2014-02-13T08:28:18-06:00 2013-06-30 541517420 WALL EINHORN & CHERNITZER PC 555 E MAIN ST SUITE 1600 NORFOLK VA 23510 990 2012-07-01 540788933 NORFOLK BOTANICAL GARDENS SOCIETY INC NORF 7574415831 6700 AZALEA GARDEN ROAD NORFOLK VA 23518 ANN P STOKES 7574415831 2014-01-20 1 JULIE L SOKOLOWSKI P01328383 7576254700 2014-01-06 2012 2015-11-30 17:44:51Z DONALD BUMA 6700 AZALEA GARDEN ROAD NORFOLK VA 23518 5361988 0 X WWW.NORFOLKBOTANICALGARDEN.ORG X 1940 VA TO ENRICH LIFE BY PROMOTING THE ENJOYMENT OF PLANTS AND THE ENVIRONMENT THROUGH BEAUTIFUL GARDENS AND EDUCATIONAL PROGRAMS. 27 27 164 1650 -21054 -21054 2654275 2328041 732510 732093 42456 164465 554465 494470 3983706 3719069 0 0 0 0 2525205 2605841 0 0 181398 1599143 1553600 4124348 4159441 -140642 -440372 20258988 19986095 621430 594681 19637558 19391414 THE MISSION OF NORFOLK BOTANICAL GARDEN IS TO ENRICH LIFE BY PROMOTING THE ENJOYMENT OF PLANTS AND THE ENVIRONMENT THROUGH BEAUTIFUL GARDENS AND EDUCATIONAL PROGRAMS. 0 0 559377 309347 EDUCATION - CONDUCTED TOURS OF THE GARDENS, PROVIDED SPEAKERS AT SEMINARS, AND PROVIDED CLASSES FOR THE PURPOSE OF EDUCATING THE PUBLIC ABOUT HORTICULTURE. 2820866 422746 MAINTENANCE OF GARDENS/COMMUNITY AWARENESS. 3380243 1 1 0 0 0 0 0 1 0 0 1 1 1 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 1 1 0 0 0 1 24 0 1 164 1 1 1 0 0 0 0 1 1 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X X DOUGLAS A WARD 7574415831 6700 AZALEA GARDEN ROAD NORFOLK VA 23518 MR DAVID ARCHITZEL 1.00 X 0 0 0 DR EDITH M BARNETT 1.00 X 0 0 0 MS REGINA BRAYBOY 1.00 X 0 0 0 MR PAULVIN BROWN 1.00 X 0 0 0 MR B WAYNE COLEMAN 1.00 X 0 0 0 MS SHARON DOGGETT 1.00 X 0 0 0 MR JOSEPH DORTO 1.00 X 0 0 0 MR DEAN S GOLDMAN 1.00 X 0 0 0 MS CATHERINE A GREEN 1.00 X X 0 0 0 MS MARY D HOUFEK 1.00 X 0 0 0 MR EDWARD C JOHNSTON 1.00 X 0 0 0 MS MAGGIE KENNEDY 1.00 X 0 0 0 MS H ELIZABETH MCLEOD 1.00 X X 0 0 0 MS BETSY MURPHY 1.00 X 0 0 0 MS JENNIFER PETIT 1.00 X 0 0 0 MR DICKINSON B PHILLIPS 1.00 X X 0 0 0 MS ANITA O POSTON 1.00 X 0 0 0 MS CYNTHIA R POWELL 1.00 X 0 0 0 MS MARY CATHERINE RICE 1.00 X 0 0 0 MR CHARLES ROBISON III 1.00 X 0 0 0 MR JOHN E SEARING 1.00 X 0 0 0 MR W RYAN SNOW 1.00 X X 0 0 0 MS MARIA S STEFANIS 1.00 X 0 0 0 MS ANN P STOKES 1.00 X X 0 0 0 MS SYBLE STONE 1.00 X 0 0 0 MR S CRAIG WILHOIT 1.00 X 0 0 0 MR W RANDY WRIGHT 1.00 X 0 0 0 MR DONALD BUMA 50.00 X 119740 0 4823 119740 0 4823 1 0 0 0 0 559213 13500 1303160 452168 65337 2328041 ADMISSION FEES 611710 422746 422746 EDUCATIONAL PROGRAMS FEES 611710 309347 309347 732093 22190 22190 311331 0 311331 311331 311331 1335803 1193528 142275 142275 142275 410089 13500 221246 188843 188843 207091 228145 -21054 -21054 MISCELLANEOUS RECEIPTS 900099 15350 15350 15350 3719069 732093 -21054 679989 X 123090 76316 22156 24618 2094048 1712413 295977 85658 44101 29717 10046 4338 174546 142612 21548 10386 170056 139356 22779 7921 29500 29500 39267 39267 78607 78607 5314 1510 3804 349 349 138007 120364 17643 66720 58476 7471 773 OUTSOURCED SERVICES 206570 178203 27828 539 UTILIIES 205024 192367 12657 GARDEN SUPPLIES 165007 161179 1940 1888 SUPPLIES 