HOLDEN ARBORETUM: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
HOLDEN ARBORETUM (EIN 34-0750346)
Tax period
2012-10-01 to 2013-09-30
Filed
2014-08-12
IRS object ID
201442249349300734
Schema version
2012v2.3
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-08-12T09:07:45-05:00Timestamp
Tax Period End Date2013-09-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

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Business Name Line1MALONEY NOVOTNY LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

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Address Line11111 SUPERIOR AVENUE SUITE 700AddressLine1
CityCLEVELANDCity
StateOHState
ZIP Code44114ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-10-01TaxPeriodBeginDate

Filer Filer

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EIN340750346EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE HOLDEN ARBORETUMBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of Name% JAMES W ANSBERRYInCareOfName
Name ControlHOLDNameControl
Phone4409464400Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line19500 SPERRY ROADAddressLine1
Address Line2SuiteAddressLine2
CityKIRTLANDCity
StateOHState
ZIP Code440945172ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameCLEMENT W HAMILTONName
TitleCEO & PRESIDENTTitle
Phone4409464400Phone
Date Signed2014-08-12DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameCHRISTOPHER B ANDERSONName
Phone2163630100Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonCLEMENT W HAMILTONNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

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Address Line19500 SPERRY ROADAddressLine1
CityKIRTLANDCity
StateOHState
ZIP Code440945172ZIPCode
FieldValueIRS element (for citing)
Gross Receipts16962365GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.HOLDENARB.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1931YearFormation
State Legal DomicileOHStateLegalDomicile
Activity Or Mission DescriptionTHE HOLDEN ARBORETUM IS AN OUTDOOR LIVING MUSEUM THAT PROMOTES THE BEAUTY&IMPORTANCE OF TREES&OTHER WOODY PLANTS TO CREATE SUSTAINABLE& HEALTHY COMMUNITIES IN THE GREAT LAKES REGION&BEYOND.ActivityOrMissionDescription
Nbr Voting Members Governing Body20NbrVotingMembersGoverningBody
Nbr Independent Voting Members20NbrIndependentVotingMembers
Total Nbr Employees73TotalNbrEmployees
Total Nbr Volunteers598TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year8580524ContributionsGrantsPriorYear
Contributions Grants Current Year7828301ContributionsGrantsCurrentYear
Program Service Revenue Prior Year190282ProgramServiceRevenuePriorYear
Program Service Revenue CY216254ProgramServiceRevenueCY
Investment Income Prior Year1066214InvestmentIncomePriorYear
Investment Income Current Year1087331InvestmentIncomeCurrentYear
Other Revenue Prior Year401014OtherRevenuePriorYear
Other Revenue Current Year449718OtherRevenueCurrentYear
Total Revenue Prior Year10238034TotalRevenuePriorYear
Total Revenue Current Year9581604TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year3930134SalariesEtcPriorYear
Salaries Etc Current Year4014227SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year441991TotalFundrsngExpCurrentYear
Other Expense Prior Year3012682OtherExpensePriorYear
Other Expenses Current Year2973411OtherExpensesCurrentYear
Total Expenses Prior Year6942816TotalExpensesPriorYear
Total Expenses Current Year6987638TotalExpensesCurrentYear
Revenues Less Expenses Prior Year3295218RevenuesLessExpensesPriorYear
Revenues Less Expenses CY2593966RevenuesLessExpensesCY
Total Assets BOY131196700TotalAssetsBOY
Total Assets EOY143231471TotalAssetsEOY
Total Liabilities BOY1612072TotalLiabilitiesBOY
Total Liabilities EOY1026465TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY129584628NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY142205006NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE HOLDEN ARBORETUM IS AN OUTDOOR LIVING MUSEUM THAT PROMOTES THE BEAUTHY AND IMPORTANCE OF TREES AND OTHER WOODY PLANTS TO CREATE SUSTAINABLE AND HEALTHY COMMUNITIES IN THE GREAT LAKES REGION AND BEYOND.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense5205235Expense
Grants0Grants
Revenue249168Revenue
DescriptionThe Holden Arboretum is an outdoor living museum that promotes the beauty and importance of trees and other woody plants, to create sustainable and healthy communities in the Great Lakes region and beyond. Holden's programs are integrated to foster its vision of "a Northeast Ohio in which trees, forests, and gardens provide maximum ecological and social benefits to the region's people and communities". Organization During the past fiscal year, Holden continued to build on its 2009 strategic plan which identified three primary themes around which all of its programs would focus: (1) growing trees and communities, promoting the creation and care of interconnected networks of trees and wooded environments to sustain the ecological