HOLDEN ARBORETUM: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HOLDEN ARBORETUM (EIN 34-0750346)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-08-12
- IRS object ID
- 201312249349300521
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-12T08:20:53-05:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALONEY NOVOTNY LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 SUPERIOR AVENUE SUITE 700 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44114 | 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 | 340750346 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOLDEN ARBORETUM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % JAMES W ANSBERRY | InCareOfName |
| Name Control | HOLD | NameControl |
| Phone | 4409464400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9500 SPERRY ROAD | AddressLine1 |
| City | KIRTLAND | City |
| State | OH | State |
| ZIP Code | 440945172 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CLEMENT W HAMILTON | Name |
| Title | CEO & PRESIDENT | Title |
| Date Signed | 2013-07-17 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTOPHER B ANDERSON | Name |
| Phone | 2163630100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CLEMENT W HAMILTON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9500 SPERRY ROAD | AddressLine1 |
| City | KIRTLAND | City |
| State | OH | State |
| ZIP Code | 440945172 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 19663269 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HOLDENARB.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1931 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | THE HOLDEN ARBORETUM IS AN OUTDOOR LIVING MUSEUM THAT PROMOTES THE BEAUTY&IMPORTANCE OF TREES&OTHER WOODY PLANTS TO CREATE SUSTAINABLE& HEALTHY COMMUNITIES IN THE GREAT LAKES REGION&BEYOND. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 75 | TotalNbrEmployees |
| Total Nbr Volunteers | 582 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5882665 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8580524 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 129326 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 190282 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 379281 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1066214 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 319828 | OtherRevenuePriorYear |
| Other Revenue Current Year | 401014 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6711100 | TotalRevenuePriorYear |
| Total Revenue Current Year | 10238034 | 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 | 3999830 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3930134 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 426048 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3529063 | OtherExpensePriorYear |
| Other Expenses Current Year | 3012682 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7528893 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6942816 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -817793 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3295218 | RevenuesLessExpensesCY |
| Total Assets BOY | 118230028 | TotalAssetsBOY |
| Total Assets EOY | 131196700 | TotalAssetsEOY |
| Total Liabilities BOY | 1413189 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1612072 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 116816839 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 129584628 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE HOLDEN ARBORETUM IS AN OUTDOOR LIVING MUSEUM THAT PROMOTES THE BEAUTY AND IMPORTANCE OF TREES AND OTHER WOODY PLANTS TO CREATE SUSTAINABLE AND HEALTHY COMMUNITIES IN THE GREAT LAKES REGION AND BEYOND. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 5213386 | Expense |
| Revenue | 214891 | Revenue |
| Description | The Holden Arboretum is an outdoor living museum that promotes the beauty and importance of trees and other woody plants, to create sustainable and healthy communities in the Great Lakes region and beyond. Holden's programs are integrated to foster its vision of "a Northeast Ohio in which trees, forests, and gardens provide maximum ecological and social benefits to the region's people and communities". Organization During the past fiscal year, Holden continued to build on its 2009 strategic plan which identified three primary themes around which all of its programs would focus: (1) growing trees and communities, promoting the creation and care of interconnected networks of trees and wooded environments to sustain the ecological health of the communities where we live and work; (2) conserving native forests, fostering conservation of the diversity, health, function and ecological services