DESERT BOTANICAL GARDEN: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- DESERT BOTANICAL GARDEN (EIN 86-0136925)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-02-22
- IRS object ID
- 201310539349300031
- Schema version
- 2011v1.5
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-22T18:51:34-06:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860271207 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHMIDT WESTERGARD & COMPANY PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 WEST UNIVERSITY DRIVE | AddressLine1 |
| City | MESA | City |
| State | AZ | State |
| ZIP Code | 852015830 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860136925 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DESERT BOTANICAL GARDEN INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DESE | NameControl |
| Phone | 4804818155 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 N GALVIN PKWY | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85008 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KENNETH J SCHUTZ | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 4804818155 | Phone |
| Date Signed | 2013-02-20 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY A BITHER | Name |
| PTIN | P01428424 | PTIN |
| Phone | 4808346030 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KENNETH J SCHUTZ | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 N GALVIN PKWY | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85008 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 13459008 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.DBG.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1937 | YearFormation |
| State Legal Domicile | AZ | StateLegalDomicile |
| Activity Or Mission Description | AS A LIVING MUSEUM, THE ORGANIZATION'S PURPOSE IS FOR ADVANCING EXCELLENCE IN EDUCATION, RESEARCH, EXHIBITION, AND CONSERVATION OF DESERT PLANTS OF THE WORLD WITH EMPHASIS ON THE SOUTHWESTERN UNITED STATES, AND ENGAGING IN ANY LAWFUL ACT OR ACTIVITY NOT FOR PECUNIARY PROFIT FOR WHICH NONPROFIT CORPORATIONS MAY BE ORGANIZED, SO FAR AS IS OR MAY BE PERMITTED BY THE LAWS OF THE STATE OF ARIZONA AND SECTION 501(C)(3) OF THE CODE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 42 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 32 | NbrIndependentVotingMembers |
| Total Nbr Employees | 246 | TotalNbrEmployees |
| Total Nbr Volunteers | 803 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5207001 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7059774 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3061937 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3324756 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -31677 | InvestmentIncomePriorYear |
| Investment Income Current Year | 101 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1480054 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1395928 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9717315 | TotalRevenuePriorYear |
| Total Revenue Current Year | 11780559 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6424006 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6523156 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1352563 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4370972 | OtherExpensePriorYear |
| Other Expenses Current Year | 5043013 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 10794978 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11566169 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1077663 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 214390 | RevenuesLessExpensesCY |
| Total Assets BOY | 19526116 | TotalAssetsBOY |
| Total Assets EOY | 21028917 | TotalAssetsEOY |
| Total Liabilities BOY | 3789229 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4601806 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 15736887 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 16427111 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | AS A LIVING MUSEUM, THE ORGANIZATION'S PURPOSE IS FOR ADVANCING EXCELLENCE IN EDUCATION, RESEARCH, EXHIBITION, AND CONSERVATION OF DESERT PLANTS OF THE WORLD WITH EMPHASIS ON THE SOUTHWESTERN UNITED STATES, AND ENGAGING IN ANY LAWFUL ACT OR ACTIVITY NOT FOR PECUNIARY PROFIT FOR WHICH NONPROFIT CORPORATIONS MAY BE ORGANIZED, SO FAR AS IS OR MAY BE PERMITTED BY THE LAWS OF THE STATE OF ARIZONA AND SECTION 501(C)(3) OF THE CODE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 8759846 | Expense |
| Revenue | 3449950 | Revenue |
