2013-10-28T14:22:27-05:00 2013-06-30 591954606 CAVANAUGH & CO LLP 2381 FRUITVILLE ROAD SARASOTA FL 34237 990 2012-07-01 591848965 MARIE SELBY BOTANICAL GARDENS INC MARI 9413665731 811 SOUTH PALM AVENUE SARASOTA FL 342367726 THOMAS BUCHTER 9413665731 2013-10-21 1 MICHAEL R PENDER P00850742 9413662983 2013-09-27 2012 2016-03-07 17:11:31Z THOMAS BUCHTER 811 SOUTH PALM AVE SARASOTA FL 34236 5362082 0 X WWW.SELBY.ORG X 1978 FL I. Mission: To provide an oasis of inspiration and tranquility, while furthering the understanding and appreciation of plants, especially epipytes. II. Vision: To touch as many people as possible through our urban waterfront garden that is the world leader in conservation and display of epiphytes. Visitors and volunteers alike experience the garden's beauty, gaining a better understanding and greater appreciation of the natural world. 15 13 44 862 0 0 1514543 3006477 821259 887481 64129 121592 793591 793628 3193522 4809178 0 0 0 0 1714365 1728505 0 31836 405045 1469646 1415069 3184011 3175410 9511 1633768 9551917 11214064 1782724 1714162 7769193 9499902 X I.Mission: To provide an oasis of inspiration and tranquility, while furthering the understanding and appreciation of plants, especially epipytes. II. Vision: To touch as many people as possible through our urban waterfront garden that is the world leader in conservation and display of epiphytes. Visitors and volunteers alike experience the garden's beauty, gaining a better understanding and greater appreciation of the natural world. 0 0 1775942 1213685 Horticulture & Education: Selby Gardens' Education Department is charged with engaging every visitor in Selby Gardens' mission and story. Our educators strive to inspire a passion for nature and help visitors to understand the importance of plants in their everyday lives. Selby Gardens' Horticulture Department shares the wonder and beauty of a rich, varied, and often extremely rare collection of tropical plants with visitors. Horticulturists care for and display the Gardens' living collections, comprised of outdoor displays covering some 15 acres and eight greenhouses filled with rare orchids, bromeliads, gesneriads, ferns, aeroids, and other accessioned plants. (continued)The Education Department is preparing for the opening of the Ann Goldstein Children's Rainforest Garden in November, 2013. This new outdoor exhibition, a simulated tropical rainforest, will serve as both a self-guided environmental education experience for visitors and families and as an outdoor classroom where students engage in hands-on learning. The Children's Rainforest Garden will teach visitors about biodiversity, the physical structure of the rainforest habitat, the lives of people indigenous to rainforests, and the importance of plants as sources of food, medicine, and raw materials, as well as the irreplaceable role they play in our planet's natural systems. It is a game-changer for environmental education at the Gardens, transforming the way in which Selby shares its collections and tells its story.The Education Department has a wide variety of responsibilities, including the school field studies program; creation and oversight of signage, exhibitions (including art exhibits), and other interpretive elements; oversight of the guides program, which includes museum docents, tour guides, walk & talk guides, school guides, and conservatory guides; community classes; non-school programs for children including Little Sprouts, a monthly program to engage preschoolers with nature, Kids Corner, and summer camp; and lectures, the internship program, and other education programs.Educators also increased outreach to the community, serving 54% more school visitors in this year. They worked closely with local nonprofits and Title I schools as well as creating specialized programs for special needs children from Oak Park School and Fruitville Elementary's autistic program, Head Start, Easter Seals, and others.Overall participation in Selby Gardens' education programs was up 15% over the previous year, with increases across virtually every education program offered. The education department also mounted a variety of art exhibitions, including photos from the Florida Wildlife Corridor Expedition; "Florida Fantastica," works by artist M.F. Cardamone inspired by Selby