MORTON ARBORETUM: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MORTON ARBORETUM (EIN 36-1505770)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-06-30
- IRS object ID
- 201411819349300116
- Schema version
- 2013v3.0
- 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 I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-06-30T09:18:33-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362985665 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOLF & COMPANY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 S MEYERS RD SUITE 500 | AddressLine1 |
| City | OAKBROOK TERRACE | City |
| State | IL | State |
| ZIP Code | 601815209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 361505770 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MORTON ARBORETUM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORT | BusinessNameControlTxt |
| Phone | 6309680074 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4100 ILLINOIS ROUTE 53 | AddressLine1 |
| City | LISLE | City |
| State | IL | State |
| ZIP Code | 605321293 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James S Fawley | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Phone | 6309680074 | PhoneNum |
| Signature | 2014-06-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN C DeLAND | PreparerPersonNm |
| PTIN | P00175840 | PTIN |
| Phone | 6305454500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | James S Fawley 2614 | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4100 ILLINOIS ROUTE 53 | AddressLine1 |
| City | LISLE | City |
| State | IL | State |
| ZIP Code | 605321293 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $63,523,393 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.mortonarb.org | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1922 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | Collect, study, display and grow trees; encourage the planting and conservation of trees. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 423 | TotalEmployeeCnt |
| Total Volunteers | 1244 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,899,051 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,015,089 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,588,262 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,645,655 | CYProgramServiceRevenueAmt |
| PY Investment Income | $15,792,013 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,000,444 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,187,661 | PYOtherRevenueAmt |
| CY Other Revenue | $4,448,790 | CYOtherRevenueAmt |
| PY Total Revenue | $29,466,987 | PYTotalRevenueAmt |
| CY Total Revenue | $32,109,978 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $266,580 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,128,152 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,864,491 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $75,221 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $70,064 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,469,827 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,248,008 | PYOtherExpensesAmt |
| CY Other Expenses | $13,985,708 | CYOtherExpensesAmt |
| PY Total Expenses | $27,451,381 | PYTotalExpensesAmt |
| CY Total Expenses | $27,186,843 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,015,606 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,923,135 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $279,168,007 | TotalAssetsBOYAmt |
| Total Assets EOY | $290,663,050 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $46,828,967 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $46,228,038 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $232,339,040 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $244,435,012 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To collect and study trees, shrubs, and other plants from around the world, to display them across naturally beautiful landscapes for people to study and enjoy, and to learn how to grow them in ways that enhance our environment; to encourage the planting and conservation of trees for a greener, healthier and more beautiful world. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,088,243 | ExpenseAmt |
| Desc | Plant Collections: Curated collection of 190,000 trees and other woody plants encompassing taxonomic and geographic groups suitable for climate of northern Illinois. Maintained 1,700 acres of landscapes, specialty gardens, and natural areas throughout woodlands, wetlands, and prairie. Managed grounds including 16 miles of trails and 9 miles of roads. Conducted operations involving living plant collections, plant production, natural areas, horticulture, and landscape architecture. Maintained outdoor and indoor facilities and equipment to support Arboretum overall; upgraded where necessary to improve visitor experience and sustainability. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,319,626 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $842,776 | RevenueAmt |
