JAMES M COX JR ARBORETUM FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- JAMES M COX JR ARBORETUM FOUNDATION (EIN 31-0711248)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-10-06
- IRS object ID
- 201112799349300121
- Schema version
- 2010v3.4
- 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 | 2011-10-06T11:48:37-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAMMERMAN GRAF HUGHES & COMPANY INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4486 INDIAN RIPPLE ROAD | AddressLine1 |
| City | DAYTON | City |
| State | OH | State |
| ZIP Code | 454403203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310711248 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES M COX JR ARBORETUM | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JAME | NameControl |
| Phone | 9374349005 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6733 SPRINGBORO PIKE | AddressLine1 |
| City | DAYTON | City |
| State | OH | State |
| ZIP Code | 454493496 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TERESA MARRINAN | Name |
| Title | PRESIDENT | Title |
| Phone | 9374349005 | Phone |
| Date Signed | 2010-09-08 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD P GRAF | Name |
| Phone | 9373201262 | Phone |
| Date Prepared | 2011-10-06 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1087856 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.COXARBORETUM.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Activity Or Mission Description | PROVIDE EDUCATIONAL, SCIENTIFIC, CIVIC AND CULTURAL PROGRAMS AND ACTIVITIES RELATING TO THE ADVANCEMENT OF ARBORICULTURE, HORTICULTURE AND RELATED FIELDS BY PROVIDING SUPPORT FOR THE COX ARBORETUM AS A FREE ARBORETUM/MUSEUM FOR THE BENEFIT OF THE GENERAL PUBLIC OF THE DAYTON, OHIO AREA. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5 | TotalNbrEmployees |
| Total Nbr Volunteers | 608 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 441872 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 383022 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 120156 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 118605 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 188846 | InvestmentIncomePriorYear |
| Investment Income Current Year | 127206 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 73993 | OtherRevenuePriorYear |
| Other Revenue Current Year | 44752 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 824867 | TotalRevenuePriorYear |
| Total Revenue Current Year | 673585 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 136337 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 142672 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 23543 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 282070 | OtherExpensePriorYear |
| Other Expenses Current Year | 208997 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 418407 | TotalExpensesPriorYear |
| Total Expenses Current Year | 351669 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 406460 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 321916 | RevenuesLessExpensesCY |
| Total Assets BOY | 4397529 | TotalAssetsBOY |
| Total Assets EOY | 4727893 | TotalAssetsEOY |
| Total Liabilities BOY | 83256 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 91703 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4314273 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4636190 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | PROVIDE EDUCATIONAL, SCIENTIFIC, CIVIC AND CULTURAL PROGRAMS AND ACTIVITIES RELATING TO THE ADVANCEMENT OF ARBORICULTURE, HORTICULTURE AND RELATED FIELDS BY PROVIDING SUPPORT FOR THE COX ARBORETUM AS A FREE ARBORETUM/MUSEUM FOR THE BENEFIT OF THE GENERAL PUBLIC OF THE DAYTON, OHIO AREA. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 261513 | Expense |
| Description | ANNUAL PLANTINGS, CAPITAL IMPROVEMENTS AND SPECIAL EDUCATIONAL PROGRAMS AND ACTIVITIES RELATED TO HORTICULTURE AND ARBORICULTURE AT COX ARBORETUM | Description |
| Total Program Service Expense | 261513 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | 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 | false | 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 | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | 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 | false | 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 | 7 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 5 | 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 |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | 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 | false | MembersOrStockholders |
| Election Of Board Members | false | 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 | true | 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 | true | 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 | ROSIE MELIA | NamePerson |
| Telephone Number | 9374349005 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6733 SPRINGBORO PIKE | AddressLine1 |
| City | DAYTON | City |
| State | OH | State |
| ZIP Code | 45449 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| ED BLAKE | ||||||
| PAST PRESIDE | 10.00 | X | 0 | 0 | 0 | |
| ELIZABETH ALLEN | ||||||
| SECRETARY | 10.00 | X | 0 | 0 | 0 | |
| BOB ZIKIAS | ||||||
| TREASURER | 10.00 | X | 0 | 0 | 0 | X |
| DENISE GIBBS | ||||||
