2013-11-08T15:43:57-06:00 2012-12-31 SMITH & HOWARD PC 171 17TH STREET SUITE 900 ATLANTA GA 30363 990 2012-01-01 581313284 THE ATLANTA BOTANICAL GARDEN INC % GARY DOUBRAVA JR CFO ATLA 4045911556 1345 PIEDMONT AVENUE NE Suite ATLANTA GA 30309 GARY DOUBRAVA JR 4045911556 2013-10-15 true MARC AZAR 4048746244 2012 2016-02-24 21:20:13Z MARY PAT MATHESON 1345 PIEDMONT AVE NE ATLANTA GA 30309 43091670 false X WWW.ATLANTABOTANICALGARDEN.ORG X 1976 GA THE MISSION OF THE ATLANTA BOTANICAL GARDEN IS TO DEVELOP AND MAINTAIN PLANT COLLECTIONS FOR DISPLAY, EDUCATION, RESEARCH, CONSERVATION AND ENJOYMENT. 31 31 197 400 1845472 5433292 10254223 3093266 4106405 1141605 1459311 2201772 2348097 11869935 18168036 0 0 0 0 4620574 4867874 174969 73048 904755 7911690 9139258 12707233 14080180 -837298 4087856 108890907 115277965 43120561 42559973 65770346 72717992 X THE MISSION OF THE ATLANTA BOTANICAL GARDEN IS TO DEVELOP AND MAINTAIN PLANT COLLECTIONS FOR DISPLAY, EDUCATION, RESEARCH, CONSERVATION AND ENJOYMENT. THE GARDEN SERVES THE SOUTHEASTERN REGION AS A HORTICULTURAL AND EDUCATIONAL RESOURCE FOR GARDEN ENTHUSIASTS, THE GARDEN AND LANDSCAPE INDUSTRY, AND THE COMMUNITY AT LARGE. VISITORS CAN EXPERIENCE NATURAL ENVIRONMENTS FROM AROUND THE GLOBE THROUGH STUNNING GARDEN DISPLAYS, EDUCATIONAL PROGRAMS, SPECIAL EVENTS, AND EXHIBITIONS. OUR DOMESTIC AND INTERNATIONAL CONSERVATION WORK IS CRITICAL TO PRESERVING OUR NATURAL HERITAGE AND MANY OF OUR COLLECTIONS OF RARE AND ENDANGERED SPECIES CANNOT BE SEEN ANYWHERE ELSE IN THE WORLD. PERMANENT DISPLAYS FOCUS ON PLANT DIVERSITY, ECOLOGICAL PRINCIPLES, CONSERVATION, AND ADAPTATIONS TO SPECIFIC ENVIRONMENTS WITH AN EMPHASIS ON EDUCATION. THE ATLANTA BOTANICAL GARDEN HAS ONE OF THE MOST COMPLETE ORCHID REPOSITORIES IN THE WORLD, AS WELL AS A STATE-OF-THE-ART TISSUE CULTURE LAB CONTRIBUTING TO THE EMERGIN false false 900099 10038276 3782825 During 2012, the Garden hosted 428,524 visitors to the Garden and at year end the Garden had 20,108 members of various membership classes. 900099 818311 323580 The Garden continued various events including a lecture series to promote horticultural knowledge and awareness. An after-school program, school tours and camp are conducted to bring environmental knowledge to children. 900099 490295 Continued work was done to save rare and endangered species and to investigate methods of tissue culture and plant propagation. 11346882 true true false false false false true false true true true false false true true true false false false true false false true true false false false false true false false false false false false false false true false false false true false false false false true X 107 0 true 197 true true true true CA CJ false false false true true false false false false X 31 31 false false false false false false false true true false false true true true true false false true true true false GA X X GARY DOUBRAVA JR CFO 4045911556 1345 PIEDMONT AVE NE ATLANTA GA 30309 JAMES DEAN SPRATT JR 2.0 0.0 X 0 0 0 Douglas R Aldridge 2.0 0.0 X 0 0 0 Mrs Thomas E Martin Jr Peggy 2.0 0.0 X 0 0 0 John