health of the communities where we live and work; (2) conserving native forests, fostering conservation of the diversity, health, function and ecological services of natural forested ecosystems in our region's human-impacted landscapes; and (3) engaging children with plants, instilling in children an appreciation for and knowledge of plants and their environments, so they will apply that value and understanding as adults. The strategic plan and one of its key outgrowths, the "Holden Storybook" (a compilation of themes in which Holden wishes to engage its diverse audiences), served as the basis for crafting Holden's "New Leaf" master plan for improved gardens, visitor amenities, and infrastructure in the arboretum's core 240 acres. Of the many projects included in New Leaf, several were selected for Phase One fundraising and implementation: (1) a new irrigation well and reservoir, to replace Holden's previous use of Corning Lake water, which had unacceptably high iron content; (2) a renovated Corning Library to become more attractive and functional; (3) a new 500-foot tree alle, running between the site of a future new visitor center and the new rhododendron garden; (4) a new 4.5-acre Rhododendron Discovery Garden; (5) a deer fence to enclose the core 240 acres; (6) a canopy walk to introduce students and visitors to the biology of the forest canopy, 60 feet above the ground; (7) a 120-foot tower that will emerge over the top of the forest canopy, enabling visitors to appreciate landscape diversity and to offer a view of Lake Erie; and (8) a renewed Corning Lake and Lotus Pond, including an exemplary connection between them. The past year was highlighted by the May openings of the R. Henry Norweb Jr. Tree Alle and the Eliot and Linda Paine Rhododendron Discovery Garden, in recognition of two outstanding executive directors in Holden's history, as well as generous donors and descendants. The alle is unique in featuring five different tree species, instead of a typical single-species monoculture. The new rhododendron garden combines beauty with telling core Holden stories: rhododendron evolution and diversity, selection and hybridization for garden use, and successful rhododendron garden even in poorly drained clay soils. Campaign fundraising for New Leaf Phase One has proceeded on schedule. At the end of FY2013 (September 30, 2013), with a pledge of $1M to cover the construction of the canopy walk and emergent tower, the goal for the first phase was raised to $8.5M. At the end of September 2013, $8.2M had been raised in pledges and gifts. The tree alle and the discovery garden were completed in FY2012-13. In Fiscal year 2013-14, construction will begin on the canopy walk and the emergent tower with completion in 2015. The restoration of Corning Lake and Lotus Pond will begin in the summer of 2014 with a completion date in 2015. Construction of the deer fence surrounding the 240 core acres will begin in 2014 or 2015. The following account of our achievements is organized according to the three strategic themes, augmented by the general heading "Place and Purpose", under which we include how the public values Holden as a wonderful place to visit and an institution that improves their communities' general well-being. Growing Trees and Communities Horticulture During the spring and fall planting seasons, 3,122 trees and shrubs and over 6,660 herbaceous plants were planted. There are currently 5,502 different living plant taxa (species, varieties and cultivars) in the collections, of which 3,591 are trees, shrubs and woody vines. The holdings of the herbarium increased to 3,051 preserved plant specimens. The Plant Collections Curator continued to provide horticultural information to the public year-round, and responded to 244 contacts during the year with questions on plant identification, landscape plant selection and sources, horticultural practices and a range of related subjects. As a participant in the International Seed Exchange, Holden Nursery Staff distributed 244 packets of seed representing 11 different species native to Ohio on request and at no charge to 84 sister institutions in 29 countries around the world and 1 state within the U.S. As part of the "New Leaf" master plan, 2 new gardens opened in spring of 2013: The Eliot and Linda Paine Rhododendron Discovery Garden (RDG), and the R. Henry Norweb Jr.Tree Alle. RDG is a 4.5 acre garden featuring rhododendrons and their relatives, with 2,788 woody plants (703 in genus Rhododendron) installed in 2013 and approximately 700 herbaceous plants. The Tree Alle is 500 feet long with 57 trees of 5 different species represented. In addition, new landscape construction took place in the existing Helen S. Layer Rhododendron garden. Existing plants of poor quality were removed, 440 linear feet of drainage installed, followed by 320 linear feet of stone retaining walls. Final grading and plant installation will take place in spring of 2014. Research