2011-02-07T12:53:41-06:00 2010-06-30 WALL EINHORN & CHERNITZER PC 555 E Main St Suite 1600 NORFOLK VA 23510 990 2009-07-01 540788933 NORFOLK BOTANICAL GARDENS SOCIETY INC NORF 7574415831 6700 AZALEA GARDEN ROAD NORFOLK VA 23518 DONALD BUMA 7574415831 2011-01-28 1 SUSAN R EINHORN 7576254700 2009 2016-02-24 21:20:13Z DONALD BUMA 6700 AZALEA GARDEN ROAD NORFOLK VA 23518 4165124 0 X www.norfolkbotanicalgarden.org X 1940 VA To enrich life by promoting the enjoyment of plants and the environment through beautiful gardens and educational programs. 30 30 132 885 -21622 -21622 1099755 887415 1700597 1863134 -260832 72508 346086 401638 2885606 3224695 0 0 2217510 2323281 0 126096 1268375 1717288 3485885 4040569 -600279 -815874 18331929 18509277 522642 562199 17809287 17947078 The mission of Norfolk Botanical Garden is to enrich life by promoting the enjoyment of plants and the environment through beautiful gardens and educational programs. 0 0 519569 674314 EDUCATION - CONDUCTED TOURS OF THE GARDENS, PROVIDED SPEAKERS AT SEMINARS, AND PROVIDED CLASSES FOR THE PURPOSE OF EDUCATING THE PUBLIC ABOUT HORTICULTURE. 2811089 1188820 MAINTENANCE OF GARDENS/COMMUNITY AWARENESS. 3330658 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 1 0 0 132 1 1 1 0 0 0 0 1 1 0 0 0 0 30 30 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X X Douglas A Ward 7574415831 6700 AZALEA GARDEN ROAD NORFOLK VA 23518 BARNETT Edith 1.00 X X 0 0 0 Bolt Tom 1.00 X 0 0 0 brown Paulvin 1.00 X 0 0 0 Dodd Jason 1.00 X 0 0 0 Doggett Sharon 1.00 X 0 0 0 Frazier royce 1.00 X 0 0 0 goldman dean 1.00 X X 0 0 0 green catherine 1.00 X 0 0 0 green michael 1.00 X 0 0 0 hall susan 1.00 X 0 0 0 hostutler thomas 1.00 X 0 0 0 houfek mary 1.00 X 0 0 0 jackson richard 1.00 X 0 0 0 johnston edward 1.00 X 0 0 0 jones shelia 1.00 X 0 0 0 marshall gregory 1.00 X 0 0 0 mcleod elizabeth 1.00 X 0 0 0 musselman lytton 1.00 X 0 0 0 phillips dickinson 1.00 X 0 0 0 powell cynthia 1.00 X 0 0 0 rathbone ann 1.00 X X 0 0 0 rawls patricia 1.00 X X 0 0 0 searing john 1.00 X 0 0 0 sharp kevin 1.00 X 0 0 0 stefanis maria 1.00 X 0 0 0 stokes ann 1.00 X X 0 0 0 wampler kevin 1.00 X 0 0 0 wampler renee 1.00 X 0 0 0 west garnzie 1.00 X 0 0 0 wilhoit craig 1.00 X 0 0 0 Buma Donald 45.00 X 113454 0 0 113454 0 0 1 0 0 0 0 459373 19408 50000 358634 52640 887415 fees from government a 900099 1188820 1188820 Fees from ADMISSIONS 611710 448136 448136 Fees from Educational 611710 226178 226178 1863134 29373 29373 274440 274440 274440 274440 606734 563599 43135 43135 43135 237421 19408 150882 86539 86539 204326 225948 -21622 -21622 MISCELLANEOUS RECEIPTS 900099 62281 62281 62281 3224695 1863134 -21622 495768 110818 68707 19947 22164 1889323 1515037 298457 75829 46228 29912 10544 5772 130921 114998 13041 2882 145991 115256 23274 7461 35933 35933 46066 46066 2530 525 1787 218 1264 1264 103760 90495 13265 60649 52113 8369 167 Expenses incurred for a 517418 517418 0 0 UTILIIES 201215 189731 11484 0 garden supplies 183875 180324 3401 150 Outsourced Services 124719 69555 53480 1684 equipment rental/mainte 98668 89160 9258 250 341191 251361 80311 9519 4040569 3330658 583815 126096 2419368 1626016 141552 41100 375647 337488 108338 119645 41152 31480 743745 374669 457953 369076 1513883 1684774 13274036 14299698 18331929 18509277 237728 226938 253926 310629 30988 24632 522642 562199 X 2734830 2878981 1732177 1395227 13342280 13672870 17809287 17947078 18331929 18509277 X 0 1 1 X 0 X 1269211 1922556 1104802 1099755 887415 6283739 1269211 1922556 1104802 1099755 887415 6283739 712022 5571717 369650 551293 457326 284233 303813 1966315 1461 1461 7298 7919 70973 13678 62281 162149 