF THE FUND DELEGATES CONTROL TO AN EXECUTIVE COMMITTEE WHICH CONSISTS OF THOSE TRUSTEES THAT ARE OFFICERS FOR THE FUND. THE COMMITTEE IS AUTHORIZED TO EXERCISE THE POWERS OF THE BOARD BETWEEN THE MEETINGS. AMERICAN NURSERY & LANDSCAPE ASSOCIATION 525 9TH STREET NW 8TH FLOOR WASHINGTON DC 20004 521005854 HORTICULTURAL TRADE ASSOCIATION DC 501(C)(6) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 AMERICAN NURSERY & LANDSCAPE ASSOCIATION M 205000 FAIR MARKET VALUE AMERICAN NURSERY & LANDSCAPE ASSOCIATION P 57806 FAIR MARKET VALUE