| BOARD MEMBER | 10.00 | X | 0 | 0 | 0 | |
| JEANNE HARMAN | ||||||
| BOARD MEMBER | 10.00 | X | 0 | 0 | 0 | |
| FRANK SCOTT | ||||||
| BOARD SECRET | 10.00 | X | 0 | 0 | 0 | X |
| JENNIFER HANN HARRISON | ||||||
| BOARD MEMBER | 10.00 | X | 0 | 0 | 0 | |
| TERESA MARRINAN | ||||||
| BOARD PRESID | 10.00 | X | 0 | 0 | 0 | X |
| SHERRY TSCHUDIN | ||||||
| BOARD MEMBER | 10.00 | X | 0 | 0 | 0 | |
| JOHN HALEY | ||||||
| BOARD MEMBER | 10.00 | X | 0 | 0 | 0 | |
| JEFF SIEBENTHALER | ||||||
| BOARD MEMBER | 10.00 | X | 0 | 0 | 0 | |
| LESTRITA CHAPPELL | ||||||
| BOARD MEMBER | 10.00 | X | 0 | 0 | 0 | |
| MARVIN OLINSKY | ||||||
| BOARD MEMBER | 10.00 | X | 0 | 0 | 0 | |
| MARY PANCOAST | ||||||
| BOARD MEMBER | 10.00 | X | 0 | 0 | 0 | |
| KIMBERLY ROBINSON | ||||||
| BOARD MEMBER | 10.00 | X | 0 | 0 | 0 | |
| LINDA SHEFFIELD | ||||||
| BOARD MEMBER | 10.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 383022 | AllOtherContributions |
| Noncash Contributions | 911 | NoncashContributions |
| Total Contributions | 383022 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| FOUNDERS SOCIETY MEMBERSHIP | 54889 | 54889 |
| GENERAL MEMBERSHIP | 48957 | 48957 |
| ANNUAL PLANT SALE | 14759 | 14759 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 118605 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 150310 | TotalRevenueColumn |
| Related Or Exempt Function Income | 82098 | RelatedOrExemptFunctionIncome |
| Exclusion | $68,212 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 360000 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 383104 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -23104 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -23104 | TotalRevenueColumn |
| Related Or Exempt Function Income | -23104 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 75919 | GrossSalesOfInventory |
| Cost Of Goods Sold | 31167 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 44752 | TotalRevenueColumn |
| Related Or Exempt Function Income | 44752 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 673585 | TotalRevenueColumn |
| Related Or Exempt Function Income | 222351 | RelatedOrExemptFunctionIncome |
| Exclusion | $68,212 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132379 | Total |
| Program Services | 98361 | ProgramServices |
| Management And General | 18388 | ManagementAndGeneral |
| Fundraising | 15630 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -448 | Total |
| Management And General | -448 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10741 | Total |
| Program Services | 7984 | ProgramServices |
| Management And General | 1490 | ManagementAndGeneral |
| Fundraising | 1267 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11260 | Total |
| Management And General | 11260 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11618 | Total |
| Program Services | 11618 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5316 | Total |
| Management And General | 5316 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 920 | Total |
| Program Services | 580 | ProgramServices |
| Management And General | 184 | ManagementAndGeneral |
| Fundraising | 156 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1235 | Total |
| Management And General | 1235 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11185 | Total |
| Management And General | 11185 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| EDUCATION PROGRAM EXPENSE | 37473 | 37473 | |
| MASTER PLAN RELATED COSTS | 32361 | 32361 | |
| GROUNDS AND GARDENS | 15809 | 15809 | |
| FOOD / BEV VARIOUS EVENTS | 10344 | 10344 | |
| FACILITY RENTAL RELATED C | 8994 | 8994 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62482 | Total |
| Program Services | 46983 | ProgramServices |
| Management And General | 9009 | ManagementAndGeneral |
| Fundraising | 6490 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 351669 | Total |
| Program Services | 261513 | ProgramServices |
| Management And General | 66613 | ManagementAndGeneral |
| Fundraising | 23543 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59839 | BOY |
| EOY | 271189 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1653539 | BOY |
| EOY | 1657699 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 653708 | BOY |
| EOY | 498927 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 158 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19635 | BOY |
| EOY | 17414 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 150100 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 126665 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 108080 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29704 | BOY |
| EOY | 18585 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1981104 | BOY |
| EOY | 2113821 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4397529 | BOY |
| EOY | 4727893 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 411 | BOY |
| EOY | 9104 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82845 | BOY |
| EOY | 82599 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83256 | BOY |
| EOY | 91703 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1114436 | BOY |
| EOY | 1116141 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2199837 | BOY |
| EOY | 2520049 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1000000 | BOY |