8413664 2714351 0.66220 0.75520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 743745 374669 369076 369076 charitable lead annuity trust 3438 interest in net assets of recipient organization 14276250 Beneficial interest in charitable remainder trust 20010 14299698 cAPITAL LEASE OBLIGATION 24632 24632 3224695 4040569 -815874 116187 837478 953665 137791 3340882 116187 25000 -25000 116187 3224695 0 3224695 4040569 0 4040569 0 4040569 Part X: Description of Uncertain Tax Positions Under FIN 48: The Society is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code, except on net income derived from unrelated business activities. Internal Revenue Code Section 513(a) defines an unrelated trade or business of an exempt organization as any trade or business which is not substantially related to the exercise or performance of its exempt purpose. Currently the organization has no obligation for any unrelated business income tax. The Society believes it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements. The Socitety's federal Return of Organization Exempt from Income Tax (Form 990) for 2010, 2009 and 2008 are subject to examination by the IRS, generally for three years after they were filed. Part XI, Line 8 - Other Adjustments: change in interest in net assets of recipient organization: 838908. Change in value of split interest agreement: -1430. Part XII, Line 2d - Other Adjustments: Donated Services Expense: -25000. GARDEN OF LIGHTS 183827 8000 175827 5227 113602 plant sale 42492 42492 17812 5 30510 11408 19102 1608 1700 10933 256829 19408 237421 6835 1700 142347 150882 86539 X 1936 Fair Market Value X 1 2565 Fair Market Value X Miscellaneous 7 712 Fair Market Value X Horticulture - general 30 46327 Fair Market Value X Grounds 5 1100 Fair Market Value 0 0 0 Form 990, Part VI, Section A, line 2 Board members Kevin Wampler and Renee Wampler have a family relationship. Form 990, Part VI, Section B, line 11 The 990 is reviewed and approved by the Finance committee and then it is circulated to the whole board. Form 990, Part VI, Section B, line 12c The Executive Director is familiar with all of the members of the Board of Directors. The Executive Director reviews any and all Purchase orders or requests for checks, all contracts or other methods of spending obligations to insure that the conflict of interest policy is not being violated. Form 990, Part VI, Section B, line 15 The Board of Directors reviews the performance appraisal completed by the President of the Board and reviews comparable wages for the position of other like organizations. Upon review, the Board approves an appropriate wage package for the Executive Director (the chief operating officer). The Executive Director with the concurrence of the Board of Directors approvals a similar process for compensation of the key directors of departments within the organization. Form 990, Part VI, Section C, line 19 The 990 for the past three years is available for public inspection at the administration building on site of the Botanical Garden at 6700 Azalea Garden Road, Norfolk VA during regular business hours. The 990 is also available on line from Guidestar.org website. Form 990, Part XI, Line 2c: The organization has a committee that assumes responsiblity for the oversight of the audit and the selection of an independent accountant. NORFOLK BOTANCIAL GARDENS FOUNDATION 6700 AZALEA GARDEN ROAD NORFOLK VA 23518 510244918 To provide investment income for the Society VA 501(c)(3) 13 - Type II NORFOLK BOTANCIAL GARDENS SOCIETY 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NORFOLK BOTANICAL GARDEN FOUNDATION C 360000