SANTA BARBARA BOTANIC GARDEN INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SANTA BARBARA BOTANIC GARDEN INC (EIN 95-1644628)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201143199349306224
- 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 | 2011-11-15T13:45:22-06:00 | 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 | MACFARLANE FALETTI & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 E MICHELTORENA ST 200 | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93101 | 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 | 951644628 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA BARBARA BOTANICAL GARDEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SANT | NameControl |
| Phone | 8056824726 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 MISSION CANYON | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93105 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVE WINDHAGER | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 8056824726 | Phone |
| Date Signed | 2011-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MACFARLANE FALETTI CO LLP | Name |
| Phone | 8059664157 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | STEVE WINDHAGER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 MISSION CANYON ROAD | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 9604154 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| All Affiliates Included | 1 | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SBBG.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1926 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | THE SANTA BARBARA BOTANIC GARDEN FOSTERS THE CONSERVATION OF CALIFORNIA NATIVE PLANTS THROUGH OUR GARDENS, EDUCATION, AND RESEARCH, AND SERVES AS A ROLE MODEL OF SUSTAINABLE PRACTICES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 53 | TotalNbrEmployees |
| Total Nbr Volunteers | 114 | TotalNbrVolunteers |
| Total Gross UBI | -14759 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -14759 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 755661 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1133563 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 500422 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 336109 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 145440 | InvestmentIncomePriorYear |
| Investment Income Current Year | 246215 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3409230 | OtherRevenuePriorYear |
| Other Revenue Current Year | 839710 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4810753 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2555597 | 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 | 2049791 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1709419 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 258606 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1216259 | OtherExpensePriorYear |
| Other Expenses Current Year | 1551805 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3266050 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3261224 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1544703 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -705627 | RevenuesLessExpensesCY |
| Total Assets BOY | 36391762 | TotalAssetsBOY |
| Total Assets EOY | 35978701 | TotalAssetsEOY |
| Total Liabilities BOY | 6217639 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5655944 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 30174123 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 30322757 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE SANTA BARBARA BOTANIC GARDEN ENVISIONS A WORLD WHERE SOCIETY UNDERSTANDS THE INTERDEPENDENCY BETWEEN PEOPLE AND PLANTS, AND ACTS TO PRESERVE THE NATURAL WORLD. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1283545 | Expense |
| Revenue | 608590 | Revenue |
| Description | HORTICULTURE - MAINTAINS LIVING PLANT COLLECTION OF 1000 TAXA OF CALIFONIA NATIVE PLANTS ON 78 ACRES FOR 60,000-75,000 ANNUAL VISITORS, INCLUDING COLLECTING, PROPAGATING, IRRIGATION AND MAINTAINING GROUNDS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 604091 | Expense |
| Revenue | 20420 | Revenue |
| Description | EDUCATION - TEACHES PLANT SCIENCE TO COLLEGE STUDENTS, ADULTS, AND PROFFESIONALS, SCHOOL GROUPS AND CHILDREN. FOR 2010, THE GARDEN HELD OVER 600 LECTURES, TOURS, & CLASSES FOR APPROXIMATELY 4,000 ADULTS, AND 3,000 CHILDREN. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 354963 | Expense |
| Revenue | 66706 | Revenue |
| Description | RESEARCH - MAINTAIN HERBARIUM OF 150,000+ SPECIMENS, CONDUCT FLORISTIC SURVEYS, PUBLISHES SCIENTIFIC RESEARCH ON CALIFORNIA NATIVE PLANTS & STRUCTURAL BOTANY, MAINTAIN LIBRARY OF 15,000 VOLUMES. OFFERS FELLOWSHIPS AND INTERNSHIPS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 206057 | Expense |
| Revenue | 343862 | Revenue |
| Description | GARDEN SHOP - EDUCATIONAL RESOURCES PROMOTING KNOWLEDGE OF PLANTS THROUGH BOOK SALE, SERVING STUDENTS, TEACHERS, PROFESSIONALS, AND 60,000-75,000 ANNUAL VISITORS. COLLECTS ADMISSION FEES, GREETS VISITORS, AND PROVIDES GENERAL INFORMATION. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 206057 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 343862 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 2448656 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 12 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 53 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GAYLE KOPITZKE CONTROLLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8056824726 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 MISSION CANYON ROAD | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93105 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JOHN M WIEMANN PH D | |||||||