H Crawford IV 2.0 0.0 X 0 0 0 Paul M Cushing 2.0 0.0 X 0 0 0 Laura Rogers 2.0 0.0 X 0 0 0 Mrs S Taylor Glover Sharon 1.0 0.0 X 0 0 0 Mark L Hanson 1.0 0.0 X 0 0 0 Barbara W Levy 1.0 0.0 X 0 0 0 Michael Z Kay 1.0 0.0 X 0 0 0 Ramsay Battin 1.0 0.0 X 0 0 0 Kenneth J Carrig 1.0 0.0 X 0 0 0 Robert E Reiser Jr 1.0 0.0 X 0 0 0 Ann P Daiss 1.0 0.0 X 0 0 0 Eugene J Duffy 1.0 0.0 X 0 0 0 Jennifer Flannagan 1.0 0.0 X 0 0 0 David Dorton 1.0 0.0 X 0 0 0 Sally Morgens 1.0 0.0 X 0 0 0 Thurmond Smithgall 1.0 0.0 X 0 0 0 Mary Kay Kelly 1.0 0.0 X 0 0 0 Cheryl Lomax 1.0 0.0 X 0 0 0 A Clarke Magruder Jr 1.0 0.0 X 0 0 0 Philip Hilton Mulherin 1.0 0.0 X 0 0 0 Stephanie Edgar Reeves 1.0 0.0 X 0 0 0 Mason W Stephenson 1.0 0.0 X 0 0 0 Amanda Taylor 1.0 0.0 X 0 0 0 Carol B Tom 1.0 0.0 X 0 0 0 Nicholas Franz 1.0 0.0 X 0 0 0 R Samuel Fraundorf 1.0 0.0 X 0 0 0 Mrs William F Henagan Babette 1.0 0.0 X 0 0 0 Art Reid 1.0 0.0 X 0 0 0 Shane Smith 1.0 0.0 X 0 0 0 Mrs H Inman Allen Tricia 1.0 0.0 X 0 0 0 Mrs Shepard B Ansley Boyce 1.0 0.0 X 0 0 0 Mrs Jerry B Attkisson Sylvia 1.0 0.0 X 0 0 0 W Moses Bond 1.0 0.0 X 0 0 0 Norris A Broyles Jr 1.0 0.0 X 0 0 0 Anne Cox Chambers 1.0 0.0 X 0 0 0 Moncure Crowder 1.0 0.0 X 0 0 0 George E N de Man 1.0 0.0 X 0 0 0 Mrs William W Dixon Mary Wayne 1.0 0.0 X 0 0 0 Mrs David T Dodge Flossie 1.0 0.0 X 0 0 0 Mrs J B Fuqua Dottie 1.0 0.0 X 0 0 0 J Rex Fuqua 1.0 0.0 X 0 0 0 James Gibbs 1.0 0.0 X 0 0 0 Holcombe T Green Jr 1.0 0.0 X 0 0 0 Bernard L Greer Jr 1.0 0.0 X 0 0 0 Ms Sylvia Harris 1.0 0.0 X 0 0 0 Mrs Carl R Hartrampf Jr Pat 1.0 0.0 X 0 0 0 Aileen P Hatcher 1.0 0.0 X 0 0 0 Mrs W E Huger Jr Trudy 1.0 0.0 X 0 0 0 Mrs John L Humphreys Barbara 1.0 0.0 X 0 0 0 John J Huntz Jr 1.0 0.0 X 0 0 0 Mrs John Izard Mary 1.0 0.0 X 0 0 0 Henri V Jova 1.0 0.0 X 0 0 0 William F Law Jr 1.0 0.0 X 0 0 0 Mrs William F Law Jr Joan 1.0 0.0 X 0 0 0 David S Martin 1.0 0.0 X 0 0 0 John Hays Mershon Hays 1.0 0.0 X 0 0 0 Dr William H Murdy 1.0 0.0 X 0 0 0 J William Pinkston Jr 1.0 0.0 X 0 0 0 Mrs Roby Robinson Jr Olive 1.0 0.0 X 0 0 0 Mrs Deen Day Sanders 1.0 0.0 X 0 0 0 Mrs Edward Shirley Margaret 1.0 0.0 X 0 0 0 Councilman Dozier Smith 1.0 0.0 X 0 0 0 Mrs Louis Sullivan Ginger 1.0 0.0 X 0 0 0 David C Swann 1.0 0.0 X 0 0 0 Mrs Edus H Warren Jr Harriet 1.0 0.0 X 0 0 0 Tom Woodham 1.0 0.0 X 0 0 0 Mrs Charles R Yates Dorothy 1.0 0.0 X 0 0 0 Mary Pat Matheson 40.0 0.0 X 294456 0 50024 John Hale 40.0 0.0 X 90256 0 8026 ART FIX 40.0 0.0 X 59470 0 795 Fontain M Huey 40.0 0.0 X 142058 0 10369 586240 0 69214 2 false true false ROCHESTER ASSOCIATES INC PO BOX 2871 GAINESVILLE GA 30503 CIVIL ENGINEER 403396 LANCOR PARKING SOLUTIONS 233 PEACHTREE ST NE ATLANTA GA 30303 PARKING MANAGEMENT 226475 MAGNUM COMPANIES 205 ARMOUR DR NE ATLANTA GA 30324 LIGHT DESIGN 199731 STANDARD PRESS INC 1210 MENLO DRIVE NW ATLANTA GA 30318 MARKETING-SIGNS 137286 US SECURITY ASSOCIATES INC PO BOX 931703 ATLANTA GA 31193 SECURITY 133731 11 X 2425124 67750 125090 7636259 104840 10254223 TUITION 900099 323580 323580 ADMISSIONS 900099 3748975 3748975 MEMBERSHIP DUES 900099 33850 33850 4106405 1489356 1489356 0 0 