of natural forested ecosystems in our region's human-impacted landscapes; and (3) engaging children with plants, instilling in children an appreciation for and knowledge of plants and their environments, so they will apply that value and understanding as adults. The strategic plan and one of its key outgrowths, the "Holden Storybook" (a compilation of themes in which Holden wishes to engage its diverse audiences), served as the basis for crafting Holden's "New Leaf" master plan for improved gardens, visitor amenities, and infrastructure in the arboretum's core 240 acres. Of the many projects included in New Leaf, several were selected for Phase One fundraising and implementation: (1) a new irrigation well and reservoir, to replace Holden's previous use of Corning Lake water, which had unacceptably high iron content; (2) a renovated Corning Library to become more attractive and functional; (3) a new 500-foot tree alle, running between the site of a future new visitor center and the new rhododendron garden; (4) a new 4.5-acre Rhododendron Discovery Garden; (5) a deer fence to enclose the core 240 acres; (6) a canopy walk to introduce students and visitors to the biology of the forest canopy, 60 feet above the ground; and (7) a renewed Corning Lake and Lotus Pond, including an exemplary connection between them. Campaign fundraising for New Leaf Phase One has proceeded well, approaching $7 million in gifts and pledges by the end of FY2011-2012, toward the total goal of $7.85M. Consequently Holden completed the irrigation project in FY2010-2011 and library in FY2011-2012, and has progressed so well on the tree alle and Discovery Garden that they will open in May 2013. The deer fence is slated for construction in FY2012-13; and the canopy walk and lake renewals will be executed in subsequent years. Holden also continued its analyses of assets and collections to ensure they support the arboretum's mission. Highlights included key additions to woody plants collections; improved focus of the library, including its special collection of rare books and art; and continued demolition of dilapidated and strategically irrelevant structures. The following account of our achievements is organized according to the three strategic themes, augmented by the general heading "Place and Purpose", under which we include how the public values Holden as a wonderful place to visit and an institution that improves their communities' general well-being. Growing Trees and Communities Horticulture During the spring and fall planting seasons, 648 trees and shrubs and 4,400+ herbaceous plants were planted. There are currently 5,637 different living plant taxa (species, varieties and cultivars) in the collections, of which 3,842 are trees, shrubs and woody vines. The holdings of the herbarium increased to 3,049 preserved plant specimens. The Plant Collections Curator continued to provide a horticultural information service to the public year-round, and responded to 286 contacts during the year with questions on plant identification, landscape plant selection and sources, horticultural practices and a range of related subjects. As a participant in the International Seed Exchange, Holden Nursery Staff distributed 281 packets of seed representing 12 different species native to Ohio on request at no charge to 88 sister institutions in 26 countries around the world and 6 states within the U.S. Research and Plant Introduction In FY12, research staff published two papers in peer-reviewed scientific journals. Research staff presented two scientific lectures at universities and scientific meetings and presented four popular lectures to green industry professionals, garden clubs and Holden members. Holden hosted and organized the American Rhododendron Society (ARS) Great Lakes Chapter meeting, which was held at the Holden Arboretum and included tours of the Leach Research Station. Research staff reviewed two scientific manuscripts for two international journals. Research staff submitted four proposals to federal and non-profit agencies, including the National Science Foundation. All research focused on resistance to root rot disease in rhododendrons caused by the soil pathogen Phytophthora cinnamomi. Field trials were established and completed to screen heat tolerant R. hyperythrum hybrids from the John Thornton program in Louisiana for resistance to P. cinnamomi, as a means of determining whether resistance may have been a factor in selection under warm (zone 8) conditions. R. hyperythrum and the Southern selections derived from it proved to be very root rot resistant under flooding conditions that favor the disease. These data were presented at the American Phytopatholgical Society