| CHAIRMAN | 4.00 | X | X | 0 | 0 | 0 | |
| MR GARY ROBINSON | |||||||
| VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| JAMES O KOOPMANS CPA | |||||||
| TREASURER | 4.00 | X | X | 0 | 0 | 0 | |
| CAROLYN KINCAID HENDERSON | |||||||
| SECRETARY | 4.00 | X | X | 0 | 0 | 0 | |
| SHARON WHITTIER BRADFORD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CONSTANCE HARVIE | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ELIZABETH KEATE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM KOONCE MD | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| STEPHEN V MASTERSON CPA | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| CHARLES J RENNIE III MD | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| GARY U ROLLE | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MELODY TAFT | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| THE HON FIFE SYMINGTON I | |||||||
| FORMER CHAIRMAN | 4.00 | X | X | 0 | 0 | 0 | |
| MARILYN MAGID | |||||||
| FORMER TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ED SCHNIEDER | |||||||
| FORMER EXECUTIVE DIRECTOR | 40.00 | X | 138629 | 0 | 20189 | ||
| ANDREW WYATT | |||||||
| INTERIM EXECUTIVE DIRECTOR | 40.00 | X | 104010 | 0 | 19790 | X | |
| STEVE WINDHAGER | |||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 13340 | 0 | 1487 | ||
| ROBERT SHERWOOD | |||||||
| DIRECTOR OF FINANCING | 40.00 | X | 105959 | 0 | 21081 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 361938 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 62547 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| DAVIES COMMUNICATION | |||||
| 808 STATE STREET | SANTA BARBARA | CA | 93101 | MARKETING & CONSULTING | 491790 |
| IWL INC | |||||
| PO BOX 4669 | SANTA BARBARA | CA | 93140 | CONSTRUCTION | 337314 |
| PETERSON'S TREE CARE INC | |||||
| PO BOX 6092 | SANTA BARBARA | CA | 93140 | TREE SERVICE | 187351 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Membership Dues | 144305 | MembershipDues |
| Fundraising Events | 78534 | FundraisingEvents |
| Government Grants | 239125 | GovernmentGrants |
| All Other Contributions | 671599 | AllOtherContributions |
| Noncash Contributions | 35313 | NoncashContributions |
| Total Contributions | 1133563 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ADMISSIONS | 900099 | 248983 | 248983 |
| CONTRACTS | 541700 | 66706 | 66706 |
| EDUCATION PROGRAM FEES | 611710 | 20420 | 20420 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 336109 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 252494 | TotalRevenueColumn |
| Exclusion | $252,494 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 45748 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 46525 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -777 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -777 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2307 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -3084 | UnrelatedBusinessRevenue |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6772565 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6778844 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -6279 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -6279 | TotalRevenueColumn |
| Related Or Exempt Function Income | -6279 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 9946 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 78534 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 31661 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -21715 | TotalRevenueColumn |
| Exclusion | -$21,715 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 343862 | GrossSalesOfInventory |
| Cost Of Goods Sold | 191527 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 152335 | TotalRevenueColumn |
| Unrelated Business Revenue | -11675 | UnrelatedBusinessRevenue |
| Exclusion | $164,010 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| FIRE INSURANCE PROCEED | 900099 | 700000 | 700000 | |
| MISCELLANEOUS REVENUE | 900099 | 7441 | 7441 | |
| ROYALTY INCOME | 900099 | 2426 | $2,426 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 709867 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2555597 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1039578 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -14759 | UnrelatedBusinessRevenue |
| Exclusion | $397,215 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 442562 | Total |
| Program Services | 146009 | ProgramServices |
| Management And General | 203645 | ManagementAndGeneral |
| Fundraising | 92908 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1002406 | Total |
| Program Services | 878540 | ProgramServices |
| Management And General | 22770 | ManagementAndGeneral |
| Fundraising | 101096 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32623 | Total |
| Program Services | 20926 | ProgramServices |
| Management And General | 10316 | ManagementAndGeneral |
| Fundraising | 1381 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121874 | Total |
| Program Services | 91198 | ProgramServices |
| Management And General | 27298 | ManagementAndGeneral |