| EOY | 1000000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4314273 | BOY |
| EOY | 4636190 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4397529 | BOY |
| EOY | 4727893 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 321916 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 575224 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1324501 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 514976 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 441872 | CurrentTaxYearMinus1Year |
| Current Tax Year | 383022 | CurrentTaxYear |
| Total | 3239595 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 575224 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1324501 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 514976 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 441872 | CurrentTaxYearMinus1Year |
| Current Tax Year | 383022 | CurrentTaxYear |
| Total | 3239595 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 3239595 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 74124 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 152856 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 107011 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 85009 | CurrentTaxYearMinus1Year |
| Current Tax Year | 68212 | CurrentTaxYear |
| Total | 487212 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 35021 | CurrentTaxYearMinus1Year |
| Total | 35021 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2455 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus1 Year | 129 | CurrentTaxYearMinus1Year |
| Total | 2584 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 3764412 | TotalSupport |
| Gross Receipts From Admissions Etc | 276622 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.86060 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.86240 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 126665 | OtherCostOrOtherBasis |
| Depreciation | 108080 | Depreciation |
| Book Value | 18585 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 18585 | TotalOfBookValueLandBuildings |
| Total Revenue | 673585 | TotalRevenue |
| Total Expenses | 351669 | TotalExpenses |
| Excess Or Deficit For Year | 321916 | ExcessOrDeficitForYear |
| Other | $1 | OtherAmount |
| Total Adjustments | 1 | TotalAdjustments |
| Excess Or Deficit Per FS | 321917 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 693136 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 19551 | OtherRevenues |
| Revenue Not Rptd F990 | 19551 | RevenueNotRptdF990 |
| Revenue Subtotal | 673585 | RevenueSubtotal |
| Total Revenue Per Form990 | 673585 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 371219 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 19550 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 19550 | ExpensesNotRptdF990 |
| Expenses Subtotal | 351669 | ExpensesSubtotal |
| Total Expenses Per Form990 | 351669 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| RECONCILIATION OF CHANGES - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 8 | EXPENSES NETTED AGAINST REVENUE IN RETURN 31,169 INVESTMENT EXPENSES NETTED AGAINST EARNINGS -11,618 EXPENSES NETTED AGAINST REVENUE -31,169 INVESTMENT EXPENSES NETTED AGAINST REVENUE 11,618 ROUNDING 2 BOOK / TAX DEPRECIATION DIFFERENCE -1 |
| REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 2D | EXPENSES NETTED AGAINST REVENUE IN RETURN 31,169 INVESTMENT EXPENSES NETTED AGAINST EARNINGS -11,618 |
| EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XIII, LINE 2D | EXPENSES NETTED AGAINST REVENUE 31,169 INVESTMENT EXPENSES NETTED AGAINST REVENUE -11,618 ROUNDING -2 BOOK / TAX DEPRECIATION DIFFERENCE 1 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990 - ORGANIZATION'S MISSION | PROVIDE EDUCATIONAL, SCIENTIFIC, CIVIC AND CULTURAL PROGRAMS AND ACTIVITIES RELATING TO THE ADVANCEMENT OF ARBORICULTURE, HORTICULTURE AND RELATED FIELDS BY PROVIDING SUPPORT FOR THE COX ARBORETUM AS A FREE ARBORETUM/MUSEUM FOR THE BENEFIT OF THE GENERAL PUBLIC OF THE DAYTON, OHIO AREA. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | ELECTRONIC COPY SENT TO MANAGEMENT FOR DISTRIBUTION. VERIFICATION REQUESTED FOR COMPLETED TRANSMISSION, OR PAPER MAILING, IF NECESSARY. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | REGULARLY SCHEDULED ANNUAL REVIEW |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | ANNUAL REVIEWS AND APPROVAL BY BOARD. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | ANNUAL REVIEW AND APPROVAL BY BOARD. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | UPON REQUEST. |
| OTHER EXPENSES | FORM 990, PART IX, LINE 24F | LINDEN TREE SHOP DIRECT P 8,624 VOLUNTEER ACTIVITIES 6,987 DESIGN AND UPDATE 4,283 COMPUTER SUPPLIES EXP. 4,227 DUES AND SUBSCRIPTIONS EX 3,871 ENTERTAINMENT 3,125 FUNDRAISING - INDIRECT CO 3,101 EQUIPMENT RENTAL 3,026 FOOD EXP. 2,822 TRAVEL EXP. 2,496 BANK FEES EXP. 2,400 PRINTING 2,400 MEALS AND REFRESHMENTS EX 2,082 BOARD INSURANCE EXP. 1,751 SUPPLIES 1,590 PRINTING EXP. 1,487 PLANT MATERIAL 1,425 MISCELLANEOUS EXP. 1,136 START UP CASH 800 HISTORY 786 DECORATING 679 ADVERTISING EXP. 653 THANK YOU/SYMPATHY 553 POSTAGE EXP. 458 OFFICE SUPPLIES EXP. 406 DECORATING EXP. 367 MAILING 308 BOARD MEETING EXPENSE 183 STAFF DEVELOPMENT EXP. 141 SUPPLIES EXPENSE 135 SUPPLIES 83 EQUIPMENT RENTAL 55 SUPPLIES EXP. 39 ROUNDING 3 |
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