| Desc | Education and Information: Fostered public appreciation for trees by motivating tree conservation practice, improving natural science literacy, and enabling access to relevant, expert information. Offered classes and workshops on horticulture and gardening, woodland stewardship, natural history, nature art, nature photography, and ornithology. Enrolled 36,000 participants in education programs, including 31,000 youth from 575 schools in field trips, summer science camps, and scouting programs. Provided outreach resources to schools and teachers. Children's Garden, Plant Clinic, library collection of botanical literature and art, and interpretive displays enhanced audience knowledge and engagement. Held exhibition titled Illumination: Tree Lights at The Morton Arboretum showing trees in a new light, in the dark of winter. Coordinated tree-awareness activities on-site and in the Chicago region in conjunction with the signature holiday of Arbor Day. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,276,172 | ExpenseAmt |
| Grant | $266,580 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Science and Conservation: Collaborated with regional, national, and international partners on initiatives to advance planting and care of trees, health of urban forests, and protection of endangered trees. Furthered scientific research studies in plant health care, plant conservation biology, urban soil science, and plant systematics. Developed strategies through Regional Trees Initiative for tree and urban forest improvement in greater Chicago area. Served as an advocate for trees in 275 communities in seven counties of metropolitan Chicago. Facilitated ArbNet interactive community of arboreta and related accreditation program, supporting goals of tree-focused public gardens. Authored papers for professional publications, hosted major conferences, and delivered presentations to share knowledge with industry peers and others who benefit from information. Managed labs dedicated to tree science and herbarium (collection of preserved plant specimens) for botanical research. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,405,021 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $9,405,572 | RevenueAmt |
| Desc | Visitor Programs: Welcomed 884,600 visitors, maintaining the institution as one of the most visited public gardens in North America. Served membership of 38,600 households. Hosted various special events and seasonal activities as opportunities for new and returning visitors and members to engage in mission. Provided patron services and accommodations through visitor orientation center, tours, store, restaurant, and banquet and conference facilities. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $8,405,021 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $9,405,572 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $22,089,062 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 95 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 423 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James S Fawley | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6307192405 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4100 Illinois Rte 53 | AddressLine1 |
| City | Lisle | City |
| State | IL | State |
| ZIP Code | 605321293 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| W Robert Reum | |||||||
| Trustee: Chairman | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| Catherine Slark | |||||||
| Trustee: Vice Chairman | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| Anna Caroline Ball | |||||||
| Trustee: Secretary | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| John W Oleniczak | |||||||
| Trustee: Treasurer | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| Walter W Becky II | |||||||
| Trustee | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| Christopher B Burke | |||||||
| Trustee | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| Mary L Burke | |||||||
| Trustee | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| James F Dickerson | |||||||
| Trustee | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert L Fealy | |||||||
| Trustee | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| Stephen C Geiser | |||||||
| Trustee | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| Ann Grube | |||||||
| Trustee | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| Fanee Haleas | |||||||
| Trustee | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| Darrell B Jackson | |||||||
| Trustee | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| K'Lynne Johnson | |||||||
| Trustee | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| Kenneth Koranda | |||||||
| Trustee | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| Amy Louis | |||||||
| Trustee | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| Timothy M Murray | |||||||
| Trustee | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| Henry B Pearsall | |||||||
| Trustee | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert J Schillerstrom | |||||||
| Trustee | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| Donald C Sharp | |||||||