| Fundraising | 3378 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109954 | Total |
| Program Services | 78205 | ProgramServices |
| Management And General | 24516 | ManagementAndGeneral |
| Fundraising | 7233 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6237 | Total |
| Program Services | 1699 | ProgramServices |
| Management And General | 4538 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12991 | Total |
| Management And General | 12991 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33800 | Total |
| Management And General | 33800 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 394993 | Total |
| Program Services | 354691 | ProgramServices |
| Management And General | 40218 | ManagementAndGeneral |
| Fundraising | 84 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60945 | Total |
| Program Services | 60704 | ProgramServices |
| Fundraising | 241 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150317 | Total |
| Program Services | 119946 | ProgramServices |
| Management And General | 16893 | ManagementAndGeneral |
| Fundraising | 13478 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40925 | Total |
| Program Services | 33967 | ProgramServices |
| Management And General | 4093 | ManagementAndGeneral |
| Fundraising | 2865 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40369 | Total |
| Program Services | 31013 | ProgramServices |
| Management And General | 8993 | ManagementAndGeneral |
| Fundraising | 363 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13283 | Total |
| Program Services | 6036 | ProgramServices |
| Management And General | 6200 | ManagementAndGeneral |
| Fundraising | 1047 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 188414 | Total |
| Program Services | 149950 | ProgramServices |
| Management And General | 22626 | ManagementAndGeneral |
| Fundraising | 15838 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 181924 | Total |
| Program Services | 91590 | ProgramServices |
| Management And General | 89800 | ManagementAndGeneral |
| Fundraising | 534 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90882 | Total |
| Program Services | 75433 | ProgramServices |
| Management And General | 9087 | ManagementAndGeneral |
| Fundraising | 6362 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| GROUNDS & MAINTENANCE | 241669 | 231073 | 9496 | 1100 |
| CLASSES, TOURS, & EVENT | 36096 | 32681 | 250 | 3165 |
| PUBLICATION | 35848 | 27673 | 642 | 7533 |
| LIBRARY | 11933 | 11933 | ||
| PROFESSIONAL MEMBERSHIP | 10689 | 4899 | 5790 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 490 | Total |
| Program Services | 490 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3261224 | Total |
| Program Services | 2448656 | ProgramServices |
| Management And General | 553962 | ManagementAndGeneral |
| Fundraising | 258606 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 678 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 435671 | BOY |
| EOY | 110575 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 746363 | BOY |
| EOY | 7257 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 126701 | BOY |
| EOY | 125237 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80966 | BOY |
| EOY | 60283 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 19601780 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2033497 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16298616 | BOY |
| EOY | 17568283 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8922829 | BOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1696899 | BOY |
| EOY | 11399799 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8083717 | BOY |
| EOY | 6706589 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36391762 | BOY |
| EOY | 35978701 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2962185 | BOY |
| EOY | 1741575 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3255454 | BOY |
| EOY | 3882047 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 32322 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6217639 | BOY |
| EOY | 5655944 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22962568 | BOY |
| EOY | 24966131 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2436114 | BOY |
| EOY | 3121833 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4775441 | BOY |
| EOY | 2234793 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30174123 | BOY |
| EOY | 30322757 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36391762 | BOY |
| EOY | 35978701 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -705627 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 854261 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | 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 | 954259 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1945730 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1192527 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 983114 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1133563 | CurrentTaxYear |
| Total | 6209193 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 954259 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1945730 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1192527 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 983114 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1133563 | CurrentTaxYear |