Gardens' collection; and "Rainforest Masks of Costa Rica", featuring masks created by Costa Rican Indians from the village of Boruca, with whom Selby Gardens has a long-standing partnership.Horticulturists care for and display Selby Gardens' living collection,amassed on more than 200 research expeditions and through partnerships with institutions around the globe. It is widely used for research by our own botanists and by visiting scientists from a large array of universities, scientific organizations, and other institutions. The collection includes more than 20,000 plants from 10,000+ species, representing nearly half the plant families found on Earth; about 40% of the living collection is wild-collected, and approximately a third enjoys protected status. The Gardens is widely recognized as having the world's most comprehensive collection of living epiphytes (plants that live upon other plants without parasitizing the host), and Gardens horticulturists must be skilled at nurturing a wide variety of plants, many of them extremely difficult to grow outside their native habitats.In addition to caring for this diverse collection, over the last year Selby Gardens horticulturists renovated one garden area and completed plans for renovating the succulent garden and creating a new shoreline garden. Horticulturists also gave lectures and taught classes, wrote articles, assisted in volunteer training, and participated in several botanical research and inventory expeditions, including an expedition to a Costa Rican preserve where they helped to set up a new botanical laboratory.Selby Gardens horticulturists have had a major impact on the new Ann Goldstein Children's Rainforest Garden. The Horticulture Director works directly with the Director of Education to create and disseminate accurate information about the living collection, and he was a major resource for the Children's Rainforest Garden interpretation plan and for curricula developed for the new exhibit. The Horticulture Department also works hand-in-hand with project contractors to develop appropriate planting plans (including the design and placement of plant pockets for epiphytic plants on the faux rock fixtures) and to advise on measures necessary to protect the existing landscaping, especially the banyan trees and Moreton Bay Fig, that are included in or adjacent to the new facility. 591980 Conservation & Research: Botany: Selby Gardens' Botany Department is respected internationally for its expertise, notably in regard to epiphytes (plants that live upon other plants). The Gardens' botanists are especially valued for two reasons - as top-notch taxonomists (scientists who can identify and classify plants, a discipline which requires decades of study to master) and as field botanists who work not only in laboratories but regularly organize and participate in botanical expeditions in the wild.The Botany Department cares for the Gardens' preserved plant collections-a herbarium with some 107,000 documented dried specimens and the world's second largest spirit collection, more than 28,000 orchids and other flowers preserved in alcohol-as well as information resources including a 7,000 volume research library, thousands of images, and a comprehensive set of more than 20,000 files documenting the plant species in which Selby Gardens specializes: orchids, bromeliads, and gesneriads. These resources are regularly consulted by visiting scientists from major institutions and universities around the world including the Smithsonian, Kew Gardens, and Missouri Botanical Garden. The botany department also manages three research centers: the Orchid Research Center, the Gesneriad Research Center, and the Bromeliad Research Center. Selby Gardens botanists recently completed four international research expeditions two in Brazil's Atlantic Forest, one to Venezuela's Roraima Tepui, and one to a Costa Rican nature preserve. Selby botanists also partnered with the Conservation Foundation of the Gulf Coast to conduct botanical inventories of environmentally sensitive lands in and near Sarasota County. Botany staff visited the Everglades twice to check on the status of native orchids and ferns propagated at Selby Gardens and reintroduced by Gardens' staff into the Park in 2011 to bolster dwindling populations. Some 50% of the 200 rare