and Plant Introduction In FY13, research staff published one paper and had a second paper accepted in peer-reviewed scientific journals. Research staff presented at scientific meetings and presented popular lectures to green industry professionals, garden clubs and Holden members. Presentations focused on plant breeding efforts and included conferences at Longwood Gardens, the International Plant Trials Conference and the International Plant Propagators Southern Region Conference. In addition, presentations given to garden clubs and industry groups included the Western Reserve Herb Society, the Toronto Chapter of the American Rhododendron Society and the Chicago Botanical Garden. A class in plant breeding and selection was also held at the Leach Research Station. Research staff submitted two proposals to federal agencies, including the National Science Foundation and the United States Department of Agriculture. Research focused on resistance to root rot disease in rhododendrons caused by the soil pathogen Phytophthora cinnamomi as well as heat tolerance in native populations of rhododendrons and linkage between heat tolerance and disease resistance. Stephen Krebs, PhD, completed a successful plant collection effort aimed at two native species of Rhododendron from populations in the southeastern United States that occupy a range of latitudes and elevations (encompassing USDA hardiness zones 5-8). These populations formed the basis for greenhouse testing on heat tolerance and root rot resistance. Field trials continue to screen heat tolerant R. hyperythrum hybrids through the John Thornton program in Louisiana for resistance to P. cinnamomi, as a means of determining whether resistance may have been a factor in selection under warm (zone 8) conditions. Holden completed shipment of R. hyperythrum F1 breeding selections to a Louisiana field trial site (total 160 selections, 4-6 plants of each) in the fall of 2012 and data on performance of initial plantings was collected after one growing season in fall of 2013. This project is being done in collaboration with Plant Development Services Inc. in Mobile, AL. There has been some mortality of the planted selections, but the majorities are showing evidence of disease resistance and therefore these plants have significant commercial potential in a new and large horticultural market. Evaluation will continue in FY14. The Leach Station is the primary plant breeding facility at the Holden Arboretum and the Leach Oversight Committee met in June of 2013 to discuss station activities, maintenance and to provide oversight. The committee consisted of Stephen Krebs, David Burke, and Clement Hamilton (Holden staff) as well as Robert Schutzki (Michigan State University), Pablo Jourdan (Ohio State University), Donald Rakow (Cornell University), and David Leach, Jr. The committee was generally happy with the management and activities of the station, and discussed at length increasing efforts at plant introduction of Leach Station selections. All plant breeding and introduction research was carried out by Stephen Krebs. Conserving Native Forests Research In FY13, research staff published 9 papers in peer-reviewed scientific journals including BMC Microbiology, Ecological Monographs, JournalDescription
Total Program Service Expense5205235TotalProgramServiceExpense
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Name PersonJAMES W ANSBERRYNamePerson
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CityKIRTLANDCity
StateOHState
ZIP Code440945172ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (24 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationHighest Compensated EmployeeHighestCompensatedEmployee
Paul R Abbey
Chairman/Director2.0XX000
Thomas D Anderson
Director2.0X000
Barbara Brown
Director2.0X000
Christopher A Cullis
Director2.0X000
Jonathan E Dick
Vice Chairman/Director2.0XX000
Robert R Galloway
Vice Chairman/Director2.0XX000
Sarah L Gries
Vice Chairman/Director2.0XX000
Peter S Hellman
Director2.0X000
Ellen W Jones Nordell
Director2.0X000
Stephen J Knerly Jr
Vice Chairman/Director2.0XX000
Joseph J Mahovlic
Vice Chairman/Director2.0XX000
Michael C Marino
Director2.0X000
Cynthia A Moore-Hardy
Director2.0X000
C W Eliot Paine
Vice Chairman/Director2.0XX000
Robin D Schachat
Director2.0X000
Lynn C Shiverick
Director2.0X000
KK Sullivan
Director2.0X000
Timothy L Swanson
Director2.0X000
Michael T Victor
Director2.0X000
Ann T Whitney
Director2.0X000
Clement Hamilton
CEO & President40.0X202637031201
Jim Ansberry
Treasurer & Dir.of Finance40.0X143687022303
Deborah Ryan
Assist.Sec'y&Exec.Assist.40.0X53571011790
Paul Spector
Dir. Of Education & Public Pro40.0109009014810X
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Total Other Compensation80104TotalOtherCompensation
Number Individuals GT100 K3NumberIndividualsGT100K
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Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (4 entries)