| Description | HORTICULTURE - PROPAGATING & MAINTAINING A LIVING PLANT COLLECTION OF OVER 75,000 DESERT PLANTS WITH PARTICULAR EMPHASIS ON THOSE INHABITING THE SONORAN DESERT, MANY OF WHICH ARE ENDANGERED SPECIES. THIS PROGRAM ALSO WORKS TO PRESERVE DESERT PLANT LIFE OUTSIDE OF ITS COLLECTION BY EDUCATING THE PUBLIC REGARDING THE BEAUTY, VARIETY AND FRAGILITY OF DESERT PLANT LIFE BY DISPLAYING AND INTERPRETING ITS COLLECTION FOR THE PUBLIC AT ITS GARDEN IN PHOENIX, AZ WHICH IN THE CURRENT YEAR ATTRACTED APPROXIMATELY 376,000 VISITORS FROM ALL OVER THE WORLD. EDUCATION - PROVIDES PROGRAMMING FOR CHILDREN, ADULTS, AND EDUCATORS THAT PROMOTE GREATER ENJOYMENT, UNDERSTANDING AND STEWARDSHIP OF THE SONORAN DESERT. CLASSROOM OPPORTUNITIES FOR PRESCHOOLERS, IN-DEPTH CAMPS AND SERVICE-LEARNING TEEN PROGRAMS ARE OFFERED AS WONDERFUL RESOURCES TO STIMULATE A CONNECTION TO NATURE AND DISCOVERY OF THE WORLD WE LIVE IN.WE INTEGRATE A PLACE-BASED FOCUS ON SCIENCE, ART, MUSIC, LITERATURE AND SOCIAL STUDIES INTO ALL OF OUR PROGRAMS AND RELY ON THE EXPERTISE OF THE GARDEN'S ENTHUSIASTIC STAFF, DEDICATED VOLUNTEERS, AND DIVERSE PARTNERSHIPS WITH OTHER ORGANIZATIONS TO ENSURE HIGH-QUALITY OFFERINGS. INQUIRY-BASED SCHOOL PROGRAMS OFFER DESIGNED CURRICULUM FOR STUDENTS K-8 AND CORRELATE EDUCATIONAL OBJECTIVES AND ARIZONA ACADEMIC STANDARDS. WE SERVED 25,000 PARTICIPANTS IN THE SCHOOL PROGRAM IN 2011-2012.PROGRAMMING FOR ADULTS INCLUDE WORKSHOPS, HIKES, TRIPS AND CERTIFICATION CLASSES, INCLUDING BOTANICAL ART AND ILLUSTRATION SCHOOL AND DESERT LANDSCAPING SCHOOL. OVER 3,700 PARTICIPANTS TOOK PART IN ADULT PROGRAMMING OPPORTUNITIES IN 2011-2012.COMMUNITY OUTREACH - INFORMING GARDEN MEMBERSHIP AND THE PUBLIC ABOUT ACCESSING HORTICULTURE AND PLANT INFORMATION; EDUCATION PROGRAMS FOR TEACHERS, STUDENTS, ADULTS AND OTHER LIFE-LONG LEARNERS; AND ONGOING EVENTS, EXHIBITS AND ACTIVITIES AT THE GARDEN. UTILIZING LOCAL, STATE, NATIONAL AND TOURISM ADVERTISING, NEWS AND ENTERTAINMENT OUTLETS, THE GARDEN'S WEB SITE AND MEMBER PUBLICATIONS, WE ARE ABLE TO REACH MILLIONS OF RESIDENTS AND VISITORS TO ARIZONA WITH IMPORTANT INFORMATION ABOUT DESERT PLANTS AND THE ENVIRONMENT. GARDEN PUBLICATIONS INCLUDE THE "SONORAN QUARTERLY" AND THE "CALENDAR OF EVENTS", EACH PUBLISHED FOUR TIMES A YEAR, WITH AN AVERAGE CIRCULATION OF 25,300 AND 28,800 RESPECTIVELY. FIFTEEN ADDITIONAL SEASONAL MAILINGS ARE DISTRIBUTED EACH YEAR WITH AN AVERAGE CIRCULATION OF 26,200 AS WELL. THE GARDEN'S WEB SITE HAS MORE THAN 70,000 HITS PER MONTH. THE GARDEN ALSO STAFFS A PLANT HOTLINE THAT RESPONDS TO MORE THAN 1,300 CALLS AND EMAILS ANNUALLY. "ASK A GARDENER" RECEIVES MORE THAN 1,000 QUERIES ANNUALLY.RESEARCH - INVESTIGATING THE BIOLOGY, ECOLOGY, AND CONSERVATION OF THE DESERT PLANTS AND ENVIRONMENT. THE GARDEN HAS AN EXTENSIVE HERBARIUM CONTAINING NEARLY 72,000 PLANT SPECIMENS AND A LIBRARY WITH OVER 7,000 BOOK TITLES AND 565 BOTANICAL JOURNALS AND NEWSLETTER TITLES TO ASSIST THE PUBLIC AND RESEARCHERS IN THEIR STUDIES. THE GARDEN IS ALSO A PRIMARY RESEARCH CENTER AND HAS A PERMANENT RESEARCH STAFF CONDUCTING A NUMBER OF ONGOING RESEARCH PROJECTS. DURING THE CURRENT YEAR, THE GARDEN PUBLISHED 12 PAPERS RESULTING FROM THEIR RESEARCH. | Description |
| Total Program Service Expense | 8759846 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 309 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 246 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 42 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 32 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL OLSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4804818155 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 N GALVIN PARKWAY | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85008 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (45 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| REBECCA AILES-FINE | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| TOM BEKEY | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| OONAGH BOPPART | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| TENIQUA BROUGHTON | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| JOHN BURNSIDE | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| CRAIG CLIFFORD | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| LEE BAUMANN COHN | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| LOU COMUS JR | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| HAROLD DORENBECHER | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| ARDIE EVANS | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| BART FABER | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| AMY FLOOD | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| MIKE GILMAN | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| HAZEL HARE | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| JEFF HEBETS | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| MARTHA HUNTER | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| JANE JOZOFF | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| MARI KOERNER | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| TED LAGREID | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| JAN LEWIS | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| BRUCE MACDONOUGH | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| TAMMY MCLEOD | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| PAUL MORELL | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| PEGGY MULLAN | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| CAROLYN