1507243 1514019 -6776 0 -6776 2684 -9460 22444380 22474425 -30045 -30045 -30045 405535 67750 188393 217142 217142 0 2691547 746797 1944750 1794411 150339 PHOTOGRAPHY 900099 43701 43701 CATERING COMMISSIONS 900099 134188 42722 91466 MISCELLANEOUS REVENUE 900099 15092 9437 5655 192981 18168036 4159543 1845472 1908798 0 0 0 0 503027 367210 95575 40242 0 3664105 2674797 696180 293128 80862 59029 15364 6469 286938 209465 54518 22955 332942 243048 63259 26635 0 8675 8675 65060 65060 0 73048 73048 129036 129036 0 111633 111633 84254 59819 21065 3370 245517 174317 61379 9821 0 0 60613 50404 10209 0 0 1110325 931039 156875 22411 0 2300335 2231325 46007 23003 279336 203916 41900 33520 AUXILIARY SERVICES 2534283 2534283 GARDENS IMRPOVE. & MAINT. 787501 596631 190870 CONSERVATORY IMPROVE. & MAINT. 486090 486090 MEMBERSHIP PROGRAM 314021 314021 622579 211488 60938 350153 14080180 11346882 1828543 904755 X 3502336 6445638 0 0 4433268 3131722 0 0 0 0 0 0 0 0 149192 164168 244977 1022635 84274100 25067216 60592424 59206884 26497553 18268956 13092952 26693411 0 0 0 0 378205 344551 108890907 115277965 1301313 1575291 0 0 1124485 1049909 0 0 0 0 0 0 0 0 35500000 34400000 5194763 5534773 43120561 42559973 X 46837032 48086231 3783022 9481469 15150292 15150292 65770346 72717992 108890907 115277965 X 4087856 2859790 X false true X true false X 13276778 7312669 4158890 5433292 10254223 40435852 0 0 13276778 7312669 4158890 5433292 10254223 40435852 12492223 27943629 1984252 1274926 824817 1322653 1517449 6924097 1003575 1518022 1845472 4367069 81164 59386 162322 186092 144604 633568 52360586 19932181 0.53368 0.55932 X OTHER INCOME MADE UP OF: 2008 2009 2010 2011 2012 . PHOTOGRAPHY 14,440 3,150 7,350 1,900 43,701 CATER COMMIS. 86,401 105,398 9,437 MISC REV 66,764 56,236 68,571 78,794 91,466 --------------------------------------------------------- TOTAL 81,164 59,386 162,322 186,092 144,604 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 503018 X false 19933314 6147786 436714 12625 25631761 18157499 2151215 361679 13721 19933314 17670347 1580759 1052962 40645 18157499 24145544 6998173 13434093 39277 17670347 38244433 9495841 23560089 34641 24145544 0.03901 0.59108 0.36991 false false 3662667 3662667 67791769 15831018 51960751 12819664 9236198 3583466 59206884 HEDGE FUNDS 26693411 F 26693411 0 PROMISSORY NOTE PAYABLE 751395 INTEREST RATE SWAP 4783378 5534773 23607523 2859790 130488 2449209 5439487 18168036 18168036 16659877 130488 2449209 2579697 14080180 14080180 INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4 THE GARDEN'S ENDOWMENT FUNDS HAVE BEEN BUILT OVER THE YEARS TO PROVIDE LONG-TERM FUNDING FOR UPKEEP OF GROUNDS AND PROPERTY AT THE GARDEN. OTHER AMOUNTS INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART VIII, LINE 12 SCHEDULE D, PART XII, LINE 2D RENTAL EXPENSE 1,514,019 FUNDRAISING EXPENSE 188,393 COGS 746,797 ----------- TOTAL 2,449,209 =========== OTHER AMOUNTS INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART IX, LINE 25 SCHEDULE D, PART XIII, LINE 2D RENTAL EXPENSE 1,514,019 FUNDRAISING EXPENSE 188,393 COGS 746,797 ----------- TOTAL 