143024 141421 1349 254 476211 347702 122753 5756 4159441 3380243 597800 181398 368247 468260 1311805 1353201 152526 75000 418175 488275 94964 87304 60668 56376 1319994 717407 586768 602587 1911290 1744071 15354545 15111021 20258988 19986095 305798 330645 304599 260275 11033 3761 621430 594681 X 3498309 3542438 1796536 1835495 14342713 14013481 19637558 19391414 20258988 19986095 X -440372 162416 -75000 106812 X X 0 1 X 1 0 X 1099755 887415 1144452 2654275 2328041 8113938 1099755 887415 1144452 2654275 2328041 8113938 76918 8037020 284233 303813 332953 423211 333521 1677731 13678 62281 9095 12007 15350 112411 9904080 3913881 0.81150 0.76670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 125460 0 1319994 717407 602587 602587 INVESTMENTS 1744071 F 1744071 CHARITABLE LEAD ANNUITY TRUST 2488 INTEREST IN NET ASSETS OF RECIPIENT ORGANIZATION 15076834 BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST 31699 15111021 CAPITAL LEASE OBLIGATION 3761 3761 X 3881485 162416 162416 3719069 0 3719069 4159441 0 4159441 0 4159441 PART III, LINE 4: THE ORGANIZATION MAINTAINS VARIOUS SCULPTURES THAT HELP PROMOTE THE ENJOYMENT OF PLANTS AND THE ENVIRONMENT THROUGH BEAUTIFUL GARDENS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE SOCIETY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. INTERNAL REVENUE CODE SECTION 513(A) DEFINES AN UNRELATED TRADE OR BUSINESS OF AN EXEMPT ORGANIZATION AS ANY TRADE OR BUSINESS WHICH IS NOT SUBSTANTIALLY RELATED TO THE EXERCISE OR PERFORMANCE OF ITS EXEMPT PURPOSE. CURRENTLY THE ORGANIZATION HAS NO OBLIGATION FOR ANY UNRELATED BUSINESS INCOME TAX. THE SOCIETY BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE SOCITETY'S FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) AND FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS (FORM 990-T) ARE GENERALLY NOT SUBJECT TO EXAMINATION BY THE IRS FOR TAX YEARS ENDED PRIOR TO 2010. GARDEN OF LIGHTS 375638 13500 362138 22512 151488 PLANT SALE 45932 45932 17462 6 2019 2019 1118 150 28516 423589 13500 410089 23630 150 197466 221246 188843 X 241 FMV X 5 25195 FMV X EQUIPMENT 3 6360 FMV X HORTICULTURE 74 24186 FMV X OTHER 6 9355 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE AND THEN IT IS CIRCULATED TO THE WHOLE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE DIRECTOR IS FAMILIAR WITH ALL OF THE MEMBERS OF THE BOARD OF DIRECTORS. THE EXECUTIVE DIRECTOR REVIEWS ANY AND ALL PURCHASE ORDERS OR REQUESTS FOR CHECKS, ALL CONTRACTS OR OTHER METHODS OF SPENDING OBLIGATIONS TO INSURE THAT THE CONFLICT OF INTEREST POLICY IS NOT BEING VIOLATED. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWS THE PERFORMANCE APPRAISAL COMPLETED BY THE SECOND VICE PRESIDENT OF THE BOARD AND REVIEWS COMPARABLE WAGES FOR THE POSITION OF OTHER LIKE ORGANIZATIONS. UPON REVIEW, THE BOARD APPROVES AN APPROPRIATE WAGE PACKAGE FOR THE EXECUTIVE DIRECTOR (THE CHIEF OPERATING OFFICER). THE EXECUTIVE DIRECTOR WITH THE CONCURRENCE OF THE BOARD OF DIRECTORS APPROVALS A SIMILAR PROCESS FOR COMPENSATION OF THE KEY DIRECTORS OF DEPARTMENTS WITHIN THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE 990 FOR THE PAST THREE YEARS IS AVAILABLE FOR PUBLIC INSPECTION AT THE ADMINISTRATION BUILDING ON SITE OF THE BOTANICAL GARDEN AT 6700 AZALEA GARDEN ROAD, NORFOLK VA DURING REGULAR BUSINESS HOURS. THE 990 IS ALSO AVAILABLE ON LINE FROM GUIDESTAR.ORG WEBSITE. ALL OTHER FUNCTIONAL EXPENSES FORM 990, PART IX, LINE 24E EQUIPMENT RENTAL/MAINTENANCE: PROGRAM SERVICE EXPENSES 96,485. MANAGEMENT AND GENERAL EXPENSES 10,282. FUNDRAISING EXPENSES 150. TOTAL EXPENSES 106,917. SPEAKER FEES: PROGRAM SERVICE EXPENSES 80,339. MANAGEMENT AND GENERAL EXPENSES 65. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 80,404. PRINTING AND POSTAGE: PROGRAM SERVICE EXPENSES 63,142. MANAGEMENT AND GENERAL EXPENSES 6,424. FUNDRAISING EXPENSES 3,432. TOTAL EXPENSES 72,998. BANK CHARGES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 39,522. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 39,522. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 8,216. MANAGEMENT AND GENERAL EXPENSES 24,994. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33,210. VEHICLES: PROGRAM SERVICE EXPENSES 24,094. MANAGEMENT AND GENERAL EXPENSES 894. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,988. TELEPHONE: PROGRAM SERVICE EXPENSES 18,387. MANAGEMENT AND GENERAL EXPENSES 2,930. FUNDRAISING EXPENSES 164. TOTAL EXPENSES 21,481. CAMP PARTICIPATION ASSITANCE: PROGRAM SERVICE EXPENSES 19,360. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,360. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 486. MANAGEMENT AND GENERAL EXPENSES 14,193. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,679. MEALS & ENTERTAINMENT: PROGRAM SERVICE EXPENSES 9,067. MANAGEMENT AND GENERAL EXPENSES 3,779. FUNDRAISING EXPENSES 1,776. TOTAL EXPENSES 14,622. TRAINING: PROGRAM SERVICE EXPENSES 2,118. MANAGEMENT AND GENERAL EXPENSES 11,382. FUNDRAISING EXPENSES 234. TOTAL EXPENSES 13,734. LABELS & SIGNS: PROGRAM SERVICE EXPENSES 10,485. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,485. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 2,636. MANAGEMENT AND GENERAL EXPENSES 5,498. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,134. UNIFORMS: PROGRAM SERVICE EXPENSES 7,305. MANAGEMENT AND GENERAL EXPENSES 376. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,681. TAXES & LICENSES: PROGRAM SERVICE EXPENSES 4,532. MANAGEMENT AND GENERAL EXPENSES 1,796. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,328. RECRUITING: PROGRAM SERVICE EXPENSES 1,050. MANAGEMENT AND GENERAL EXPENSES 618. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,668. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN INTEREST IN NET ASSETS OF RECIPIENT ORGANIZATION 104,800. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 2,012. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. NORFOLK BOTANCIAL GARDENS FOUNDATION 6700 AZALEA GARDEN ROAD NORFOLK VA 23518 510244918 TO PROVIDE INVESTMENT INCOME FOR THE SOCIETY VA 501(C)(3) 13 - TYPE II NORFOLK BOTANCIAL GARDENS SOCIETY 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 NORFOLK BOTANICAL GARDEN FOUNDATION C 350000 CASH