O'MALLEY | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| DON OTTOSEN | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| ROBERT PAGE | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| ROSE PAPP | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| DARRA RAYNDON | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| JOHN SULLIVAN | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| BOB TANCER | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| STEVE TUFTS | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| KEN UDENZE | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| BRUCE WEBER | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| MAJA WESSELS | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| BILL WILDER | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| STEVE ZYLSTRA | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| KATE BAKER | ||||||||
| PRESIDENT | 10.00 | X | 0 | 0 | 0 | X | ||
| SHELLEY COHN | ||||||||
| VICE PRESIDENT | 5.00 | X | 0 | 0 | 0 | X | ||
| BARBARA HOFFNAGLE | ||||||||
| VICE PRESIDENT | 5.00 | X | 0 | 0 | 0 | X | ||
| MARTA MORANDO | ||||||||
| SECRETARY | 5.00 | X | 0 | 0 | 0 | X | ||
| GAIL BRADLEY | ||||||||
| TREASURER | 5.00 | X | 0 | 0 | 0 | X | ||
| KEN SCHUTZ | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | 215000 | 0 | 31328 | X | |||
| MARYLYNN MACK | ||||||||
| DEPUTY DIRECTOR | 40.00 | 112750 | 0 | 13435 | X | |||
| BEVERLY DUZIK | ||||||||
| DEVELOPMENT DIRECTOR | 40.00 | 120000 | 0 | 13945 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 447750 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 58708 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| THE ARIZONA REPUBLIC | |||||
| P O BOX 677595 | DALLAS | TX | 752677595 | ADVERTISING | 189532 |
| JOHN DOUGLAS ARCHITECTS | |||||
| 4400 N CIVIC CENTER PLAZA | SCOTTSDALE | AZ | 85251 | ARCHITECTS | 186019 |
| FABULOUS FOODS | |||||
| 120 S 26TH STREET | PHOENIX | AZ | 85034 | FOOD & BEVERAGE | 183968 |
| KITCHELL-PEREZ LLC | |||||
| 748 W PIERCE STREET SUITE B | PHOENIX | AZ | 85007 | CONSTRUCTION | 167879 |
| PSSTUDIOS INC | |||||
| 3002 N THIRD STREET | PHOENIX | AZ | 85012 | MARKETING | 131531 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| Membership Dues | 2039411 | MembershipDues |
| Fundraising Events | 1253119 | FundraisingEvents |
| Government Grants | 267259 | GovernmentGrants |
| All Other Contributions | 3499985 | AllOtherContributions |
| Noncash Contributions | 243586 | NoncashContributions |
| Total Contributions | 7059774 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ADMISSIONS | 900099 | 2711295 | 2711295 |
| GROUP SERVICES | 900099 | 316915 | 316915 |
| EDUCATION / CLASSES | 611600 | 296546 | 296546 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3324756 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 127 | TotalRevenueColumn |
| Exclusion | $127 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 26 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -26 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -26 | TotalRevenueColumn |
| Exclusion | -$26 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 610920 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1253119 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 610920 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 10279 | GrossIncomeGaming |
| Gaming Direct Expenses | 567 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9712 | TotalRevenueColumn |
| Exclusion | $9,712 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 2318247 | GrossSalesOfInventory |
| Cost Of Goods Sold | 1066936 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1251311 | TotalRevenueColumn |
| Exclusion | $1,251,311 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| CONCESSION SALES | 722210 | 124110 | $124,110 | |
| MISCELLANEOUS | 900099 | 9711 | $9,711 | |
| CONSULTING FEES | 900099 | 1084 | 1084 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 134905 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11780559 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3325840 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,394,945 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 276988 | Total |
| Management And General | 276988 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5053113 | Total |
| Program Services | 3850479 | ProgramServices |
| Management And General | 506971 | ManagementAndGeneral |
| Fundraising | 695663 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 146492 | Total |
| Program Services | 94246 | ProgramServices |
| Management And General | 29867 | ManagementAndGeneral |
| Fundraising | 22379 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 620653 | Total |
| Program Services | 495155 | ProgramServices |
| Management And General | 55180 | ManagementAndGeneral |
| Fundraising | 70318 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 425910 | Total |
| Program Services | 318184 | ProgramServices |
| Management And General | 53347 | ManagementAndGeneral |