2,449,209 =========== MAINTAINING COLLECTIONS FORM 990, SCHEDULE D, PART III, LINE 1A The Garden's collections include living plants, books, prints and herbarium specimens. The Garden has not capitalized the collections; instead the cost of collection items is reported as a decrease in the appropriate class of net assets and proceeds from the sale of collection items or insurance recoveries of lost or destroyed collection items are reported as an increase in the appropriate class of net assets in the accompanying statement of activities and changes in net assets. The Garden's collections are maintained for display, education, conservation and enjoyment rather than for financial gain. Collections are important assets of the Garden and are protected, kept unencumbered, cared for and preserved. ASC 740 FOOTNOTE FORM 990, SCHEDULE D, PART X The Garden annually evaluates all federal and state income tax positions. This process includes an analysis of whether these income tax positions the Garden takes meet the definition of an uncertain tax position under the Income Taxes Topic of the Financial Accounting Standards Codification. The Garden believes it is no longer subject to tax examinations for tax years ending before December 31, 2009. DESCRIPTION OF THE ORGANIZATION'S COLLECTIONS FORM 990, SCHEDULE D, PART III, LINE 4 IN THE PAST, THE ORGANIZATION HAS RECEIVED NON-CASH CONTRIBUTIONS OF OUTSIDE ARTWORK. THE ARTWORK IS USED IN THE GARDENS TO ENHANCE THE BEAUTY OF THE GARDENS. Central America and the Caribbean Investments 3883881 North America Investments 5042335 8926216 8926216 true false false false false false X X X X X X X true COXE CURRY AND ASSOCIATES consulting false 54603 SDA TELESERVICES INC TELEMARKET true 21477 14514 HARRIS CONNECT LLC TELEMARKET true 85404 3931 106881 73048 GA GALA 402403 67750 334653 43716 38370 11325 75130 GARDEN TOUR 70882 70882 19852 0 473285 67750 405535 43716 38370 11325 94982 188393 217142 SCHEDULE G, PART I, LINE 2B SCHEDULE G, PART I, LINE 2B THE ATLANTA BOTANICAL GARDENS HAS A CONTRACT WITH HARRIS CONNECT LLC TO PROVIDE VARIOUS FUNDRAISING BACK-OFFICE FUNCTIONS AS ITS MAIN TASK. HARRIS CONNECT LLC ALSO PROVIDES SOME DIRECT FUNDRAISING. THE PRICE FOR THE FUNDRAISING ACTIVITY IS NOT SEPARATED FROM THE CONTRACT PRICE; IT IS INCLUDED AS PART OF THE OVERALL CONTRACT. X X X X X false true false false false true false true false Mary Pat Matheson 208080 0 77376 0 9000 0 30814 0 19210 0 344480 0 0 Fontain M Huey 126921 0 15137 0 0 0 5096 0 5273 0 152427 0 0 0 SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN FORM 990, SCHEDULE J, PART I, LINE 4B THE ATLANTA BOTANICAL GARDEN, INC PAID INTO A 457(F) plan FOR MARY PAT MATHESON IN THE AMOUNT OF $17,500 IN 2012. NON-FIXED PAYMENTS OF COMPENSATION FORM 990, SCHEDULE J, PART I, LINE 7 IN 2012, $2,300 OF LIFE INSURANCE PREMIUMS AND $6,700 OF DISABILITY PREMIUMS WERE PAID AS PART OF MARY PAT MATHESON'S EMPLOYMENT CONTRACT. DEFERRED COMPENSATION FORM 990, SCHEDULE J, PART I, LINE 6A PER MARY PAT MATHESON'S EMPLOYMENT AGREEMENT, THE ATLANTA BOTANICAL GARDEN WILL ACCRUE $20,000 IN