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ADDECO EMPLOYMENT SERVICES
PO BOX 371084PITTSBURGHPA15250SEASONAL LABOR266607
THE ALBERT M HIGLEY CO
2926 CHESTER AVENUECLEVELANDOH44114CONSTRUCTION MGMT.121630
COLD HARBOR BUILDING COMPANY
115 INDUSTRIAL PARKWAYCHARDONOH44024BLDG.CONSTRUCTION533409
VIZMEG LANDSCAPE INC
778 MCCAULEY ROAD 100STOWOH44224LANDSCAPE CONSTRUCT.973910
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Government Grants264650GovernmentGrants
All Other Contributions7563651AllOtherContributions
Noncash Contributions198612NoncashContributions
Total Contributions7828301TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
ADMISSIONS9000995832258322
EDUCATION COURSES611600157932157932
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Gain Or Loss GainOrLoss

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Exclusion$107,415ExclusionAmount

Net Income From Gaming NetIncomeFromGaming

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Net Income Or Loss NetIncomeOrLoss

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Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
CENTER FOR PLANT CONSERVATION90009980008000
WOODLAND 5K RUN FEES90009953385338
GOBLINS IN THE GARDEN90009980588058

Miscellaneous Revenue MiscellaneousRevenue

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Total Other Revenue32914TotalOtherRevenue

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Exclusion$1,504,135ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

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Total0Total

Foreign Grants ForeignGrants

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Total0Total

Benefits To Members BenefitsToMembers

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Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

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Management And General68224ManagementAndGeneral
Fundraising28637Fundraising

Comp Disqual Persons CompDisqualPersons

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Total0Total

Other Salaries And Wages OtherSalariesAndWages

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Fundraising189401Fundraising

Pension Plan Contributions PensionPlanContributions

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Management And General37661ManagementAndGeneral
Fundraising13082Fundraising

Other Employee Benefits OtherEmployeeBenefits

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Total232314Total
Program Services172610ProgramServices
Management And General44604ManagementAndGeneral
Fundraising15100Fundraising

Payroll Taxes PayrollTaxes

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Total232240Total
Program Services172554ProgramServices
Management And General44590ManagementAndGeneral
Fundraising15096Fundraising

Fees For Services Management FeesForServicesManagement

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Total0Total

Fees For Services Legal FeesForServicesLegal

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Total21605Total
Program Services15820ProgramServices
Management And General5478ManagementAndGeneral
Fundraising307Fundraising

Fees For Services Accounting FeesForServicesAccounting

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Total32050Total
Program Services23468ProgramServices
Management And General8126ManagementAndGeneral
Fundraising456Fundraising

Fees For Services Lobbying FeesForServicesLobbying

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Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

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Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

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Total0Total

Fees For Services Other FeesForServicesOther

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Total225748Total
Program Services58693ProgramServices
Management And General104460ManagementAndGeneral
Fundraising62595Fundraising

Advertising Advertising

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Total132379Total
Program Services131894ProgramServices
Fundraising485Fundraising

Office Expenses OfficeExpenses

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Total94722Total
Program Services58640ProgramServices
Management And General22647ManagementAndGeneral
Fundraising13435Fundraising

Information Technology InformationTechnology

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Total21268Total
Program Services13348ProgramServices
Management And General7319ManagementAndGeneral
Fundraising601Fundraising

Royalties Royalties

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Total0Total

Occupancy Occupancy

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Program Services191226ProgramServices
Management And General24227ManagementAndGeneral
Fundraising6331Fundraising

Travel Travel

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Total0Total

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

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Total0Total

Conferences Meetings ConferencesMeetings

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Management And General38689ManagementAndGeneral
Fundraising13950Fundraising

Interest Interest

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Total3325Total
Program Services3325ProgramServices

Payments To Affiliates PaymentsToAffiliates

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Total0Total

Depreciation Depletion DepreciationDepletion

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Total651928Total
Program Services599010ProgramServices
Management And General13375ManagementAndGeneral
Fundraising39543Fundraising

Insurance Insurance

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Total90231Total
Program Services73669ProgramServices
Management And General16562ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
EDUCATION & PROMOTIONAL EXP.4093503162086456928573
NEW LEAF SITE PLANNING223543223543
LANDSCAPE MAINTENANCE372869372744125
BUILDING & EQUIPMENT MAINTENAN241177193440408636874