| Fundraising | 54379 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15739 | Total |
| Management And General | 15739 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75670 | Total |
| Management And General | 75670 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 946 | Total |
| Program Services | 784 | ProgramServices |
| Fundraising | 162 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 211607 | Total |
| Program Services | 174346 | ProgramServices |
| Management And General | 37261 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 323198 | Total |
| Program Services | 241606 | ProgramServices |
| Management And General | 5000 | ManagementAndGeneral |
| Fundraising | 76592 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1001352 | Total |
| Program Services | 837308 | ProgramServices |
| Management And General | 51389 | ManagementAndGeneral |
| Fundraising | 112655 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2085 | Total |
| Management And General | 2085 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 502897 | Total |
| Program Services | 272257 | ProgramServices |
| Management And General | 165899 | ManagementAndGeneral |
| Fundraising | 64741 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 187416 | Total |
| Program Services | 51939 | ProgramServices |
| Management And General | 115850 | ManagementAndGeneral |
| Fundraising | 19627 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47041 | Total |
| Program Services | 47041 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1187998 | Total |
| Program Services | 1187998 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112176 | Total |
| Program Services | 82781 | ProgramServices |
| Management And General | 15592 | ManagementAndGeneral |
| Fundraising | 13803 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| OUTSIDE SERVICES | 984623 | 819452 | 31303 | 133868 |
| BEVERAGE EXPENSE | 90250 | 90250 | ||
| SPECIAL EVENTS EXPENSE | 64613 | 64613 | ||
| EXHIBIT PLANNING | 62965 | 62965 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 172437 | Total |
| Program Services | 133055 | ProgramServices |
| Management And General | 15619 | ManagementAndGeneral |
| Fundraising | 23763 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11566169 | Total |
| Program Services | 8759846 | ProgramServices |
| Management And General | 1453760 | ManagementAndGeneral |
| Fundraising | 1352563 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1258188 | BOY |
| EOY | 1679548 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37502 | BOY |
| EOY | 1032707 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 683808 | BOY |
| EOY | 1271156 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18095 | BOY |
| EOY | 64216 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 220740 | BOY |
| EOY | 65443 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 219848 | BOY |
| EOY | 148359 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 30688285 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 14073845 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16951264 | BOY |
| EOY | 16614440 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61063 | BOY |
| EOY | 79190 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75608 | BOY |
| EOY | 73858 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19526116 | BOY |
| EOY | 21028917 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 795159 | BOY |
| EOY | 1092710 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1144070 | BOY |
| EOY | 1351131 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 600000 | BOY |
| EOY | 600000 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 550000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 100000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1250000 | BOY |
| EOY | 907965 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3789229 | BOY |
| EOY | 4601806 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13889648 | BOY |
| EOY | 12596005 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1847239 | BOY |
| EOY | 3831106 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15736887 | BOY |
| EOY | 16427111 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19526116 | BOY |
| EOY | 21028917 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 214390 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 475834 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5952536 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3189180 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3342443 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3278757 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5020363 | CurrentTaxYear |
| Total | 20783279 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7419241 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13546529 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8535928 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8157008 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8303613 | CurrentTaxYear |