Meeting in Providence RI during the summer of 2012. A total of 160 ornamental selections have been made from R. hyperythrum breeding populations evaluated in northern Ohio (USDA hardiness zone 5). Because of their potential adaptation to warmer conditions, these have been vegetatively propagated to create clonal copies for evaluation in southern Louisiana (USDA hardiness zone 8). Approximately 800 plants (5 copies of each selection) have been shipped and field planted as of February 2013. In addition, several of the most promising selections have been propagated via tissue culture, to provide hundreds of copies for evaluation under production (container) conditions in the Gulf South. This project is being done in collaboration with Plant Development Services Inc in Mobile, AL. The ability of R. hyperythrum hybrids to tolerate southern growing conditions is a novel trait not found in other rhododendrons, and therefore these plants have significant commercial potential in a new and large horticultural market. A total of $15,000 was received in grants for research on rhododendron root rot and heat tolerance from the Stanley Smith Horticultural Trust and the ARS Research Foundation. All plant breeding and introduction research was carried out by Stephen Krebs. Conserving Native Forests Research In FY12, research staff published seven papers in peer-reviewed scientific journals. Research staff presented eight scientific lectures at universities and scientific meetings and presented two popular lectures to green industry professionals, garden clubs and Holden members. Research staff reviewed twenty four scientific manuscripts for seventeen international journals, and served as ad hoc reviewers for National Science Foundation grant review panels. Two Holden scientists, David Burke and Kurt Smemo, continued a 4-year National Science Foundation-funded study examining the cumulative effects of acid rain on soil fertility, soil biodiversity, and the important role soil organisms may play in acquiring limiting nutrients from the soil for forest trees. This grant currently employs one postdoctoral scientist, who joined the research program in 2012, who will be able to further develop their scientific and technical skills in the areas of soil ecology and plant biology. Research staff submitted five proposals to federal and non-profit agencies, including the National Science Foundation and USDA. The research department completed a successful search for a new scientist in the summer of 2012. Juliana Medeiros, a plant physiological ecologist, will be joining the research department in FY 2013. Juliana's work focuses on plant traits and adaptations, and how environmental factors influence plant distribution. Education through Research Holden scientists are training/mentoring two postdoctoral scholars funded from the National Science Foundation grant awarded to Holden scientists and funding from the R. Henry Norweb Jr. Fellowship for Scientific Research in Horticulture. Holden scientists are serving on graduate student committees for four Ph.D. and/or M.S. students at Case Western Reserve University (CWRU) and Kent State University. Holden hosted two undergraduate interns in the summer of 2012 and both assisted in the National Science Foundation project examining acid rain and forest health. Research staff also performed outreac | Description |
| Total Program Service Expense | 5213386 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | true | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 201 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 75 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JAMES W ANSBERRY | NamePerson |
| Telephone Number | 4409464400 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9500 SPERRY ROAD | AddressLine1 |
| City | KIRTLAND | City |
| State | OH | State |
| ZIP Code | 440945172 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Paul Abbey | ||||||
| Chairman | 2.0 | X | X | 0 | 0 | 0 |
| Barbara Brown | ||||||
| Director | 2.0 | X | 0 | 0 | 0 | |
| Christopher Cullis | ||||||
| Director | 2.0 | X | 0 | 0 | 0 | |
| Jonathan E Dick | ||||||
| Vice Chairman | 2.0 | X | X | 0 | 0 | 0 |
| Robert R Galloway | ||||||
| Vice Chairman | 2.0 | X | X | 0 | 0 | 0 |
| Sarah L Gries | ||||||
| Vice Chairman | 2.0 | X | X | 0 | 0 | 0 |
| Peter S Hellman | ||||||
| Director | 2.0 | X | 0 | 0 | 0 | |
| Arlene M Holden | ||||||
| Director | 2.0 | X | 0 | 0 | 0 | |
| Stephen J Knerly Jr | ||||||
| Vice Chairman | 2.0 | X | X | 0 | 0 | 0 |
| Joseph J Mahovlic | ||||||
| Vice Chairman | 2.0 | X | X | 0 | 0 | 0 |
| Michael C Marino | ||||||
| Director | 2.0 | X | 0 | 0 | 0 | |
| Cynthia A Moore-Hardy | ||||||
| Director | 2.0 | X | 0 | 0 | 0 | |