| Trustee | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| Joseph L Weidenbach | |||||||
| Trustee | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| Gerard T Donnelly PhD | |||||||
| President and CEO | 40.00 | $318,125 | $0 | $68,578 | Yes (X) | ||
| Timothy E WolkoberCPA | |||||||
| VP of Finance and CFO | 40.00 | $157,798 | $0 | $60,374 | Yes (X) | ||
| Jill Koski | |||||||
| VP of Development | 40.00 | $188,848 | $0 | $32,321 | Yes (X) | ||
| Susan Wagner | |||||||
| VP of Education & Information | 40.00 | $153,488 | $0 | $10,250 | Yes (X) | ||
| Kris Bachtell | |||||||
| VP of Collections & Facilities | 40.00 | $138,537 | $0 | $45,080 | Yes (X) | ||
| Jennifer Goodsmith | |||||||
| VP of Marketing and Communications | 40.00 | $142,854 | $0 | $22,519 | Yes (X) | ||
| Nicole Cavender | |||||||
| VP of Science and Conservation | 40.00 | $126,271 | $0 | $22,860 | Yes (X) | ||
| Kelly Vantine | |||||||
| Major Gifts Officer | 40.00 | $116,097 | $0 | $15,981 | Yes (X) | ||
| Richard Hootman | |||||||
| Director of Visitor Programs | 40.00 | $110,107 | $0 | $21,954 | Yes (X) | ||
| Gary Watson | |||||||
| Head of Research | 40.00 | $108,890 | $0 | $38,502 | Yes (X) | ||
| Sai Ravichandran | |||||||
| Director of Information Technology | 40.00 | $104,371 | $0 | $9,134 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,665,386 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $347,553 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Intelligent Lighting Creations Inc | |||||
| 2461 East Oakton St | Arlington Heights | IL | 60005 | Event Lighting Production | $466,455 |
| Kelly Scott & Madison Inc | |||||
| 35 East Wacker Drive | Chicago | IL | 60601 | Advertising | $454,818 |
| Aramark Corporation | |||||
| 1101 Market St | Philadelphia | PA | 19107 | Food Service Management | $443,454 |
| Universal Commercial LLC | |||||
| 390 Holbrook Drive | Wheeling | IL | 60090 | Construction | $371,918 |
| Buck Services | |||||
| 256 W Roosevelt Rd | W Chicago | IL | 60185 | Janitorial | $310,222 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 22 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $3,413,990 | MembershipDuesAmt |
| Fundraising | $172,542 | FundraisingAmt |
| Government Grants | $815,729 | GovernmentGrantsAmt |
| All Other Contributions | $6,612,828 | AllOtherContributionsAmt |
| Noncash Contributions | $273,718 | NoncashContributionsAmt |
| Total Contributions | $11,015,089 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Visitor Events | 713990 | $1,710,405 | $1,710,405 |
| Admissions | 713990 | $1,092,474 | $1,092,474 |
| Education | 713990 | $842,776 | $842,776 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,645,655 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,023,858 | TotalRevenueColumnAmt |
| Exclusion | $5,023,858 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $651,917 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $651,917 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $651,917 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $651,917 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $37,197,098 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,220,512 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,976,586 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,976,586 | TotalRevenueColumnAmt |
| Exclusion | $7,976,586 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $39,000 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $172,542 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $112,867 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$73,867 | TotalRevenueColumnAmt |
| Exclusion | -$73,867 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $5,950,776 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $2,080,036 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,870,740 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,870,740 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,109,978 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,168,312 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,926,577 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,580 | TotalAmt |
| Program Services | $266,580 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,420,168 | TotalAmt |
| Program Services | $653,832 | ProgramServicesAmt |
| Management And General | $543,962 | ManagementAndGeneralAmt |
| Fundraising | $222,374 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,681,651 | TotalAmt |
| Program Services | $7,709,704 | ProgramServicesAmt |
| Management And General | $1,007,998 | ManagementAndGeneralAmt |
| Fundraising | $963,949 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $611,481 | TotalAmt |
| Program Services | $486,935 | ProgramServicesAmt |
| Management And General | $63,664 | ManagementAndGeneralAmt |
| Fundraising | $60,882 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323,311 | TotalAmt |
| Program Services | $257,460 | ProgramServicesAmt |
| Management And General | $33,661 | ManagementAndGeneralAmt |
| Fundraising | $32,190 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $827,880 | TotalAmt |