All Other Expenses AllOtherExpenses

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Total121636Total
Program Services98221ProgramServices
Management And General16015ManagementAndGeneral
Fundraising7400Fundraising

Total Functional Expenses TotalFunctionalExpenses

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Total6987638Total
Program Services5205235ProgramServices
Management And General1340412ManagementAndGeneral
Fundraising441991Fundraising

Cash Non Interest Bearing CashNonInterestBearing

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BOY0BOY
EOY0EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

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BOY1845712BOY
EOY1994862EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

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BOY2125898BOY
EOY2645204EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY28801BOY
EOY38997EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis32000892LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec10165997LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY20878595BOY
EOY21834895EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY106272438BOY
EOY116652301EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY45256BOY
EOY65212EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY131196700BOY
EOY143231471EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY739255BOY
EOY707278EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY43903BOY
EOY58332EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY569957BOY
EOY0EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY258957BOY
EOY260855EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1612072BOY
EOY1026465EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY39808765BOY
EOY42618136EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY4042875BOY
EOY6063073EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY85732988BOY
EOY93523797EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY129584628BOY
EOY142205006EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY131196700BOY
EOY143231471EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses2593966ReconcilationRevenueExpenses
Reconciliation Unrealized Invest10026412ReconciliationUnrealizedInvest
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit CommitteetrueAuditCommittee
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi
Contrib By Controlling IndividualfalseContribByControllingIndividual
Contribution By Related PartyfalseContributionByRelatedParty
Contrib By35 Controlled EntityfalseContribBy35ControlledEntity

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years6344389CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years5871900CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years5882665CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year8580524CurrentTaxYearMinus1Year
Current Tax Year7959876CurrentTaxYear
Total34639354Total

Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170

FieldValueIRS element (for citing)
Total0Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

FieldValueIRS element (for citing)
Total0Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years6344389CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years5871900CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years5882665CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year8580524CurrentTaxYearMinus1Year
Current Tax Year7959876CurrentTaxYear
Total34639354Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total21842994AmountsSubstContributorsTotal
Public Support Total17012796360PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years424739CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years440418CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years470964CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year690014CurrentTaxYearMinus1Year
Current Tax Year670345CurrentTaxYear
Total2696480Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Total0Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years128883CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years136229CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years122242CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year168642CurrentTaxYearMinus1Year
Current Tax Year8754CurrentTaxYear
Total564750Total
FieldValueIRS element (for citing)
Total Support37900584TotalSupport
Gross Receipts From Admissions Etc1378822GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.33763PublicSupportPertcentage170
Public Support Pertcent Prior Year0.29049PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Protection Of Natural HabitatXProtectionOfNaturalHabitat
Preservation Of Open SpaceXPreservationOfOpenSpace
Historic Land AreaXHistoricLandArea
Total Number Of Easements23TotalNumberOfEasements
Total Acreage1489.00TotalAcreage
Nmbr Hist Struct Easements0NmbrHistStructEasements
Nmbr Hist Struct Easements After0NmbrHistStructEasementsAfter
Nmbr Easements Modified0NmbrEasementsModified
Nmbr States In Which Easements Held1NmbrStatesInWhichEasementsHeld
Written Policy MonitoringtrueWrittenPolicyMonitoring
Staff Hours Spent On Enforcement60.00StaffHoursSpentOnEnforcement
Expenses Incurred For Enforcement0ExpensesIncurredForEnforcement
Sect170h Requirements SatisfiedtrueSect170hRequirementsSatisfied
Art Public Exhibition AmtsArtPublicExhibitionAmts
Held Works Of Art AmtsHeldWorksOfArtAmts
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation
Solicited Assets For SalefalseSolicitedAssetsForSale