mule ear orchids planted in 2011 are flourishing, as were the majority of the threatened holly ferns. Staff introduced eight more of the fragrant maidenhair fern (Adiantum melanoleucum), which has proved extremely difficult to grow - only 10% of those originally planted in 2011 are still alive.Additionally, the Botany Department hosted two interns from Brazil over the past two summers. The students worked in Selby's molecular lab on a project related to pleurothallid orchids. The Botany Department also published a new issue of its peer-reviewed journal, Selbyana, in FY2013, and shared their expertise with the Education Department in preparation for the opening of the new Children's Rainforest Garden. Selby botanists also presented at meetings and conferences across the U.S. and internationally, taught classes, lectured, and consulted on a variety of projects.Surplus:Selby Gardens ended FY 2013 with a large surplus. This is due to the capital campaign currently underway. In order to build the Ann Goldstein Children's Rainforest Garden, we have raised some $3.5 million, much of which came in during FY 2013. The Childrens Rainforest Garden is now being constructed, and the surplus is being expended as we complete the new facility, which opens in November, 2013. 2367922 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 0 0 1 25 0 1 44 1 0 0 0 0 0 1 1 0 0 0 0 X 15 13 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X WILLIAM LEWIS 9413665731 811 SOUTH PALM AVE SARASOTA FL 34236 NORA JOHNSON 2.00 X 0 0 0 DR LAUREY STRYKER 2.00 X 0 0 0 STEPHEN HAZELTINE 2.00 X 0 0 0 MICHAEL SAUNDERS 2.00 X 0 0 0 STEPHEN VAN C WILBERDING 2.00 X X 0 0 0 CHRIS ROMINE 2.00 X X 0 0 0 CATHY LAYTON 2.00 X X 0 0 0 SANDY REDERER 2.00 X X 0 0 0 WAYNE ROLLINS 2.00 X 0 0 0 EMILY WALSH 2.00 X X 0 0 0 ARTHUR M WOOD JR 2.00 X 0 0 0 KELVIN COOPER 2.00 X 0 0 0 THOMAS B LUZIER 2.00 X 0 0 0 ALICE RAU 2.00 X 0 0 0 TOM BUTCHER 40.00 X 125823 0 0 ANN LOGAN 40.00 X 82482 0 0 WILLIAM LEWIS 40.00 X 75217 0 0 283522 0 0 1 0 0 0 TANDEM CONSTRUCTION 5391 LAKEWOOD RANCH BLVD STE 200 SARASOTA FL 34240 CONSTRUCTION 610352 1 605763 117742 2282972 116894 3006477 ADMISSIONS 713990 818230 818230 COMMUNITY PROGRAMS 713990 64900 64900 RESEARCH 541700 2402 2402 SCIENTIFIC PUBLICATION 511120 1949 1949 887481 71019 71019 50573 0 50573 50573 50573 736327 268903 467424 467424 523445 284001 239444 239444 MISCELLANEOUS INCOME 900099 86760 86760 86760 4809178 1213685 0 589016 X 303000 224760 39030 39210 1152018 874684 136445 140889 151243 116356 16299 18588 122244 93526 13963 14755 9186 9186 31836 31836 6731 6731 266802 218320 31373 17109 49837 44847 2491 2499 300456 240365 45068 15023 124876 100364 18385 6127 UTILITIES 129885 103908 19483 6494 ADMIN. & OTHER SUPPLIES 77027 46063 10624 20340 TRAVEL AND ENTERTAINMEN 74179 26657 7191 40331 CREDIT CARD CHARGES 58207 42685 29 15493 317883 235387 46145 36351 3175410 2367922 402443 405045 80437 885489 197269 390955 7715 4357 85072 86134 21550 36145 12058219 4443716 7038395 7614503 2102362 2179837 1350 1350 17767 15294 9551917 11214064 159737 603276 71372 84508 120000 1551615 906378 1782724 1714162 X 5146544 5899316 425038 1402975 2197611 2197611 7769193 9499902 9551917 11214064 1633768 96941 0 X X 0 1 X 1 0 X 1188146 1408037 1308267 1514543 3006477 8425470 1491064 1981820 2036984 2191554 2021131 9722553 2679210 3389857 3345251 3706097 5027608 18148023 136500 22915 719586 879001 0 136500 22915 719586 879001 17269022 82246 70713 66767 64129 71019 354874 82246 70713 66767 64129 71019 354874 2761456 3460570 3412018 3770226 5098627 18502897 0.93330 0.95250 0.01920 0.03780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 2197611 2197611 2197611 2197611 2197611 2197611 2197611 2197611 2197611 2197611 0 0 3419256 3419256 7279296 3587468 3691828 1359667 856248 503419 7614503 TERM LOAN 629338 MARGIN LOAN 275627 NOTES PAYABLE - NORTHERN 1413 906378 X 5014503 96941 108384 205325 4809178 0 4809178 3283794 108384 108384 3175410 0 3175410 Description of Uncertain Tax Positions Under FIN 48: Part X, Line 2: Management has evaluated the effect of an accounting standard relating to accounting for uncertainty in income taxes. Management has determined that the Center had no uncertain income tax positions that could have a significant effect on the financial statements for the year ended