| Program Services | $659,258 | ProgramServicesAmt |
| Management And General | $86,194 | ManagementAndGeneralAmt |
| Fundraising | $82,428 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,991 | TotalAmt |
| Program Services | $236,991 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,129 | TotalAmt |
| Management And General | $63,129 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $340,825 | TotalAmt |
| Program Services | $113,627 | ProgramServicesAmt |
| Management And General | $145,957 | ManagementAndGeneralAmt |
| Fundraising | $81,241 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,064 | TotalAmt |
| Fundraising | $70,064 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,133 | TotalAmt |
| Program Services | $172,133 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,152,991 | TotalAmt |
| Program Services | $1,621,784 | ProgramServicesAmt |
| Management And General | $245,910 | ManagementAndGeneralAmt |
| Fundraising | $285,297 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $438,980 | TotalAmt |
| Program Services | $429,250 | ProgramServicesAmt |
| Management And General | $5,489 | ManagementAndGeneralAmt |
| Fundraising | $4,241 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,343,803 | TotalAmt |
| Program Services | $2,759,362 | ProgramServicesAmt |
| Management And General | $88,797 | ManagementAndGeneralAmt |
| Fundraising | $495,644 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,178 | TotalAmt |
| Management And General | $127,178 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,502,704 | TotalAmt |
| Program Services | $1,489,418 | ProgramServicesAmt |
| Management And General | $13,286 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,291 | TotalAmt |
| Program Services | $119,598 | ProgramServicesAmt |
| Management And General | $12,793 | ManagementAndGeneralAmt |
| Fundraising | $15,900 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $251,863 | TotalAmt |
| Program Services | $72,630 | ProgramServicesAmt |
| Management And General | $62,485 | ManagementAndGeneralAmt |
| Fundraising | $116,748 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,967 | TotalAmt |
| Program Services | $281,967 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,688,980 | TotalAmt |
| Program Services | $2,639,208 | ProgramServicesAmt |
| Management And General | $48,436 | ManagementAndGeneralAmt |
| Fundraising | $1,336 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $404,788 | TotalAmt |
| Program Services | $404,788 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Contract Temporary Help | $1,643,231 | $1,643,231 | ||
| Staff Development | $85,548 | $28,617 | $49,382 | $7,549 |
| Membership Dues | $42,772 | $13,471 | $21,821 | $7,480 |
| Equipment | $33,519 | $28,001 | $518 | $5,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,015 | TotalAmt |
| Program Services | $1,217 | ProgramServicesAmt |
| Management And General | $7,294 | ManagementAndGeneralAmt |
| Fundraising | $17,504 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,186,843 | TotalAmt |
| Program Services | $22,089,062 | ProgramServicesAmt |
| Management And General | $2,627,954 | ManagementAndGeneralAmt |
| Fundraising | $2,469,827 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,980 | BOYAmt |
| EOY | $330,533 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,100,326 | BOYAmt |
| EOY | $3,745,062 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $643,072 | BOYAmt |
| EOY | $561,548 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $396,919 | BOYAmt |
| EOY | $380,219 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $327,694 | BOYAmt |
| EOY | $337,383 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,929 | BOYAmt |
| EOY | $67,213 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $73,738,602 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $34,849,403 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,875,213 | BOYAmt |
| EOY | $38,889,199 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,129,894 | BOYAmt |
| EOY | $201,565,574 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,109,205 | BOYAmt |
| EOY | $44,514,440 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $282,775 | BOYAmt |
| EOY | $271,879 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,168,007 | BOYAmt |
| EOY | $290,663,050 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,101,478 | BOYAmt |
| EOY | $3,344,848 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $727,489 | BOYAmt |
| EOY | $883,190 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,000,000 | BOYAmt |
| EOY | $42,000,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,828,967 | BOYAmt |
| EOY | $46,228,038 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $227,459,164 | BOYAmt |
| EOY | $235,350,855 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,113,600 | BOYAmt |
| EOY | $7,817,881 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $766,276 | BOYAmt |
| EOY | $1,266,276 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,339,040 | BOYAmt |