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance23201604BeginningOfYearBalance
Contributions527693Contributions
Investment Earnings Or Losses3250790InvestmentEarningsOrLosses
Other Expenditures513679OtherExpenditures
End Of Year Balance26466408EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance20178951BeginningOfYearBalance
Contributions746458Contributions
Investment Earnings Or Losses3230903InvestmentEarningsOrLosses
Other Expenditures954708OtherExpenditures
End Of Year Balance23201604EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance22008573BeginningOfYearBalance
Contributions755467Contributions
Investment Earnings Or Losses-252362InvestmentEarningsOrLosses
Other Expenditures2332727OtherExpenditures
End Of Year Balance20178951EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance21000048BeginningOfYearBalance
Contributions890496Contributions
Investment Earnings Or Losses1604491InvestmentEarningsOrLosses
Other Expenditures1486462OtherExpenditures
End Of Year Balance22008573EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance21701435BeginningOfYearBalance
Contributions-364878Contributions
Investment Earnings Or Losses-173832InvestmentEarningsOrLosses
Other Expenditures162677OtherExpenditures
End Of Year Balance21000048EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.81618BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.10061PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.08321TermEndowmentEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis12317886OtherCostOrOtherBasis
Book Value12317886BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis9424054OtherCostOrOtherBasis
Depreciation4450693Depreciation
Book Value4973361BookValue
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovements

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis3632270OtherCostOrOtherBasis
Depreciation2491290Depreciation
Book Value1140980BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis6626682OtherCostOrOtherBasis
Depreciation3224014Depreciation
Book Value3402668BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings21834895TotalOfBookValueLandBuildings
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionGIFT ANNUITY LIABILITYDescription
Amount$260,855Amount
FieldValueIRS element (for citing)
Total Of Amounts260855TotalOfAmounts
Tot Revenue Etc Audited Fincl Stmt19608016TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments10026412NetUnrealizedGainsInvestments
Revenue Not Rptd F99010026412RevenueNotRptdF990
Revenue Subtotal9581604RevenueSubtotal
Total Revenue Per Form9909581604TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt6987638TotExpensesEtcAuditedFinclStmt
Expenses Subtotal6987638ExpensesSubtotal
Total Expenses Per Form9906987638TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
CONSERVATION EASEMENTS,PART II, LINE 9:THE ARBORETUM HAS RECEIVED CONTRIBUTIONS OF DEVELOPMENT RIGHTS - VIA CONSERVATION EASEMENTS - ASSOCIATED WITH APPROXIMATELY 1,489 ACRES OF LAND. NO VALUE HAS BEEN PLACED ON THESE CONTRIBUTIONS AND THE EASEMENTS ARE NOT REFLECTED IN THE STATEMENT OF FINANCIAL POSITION. HOWEVER, THE ARBORETUM IS REQUIRED TO MAINTAIN THE INTEGRITY OF THE EASEMENTS AND MAY INCUR LEGAL AND OTHER COSTS TO ENFORCE THE EASEMENTS.
USE OF ENDOWMENT FUNDS,PART V, LINE 4:THE ARBORETUM ENDOWMENT CONSISTS OF SEVERAL PERMANENTLY RESTRICTED FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT FUNDS ARE RECORDED AT HISTORICAL DOLLAR VALUE. INCOME AND REALIZED/UNREALIZED GAINS/LOSSES FOR SOME SPECIFIC FUNDS ARE RECORDED AS TEMPORARILY RESTRICTED UNTIL SPENT FOR THOSE SPECIFIC PURPOSES IN ACCORDANCE WITH THE SPENDING POLICY APPROVED BY THE BOARD OF DIRECTORS. IN ADDITION, EARNINGS IN EXCESS OF THE SPENDING POLICY ARE ADDED TO TEMPORARILY RESTRICTED NET ASSETS. INCOME FROM OTHER FUNDS IS TO BE USED FOR THE GENERAL OPERATIONS, AND IS RECORDED AS UNRESTRICTED.
COLLECTIONS,PART III, LINE 1A AND 4:PERMANENT COLLECTIONS - THE ARBORETUM'S ACCESSIONED COLLECTIONS OF WOODY PLANTS AND HERBACEOUS PLANTS OF CONSERVATION SIGNIFICANCE, HERBARIUM SPECIMENS, WOOD SAMPLES, TREE ARTIFACTS, LIBRARY AND RARE BOOKS AND WORKS OF ART THAT SUPPORT THE ARBORETUM'S MISSION ARE PROTECTED AND PRESERVED FOR PUBLIC EXHIBITION, EDUCATION, RESEARCH AND FURTHERANCE OF THE PUBLIC GOOD. ACCORDINGLY, SUCH COLLECTIONS ARE NOT RECORDED FOR FINANCIAL STATEMENT PURPOSES. ADDITIONS AND DEACCESSIONS TO THE PERMANENT COLLECTIONS ARE MADE PER THE GUIDELINES PROMULGATED BY THE BOARD OF DIRECTORS. THIS COLLECTION MANAGEMENT POLICY HAS BEEN DEVELOPED IN ACCORDANCE WITH THE AMERICAN ALLIANCE OF MUSEUM'S CODE OF ETHICS. OBJECTS IN THE ARBORETUM'S PERMANENT COLLECTIONS ARE NEITHER DISPOSED OF FOR FINANCIAL GAIN NOR ENCUMBERED IN ANY MANNER.