| Total | 6209193 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 6209193 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 475104 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 820711 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1111178 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 234756 | CurrentTaxYearMinus1Year |
| Current Tax Year | 246215 | CurrentTaxYear |
| Total | 2887964 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21267 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 37704 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3216 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14954 | CurrentTaxYearMinus1Year |
| Current Tax Year | 839710 | CurrentTaxYear |
| Total | 916851 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 10014008 | TotalSupport |
| Gross Receipts From Admissions Etc | 336109 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.62010 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.84200 | 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) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 1 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13168297 | BeginningOfYearBalance |
| Contributions | 53075 | Contributions |
| Investment Earnings Or Losses | 1069102 | InvestmentEarningsOrLosses |
| Other Expenditures | 2599906 | OtherExpenditures |
| End Of Year Balance | 11690568 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9344388 | BeginningOfYearBalance |
| Contributions | 1876386 | Contributions |
| Investment Earnings Or Losses | 2041467 | InvestmentEarningsOrLosses |
| Other Expenditures | 93944 | OtherExpenditures |
| End Of Year Balance | 13168297 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16967251 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -4413744 | InvestmentEarningsOrLosses |
| Other Expenditures | 3209119 | OtherExpenditures |
| End Of Year Balance | 9344388 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.77000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.19000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.04000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14902006 | OtherCostOrOtherBasis |
| Book Value | 14902006 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1626569 | OtherCostOrOtherBasis |
| Depreciation | 416981 | Depreciation |
| Book Value | 1209588 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2280284 | OtherCostOrOtherBasis |
| Depreciation | 1072999 | Depreciation |
| Book Value | 1207285 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 594183 | OtherCostOrOtherBasis |
| Depreciation | 483895 | Depreciation |
| Book Value | 110288 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 198738 | OtherCostOrOtherBasis |
| Depreciation | 59622 | Depreciation |
| Book Value | 139116 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 17568283 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| COMMON STOCK | 1418136 | F |
| MUTUAL FUNDS | 5505721 | F |
| CORPORATE BONDS | 1136244 | F |
| LT CERTIFICATES OF DEPOSITS | 3339698 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 11399799 | TotalOfBookValueSecurities |
Other Assets OtherAssets (6 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| CASH RESTRICTED FOR LONG-TERM USE | 279915 |
| CHARITABLE REMAINDER TRUSTS | 355787 |
| INSURANCE POLICIES | 7854 |
| WORK IN PROCESS | 5941758 |
| LAND FOR INVESTMENT | 3000 |
| COLLECTIONS | 118275 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 6706589 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CASH OVERDRAFT | Description |
| Amount | $32,322 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 32322 | TotalOfAmounts |
| Total Revenue | 2555597 | TotalRevenue |
| Total Expenses | 3261224 | TotalExpenses |
| Excess Or Deficit For Year | -705627 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 837319 | NetUnrealizedGLOnInvestments |
| Other | $16,942 | OtherAmount |
| Total Adjustments | 854261 | TotalAdjustments |
| Excess Or Deficit Per FS | 148634 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2754244 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 837319 | NetUnrealizedGainsInvestments |
| Other Revenues | 95128 | OtherRevenues |
| Revenue Not Rptd F990 | 932447 | RevenueNotRptdF990 |
| Revenue Subtotal | 1821797 | RevenueSubtotal |
| Investment Expenses Not Included | 33800 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 700000 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 733800 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2555597 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3305610 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 78186 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 78186 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3227424 | ExpensesSubtotal |
| Other Expenses Not Included | 33800 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 33800 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3261224 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 1A: | THE GARDEN HAS COLLECTIONS OF BOTANICAL BOOKS, HERBARIUM SPECIMENS AND LIVING COLLECTIONS. IT SAFE HOUSES THE COLLECTION OF THE LIBRARY IN AN AIR-CONDITIONED SPACE. THE HERBARIUM COLLECTION OF PRESERVED PLANT SPECIMENS IS MAINTAINED IN A SECURE, PEST-FREE FACILTY. THE LIVING COLLECTION OF NATIVE PLANTS IS DISPLAYED ON THE 78 ACRES AND IS MAINTAINED BY THE HORTICULTURE STAFF. ADDITIONS TO THE COLLECTION ARE MADE DURING RESEARCH PROJECTS, EXCHANGE WITH OTHER GARDENS, AS GIFTS, OR OCCASIONALLY PURCHASED. | |