| EOY | $244,435,012 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,168,007 | BOYAmt |
| EOY | $290,663,050 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,923,135 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,172,837 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $6,162,739 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,363,867 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,746,513 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,899,051 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,015,089 | CurrentTaxYearAmt |
| Total | $36,187,259 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,162,739 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,363,867 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,746,513 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,899,051 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,015,089 | CurrentTaxYearAmt |
| Total | $36,187,259 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,489,701 | SubstantialContributorsTotAmt |
| Public Support Total170 | $33,697,558 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,524,438 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,120,792 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,988,498 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,018,176 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,675,777 | CurrentTaxYearAmt |
| Total | $39,327,681 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $75,514,940 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $41,541,256 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.44620 | PublicSupportCY170Pct |
| Public Support PY170 | 0.42550 | 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) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | Classroom Education | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,965,668 | BeginningYearBalanceAmt |
| Contributions | $4,536,411 | ContributionsAmt |
| Investment Earnings Or Losses | $1,179,395 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $495,459 | OtherExpendituresAmt |
| End Year Balance | $17,186,015 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,173,314 | BeginningYearBalanceAmt |
| Contributions | $745,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,171,524 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $124,170 | OtherExpendituresAmt |
| End Year Balance | $11,965,668 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,212,513 | BeginningYearBalanceAmt |
| Contributions | $245,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$193,436 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $90,763 | OtherExpendituresAmt |
| End Year Balance | $10,173,314 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,843,016 | BeginningYearBalanceAmt |
| Contributions | $245,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,266,407 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $141,910 | OtherExpendituresAmt |
| End Year Balance | $10,212,513 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,502,087 | BeginningYearBalanceAmt |
| Contributions | $740,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,716,604 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $115,675 | OtherExpendituresAmt |
| End Year Balance | $8,843,016 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.53600 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.07400 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.39000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,266,234 | OtherCostOrOtherBasisAmt |
| Book Value | $1,266,234 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,120,481 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,810,161 | DepreciationAmt |
| Book Value | $19,310,320 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,472,098 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,700,711 | DepreciationAmt |
| Book Value | $2,771,387 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,879,789 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,338,531 | DepreciationAmt |
| Book Value | $15,541,258 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $38,889,199 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Real Estate Guggenheim Plus | $7,757,966 | F |
| Priv. Eq. - Madison Dearborn | $4,627,855 | F |
| Hedge Fund - Evanston-Weatherlow | $28,319,792 | F |
| Priv. Eq. - Adam Street Partners | $3,755,623 | F |
| Priv. Eq. - Bear Stearns | $53,204 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $44,514,440 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $42,035,731 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $7,172,837 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $560,013 | OtherRevenueAmt |
| Revenue Not Reported | $7,732,850 | RevenueNotReportedAmt |
| Revenue Subtotal | $34,302,881 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$2,192,903 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$2,192,903 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $32,109,978 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $29,939,759 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,925,049 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,925,049 | ExpensesNotReportedAmt |