| Total | 45962319 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13371777 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16735709 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11878371 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11435765 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13323976 | CurrentTaxYear |
| Total | 66745598 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1173856 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 549748 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 817561 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 941185 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2278162 | CurrentTaxYear |
| Total | 5760512 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2402798 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1344309 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 641669 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 250000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 411015 | CurrentTaxYear |
| Total | 5049791 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3576654 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1894057 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1459230 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1191185 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2689177 | CurrentTaxYear |
| Total | 10810303 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 55935295 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 858049 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 654694 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9079 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3207 | CurrentTaxYearMinus1Year |
| Current Tax Year | 127 | CurrentTaxYear |
| Total | 1525156 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 858049 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 654694 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9079 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3207 | CurrentTaxYearMinus1Year |
| Current Tax Year | 127 | CurrentTaxYear |
| Total | 1525156 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 171503 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 202461 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 152091 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 96858 | CurrentTaxYearMinus1Year |
| Current Tax Year | 134905 | CurrentTaxYear |
| Total | 757818 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14401329 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17592864 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12039541 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11535830 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13459008 | CurrentTaxYear |
| Total | 69028572 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.81030 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.88790 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02210 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.03720 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: CONSULTING FEES MISCELLANEOUS CONCESSION SALES | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9327182 | BeginningOfYearBalance |
| Contributions | -379198 | Contributions |
| Investment Earnings Or Losses | 1338225 | InvestmentEarningsOrLosses |
| Administrative Expenses | 570333 | AdministrativeExpenses |
| End Of Year Balance | 9715876 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9218659 | BeginningOfYearBalance |
| Contributions | 108523 | Contributions |
| Investment Earnings Or Losses | -494099 | InvestmentEarningsOrLosses |
| Administrative Expenses | -494099 | AdministrativeExpenses |
| End Of Year Balance | 9327182 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6719079 | BeginningOfYearBalance |
| Contributions | 2499580 | Contributions |
| Investment Earnings Or Losses | 748412 | InvestmentEarningsOrLosses |
| Administrative Expenses | 748412 | AdministrativeExpenses |
| End Of Year Balance | 9218659 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | 6719079 | Contributions |
| Investment Earnings Or Losses | 288123 | InvestmentEarningsOrLosses |
| Administrative Expenses | 288123 | AdministrativeExpenses |
| End Of Year Balance | 6719079 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12412209 | OtherCostOrOtherBasis |
| Depreciation | 4864194 | Depreciation |
| Book Value | 7548015 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15453789 | OtherCostOrOtherBasis |
| Depreciation | 6785771 | Depreciation |
| Book Value | 8668018 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2822287 | OtherCostOrOtherBasis |
| Depreciation | 2423880 | Depreciation |
| Book Value | 398407 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 16614440 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| BANK LINE OF CREDIT | $700,000 |
| NOTE PAYABLE MERIDIAN BANK | $200,000 |