| Ellen W Jones Nordell | ||||||
| Director | 2.0 | X | 0 | 0 | 0 | |
| C W Eliot Paine | ||||||
| Vice Chairman | 2.0 | X | X | 0 | 0 | 0 |
| Timothy L Swanson | ||||||
| Director | 2.0 | X | 0 | 0 | 0 | |
| KK Sullivan | ||||||
| Director | 2.0 | X | 0 | 0 | 0 | |
| Michael T Victor | ||||||
| Director | 2.0 | X | 0 | 0 | 0 | |
| Ann T Whitney | ||||||
| Director | 2.0 | X | 0 | 0 | 0 | |
| Clement Hamilton | ||||||
| CEO & President | 40.0 | X | 195193 | 0 | 28927 | |
| Jim Ansberry | ||||||
| Treasurer & Director of Financ | 40.0 | X | 121594 | 0 | 17380 | |
| Deborah Ryan | ||||||
| Assist. Secretary & Executive | 40.0 | X | 50887 | 0 | 10631 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 367674 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 56938 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MTR LANDSCAPE ARCHITECTS LLC | |||||
| 101 BELLEVUE RD | PITTSBURGH | PA | 15229 | LANDSCAPE ARCHITECTS | 346143 |
| ADDECO EMPLOYMENT SERVICES | |||||
| PO BOX 371084 | PITTSBURGH | PA | 15250 | SEASONAL LABOR | 266586 |
| THE ALBERT M HIGLEY CO | |||||
| 2926 CHESTER AVENUE | CLEVELAND | OH | 44114 | CONSTRUCTION MGMT. | 160766 |
| COLD HARBOR BUILDING COMPANY | |||||
| 115 INDUSTRIAL PARKWAY | CHARDON | OH | 44024 | BLDG.CONSTRUCTION | 168590 |
| VIZMEG LANDSCAPE INC | |||||
| 778 MCCAULEY ROAD 100 | STOW | OH | 44224 | LANDSCAPE CONSTRUCT. | 392572 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Government Grants | 4000 | GovernmentGrants |
| All Other Contributions | 8576524 | AllOtherContributions |
| Noncash Contributions | 370080 | NoncashContributions |
| Total Contributions | 8580524 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ADMISSIONS | 900099 | 62342 | 62342 |
| EDUCATION COURSES | 611600 | 127940 | 127940 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 190282 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 507826 | TotalRevenueColumn |
| Exclusion | $507,826 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 182188 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 182188 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 182188 | TotalRevenueColumn |
| Exclusion | $182,188 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8618847 | Securities |
| Other | 1226452 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8977852 | Securities |
| Other | 309059 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -359005 | Securities |
| Other | 917393 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 558388 | TotalRevenueColumn |
| Exclusion | $558,388 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 225487 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 81454 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 144033 | TotalRevenueColumn |
| Exclusion | $144,033 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 107054 | GrossSalesOfInventory |
| Cost Of Goods Sold | 56870 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 50184 | TotalRevenueColumn |
| Exclusion | $50,184 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CENTER FOR PLANT CONSERVATION | 900099 | 8000 | 8000 |
| WOODLAND 5K RUN FEES | 900099 | 5500 | 5500 |
| INSURANCE PROCEEDS | 900099 | 5100 | 5100 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6009 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6009 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 24609 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10238034 | TotalRevenueColumn |
| Related Or Exempt Function Income | 214891 | RelatedOrExemptFunctionIncome |
| Exclusion | $1,442,619 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 404741 | Total |
| Program Services | 311651 | ProgramServices |
| Management And General | 65568 | ManagementAndGeneral |
| Fundraising | 27522 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2891176 | Total |
| Program Services | 2209551 | ProgramServices |
| Management And General | 480101 | ManagementAndGeneral |
| Fundraising | 201524 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 188119 | Total |
| Program Services | 143448 | ProgramServices |
| Management And General | 30871 | ManagementAndGeneral |
| Fundraising | 13800 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 216360 | Total |
| Program Services | 161075 | ProgramServices |
| Management And General | 38940 | ManagementAndGeneral |
| Fundraising | 16345 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 229738 | Total |
| Program Services | 175804 | ProgramServices |
| Management And General | 37988 | ManagementAndGeneral |
| Fundraising | 15946 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37639 | Total |
| Program Services | 27560 | ProgramServices |
