2014-11-17T17:44:48-06:00 2013-12-31 850378315 BARRACLOUGH & ASSOCIATES PC PO BOX 1847 SANTA FE NM 87504 990 2013-01-01 850366754 SANTA FE BOTANICAL GARDEN SANT 5054719103 PO BOX 23343 SANTA FE NM 875023343 KEVIN FLORES TREASURER 5054719103 2014-11-17 1 RHONDA G WILLIAMS P00527004 5059833387 2013 2015-11-30 17:44:51Z KEVIN FLORES PO BOX 23343 SANTA FE NM 875023343 1350553 0 X WWW.SANTAFEBOTANICALGARDEN.ORG X 1987 NM EDUCATION AND COMMUNITY SERVICE ON TOPICS OF HORTICULTURE AND THE ENVIRONMENT. 18 18 7 300 0 0 809083 1137902 98076 84317 306 -108 0 22979 907465 1245090 0 0 0 0 150499 349849 0 0 180398 233699 321460 384198 671309 523267 573781 2290714 2871231 257332 264068 2033382 2607163 X THE SANTA FE BOTANICAL GARDEN CELEBRATES, CULTIVATES, AND CONSERVES THE RICH BOTANICAL HERITAGE AND BIODIVERSITY OF OUR REGION IN PARTNERSHIP WITH NATURE. WE DEMONSTRATE OUR COMMITMENT THROUGH EDUCATION, COMMUNITY SERVICE, AND THE SUSTAINABLE MANAGEMENT OF OUR NATURE PRESERVES AND PUBLIC GARDENS. 1 0 129459 25698 MUSEUM HILL BOTANICAL GARDEN: THE MUSEUM HILL BOTANICAL GARDEN IS AN ACTUAL GARDEN OPENED FOR THE FIRST TIME IN JULY 2013. THE GARDEN SERVES AN EDUCATIONAL MISSION IN THAT IT IS HEAVILY FOCUSED ON DEMONSTRATING HOW TO USE MODERN WATER MANAGEMENT AND CONSERVATION TECHNIQUES TO DECREASE RUNOFF AND CAPTURE THE MOST RAINWATER IN THE LIMITED RAIN CONDITIONS OF SANTA FE'S CLIMATE. IT ALSO DEMONSTRATES HOW TO PLANT A GARDEN WITH SPECIES THAT ARE BOTH BEAUTIFUL AND ABLE TO FLOURISH WITH MINIMUM WATER USAGE. SIGNAGE FOR SPECIFIC PLANTS HAVE BOTH A BOTANICAL AND COMMON NAME, AND MANY OF OUR SPECIES WILL BE PROVIDED WITH A "QR CODE" SYMBOL THAT CAN BE USED TO ACCESS A COMPLETE DESCRIPTION USING A VISITOR'S CELL PHONE. 10,350 PEOPLE WERE SERVED. 72345 57748 CHILDREN'S SCIENCE EDUCATION PROGRAM - THIS STRUCTURED SCHOOL PROGRAM BRINGS CHILDREN FROM 3RD GRADE THROUGH MIDDLE SCHOOL TO THE BOTANICAL GARDEN FOR EXPERIENTIAL LEARNING PROGRAMS DESIGNED TO ENHANCE THE SCIENCE CURRICULUM OF THE NEW MEXICO PUBLIC SCHOOLS. 1,000 CHILDREN WERE SERVED. 27922 WEBSITE: THE SANTA FE BOTANICAL GARDEN WEBSITE IS A RESOURCE TO A VERY LARGE AUDIENCE INTERESTED IN HORTICULTURE, ENVIRONMENTAL STEWARDSHIP, GARDEN HISTORY, NATURAL HISTORY AND BOTANY. IN ADDITION TO THE WEBSITE, AN ELECTRONIC NEWSLETTER IS DISTRIBUTED TO OVER 3,000 SUBSCRIBERS. THE NEWSLETTER FEATURES ANNOUNCEMENTS OF UPCOMING PROGRAMS AND ACTIVITIES. APPROXIMATELY 5,000 PEOPLE VISITED THE WEBSITE. 24116 12146 GARDEN TOUR: PRIVATE GARDENS ARE SELECTED BY THE BOTANICAL GARDEN FOR THIS ANNUAL TOUR EVENT. GARDENS ARE SELECTED THAT SHOWCASE THE BEST OF SANTA FE GARDENS, INCLUDING BOTH ENVIRONMENTAL AND CREATIVE PRESENTATIONS FOR THE ENJOYMENT AND EDUCATION OF VISITORS. 800 PEOPLE WERE SERVED. 