| Expenses Subtotal | $27,014,710 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $172,133 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $172,133 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $27,186,843 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 1a: | Capitalization Policy: Arboretum Collections - The Arboretum's rare books and print collections are not capitalized in the accompanying audited financial statements. Living woody plants are also not capitalized unless they are a major part of a capital project. Purchases of collection items that are not capitalized are recorded as decreases in unrestricted net assets. |
| Part III, Line 4: | Description of Collections and Furtherance of Exempt Purpose: Living Collection - Woody plants in categories of taxonomic, geographic, special habitat, horticultural, rare/endangered. 190,000 specimens represent 4,200 different kinds of trees, shrubs and other plants from 40 countries in the northern temperate zone. Displayed across 1,700 acres of natural landscapes. Provided for botanical, horticultural, and artistic study (education and research purpose) and enjoyment of plant species(specific research purpose). Library Collection - 27,000 volumes on botany, horticulture, landscape design, natural history, ecology; corresponding rare documents, and other printed materials; 12,000 botanical artworks and 3,400 landscape drawings. Available for botanical, horticultural, and artistic study of plants (educational, research, and cultural purposes). |
| Part V, Line 4: | Intended Use of Endowment Funds: The term endowments are spent per the donor's directions. The permanent endowment is maintained in perpetuity to support the mission and operations of the Arboretum. The board designated endowments are applied to purposes defined by the board in support of the mission and operations of the Arboretum. |
| Part X, Line 2: | The Arboretum is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code ("Code"). In June 1999, the Arboretum was granted public charity status under Code Section 509. The status is effective as of January 1, 1994. The Arboretum recognizes the financial statement impact of a tax position when it is more likely than not that the position will be sustained upon examination. The Arboretum is no longer subject to U.S. federal, state, and local income tax examinations by tax authorities for the years before the 2010 tax year. |
| Part XI, Line 2d - Other Adjustments: | Investment management fees of $172,133 are netted against -172,133. investment income on the audited financial statements. Pension related adjustment of $732,146 included in revenue 732,146. on the audited financial statements. |
| Part XI, Line 4b - Other Adjustments: | Cost of Sales of $2,080,036 are included in expenses on the -2,080,036. audited financial statements. Fundraising expenses of $112,867 are included in expenses -112,867. on the audited financial statements. |
| Part XII, Line 2d - Other Adjustments: | Cost of Sales of $2,080,036 are included in expenses on the 2,080,036. audited financial statements. Fundraising expenses of $112,867 are included in expenses 112,867. on the audited financial statements. Pension related adjustment of $732,146 included in revenue 732,146. on the audited financial statements. |
| Part XII, Line 4b - Other Adjustments: | Investment management fees of $172,133 are netted against 172,133. investment income on the audited financial statements. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ComNet Marketing Group Inc | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1214 Stowe Ave | AddressLine1 |
| City | Medford | City |
| State | OR | State |
| ZIP Code | 97501 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Telefundraising | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $209,164 | GrossReceiptsAmt |
| Retained By Contractor | $70,064 | RetainedByContractorAmt |
| Net To Organization | $139,100 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $209,164 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $70,064 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $139,100 | TotalNetToOrganizationAmt |
| Licensed States | IL | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Dinner Party | NameOfEvent1Amt |
| Gross Receipts Event1 | $211,542 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $172,542 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $39,000 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $61,356 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $39,284 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,415 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $10,812 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $211,542 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $172,542 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $39,000 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $61,356 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $39,284 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,415 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $10,812 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $112,867 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$73,867 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (20 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| City of Geneva | ||||||