| Management And General | 9544 | ManagementAndGeneral |
| Fundraising | 535 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31500 | Total |
| Program Services | 23065 | ProgramServices |
| Management And General | 7987 | ManagementAndGeneral |
| Fundraising | 448 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 171809 | Total |
| Program Services | 125804 | ProgramServices |
| Management And General | 43563 | ManagementAndGeneral |
| Fundraising | 2442 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102629 | Total |
| Program Services | 59137 | ProgramServices |
| Management And General | 41492 | ManagementAndGeneral |
| Fundraising | 2000 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84994 | Total |
| Program Services | 44481 | ProgramServices |
| Management And General | 23543 | ManagementAndGeneral |
| Fundraising | 16970 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31318 | Total |
| Program Services | 14374 | ProgramServices |
| Management And General | 13196 | ManagementAndGeneral |
| Fundraising | 3748 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 211641 | Total |
| Program Services | 178253 | ProgramServices |
| Management And General | 26181 | ManagementAndGeneral |
| Fundraising | 7207 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 125491 | Total |
| Program Services | 68725 | ProgramServices |
| Management And General | 39741 | ManagementAndGeneral |
| Fundraising | 17025 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11073 | Total |
| Program Services | 11073 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 646690 | Total |
| Program Services | 594704 | ProgramServices |
| Management And General | 12218 | ManagementAndGeneral |
| Fundraising | 39768 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112254 | Total |
| Program Services | 64586 | ProgramServices |
| Management And General | 47668 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| EDUCATION & PROMOTIONAL EXP. | 406131 | 323993 | 49647 | 32491 |
| SITE PLANNING | 270879 | 270879 | ||
| LANDSCAPE MAINTENANCE | 354806 | 354056 | 750 | |
| BUILDING & EQUIPMENT MAINTENAN | 283239 | 212157 | 54306 | 16776 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130589 | Total |
| Program Services | 109889 | ProgramServices |
| Management And General | 9949 | ManagementAndGeneral |
| Fundraising | 10751 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6942816 | Total |
| Program Services | 5213386 | ProgramServices |
| Management And General | 1303382 | ManagementAndGeneral |
| Fundraising | 426048 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 296097 | BOY |
| EOY | 1845712 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 920022 | BOY |
| EOY | 2125898 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36264 | BOY |
| EOY | 28801 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 30419030 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 9540435 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20104971 | BOY |
| EOY | 20878595 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 96859296 | BOY |
| EOY | 106272438 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13378 | BOY |
| EOY | 45256 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118230028 | BOY |
| EOY | 131196700 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 693052 | BOY |
| EOY | 739255 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47564 | BOY |
| EOY | 43903 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 419957 | BOY |
| EOY | 569957 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 252616 | BOY |
| EOY | 258957 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1413189 | BOY |
| EOY | 1612072 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35581820 | BOY |
| EOY | 39808765 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1893020 | BOY |
| EOY | 4042875 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79341999 | BOY |
| EOY | 85732988 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116816839 | BOY |
| EOY | 129584628 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118230028 | BOY |
| EOY | 131196700 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3295218 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 9472571 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7464663 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6344389 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5871900 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5882665 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8580524 | CurrentTaxYear |