| PART III, LINE 4: | THE GARDEN HAS COLLECTIONS OF BOTANICAL BOOKS, HERBARIUM SPECIMENS AND LIVING COLLECTIONS. IT SAFE HOUSES THE COLLECTION OF THE LIBRARY IN AN AIR-CONDITIONED SPACE AND LIMITS ACCESS TO THE COLLECTION TO AUTHORIZED PERSONS. THE HERBARIUM COLLECTION OF PRESERVED PLANT SPECIMENS IS MAINTAINED IN A SECURE, PEST-FREE FACILTY. THE LIVING COLLECTION OF NATIVE PLANTS IS DISPLAYED ON THE 78 ACRES AND IS MAINTAINED BY THE HORTICULTURE STAFF. ADDITIONS TO THE COLLECTION ARE MADE DURING RESEARCH PROJECTS, EXCHANGE WITH OTHER GARDENS, AS GIFTS, OR OCCASIONALLY PURCHASED. | |
| PART V, LINE 4: | PROGRAMS RELATED TO THE MISSION OF THE BOTANIC GARDEN. THE GARDEN DISCOVERED DOCUMENTATIONS PERTAINING TO ITS ENDOWMENT FUNDS AND RESTATED ITS NET ASSETS ON THE FINANCIAL STATEMENTS FOR THE YEAR ENDED DECEMBER 31, 2010, FROM PERMANENTLY RESTRICTED NET ASSETS TO BOARD DESIGNATED NET ASSETS AND TEMPORARILY RESTRICTED NET ASSETS TO REFLECT THIS DISCOVERY. THE BOARD OF THE GARDEN ACCEPTS THESE CHANGES AND NOTES THAT THE GARDEN INTENDS TO USE THESE FUNDS IN ACCORDANCE WITH THE ORIGINAL BOARD DESIGNATIONS. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | THE GARDEN IS UNAWARE OF ANY UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2010, OR FOR ANY PERIOD WHICH THE STATUTE OF LIMITATIONS IS STILL OPEN. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| CHANGE IN VALUE OF CHARITABLE TRUST 16,942. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| CHANGE IN VALUE OF CHARITABLE TRUST 16,942. SPECIAL EVENT - ORCHID SHOW EXPENSES 31,661. RENTAL EXPENSES 46,525. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| FIRE NON-CAPITAL PROCEEDS 700,000. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| SPECIAL EVENT - ORCHID SHOW EXPENSES 31,661. RENTAL EXPENSES 46,525. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| INVESTMENT FEES 33,800. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ORCHID SHOW | NameOfEvent1 |
| Gross Receipts Event1 | 82545 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 78534 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 4011 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 7772 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 20273 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 3577 | OtherDirectExpensesEvent1 |
| Name Of Event2 | FUNDRAISER | NameOfEvent2 |
| Gross Receipts Event2 | 5935 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 5935 | GrossRevenueEvent2 |
| Gross Receipts Total | 88480 | GrossReceiptsTotal |
| Charitable Contributions Total | 78534 | CharitableContributionsTotal |
| Gross Revenue Total Events | 9946 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 7772 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 20273 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 3577 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 31622 | DirectExpenseSummaryEvents |
| Net Income Summary | -21676 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ED SCHNIEDER | NamePerson |
| Base Compensation Filing Org | 138629 | 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 | 3006 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 17183 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 158818 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 159435 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 35313 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV OF STOCK SALES | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 WILL BE REVIEWED AND APPROVED BY THE AUDIT AND FINANCE COMMITTEES PRIOR TO ITS FILING. AFTER THE FINANCE COMMITTEE REVIEWS THE 990, THE FINANCE COMMITTEE WILL CIRCULATE THE 990 TO THE FULL BOARD AND RECOMMEND APPROVAL TO THE GOVERNING BOARD. | |
| ALL MEMBERS OF THE BOARD OF TRUSTEES ARE REQUIRED TO SIGN ANNUAL DISCLOSURES OF CONFLICT OF INTEREST. ALL EMPLOYEES ARE REQUIRED TO SIGN AT THE TIME OF HIRE AND THE HUMAN RESOURCE DEPARTMENT MONITORS THIS PROCESS. | FORM 990, PART VI, SECTION B, LINE 12C | |
| SALARY COMMITTEE REVIEWS SEVERAL SURVEYS AND RECOMMENDS SALARY TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE APPROVES OR DISAPPROVES THE RECOMMENDATION. | FORM 990, PART VI, SECTION B, LINE 15 | |
| GOVERNING DOCUMENTS ARE AVAILABLE ON THE GARDEN'S WEBSITE; POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 837,319. CHANGE IN VALUE OF CHARITABLE TRUST 16,942. TOTAL TO FORM 990, PART XI, LINE 5: 854,261. | FORM 990, PART XI, LINE 5: |
| AUDIT COMMITTEE | THE GARDEN APPOINTED AN AUDIT COMMITTEE TO HIRE THE INDEPENDENT AUDITOR, TO MONITOR THE AUDIT PROCESS, TO REVIEW THE AUDIT, AND TO PRESENT THE AUDIT TO THE GOVERNING BOARD FOR APPROVAL. THE COMMITTEE CONSISTS OF THREE BOARD MEMBERS AND ONE NON-BOARD MEMBER. IN THE PRIOR YEAR, THE FINANCE COMMITTEE PERFORMED THIS FUNCTION. | FORM 990, PART XII, LINE 2C |
| EXECUTIVE COMMITTEE | THE GARDEN'S BYLAWS CALL FOR AN EXECUTIVE COMMITTEE. THE CHAIR, WITH THE ADVICE SUBJECT TO RATIFICATION OF THE BOARD, SHALL APPOINT AN EXECUTIVE COMMITTEE COMPOSED OF 5 TO 7 MEMBERS OF WHICH AT LEAST 4 SHALL BE OFFICERS OF THE CORPORATION AND NO MORE THAN 3 AT-LARGE TRUSTEES. THE EXECUTIVE COMMITTEE MAY MAKE BUSINESS AND MANAGEMENT DECISIONS, AS DELEGATED BY THE BOARD, UNDER THE DIRECTION OF THE CHAIR, WHICH ARE WITHIN THE PURVIEW OF THE BOARD, UNDER THE ULTIMATE DIRECTION OF THE BOARD. THE EXECUTIVE COMMITTEE MET 8 TIMES DURING THE YEAR. | FORM 990, PART VI, SECTION A, BOARD GOVERNANCE |
Comments