| 22 South First Street | Geneva | IL | 60134 | 366005893 | $10,000 | Tree Replenishment Grant |
| City of Joliet - Roadway Division | ||||||
| 1203 Cedarwood Dr | Joliet | IL | 60403 | 366088568 | $11,967 | Tree Replenishment Grant |
| City of Prospect Heights | ||||||
| 8 N Elmhurst Road | Prospect Heights | IL | 60070 | 362893978 | $14,850 | Tree Replenishment Grant |
| City of St Charles | ||||||
| 2 East Main Street | Saint Charles | IL | 60174 | 366006090 | $20,000 | Tree Replenishment Grant |
| City of West Chicago | ||||||
| 475 Main Street | West Chicago | IL | 60185 | 366006144 | $20,000 | Tree Replenishment Grant |
| Des Plaines Park District | ||||||
| 1300 Oakwood Street | Des Plaines | IL | 60016 | 366000881 | $10,312 | Tree Replenishment Grant |
| Glen Ellyn Park District | ||||||
| 185 Spring Ave | Glen Ellyn | IL | 60137 | 366005896 | $9,832 | Tree Replenishment Grant |
| Kane County Forest Preserve District | ||||||
| 1996 South Kirk Road | Geneva | IL | 60134 | 383767396 | $14,505 | Tree Replenishment Grant |
| Streamwood Park District | ||||||
| 777 South Bartlett Road | Streamwood | IL | 60107 | 362616110 | $7,576 | Tree Replenishment Grant |
| The Village of Green Oaks | ||||||
| 350 N Milwaukee Ave | Libertyville | IL | 60048 | 363903635 | $8,640 | Tree Replenishment Grant |
| Village of Bensenville | ||||||
| 12 South Center Street | Bensenville | IL | 60106 | 366005794 | $10,000 | Tree Replenishment Grant |
| Village of Bloomingdale | ||||||
| 305 Glen Ellyn Road | Bloomingdale | IL | 60108 | 366007507 | $10,000 | Tree Replenishment Grant |
| Village of Burr Ridge | ||||||
| 451 Commerce Street | Burr Ridge | IL | 60527 | 362517422 | $20,000 | Tree Replenishment Grant |
| Village of Channahon | ||||||
| 24555 S Navajo Drive | Channahon | IL | 60410 | 362597211 | $18,030 | Tree Replenishment Grant |
| Village of Elk Grove | ||||||
| 600 Landmeier Road | Elk Grove | IL | 60007 | 366009201 | $20,000 | Tree Replenishment Grant |
| Village of Huntley | ||||||
| 1987 Main Street | Huntley | IL | 60142 | 366005934 | $10,000 | Tree Replenishment Grant |
| Village of Lombard | ||||||
| 255 E Wilson | Lombard | IL | 60148 | 366005975 | $19,868 | Tree Replenishment Grant |
| Village of Manhattan | ||||||
| 245 S State Street | Manhattan | IL | 60442 | 362686751 | $10,000 | Tree Replenishment Grant |
| Village of Villa Park | ||||||
| 20 South Ardmore Ave | Villa Park | IL | 60181 | 366006132 | $8,000 | Tree Replenishment Grant |
| West Chicago Park District | ||||||
| 157 W Washington Street | West Chicago | IL | 60185 | 362762236 | $10,000 | Tree Replenishment Grant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 20 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | On a quarterly basis, grantees are asked to report on project progress using a template provided with the application process. Failure to comply may result in the cancellation of the grant. A final report is required with a final budget form and match documentation worksheet. Payment is made only to the contracted entity for invoices paid by the grant recipients after the completed reimbursement request forms have been received along with valid invoices and/or canceled checks. Only one reimbursement payment will be made to the contracted community upon completion of all phases of the grant project. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | 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 | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gerard T Donnelly PhD | ||||||||||||||
| President and CEO | $299,426 | $0 | $0 | $0 | $18,699 | $0 | $48,507 | $0 | $20,071 | $0 | $386,703 | $0 | $0 | $0 |
| Timothy E WolkoberCPA | ||||||||||||||
| VP of Finance and CFO | $157,798 | $0 | $0 | $0 | $0 | $0 | $46,072 | $0 | $14,302 | $0 | $218,172 | $0 | $0 | $0 |
| Jill Koski | ||||||||||||||
| VP of Development | $188,848 | $0 | $0 | $0 | $0 | $0 | $12,250 | $0 | $20,071 | $0 | $221,169 | $0 | $0 | $0 |
| Susan Wagner | ||||||||||||||
| VP of Education & Information | $153,488 | $0 | $0 | $0 | $0 | $0 | $9,250 | $0 | $1,000 | $0 | $163,738 | $0 | $0 | $0 |
| Kris Bachtell | ||||||||||||||
| VP of Collections & Facilities | $138,537 | $0 | $0 | $0 | $0 | $0 | $26,435 | $0 | $18,645 | $0 | $183,617 | $0 | $0 | $0 |
| Jennifer Goodsmith | ||||||||||||||
| VP of Marketing and Communications | $142,854 | $0 | $0 | $0 | $0 | $0 | $4,448 | $0 | $18,071 | $0 | $165,373 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | Compensation of the President and CEO of the Arboretum, currently Gerard T. Donnelly, includes an educational allowance for college undergraduate tuition and fees for his children. Charges related to room and board are not covered. Reimbursement is net of any scholarship amount. The reimbursement is on a tax indemnification and gross-up basis and treated as taxable compensation. This is a benefit as provided for in the employment agreement upon hire. An on-site residence is provided for the President and CEO of the Arboretum, currently Gerard T. Donnelly, as a condition of employment and for the convenience of the Arboretum. The value of this residence is not treated as taxable compensation. |