DEFERRED COMPENSATION FOR HER EACH YEAR. PER HER CONTRACT, ENTITLEMENT TO THE DEFERRED COMPENSATION WILL OCCUR AFTER A THREE-YEAR VESTING PERIOD IF SHE IS STILL EMPLOYED AT THE ORGANIZATION AND IF THE ORGANIZATION HAS NOT EXPERIENCED A CUMULATIVE OPERATING BUDGET DEFICIT OVER THE THREE-YEAR PERIOD. X 12 96990 FMV X SUPPLIES 3 7850 FMV false true true THIRD PARTY USED TO SOLICIT, PROCESS, OR SELL NON-CASH CONTRIBUTIONS FORM 990, SCHEDULE M, PART I, LINE 32B WHEN STOCK CONTRIBUTIONS ARE RECEIVED BY THE ORGANIZATION, WELLS FARGO IMMEDIATELY SELLS THE STOCK. NUMBER OF CONTRIBUTIONS FORM 990, SCHEDULE M, PART I, COLUMN B THE ORGANIZATION REPORTED THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990 REVIEW PROCESS FORM 990, PART VI, LINE 11B The organization's 990 is initally reviewed by the Treasurer and Finance committee members with the CFO and Executive Director. In addition, an electronic version is sent to all Garden Trustees for information review. CONFLICT OF INTEREST POLICY FORM 990, PART VI, LINE 12A The Garden's Trustees and Employees annually file a statement of compliance with the company's Conflict of Interest policy. MONITORING AND ENFORCING COMPLIANCE WITH CONFLICT OF INTEREST POLICY FORM 990, PART VI, 12C All trustees, directors, and key employees are requested to review, attest no conflicts occur or disclose any potential conflicts and agree to comply with the conflict of interest policy annually. Disclosed conflicts are reviewed by the organization's legal counsel. WHISTLEBLOWER POLICY FORM 990, PART VI, LINE 13 The Garden did not have a Whistleblower policy in place at 12-31-2012. The organization is working towards implementing an appropriate policy. DOCUMENT RETENTION AND DESTRUCTION POLICY FORM 990, PART VI, LINE 14 The Garden did not have a written document retention and destruction policy in place at 12-31-2012. The organization is working towards implementing an appropriate policy. COMPENSATION DETERMINATION & REVIEW FORM 990, PART VI, LINE 15 The compensation for the Garden's Executive Director is established by a compensation committee of the Board of Trustees. The Trustees on the committee are independent and use information from industry compensation surveys and similar organizations 990 information. The Executive Committee approvals the final salary package. DOCUMENTS MADE AVAILABLE TO THE PUBLIC FORM 990, PART VI, LINE 19 The organization does not make internal documents available to the public, however, one can request copies of documents and the organization may decide to grant the request. UPON REQUEST, THE ORGANIZATION DOES PROVIDE A COPY OF THE TAX RETURN. OTHER CHANGES IN NET ASSETS FORM 990, PART XI, LINE 5 UNREALIZED GAINS ON INVESTMENTS 3,098,143 CHANGE IN MARKET VALUE OF INTEREST RATE SWAP ( 238,353) ----------- TOTAL 2,859,790 =========== EXTENSION PROPERTIES LLC PO BOX 907339 GAINESVILLE GA 30501 REAL ESTATE GA 31750 604284 ABG PINE-DEAR CREATIONS LLC PO BOX 907339 GAINESVILLE GA 30501 REAL ESTATE GA 7900 165578 ABG GAINES WOODS AND SMITH LLC PO BOX 907339 GAINESVILLE GA 30501 REAL ESTATE GA 28750 267315 ABG