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1BENEFITNameOfEvent1
Gross Receipts Event1189000GrossReceiptsEvent1
Gross Revenue Event1189000GrossRevenueEvent1
Rent Facility Costs Event121771RentFacilityCostsEvent1
Food And Beverage Event126881FoodAndBeverageEvent1
Other Direct Expenses Event110071OtherDirectExpensesEvent1
Name Of Event2OTHER EVENTSNameOfEvent2
Gross Receipts Event242334GrossReceiptsEvent2
Gross Revenue Event242334GrossRevenueEvent2
Rent Facility Costs Event210821RentFacilityCostsEvent2
Food And Beverage Event226448FoodAndBeverageEvent2
Other Direct Expenses Event227927OtherDirectExpensesEvent2
Total Number Of Other Events0TotalNumberOfOtherEvents
Gross Receipts Total231334GrossReceiptsTotal
Gross Revenue Total Events231334GrossRevenueTotalEvents
Rent Facility Costs Total Events32592RentFacilityCostsTotalEvents
Food And Beverage Total Events53329FoodAndBeverageTotalEvents
Other Direct Expenses Total Events37998OtherDirectExpensesTotalEvents
Direct Expense Summary Events123919DirectExpenseSummaryEvents
Net Income Summary107415NetIncomeSummary

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Club Dues Or FeesXClubDuesOrFees
Written Policy Re T And E ExpensestrueWrittenPolicyReTAndEExpenses
Substantiation RequiredtrueSubstantiationRequired
Compensation CommitteeXCompensationCommittee
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlanfalseSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentsfalseAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Clement Hamilton
CEO & President20263700000123700188310233838000
Jim Ansberry
Treasurer & Dir.of Finance1436870000088620134410165990000

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
IdentifierBENEFITS PROVIDED TO CERTAIN OFFICERS,Identifier
Return ReferencePART I, LINE 1A:ReturnReference
ExplanationTHE ARBORETUM PROVIDED HOUSING TO ITS PRESIDENT & CEO, CLEMENT HAMILTON. MR. HAMILTON PAYS FAIR MARKET VALUE RENT FOR THE HOUSING, AND THIS ARRANGEMENT WAS APPROVED BY THE BOARD OF DIRECTORS. THE ARBORETUM ALSO PAID DUES FOR A SOCIAL CLUB FOR MR. HAMILTON. MR. HAMILTON REIMBURSES THE ARBORETUM FOR HIS PERSONAL USE OF THE CLUB.Explanation

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArt
Art Historical TreasuresArtHistoricalTreasures
Art Fractional InterestArtFractionalInterest
Books And PublicationsBooksAndPublications
Clothing And Household GoodsClothingAndHouseholdGoods
Cars And Other VehiclesCarsAndOtherVehicles
Boats And PlanesBoatsAndPlanes
Intellectual PropertyIntellectualProperty

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions12NumberOfContributions
Noncash Contribs Rptd F990198132NoncashContribsRptdF990
Method Of Determining RevenuesFMVMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStock
Securities Prtnrshp Trust IntrstsSecuritiesPrtnrshpTrustIntrsts
Securities MiscellaneousSecuritiesMiscellaneous
Qualified Contrib Hist StructQualifiedContribHistStruct
Qualified Contrib OtherQualifiedContribOther
Real Estate ResidentialRealEstateResidential
Real Estate CommercialRealEstateCommercial
Real Estate OtherRealEstateOther
CollectiblesCollectibles

Food Inventory FoodInventory

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F990480NoncashContribsRptdF990
Method Of Determining RevenuesFMVMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Drugs And Medical SuppliesDrugsAndMedicalSupplies
TaxidermyTaxidermy
Historical ArtifactsHistoricalArtifacts
Scientific SpecimensScientificSpecimens
Archaeological ArtifactsArchaeologicalArtifacts