| Total | 34144141 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7464663 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6344389 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5871900 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5882665 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8580524 | CurrentTaxYear |
| Total | 34144141 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 23178474 | AmountsSubstContributorsTotal |
| Public Support Total170 | 10965667 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 873949 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 424739 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 440418 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 470964 | CurrentTaxYearMinus1Year |
| Current Tax Year | 690014 | CurrentTaxYear |
| Total | 2900084 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 148808 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 128883 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 136229 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 122242 | CurrentTaxYearMinus1Year |
| Current Tax Year | 168642 | CurrentTaxYear |
| Total | 704804 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 37749029 | TotalSupport |
| Gross Receipts From Admissions Etc | 1397352 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.29049 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.24187 | PublicSupportPertcentPriorYear |
| Ten Percent Test Current Year | X | TenPercentTestCurrentYear |
| General Explanation | HOLDEN ARBORETUM'S PUBLIC SUPPORT PERCENTAGE, AS SHOWN ON LINE 14 OF PART II OF SCHEDULE A, IS BELOW THE SECTION 509(a)(1) REQUIREMENT OF 33.33%. THE ARBORETUM SUBMITS THAT IT SHOULD BE CONSIDERED AS A "PUBLICLY SUPPORTED ORGANIZATION" BECAUSE IT SATISFIES THE 10% FACTS AND CIRCUMSTANCES TEST OF REGULATION SECTION 1.170A-9(f)(3). REGULATION SECTION 1.170A-9(f)(3) REQUIRES AN ORGANIZATION TO HAVE A PUBLIC SUPPORT PERCENTAGE OF GREATER THAN 10%, WHICH THE ARBORETUM MEETS. FURTHER, THE REGULATION REQUIRES AN ORGANIZATION TO BE SO ORGANIZED AND OPERATED AS TO ATTRACT NEW AND ADDITIONAL PUBLIC OR GOVERNMENTAL SUPPORT ON A CONTINUOUS BASIS. THE ARBORETUM MAINTAINS A CONTINUOUS AND BONA FIDE SOLICITATION PROGRAM TO OBTAIN CONTRIBUTIONS FROM THE GENERAL PUBLIC INCLUDING THE CURRENT MULTI-YEAR CAPITAL CAMPAIGN THAT THE ARBORETUM HAS UNDERTAKEN. ITS CHARITABLE AND EDUCATIONAL ACTIVITIES ARE OF INTEREST TO THE ENTIRE COMMUNITY. THE ARBORETUM FURTHER SUBMITS THAT IT SATISFIES MANY OF THE ADDITIONAL FACTORS SPECIFIED IN REGULATION SECTION 1.170A-9(f)(3)(iii) TO (vii): (1) ITS PUBLIC SUPPORT PERCENTAGE IS CLOSE TO THE REQUIRED 33.33% AND IS SUBSTANTIALLY MORE THAN 10%; (2) ITS FACILITIES ARE DIRECTLY AVAILABLE TO THE PUBLIC ON A YEAR-ROUND BASIS. THE ARBORETUM OFFERS FESTIVALS, SPECIAL EVENTS, EDUCATIONAL PROGRAMS, AND OTHER ACTIVITIES RELATED TO ITS TREES, SHRUBS, PLANTS, AND OTHER NATURAL RESOURCES; (3) THE ARBORETUM'S BOARD OF DIRECTORS IS COMPRISED OF A BROAD CROSS-SECTION OF THE COMMUNITY THAT REPRESENTS THE INTERESTS OF THE PUBLIC INSTEAD OF THE PERSONAL INTERESTS OF A SMALL GROUP OF PEOPLE. ITS DIRECTORS INCLUDE COMMUNITY LEADERS AND EXPERTS IN THE HORTICULTURAL AND AGRICULTURAL FIELDS; (4) THE ACTIVITIES OF THE ARBORETUM ARE BROAD AND APPEAL TO PERSONS HAVING AN INTEREST IN NATURE AND NATURE'S RESOURCES. THE ARBORETUM CONDUCTS MANY SCIENTIFIC STUDIES AND ENGAGES IN OTHER EDUCATIONAL ACTIVITIES TO INCREASE KNOWLEDGE AND UNDERSTANDING OF HORTICULTURAL AND AGRICULTURAL TOPICS. | 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) |
|---|---|---|
| Protection Of Natural Habitat | X | ProtectionOfNaturalHabitat |
| Preservation Of Open Space | X | PreservationOfOpenSpace |
| Historic Land Area | X | HistoricLandArea |
| Total Number Of Easements | 23 | TotalNumberOfEasements |
| Total Acreage | 1489.00 | TotalAcreage |
| Nmbr Hist Struct Easements | 0 | NmbrHistStructEasements |
| Nmbr Hist Struct Easements After | 0 | NmbrHistStructEasementsAfter |
| Nmbr Easements Modified | 0 | NmbrEasementsModified |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | true | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 60.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 0 | ExpensesIncurredForEnforcement |
| Sect170h Requirements Satisfied | true | Sect170hRequirementsSatisfied |
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 20178951 | BeginningOfYearBalance |
| Contributions | 746458 | Contributions |
| Investment Earnings Or Losses | 3230903 | InvestmentEarningsOrLosses |
| Other Expenditures | 954708 | OtherExpenditures |
| End Of Year Balance | 23201604 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 22008573 | BeginningOfYearBalance |
| Contributions | 755467 | Contributions |
| Investment Earnings Or Losses | -252362 | InvestmentEarningsOrLosses |