24116 12146 253842 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 12 0 1 7 1 0 0 0 0 0 1 1 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NM X X THE ORGANIZATION 5054719103 725 CAMINO LEJO STE E SANTA FE NM 87505 CATHY KALENIAN PRESIDENT 16.00 X X 0 0 0 NINA WELLS VICE PRESIDENT 10.00 X X 0 0 0 DEBORAH GAYNOR TREASURER 6.00 X X 0 0 0 CATHERINE GRONQUIST SECRETARY 8.00 X X 0 0 0 FLETCHER CATRON DIRECTOR 4.00 X 0 0 0 LETITIA CHAMBERS DIRECTOR 2.00 X 0 0 0 KEN COLLINS DIRECTOR 2.00 X 0 0 0 LINDA DONNELS DIRECTOR 4.00 X 0 0 0 BARCY FOX DIRECTOR 6.00 X 0 0 0 JOHN HENDRICKSEN DIRECTOR 2.00 X 0 0 0 NORA HILLIER DIRECTOR 4.00 X 0 0 0 GEORGE JONES DIRECTOR 4.00 X 0 0 0 BONNIE JOSEPH DIRECTOR 4.00 X 0 0 0 KATHY KNORR DIRECTOR 4.00 X 0 0 0 ANN LIVINGSTON DIRECTOR 8.00 X 0 0 0 JERRY RICHARDSON DIRECTOR 3.00 X 0 0 0 MIKE SPEAR DIRECTOR 3.00 X 0 0 0 MICHAEL VIOLANTE DIRECTOR 2.00 X 0 0 0 WILLIE C BASS CHIEF EXECUTIVE OFFICER 50.00 X 128333 0 2337 LINDA MILBOURN MANAGING DIRECTOR 40.00 X 58000 0 3830 186333 0 6167 1 0 0 0 MOUNTAIN WEST GOLFSCAPES INC PO BOX 1630 PERALTA NM 87042 LANDSCAPE CONTRACTOR 299000 NEW MEXICO STONE 850 W SAN MATEO SANTA FE NM 87505 STONE CONTRACTOR 103082 2 169195 19672 949035 47901 1137902 GARDEN TOURS 900099 40390 40390 SPECIAL EVENTS 611600 37547 37547 EDUCATION & WORKSHOPS 611600 5180 5180 FACILITY RENTAL 900099 1200 1200 84317 309 309 77580 77997 -417 -417 -417 35400 24896 10504 10504 5678 2570 3108 3108 TAX REFUND 900099 8882 8882 OTHER INCOME 900099 443 443 PENALTY REFUND 900099 42 42 9367 1245090 95592 0 11596 192501 94326 71225 26950 124621 2572 40042 82007 417 287 67 63 8530 1415 2889 4226 23780 12424 8182 3174 75 75 29051 29051 2166 52 1856 258 12772 12772 52391 40306 2275 9810 11725 4468 5292 1965 6686 3293 3393 57858 30086 20250 7522 2933 294 1446 1193 10164 9772 392 21 21 23534 23534 9593 6263 2694 636 CAPITAL CAMPAIGN EXPENS 40447 6839 33608 BAD DEBT EXPENSE 32963 32963 BANK CHARGES 9418 942 4645 3831 MISCELLANEOUS EXPENSE 8982 804 4755 3423 10681 3393 5948 1340 671309 253842 237069 180398 257949 28204 19820 107868 380564 422511 3085 1300 1660902 94531 24401 1566371 1606680 743192 2290714 2871231 115079 50733 100000 40000 204305 2253 9030 257332 264068 X -148658 1814651 2182040 792512 2033382 2607163 2290714 2871231 573781 0 X 0 1 X 1 0 X 217764 546606 776501 841952 1137902 3520725 35069 191705 36369 56901 95592 415636 252833 738311 812870 898853 1233494 3936361 14317 278804 44593 179518 88312 605544 5763 6125 63115 1451 76454 20080 284929 107708 180969 88312 681998 3254363 5287 3767 2362 1060 309 12785 5287 3767 2362 1060 309 12785 258120 742078 815232 899913 1233803 3949146 0.82410 0.78530 0.00320 0.00800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1650937 85410 1565527 6414 5570 844 3551 3551 0 1566371 CIP-MUSEUM HILL 743192 743192 PAYROLL LIABILITIES 9030 9030 X 1271293 1384 24896 26280 1245013 77 77 1245090 697512 1384 24896 26280 671232 77 77 