Other Non Cash Contributions Table OtherNonCashContributionsTable

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
DescriptionAUCTION ITEMSDescription
Number Of Contributions158NumberOfContributions
Noncash Contribs Rptd F9900NoncashContribsRptdF990
Method Of Determining RevenuesN/AMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftstrueReviewProcessUnusualNCGifts
Third Parties UsedtrueThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
GIFTS FOR WHICH REVENUE IS NOT RECORDED,PART I, LINE 33:THE ARBORETUM ACCEPTS GIFTS OF CONSERVATION EASEMENTS BUT DOES NOT RECORD REVENUE OR ASSETS THEREFROM IN ITS BOOKS AND RECORDS.
USE OF THIRD PARTIES,PART I, LINE 32B:THE ARBORETUM USES THE SERVICES OF A BROKER TO SELL DONATED SECURITIES. THE FEES CHARGED ARE AT OR BELOW FAIR MARKET VALUE.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
MEMBERS OF THE ORGANIZATION,FORM 990, PART VI, LINE 6:THE ORGANIZATION HAS TWO KINDS OF MEMBERSHIP. MEMBERS OF THE CORPORATION ARE ELECTED BY THE BOARD OF DIRECTORS FOR A FIVE YEAR TERM AND ARE ENTITLED TO VOTE AS MEMBERS OF THE CORPORATION. GENERAL MEMBERS ARE NOT MEMBERS OF THE CORPORATION AND HAVE NO VOTING AUTHORITY.
ELECTION OF MEMBERS,FORM 990, PART VI, LINE 7A:THE BOARD OF DIRECTORS CAN ESTABLISH GENERAL MEMBERS IN ONE OR MORE CLASSIFICATIONS.
POWERS RESERVED FOR THE MEMBERS,FORM 990, PART VI, LINE 7B:CORPORATE MEMBERS HAVE THE POWER TO ELECT DIRECTORS, AMEND THE ARTICLES OF INCORPORATION, AND AMEND THE CODE OF REGULATIONS.
REVIEW OF FORM 990,FORM 990, PART VI, LINES 11A & 11B:THE BOARD OF DIRECTORS HAS DELEGATED THE REVIEW OF THE FORM 990 TO THE AUDIT COMMITTEE AND OPERATING MANAGEMENT. AFTER REVIEW OF THE FORM 990, THE AUDIT COMMITTEE WILL ADVISE THE BOARD OF DIRECTORS OF THE REVIEW AND PROVIDE THE FORM 990 TO THE BOARD OF DIRECTORS PRIOR TO FILING. THE ARBORETUM WILL REDACT THE NAMES AND ADDRESSES OF DONORS ON SCHEDULE B FOR THE VERSION OF THE 990 THAT WILL BE SENT TO THE BOARD. AS SUCH, WE ARE REQUIRED TO ANSWER "NO" TO THE QUESTION ON LINE 11A EVEN THOUGH A COPY OF THE 990 WILL BE PROVIDED TO THE BOARD BEFORE FILING BECAUSE OF THE DELETION OF CERTAIN INFORMATION FROM SCHEDULE B.
MONITORING AND ENFORCEMENT OF CONFLICT POLICY,FORM 990, PART VI, LINE 12C:THE ORGANIZATION USES A PROCESS OF ANNUAL ATTESTATION, IN WRITING, THAT DIRECTORS, OFFICERS, AND MANAGERS WITH PURCHASING AUTHORITY ARE IN COMPLIANCE WITH HOLDEN'S CONFLICT OF INTEREST POLICY. HOLDEN'S OPERATING MANAGEMENT CONTINUALLY MONITORS COMPLIANCE WITH HOLDEN'S POLICIES AND PROCEDURES.
COMPENSATION REVIEW AND APPROVAL,FORM 990, PART VI, LINE 15:THE PRESIDENT AND CEO'S SALARY IS ESTABLISHED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AFTER REVIEWING COMPENSATION DATA FROM SIMILARLY SIZED ABORETUMS AND PUBLIC GARDENS, OTHER LOCAL CULTURAL INSTITUTIONS, AND CONSIDERATION OF LOCAL ECONOMIC CONDITIONS. THE COMMITTEE MEMBERS ARE INDEPENDENT OF THE PRESIDENT AND CEO.
AVAILABILITY OF DOCUMENTS,FORM 990, PART VI, LINE 19:THREE YEARS OF AUDITED FINANCIAL STATEMENTS ARE AVAIALABLE ON HOLDEN'S WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. HOLDEN DOES NOT MAKE ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC.

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