| Other Expenditures | 2332727 | OtherExpenditures |
| End Of Year Balance | 20178951 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 21000048 | BeginningOfYearBalance |
| Contributions | 890496 | Contributions |
| Investment Earnings Or Losses | 1604491 | InvestmentEarningsOrLosses |
| Other Expenditures | 1486462 | OtherExpenditures |
| End Of Year Balance | 22008573 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 21701435 | BeginningOfYearBalance |
| Contributions | -364878 | Contributions |
| Investment Earnings Or Losses | -173832 | InvestmentEarningsOrLosses |
| Other Expenditures | 162677 | OtherExpenditures |
| End Of Year Balance | 21000048 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.80210 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.11474 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.08316 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12317887 | OtherCostOrOtherBasis |
| Book Value | 12317887 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8312100 | OtherCostOrOtherBasis |
| Depreciation | 4202640 | Depreciation |
| Book Value | 4109460 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3473713 | OtherCostOrOtherBasis |
| Depreciation | 2240876 | Depreciation |
| Book Value | 1232837 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6315330 | OtherCostOrOtherBasis |
| Depreciation | 3096919 | Depreciation |
| Book Value | 3218411 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 20878595 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | GIFT ANNUITY LIABILITY | Description |
| Amount | $258,957 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 258957 | TotalOfAmounts |
| Total Revenue | 10238034 | TotalRevenue |
| Total Expenses | 6942816 | TotalExpenses |
| Excess Or Deficit For Year | 3295218 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 9472571 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 9472571 | TotalAdjustments |
| Excess Or Deficit Per FS | 12767789 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 19710605 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 9472571 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 9472571 | RevenueNotRptdF990 |
| Revenue Subtotal | 10238034 | RevenueSubtotal |
| Total Revenue Per Form990 | 10238034 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6942816 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 6942816 | ExpensesSubtotal |
| Total Expenses Per Form990 | 6942816 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| CONSERVATION EASEMENTS, | PART II, LINE 9: | THE ARBORETUM HAS RECEIVED CONTRIBUTIONS OF DEVELOPMENT RIGHTS - VIA CONSERVATION EASEMENTS - ASSOCIATED WITH APPROXIMATELY 1,489 ACRES OF LAND. NO VALUE HAS BEEN PLACED ON THESE CONTRIBUTIONS AND THE EASEMENTS ARE NOT REFLECTED IN THE STATEMENT OF FINANCIAL POSITION. HOWEVER, THE ARBORETUM IS REQUIRED TO MAINTAIN THE INTEGRITY OF THE EASEMENTS AND MAY INCUR LEGAL AND OTHER COSTS TO ENFORCE THE EASEMENTS. |
| USE OF ENDOWMENT FUNDS, | PART V, LINE 4: | THE ARBORETUM ENDOWMENT CONSISTS OF SEVERAL PERMANENTLY RESTRICTED FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT FUNDS ARE RECORDED AT HISTORICAL DOLLAR VALUE. INCOME AND REALIZED/UNREALIZED GAINS/LOSSES FOR SOME SPECIFIC FUNDS' INCOME IS RECORDED AS TEMPORARILY RESTRICTED UNTIL SPENT FOR THOSE SPECIFIC PURPOSES IN ACCORDANCE WITH THE SPENDING POLICY APPROVED BY THE BOARD OF DIRECTORS. IN ADDITION, EARNINGS IN EXCESS OF THE SPENDING POLICY ARE ADDED TO TEMPORARILY RESTRICTED NET ASSETS. INCOME FROM OTHER FUNDS IS TO BE USED FOR THE GENERAL OPERATIONS, AND IS RECORDED AS UNRESTRICTED. |
| COLLECTIONS, | PART III, LINE 1A AND 4: | PERMANENT COLLECTIONS - THE ARBORETUM'S ACCESSIONED COLLECTIONS OF WOODY PLANTS AND HERBACEOUS PLANTS OF CONSERVATION SIGNIFICANCE, HERBARIUM SPECIMENS, WOOD SAMPLES, TREE ARTIFACTS, LIBRARY AND RARE BOOKS AND WORKS OF ART THAT SUPPORT THE ARBORETUM'S MISSION ARE PROTECTED AND PRESERVED FOR PUBLIC EXHIBITION, EDUCATION, RESEARCH AND FURTHERANCE OF THE PUBLIC GOOD. ACCORDINGLY, SUCH COLLECTIONS ARE NOT RECORDED FOR FINANCIAL STATEMENT PURPOSES. ADDITIONS AND DEACCESSIONS TO THE PERMANENT COLLECTIONS ARE MADE PER THE GUIDELINES PROMULGATED BY THE BOARD OF DIRECTORS. THIS COLLECTION MANAGEMENT POLICY HAS BEEN DEVELOPED IN ACCORDANCE WITH THE AMERICAN ALLIANCE OF MUSEUM'S CODE OF ETHICS. OBJECTS IN THE ARBORETUM'S PERMANENT COLLECTIONS ARE NEITHER DISPOSED OF FOR FINANCIAL GAIN NOR ENCUMBERED IN ANY MANNER. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BENEFIT | NameOfEvent1 |
| Gross Receipts Event1 | 200001 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 200001 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 19801 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 41229 | OtherDirectExpensesEvent1 |