671309 PART X, LINE 2: INCOME TAXES THE GARDEN IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS OTHER THAN A PRIVATE FOUNDATION. THE GARDEN FILES AN ANNUAL INFORMATION RETURN (FORM 990) WITH THE INTERNAL REVENUE SERVICE. IN ACCORDANCE WITH FASB ASC 740-10, INCOME TAXES, WHICH REQUIRES DISCLOSURE OF TAXABLE, UNRELATED BUSINESS INCOME, NONE OF THE PRESENT OR FUTURE ANTICIPATED ACTIVITIES OF THE GARDEN ARE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. NO PROVISION FOR INCOME TAX HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS AND THERE ARE NO UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2013 AND 2012. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET EXPENSES FOR FUNDRAISER 24,896. PART XI, LINE 4B - OTHER ADJUSTMENTS: ADDITIONAL INVESTMENT FEES 77. PART XII, LINE 2D - OTHER ADJUSTMENTS: NET EXPENSES FOR FUNDRAISER 24,896. PART XII, LINE 4B - OTHER ADJUSTMENTS: ADDITIONAL INVESTMENT FEES 77. GRAND OPENING GALA 35400 35400 14066 6258 4572 35400 35400 14066 6258 4572 24896 10504 X 4 47901 FMV WHEN RECEIVED 0 0 0 FORM 990, PART III, LINE 2 SANTA FE BOTANICAL GARDEN OPENED A NEW FACILITY, THE BOTANICAL GARDEN AT MUSEUM HILL (715 CAMINO LEJO, SANTA FE, NM 87505) ON 7/19/13. THIS IS OUR LARGEST FACILITY AND SIGNIFICANTLY INCREASES OUR OPERATION AND SERVICES, INCLUDING EDUCATIONAL SERVICES. FORM 990, PART VI, SECTION B, LINE 11 A DISCUSSION DRAFT IS REVIEWED INITIALLY BY THE EXECUTIVE DIRECTOR, FOLLOWED BY THE FINANCE COMMITTEE. PROVIDED THERE ARE NO CHANGES, IT IS PRESENTED (AND DISTRIBUTED) TO THE BOARD OF DIRECTORS AT THEIR NEXT SCHEDULED MEETING. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST INQUIRY IS DISTRIBUTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS ANNUALLY AND MONITORED BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD'S GOVERNANCE COMMITTEE IS RESPONSIBLE FOR HUMAN RESOURCES (HR) OVERSIGHT. THE PROCESS FOR THE CEO IN 2013 WAS THAT THE CEO ESTABLISHED PERSONAL GOALS FOR THE YEAR. THE CEO PREPARED A SELF-EVALUATION REPORT AND SENT IT TO THE HR COMMITTEE. THE HR COMMITTEE THEN MET WITH THE CEO TO DISCUSS HIS SELF-EVALUATION, THEIR FEEDBACK ON HIS PERFORMANCE, AND TO AGREE WITH THE CEO ON SPECIFIC GOALS FOR NEXT YEAR (2014). THE COMMITTEE THEN RESPONDED WITH A PROPOSED SALARY ADJUSTMENT FOR 2014. THE BOARD ALSO ESTABLISHED A BUDGET OF 3% OF TOTAL COMPENSATION ACROSS THE ORGANIZATION'S STAFF THAT WOULD BE USED TO PROVIDE PERFORMANCE BONUSES AND SALARY ADJUSTMENTS TO THE STAFF, INCLUDING THE CEO. THE ORGANIZATION MAINTAINS A COMPLETE PAPER TRAIL OF THE USE OF THE 3% POOL, PERFORMANCE APPRAISALS BY INDIVIDUALS, AND SALARY/PERFORMANCE ADJUSTMENTS. THE PROCESS WAS ALSO APPLIED TO THE MANAGING DIRECTOR AND THE OTHER STAFF, WITH THE CEO TAKING THE ROLE OF THE HR COMMITTEE IN THE ABOVE DESCRIPTION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.