June 30, 2013. The Center's federal income tax returns for the years ended 2011, 2010 and 2009 are subject to examination by the Internal Revenue Service, generally for three years after the federal income tax returns were filed. X X X X X X X 1 BOB CARTER COMPANIES LLC 400 MADISON DR STE 2204 SARASOTA FL 34236 CONSULTING 0 0 25706 0 KAREN EBER DAVIS CONSULTING PO BOX 15464 SARASOTA FL 34277 CONSULTING 0 0 6130 0 31836 FL LIGHTS IN BLOOM 112475 112475 41095 ORCHID BALL 132211 132211 74133 491641 491641 153675 736327 736327 268903 268903 467424 SANDY REDERER TRUSTEE TO PROVIDE FUNDS FOR REMODELING. X 120000 120000 0 1 1 120000 SANDY REDERER TRUSTEE OF ORGANIZATION 120000 TRUSTEE PROVIDED A LOAN TO THE ORGANIZATION FOR REMODELING. 0 X 7 740 FMV X GIFT CERTIFICATES 70 5992 FMV X AUCTION ITEMS 42 29232 FMV X SOFTWARE 1 58046 FMV X FOOD AND BEVERAGES 4 7260 FMV X GARDEN DONATIONS 13 15624 FMV 0 1 0 Form 990, Part VI, Section A, line 2 Michael Saunders & Co independent contractor owner re broker employee/employer Form 990, Part VI, Section B, line 11 The process for reviewing the 990 before it is filed is as follows. Staff review the document, it is presented to the board for review, and at a duly noted meeting of the board of trustees the document is presented and approved. Form 990, Part VI, Section B, line 12c The board reviews the policy annually and at that time queries each board member as to their compliances and obtains written confirmation of compliance (or other issues). Form 990, Part VI, Section B, line 15 Review individual performance against previously determined annual goals 2)collect comparative data on compensation packages among non-profit organizations 3) determine the organizations capacity for staff compensation based on the foregoing, and budget accordingly 4) decision made a)for key employees and overall staff, the CEO determines pay levels and compensation packages subject to the foregoing b)for the CEO, the executive committee recommends levels to the board of trustees, who then make the final determination 5) appropriate documentation is submitted to the accounting department for payroll processing. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy, and financial statements available to the public through two primary means (i) the 990 is posted to Guidestar to ensure public access, and (ii)related financial information is available upon request, in compliance with the organizations by laws. All Other Functional Expenses Form 990, Part IX, line 24e PRINTING AND PUBLICATIONS : Program service expenses 39,943. Management and general expenses 3,956. Fundraising expenses 13,577. Total expenses 57,476. REPAIR & MAINTENANCE : Program service expenses 43,150. Management and general expenses 7,555. Fundraising expenses 2,716. Total expenses 53,421. GARDENING SUPPLIES : Program service expenses 46,233. Management and general expenses 0. Fundraising expenses 0. Total expenses 46,233. IN-KIND SUPPLIES & SERVICES : Program service expenses 31,486. Management and general expenses 0. Fundraising expenses 7,362. Total expenses 38,848. TELELPHONE : Program service expenses 14,596. Management and general expenses 12,698. Fundraising expenses 1,411. Total expenses 28,705. POSTAGE/SHIPPING : Program service expenses 17,989. Management and general expenses 1,114. Fundraising expenses 8,399. Total expenses 27,502. ADVERTISING : Program service expenses 20,274. Management and general expenses 3,792. Fundraising expenses 1,264. Total expenses 25,330. SUBSCRIPTIONS AND MEMBERSHIPS : Program service expenses 8,056. Management and general expenses 3,357. Fundraising expenses 599. Total expenses 12,012. MISCELLANEOUS EXPENSE : Program service expenses 8,573. Management and general expenses 1,109. Fundraising expenses 772. Total expenses 10,454. REAL ESTATE TAXES : Program service expenses 0. Management and general expenses 10,295. Fundraising expenses 0. Total expenses 10,295. EQUIPMENT RENTAL : Program service expenses 4,233. Management and general expenses 2,269. Fundraising expenses 251. Total expenses 6,753. BOOKS : Program service expenses 854. Management and general expenses 0. Fundraising expenses 0. Total expenses 854. Form 990, Part XII, Line 2C LINE 2C,The Board Audit Committee has oversight over the process and selection of the independent auditor.