| INTER-COMPANY PAYABLE - ENDOWMENT | $7,965 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 907965 | TotalOfAmounts |
| Total Revenue | 11780559 | TotalRevenue |
| Total Expenses | 11566169 | TotalExpenses |
| Excess Or Deficit For Year | 214390 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -232 | NetUnrealizedGLOnInvestments |
| Other | $476,066 | OtherAmount |
| Total Adjustments | 475834 | TotalAdjustments |
| Excess Or Deficit Per FS | 690224 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 13036870 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -232 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 429900 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 1447827 | OtherRevenues |
| Revenue Not Rptd F990 | 1877495 | RevenueNotRptdF990 |
| Revenue Subtotal | 11159375 | RevenueSubtotal |
| Other Revenues Not Included | 621184 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 621184 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 11780559 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 11957952 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 429900 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 57455 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 487355 | ExpensesNotRptdF990 |
| Expenses Subtotal | 11470597 | ExpensesSubtotal |
| Other Expenses Not Included | 95572 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 95572 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 11566169 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 1A: | COLLECTIONS INCLUDE THE GARDEN'S LIBRARY AND LIVING PLANT COLLECTION, WHICH ARE ON DISPLAY FOR THE GENERAL PUBLIC. THESE COLLECTION ITEMS ARE NOT CAPITALIZED BY THE GARDEN. THE GARDEN'S LIBRARY CONSISTS OF OVER 500 BOTANICAL PERIODICALS AND OVER 7,000 RARE BOOKS, INCLUDING FLORISTIC, ECOLOGICAL AND HORTICULTURAL WORKS THAT RELATE TO THE DESERTS OF THE WORLD. THE LIBRARY ALSO INCLUDES MATERIALS ON BOTANICAL ILLUSTRATION, PLANT TAXONOMY AND NOMENCLATURE, EDIBLE AND USEFUL PLANTS, RARE AND ENDANGERED PLANTS, AND DESERT ECOLOGY AND CONSERVATION. THE LIVING PLANT COLLECTION CONSISTS OF PLANTS THAT ARE RARE AND DIFFICULT TO REPLACE. THE GARDEN EMPLOYS HORTICULTURISTS TO ENSURE THAT THE COLLECTION ITEMS ARE PRESERVED AND PROTECTED. BASED ON AN INDEPENDENT STUDY CONDUCTED IN 2005 BY AN ADVISOR FROM ARIZONA STATE UNIVERSITY, A VALUE OF $20 WAS ESTIMATED FOR EACH UNPROCESSED HERBARIUM SPECIMEN AND A VALUE OF $35 WAS ESTIMATED FOR EACH PROCESSED HERBARIUM SPECIMEN, FOR AN ESTIMATED TOTAL OF HERBARIUM SPECIMENS OF $2,520,000. IN CONFORMITY WITH THE PRACTICE FOLLOWED BY MANY GARDENS, SPECIMENS CONTRIBUTED TO THE GARDEN ARE NOT INCLUDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. COSTS OF PURCHASING COLLECTION ITEMS ARE INCLUDED AS A CHANGE IN UNRESTRICTED NET ASSETS IN "PROGRAM EXPENSE" IN THE ACCOMPANYING CONSOLIDATED STATEMENT OF ACTIVITIES. DURING THE YEAR ENDED SEPTEMBER 30, 2012, ACQUISITIONS AND DE-ACCESSIONS OF COLLECTION ITEMS WERE NOT SIGNIFICANT. | |
| PART III, LINE 4: | COLLECTIONS INCLUDE THE GARDEN'S LIBRARY AND LIVING PLANT COLLECTION, WHICH ARE ON DISPLAY FOR THE GENERAL PUBLIC. THESE COLLECTION ITEMS ARE NOT CAPITALIZED BY THE GARDEN. THE GARDEN'S LIBRARY CONSISTS OF OVER 500 BOTANICAL PERIODICALS AND OVER 7,000 RARE BOOKS, INCLUDING FLORISTIC, ECOLOGICAL AND HORTICULTURAL WORKS THAT RELATE TO THE DESERTS OF THE WORLD. THE LIBRARY ALSO INCLUDES MATERIALS ON BOTANICAL ILLUSTRATION, PLANT TAXONOMY AND NOMENCLATURE, EDIBLE AND USEFUL PLANTS, RARE AND ENDANGERED PLANTS, AND DESERT ECOLOGY AND CONSERVATION. THE LIVING PLANT COLLECTION CONSISTS OF PLANTS THAT ARE RARE AND DIFFICULT TO REPLACE. THE GARDEN EMPLOYS HORTICULTURISTS TO ENSURE THAT THE COLLECTION ITEMS ARE PRESERVED AND PROTECTED. BASED ON AN INDEPENDENT STUDY CONDUCTED IN 2005 BY AN ADVISOR FROM ARIZONA STATE UNIVERSITY, A VALUE OF $20 WAS ESTIMATED FOR EACH UNPROCESSED HERBARIUM SPECIMEN AND A VALUE OF $35 WAS ESTIMATED FOR EACH PROCESSED HERBARIUM SPECIMEN, FOR AN ESTIMATED TOTAL OF HERBARIUM SPECIMENS OF $2,520,000. IN CONFORMITY WITH THE PRACTICE FOLLOWED BY MANY GARDENS, SPECIMENS CONTRIBUTED TO THE GARDEN ARE NOT INCLUDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. COSTS OF PURCHASING COLLECTION ITEMS ARE INCLUDED AS A CHANGE IN UNRESTRICTED NET ASSETS IN "PROGRAM EXPENSE" IN THE ACCOMPANYING CONSOLIDATED STATEMENT OF ACTIVITIES. DURING THE YEAR ENDED SEPTEMBER 30, 2012, ACQUISITIONS AND DE-ACCESSIONS OF COLLECTION ITEMS WERE NOT SIGNIFICANT. | |