| Part I, Line 4b | Part 1, line 4b: The following individuals participated in a section 457(b) Supplemental Non-Qualified Retirement Plan. The individuals are listed with the respective amounts of their deferrals: Gerard Donnelly - $17,500 Timothy Wolkober - $17,500 Kris Bachtell - $2,600 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The County of Dupage Illinois | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 366006551 | BondIssuerEIN |
| CUSIP | 262668AC0 | CUSIPNum |
| Bond Issued | 2003-12-17 | BondIssuedDt |
| Issue Price | $42,000,000 | IssuePriceAmt |
| Purpose | See Part VI, Supplemental Information | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $42,155,070 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $326,250 | IssuanceCostsFromProceedsAmt |
| Working Capital Expenditures | $1,482,400 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $40,346,420 | CapitalExpendituresAmt |
| Substantial Completion | 2005 | SubstantialCompletionYr |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | Yes (1) | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITIGROUP GLOBAL | BusinessNameLine1 |
| Business Name Line2 | MARKETS | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of GIC | 1.500000000000 | TermOfGICPct |
| Regulatory Safe Harbor Stsfd | Yes (1) | RegulatorySafeHarborStsfdInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K. PART I. LINE A. COLUMN F | The proceeds of the bonds were used for (i) the costs of certain capital improvements to the facilities of the borrower located in Lisle, Illinois, including (a) the construction of a Visitor Center and Tram Road; (b) visitor facilities and a Prairie Visitor Station, (c) the expansion and improvement of the main entrance to The Morton Arboretum, (d) the restoration of the riverbank, (e) the construction of parking lots and support facilities, (f) the construction of a children's garden, maze garden, Arbor Court and Meadow Lake courtyard facilities and (g) landscaping, storm water facility and related improvements, (ii) paying a portion of the interest to accrue on the bonds and (iii) paying a portion of certain expenses incurred in connection with the issuance of the bonds. |
| SCHEDULE K. PART IV. LINE 1 | No; there was no arbitrage rebate or penalty due. The net rebate liability was negative. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $261,618 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Potting Soil | 1 | $5,800 | Fair Market Value |
| Yes (X) | Restroom Serv | 1 | $5,200 | Fair Market Value |
| Yes (X) | Event Prizes | 1 | $1,100 | Fair Market Value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | The organization is reporting in Part I, Column (b), the number of contributions. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | Form 990 is prepared by the Arboretum's accountants, reviewed by the Audit Committee and distributed to the Board of Trustees prior to filing. |
| Form 990, Part VI, Section B, line 12c | The Morton Arboretum requires that all trustees, employees, and volunteers disclose and declare any personal, familial, or business relationships, situations, or activities that have the potential to create a conflict of interest or the perception of a conflict of interest. For trustees and employees, the declaration must be renewed annually or when applicable changes in status occur. The Arboretum supplies a Conflict of Interest Declaration form to all trustees and employees for this purpose. Volunteers are informed of this policy at the onset of their service, in the published volunteer handbook, and in periodic communications. For all trustees, employees, and volunteers, relationships or situations that arise that may create or appear to create a conflict of interest must be brought to the attention of the President or the Chairman of the Board of Trustees. |
| Form 990, Part VI, Section B, line 15 | The process for determining compensation of officers and key employees includes a market analysis of comparable positions from peer gardens and other similar organizations for benchmarking purposes. This information is reviewed by internal Human Resources professionals and the compensation committee of the Board of Trustees. The full Board reviews and approves recommendations of compensation matters for the President and CEO. The compensation of other officers and key employees is reviewed by the compensation committee of the Board. |
| Form 990, Part VI, Section C, line 19 | Financial statements are available to the public on the Arborrtum's website (www.mortonarb.org) and Annual Report. Governing documents and Conflict of Interest Policy are available upon request. |