| Name Of Event2 | WINE TASTING | NameOfEvent2 |
| Gross Receipts Event2 | 17495 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 17495 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 13653 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 7991 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 7991 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 6771 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 225487 | GrossReceiptsTotal |
| Gross Revenue Total Events | 225487 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 19801 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 61653 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 81454 | DirectExpenseSummaryEvents |
| Net Income Summary | 144033 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Clement Hamilton | NamePerson |
| Base Compensation Filing Org | 195193 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 11907 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 17020 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 224120 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | BENEFITS PROVIDED TO CERTAIN OFFICERS, | Identifier |
| Return Reference | PART I, LINE 1A: | ReturnReference |
| Explanation | THE ARBORETUM PROVIDED HOUSING TO ITS PRESIDENT & CEO, CLEMENT HAMILTON. MR. HAMILTON PAYS FAIR MARKET VALUE RENT FOR THE HOUSING, AND THIS ARRANGEMENT WAS APPROVED BY THE BOARD OF DIRECTORS. THE ARBORETUM ALSO PAID DUES FOR A SOCIAL CLUB FOR MR. HAMILTON. MR. HAMILTON REIMBURSES THE ARBORETUM FOR HIS PERSONAL USE OF THE CLUB. | Explanation |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 16 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 368912 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 768 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | AUCTION ITEMS | 111 | 0 | N/A |
| X | PLANTS | 1 | 400 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| GIFTS FOR WHICH REVENUE IS NOT RECORDED, | PART I, LINE 33: | THE ARBORETUM ACCEPTS GIFTS OF CONSERVATION EASEMENTS BUT DOES NOT RECORD REVENUE OR ASSETS IN ITS BOOKS AND RECORDS. |
| USE OF THIRD PARTIES, | PART I, LINE 32B: | THE ARBORETUM USES THE SERVICES OF A BROKER TO SELL DONATED SECURITIES. THE FEES CHARGED ARE AT OR BELOW FAIR MARKET VALUE. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| MEMBERS OF THE ORGANIZATION, | FORM 990, PART VI, LINE 6: | THE ORGANIZATION HAS TWO KINDS OF MEMBERSHIP. MEMBERS OF THE CORPORATION ARE ELECTED BY THE BOARD OF DIRECTORS FOR A FIVE YEAR TERM AND ARE ENTITLED TO VOTE AS MEMBERS OF THE CORPORATION. GENERAL MEMBERS ARE NOT MEMBERS OF THE CORPORATION AND HAVE NO VOTING AUTHORITY. |
| ELECTION OF MEMBERS, | FORM 990, PART VI, LINE 7A: | THE BOARD OF DIRECTORS CAN ESTABLISH GENERAL MEMBERS IN ONE OR MORE CLASSIFICATIONS. |
| REVIEW OF FORM 990, | FORM 990, PART VI, LINES 11A AND 11B: | THE BOARD OF DIRECTORS HAS DELEGATED THE REVIEW OF THE FORM 990 TO THE AUDIT COMMITTEE AND OPERATING MANAGEMENT. AFTER REVIEW OF THE FORM 990, THE AUDIT COMMITTEE WILL ADVISE THE BOARD OF DIRECTORS OF THE REVIEW AND PROVIDE THE FORM 990 TO THE BOARD OF DIRECTORS PRIOR TO FILING. THE ARBORETUM WILL REDACT THE NAMES AND ADDRESSES OF DONORS ON SCHEDULE B FOR THE VERSION OF THE 990 THAT WILL BE SENT TO THE BOARD. AS SUCH, WE ARE REQUIRED TO ANSWER "NO" TO THE QUESTION ON LINE 11A EVEN THOUGH A COPY OF THE 990 WILL PROVIDED TO THE BOARD BEFORE FILING BECAUSE OF THE DELETION OF CERTAIN INFORMATION FROM SCHEDULE B. |
| MONITORING AND ENFORCEMENT OF CONFLICT POLICY, | FORM 990, PART VI, LINE 12C: | THE ORGANIZATION USES A PROCESS OF ANNUAL ATTESTATION, IN WRITING, THAT DIRECTORS, OFFICERS, AND MANAGERS WITH PURCHASING AUTHORITY ARE IN COMPLIANCE WITH HOLDEN'S CONFLICT OF INTEREST POLICY. HOLDEN'S OPERATING MANAGEMENT CONTINUALLY MONITORS COMPLIANCE WITH HOLDEN'S POLICIES AND PROCEDURES. |
| COMPENSATION REVIEW AND APPROVAL, | FORM 990, PART VI, LINE 15: | THE PRESIDENT AND CEO'S SALARY IS ESTABLISHED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AFTER REVIEWING COMPENSATION DATA FROM SIMILARLY SIZED ABORETA AND PUBLIC GARDENS, OTHER LOCAL CULTURAL INSTITUTIONS, AND CONSIDERATION OF LOCAL ECONOMIC CONDITIONS. THE COMMITTEE MEMBERS ARE INDEPENDENT OF THE PRESIDENT AND CEO. |
| AVAILABILITY OF DOCUMENTS, | FORM 990, PART VI, LINE 19: | THREE YEARS OF AUDITED FINANCIAL STATEMENTS ARE AVAIALABLE ON HOLDEN'S WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. HOLDEN DOES NOT MAKE ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. |
| OTHER CHANGES IN NET ASSETS, | FORM 990, PART XI, LINE 5: | UNREALIZED GAIN ON INVESTMENTS: $9,472,571 |
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