| PART V, LINE 4: | THE ENDOWMENT IS HELD BY THE ORGANIZATION'S SUPPORTING ORGANIZATION AND ITS INDENDED USE IS TO PROVIDE A PERMANENT ENDOWMENT WITH INVESTMENT INCOME AVAILABLE FOR THE OPERATING EXPENSES OF THE GARDEN. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | THE GARDEN IS A NONPROFIT CORPORATION EXEMPT FROM BOTH FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "IRC") AND SIMILAR STATE PROVISIONS. IN ADDITION, THE GARDEN QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170 OF THE IRC AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME WOULD BE TAXED. THE GARDEN FOLLOWS THE GUIDANCE ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") RELATED TO ACCOUNTING FOR INCOME TAX UNCERTAINTIES. UNDER THIS GUIDANCE, THE GARDEN ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON WHETHER IT IS "MORE-LIKELY-THAN-NOT" THAT THE POSITION WILL BE SUSTAINED BY THE TAXING AUTHORITY UPON EXAMINATION. THE GARDEN ROUTINELY EVALUATES POTENTIAL UNCERTAIN TAX POSITIONS. THE GARDEN HAS IDENTIFIED ITS STATUS AS AN EXEMPT ORGANIZATION AS A TAX POSITION; HOWEVER, THE GARDEN HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY THAT REQUIRES RECOGNITION. THE GARDEN FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN CERTAIN STATE AND LOCAL JURISDICTIONS. AS OF SEPTEMBER 30, 2012, U.S. FEDERAL INFORMATION RETURNS FOR YEARS ENDED PRIOR TO SEPTEMBER 30, 2009 AND STATE RETURNS FOR YEARS ENDED PRIOR TO SEPTEMBER 30, 2008 WERE CLOSED TO ASSESSMENT. INTEREST AND PENALTIES, IF ANY, ARE ACCRUED AS A COMPONENT OF ADMINISTRATION EXPENSES WHEN ASSESSED. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| RECEIVABLE DISCOUNT -15,934. TRANSFER OF ENDOWMENT TO DESERT BOTANICAL GARDEN FOUNDATION -8,000. REPURPOSE OF ENDOWMENT FUNDS (SEE STATEMENT BELOW) 500,000. TOTAL TO SCHEDULE D, PART XI, LINE 8: 476,066. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| REVENUE REPORTED ON DESERT BOTANICAL GARDEN FOUNDATION EIN: 26-3305761 1,447,827. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| RECEIVABLE DISCOUNT 15,934. IN-KIND AUCTION ITEMS 95,572. GRANTS FROM DESERT BOTANICAL GARDEN FOUNDATION 509,678. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| EXPENSES REPORTED ON DESERT BOTANICAL GARDEN FOUNDATION EIN: 26-3305761 57,455. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| IN-KIND AUCTION ITEMS 95,572. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: | |
| PART XI, LINE 8 THE ORGANIZATION KNOWN AS DESERT BOTANICAL GARDEN FOUNDATION WAS ORGANIZED FOR EDUCATIONAL AND CHARITABLE PURPOSES FOR THE BENEFIT OF, AND TO CARRY OUT CERTAIN PURPOSES OF, DESERT BOTANICAL GARDEN, INC. DURING THE YEAR ENDED SEPTEMBER 30, 2012, DESERT BOTANICAL GARDEN, INC. TRANSFERRED ALL OF THE CASH, INVESTMENTS AND CONTRIBUTIONS RECEIVABLE RELATED TO THE ORGANIZATION'S ENDOWMENT TO THE FOUNDATION. ALSO DURING THE YEAR, A DONOR REPURPOSED A PREVIOUS ENDOWMENT CONTRIBUTION. THEREFORE, THE CONTRIBUTION WAS TRANSFERED BACK TO THE ORGANIZATION FROM THE FOUNDATION. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | DINNER ON THE DESERT | NameOfEvent1 |
| Gross Receipts Event1 | 517091 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 391306 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 125785 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 125785 | OtherDirectExpensesEvent1 |
| Name Of Event2 | LUMINARIA | NameOfEvent2 |
| Gross Receipts Event2 | 915891 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 536019 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 379872 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 379872 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 8 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 431057 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 325794 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 105263 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 105263 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 1864039 | GrossReceiptsTotal |
| Charitable Contributions Total | 1253119 | CharitableContributionsTotal |
| Gross Revenue Total Events | 610920 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 610920 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 610920 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 1 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 1 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 1 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KEN SCHUTZ | NamePerson |
| Base Compensation Filing Org | 190000 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 25000 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 30478 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 850 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 246328 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 228515 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINES 4B-C | KEN SCHUTZ $25,000 NONQUALIFIED RETIREMENT PLAN THAT IS NON-ELIGIBLE UNTIL RETIREMENT. |
| PART I, LINE 5 | INCENTIVE COMPENSATION, ALTHOUGH LINKED TO PRE-DETERMINED COMBINATIONS OF SPECIFIC INSTITUTIONAL AND INDIVIDUAL RESULTS, IS NOT A SPECIFIC DOLLAR AMOUNT NOR IS IT A PERCENTAGE OF REVENUE OR EARNINGS. |
| PART I, LINE 6 | INCENTIVE COMPENSATION, ALTHOUGH LINKED TO PRE-DETERMINED COMBINATIONS OF SPECIFIC INSTITUTIONAL AND INDIVIDUAL RESULTS, IS NOT A SPECIFIC DOLLAR AMOUNT NOR IS IT A PERCENTAGE OF REVENUE OR EARNINGS. |
| PART I, LINE 7 | PERFORMANCE BASED BONUS PLAN |
Schedule L IRS990ScheduleL
Loan Table LoanTable (12 entries)
| Purpose Of LoanPurposeOfLoan | Loan To OrganizationLoanToOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|
| KATE BAKER | ||||||
| DBG OPERATING | X | $25,000 | 25000 | 0 | 1 | 1 |
| LEE COHN | ||||||
| DBG OPERATING | X | $75,000 | 75000 | 0 | 1 | 1 |
| CLIFF DOUGLAS | ||||||
| DBG OPERATING | X | $100,000 | 100000 | 0 | 1 | 1 |
| ARDIESTEVE EVANS | ||||||
| DBG OPERATING | X | $50,000 | 50000 | 0 | 1 | 1 |
| BART FABER | ||||||
| DBG OPERATING | X | $25,000 | 25000 | 0 | 1 | 1 |
| MIKE GILMAN | ||||||
| DBG OPERATING | X | $25,000 | 25000 | 0 | 1 | 1 |
| BILL HUIZINGH | ||||||
| DBG OPERATING | X | $75,000 | 75000 | 0 | 1 | 1 |
| TED LAGREID | ||||||
| DBG OPERATING | X | $50,000 | 50000 | 0 | 1 | 1 |
| BRUCE MACDONOUGH | ||||||
| DBG OPERATING | X | $50,000 | 50000 | 0 | 1 | 1 |
| MARTA MORANDO | ||||||
| DBG OPERATING | X | $25,000 | 25000 | 0 | 1 | 1 |
| DON OTTOSEN | ||||||
| DBG OPERATING | X | $25,000 | 25000 | 0 | 1 | 1 |
| BOB TANCER | ||||||
| DBG OPERATING | X | $25,000 | 25000 | 0 | 1 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 550000 | TotalBalanceDue |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 65000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 4817 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 10 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 55136 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | AUCTION ITEMS | 135 | 88695 | FMV |
| X | TRAV.VOUCHERS | 1 | 17500 | CASH VALUE |
| X | PLANTS/EXHIBITS | 13 | 11040 | FMV |
| X | EQUIPMENT | 6 | 1398 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THE ORGANIZATION UTILIZES A FINANCIAL BROKER TO SELL NON-CASH STOCK CONTRIBUTIONS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION HAS AMENDED ITS BYLAWS WITH CHANGES TO PROVISIONS OF THEIR EXECUTIVE COMMITTEE AND ADDING A SECTION FOR THEIR AUDIT COMMITTEE. SEE ATTACHED AMENDED BYLAWS FOR DETAIL. | |
| FORM 990, PART VI, SECTION A, LINE 6 | NOT-FOR-PROFIT CORPORATION WITH MEMBERS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | ALL GARDEN MEMBERSHIP LEVELS HAVE VOTING PRIVILEGES FOR BOARD POSITIONS. | |
| FORM 990, PART VI, SECTION A, LINE 7B | ALL MEMBERSHIP LEVELS CAN VOTE ON AND CONFIRM BOARD MEMBER ELECTIONS AT THE ANNUAL MEETING. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE REVIEW OF THE FORM 990 IS DELEGATED TO THE FINANCE COMMITTEE, A SUBGROUP OF THE BOARD AND THEN THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST FORMS ARE SIGNED UPON ACCEPTANCE TO THE BOARD, AND RETURN OF FORMS IS TRACKED BY THE ADMINISTRATIVE COORDINATOR. ALL BOARD MEMBERS REVIEW THE POLICY ANNUALLY. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS FOR DETERMINING COMPENSATION FOR EXECUTIVE DIRECTOR IS PERFORMED ANNUALLY BY THE MEMBERS OF THE PERSONNEL COMMITTEE, A COMMITTEE OF THE BOARD OF TRUSTEES AND A NON-BOARD MEMBER WHO SERVES AS A HUMAN RESOURCE CONSULTANT. THE PERSONNEL COMMITTEE USES COMPARABLE DATA TO DETERMINE COMPENSATION BY CALLING OTHER NON-PROFITS OF EQUAL SIZE AND ALSO USES TOOLS SUCH AS GUIDESTAR AND OTHER PERSONNEL BASED WEB SITES. THE CURRENT FISCAL YEAR INCLUDED AN UPDATED COMPENSATION STUDY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GARDEN POSTS ITS FORMS 990 AND ITS AUDITED FINANCIAL STATEMENTS ON ITS WEBSITE WWW.DBG.ORG, AVAILABLE FOR PUBLIC VIEWING. ANNUAL REPORTS ARE FILED WITH AZ CORPORATION COMMISSION, WHICH ARE AVAILABLE ON THE WEB. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -232. RECEIVABLE DISCOUNT -15,934. TRANSFER OF ENDOWMENT TO DESERT BOTANICAL GARDEN FOUNDATION -8,000. REPURPOSE OF ENDOWMENT FUNDS (SEE STATEMENT BELOW) 500,000. TOTAL TO FORM 990, PART XI, LINE 5: 475,834. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 2C: | THE ORGANIZATION ADDED AN AUDIT COMMITTEE DURING THE YEAR TO OVERSEE THE AUDIT OF THE FINANCIAL STATEMENTS. THIS CHANGE IS REFLECTED IN THE ORGANIZATION'S AMENDED BYLAWS. | EXPLANATION TO DESCRIBE ANY CHANGES TO PROCESS OF OVERSIGHT OF THE AUDIT: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DBG AGAVE LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 N GALVIN PKWY | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85008 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | RECEIVING AND HOLDING CONTRIBUTED INTERESTS IN REAL ESTATE. | PrimaryActivities |
| Legal Domicile State | AZ | LegalDomicileState |
| Total Income | 0 | TotalIncome |
| EOY Assets | 0 | EOYAssets |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DESERT BOTANICAL GARDEN FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 N GALVIN PKWY | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85008 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263305761 | EIN |
| Primary Activities | TO MANAGE ENDOWMENT FUNDS FOR THE DESERT BOTANICAL GARDEN. | PrimaryActivities |
| Legal Domicile State | AZ | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 11A | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| DESERT BOTANICAL GARDEN FOUNDATION | ||
| C | 509648 | CASH |
| DESERT BOTANICAL GARDEN FOUNDATION | ||
| R | 500000 | CASH |
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