2026-08-03T12:23:54-05:00 2025-09-30 994260840 DOEREN MAYHEW 56 CESAR E CHAVEZ AVE SW STE 100 GRAND RAPIDS MI 49503 990 2024-10-01 382394044 WEST MICHIGAN HORTICULTURAL SOCIETY INC DBA FREDERIK MEIJER GARDENS WEST 6169657497 1000 E BELTLINE NE GRAND RAPIDS MI 49525 HEATHER ZAK CPA EXECUTIVE VICE PRESIDENT & CFO 6169657497 2026-08-03 1 1 ROXANNE M PAGE CPA P00292926 6162355200 2026-07-16 2024 2025-03-06 01:10:19Z AND SCULPTURE PARK HEATHER ZAK CPA 1000 E BELTLINE NE GRAND RAPIDS MI 49525 42905020 0 X WWW.MEIJERGARDENS.ORG X 1981 MI TO PROMOTE THE ENJOYMENT, UNDERSTANDING AND APPRECIATION OF GARDENS, SCULPTURE, THE NATURAL ENVIRONMENT AND THE ARTS. THE MOST SIGNIFICANT ACTIVITY IS TO ALLOW GUESTS TO EXPERIENCE HORTICULTURE AND ART. 38 37 446 690 3816022 0 11313875 12952319 15395540 18458521 1617200 1941361 4501127 4703793 32827742 38055994 0 0 0 0 13649830 16193389 0 0 1685896 19743207 23252527 33393037 39445916 -565295 -1389922 416075576 424536178 7521092 7841871 408554484 416694307 X TO PROMOTE THE ENJOYMENT, UNDERSTANDING AND APPRECIATION OF GARDENS, SCULPTURE, THE NATURAL ENVIRONMENT AND THE ARTS. THE MOST SIGNIFICANT ACTIVITY IS TO ALLOW GUESTS TO EXPERIENCE HORTICULTURE AND THE ARTS. 0 0 22767359 12095531 COLLECTIONS AND EXHIBITIONS: THE FREDERIK MEIJER GARDENS & SCULPTURE PARK (MEIJER GARDENS) PROMOTES THE ENJOYMENT, UNDERSTANDING, AND APPRECIATION OF GARDENS, SCULPTURE, THE NATURAL ENVIRONMENT AND THE ARTS. THROUGHOUT THE YEAR, GUESTS EXPERIENCE EXHIBITIONS ON THEIR OWN, THROUGH A GUIDED TOUR, A TRAM RIDE OR WITH A DOWNLOADABLE TOUR. PERMANENT EXHIBITIONS INCLUDE INDOOR DISPLAY GARDENS (TROPICAL CONSERVATORY, ARID GARDEN, VICTORIAN GARDEN, AND CARNIVOROUS PLANTS), ACRES OF OUTDOOR GARDENS AND A WORLD RENOWNED SCULPTURE COLLECTION.TEMPORARY EXHIBITIONS GENERALLY INCLUDE UP TO THREE SCULPTURE EXHIBITIONS PER YEAR, THE FRED AND DOROTHY FICHTER BUTTERFLIES ARE BLOOMING (MARCH AND APRIL), THE UNIVERSITY OF MICHIGAN HEALTH -WEST CHRISTMAS AND HOLIDAY TRADITIONS (THANKSGIVING THROUGH THE NEW YEAR), CHRYSANTHEMUMS & MORE (SEPT/OCT), AND AN EVER-CHANGING SEASONAL DISPLAY. DURING THE SUMMER MONTHS, ARTISTS PERFORM CONCERTS IN OUR OUTDOOR AMPHITHEATER. WINTER INCLUDES OUR HOLIDAY LIGHT SHOW THAT RUNS IN CONJUNCTION WITH UNIVERSITY OF MICHIGAN HEALTH WEST CHRISTMAS & HOLIDAY TRADITIONS. GUEST COUNT IS APPROXIMATELY 843,501 6517717 7203731 CULINARY ARTS & EVENTS: THE CULINARY ARTS & EVENTS OF MEIJER GARDENS INCLUDES TASTE OF THE GARDENS CAFE, AS WELL AS THE ABILITY TO ENJOY SOCIAL OR CORPORATE FUNCTIONS IN ONE OF OUR EVENT SPACES. EVENT GATHERINGS MAY BE ENHANCED WITH OUR ON SITE AUDIOVISUAL SERVICES AND OUR CATERING AND BEVERAGE SERVICE. CULINARY ARTS & EVENTS OFFERINGS ALSO INCLUDE CONCESSIONS FOOD AND BEVERAGE AT OUTDOOR ARTISTIC EVENTS SUCH AS CONCERTS AND WINTER LIGHT SHOW. 1538094 129115 EDUCATION: MEIJER GARDENS OFFERS EDUCATIONAL OPPORTUNITIES FOR TEMPORARY EXHIBITIONS AND PERMANENT DISPLAYS THROUGH INTERPRETIVE SIGNAGE, GUIDED TOURS, LOOKING GUIDES, FILMS, DOWNLOADABLE TOURS AND INTERACTION WITH KNOWLEDGEABLE STAFF AND VOLUNTEERS. ADDITIONAL OFFERINGS INCLUDE CLASSES, CAMPS, WORKSHOPS, LECTURES, SCHOOL TOURS AND PROGRAMS. BECAUSE WE BELIEVE THAT LEARNING SHOULD BE FUN AND THAT THE MOST EFFECTIVE EDUCATION SPARKS CURIOSITY, VIRTUALLY ALL OF OUR EDUCATIONAL OFFERINGS ARE INNOVATIVE AND INTERACTIVE. APPROXIMATELY 30,560 CHILDREN INTERACTED WITH OUR EDUCATIONAL OPPORTUNITIES. 790935 3690495 MEMBERSHIP DEVELOPMENT: ALLOWS OUR GUESTS TO PURCHASE A MEMBERSHIP WHICH ALLOWS THEM ANNUAL ACCESS TO OUR ORGANIZATION TO ENJOY ALL OF THE SEASONAL CHANGES THAT OCCUR THROUGHOUT THE YEAR. WITH THIS ACCESS COMES BENEFITS SUCH AS CERTAIN DISCOUNTS, EDUCATIONAL CLASSES AND CAMPS, INVITATIONS TO EXHIBITION RELATED EVENTS, AND OUR MEMBERSHIP MAGAZINE, SEASONS. 790935 3690495 31614105 1 1 0 0 0 0 1 1 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 124 0 1 446 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 38 37 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MI X HEATHER ZAK CPA EXECUTIVE VICE PRESIDENT & CFO 6169657497 1000 E BELTLINE NE GRAND RAPIDS MI 49525 TIM LIANG VICE CHAIRPERSON 1.00 X X 0 0 0 CANDACE MATTHEWS CHAIRPERSON 1.00 X X 0 0 0 TERRI GASKEY DIRECTOR 1.00 X 0 0 0 MARK GURNEY DIRECTOR 1.00 X 0 0 0 JOE JONES DIRECTOR 1.00 X 0 0 0 RANDY THELEN DIRECTOR 1.00 X 0 0 0 AL VANDERBERG DIRECTOR 1.00 X 0 0 0 RICHARD WINN DIRECTOR 1.00 X 0 0 0 DANIEL PERSINGER DIRECTOR 1.00 X 0 0 0 GUILLERMO CISNEROS DIRECTOR 1.00 X 0 0 0 ROSALYNN BLISS DIRECTOR 1.00 X 0 0 0 CHUCK CHRISTMAS DIRECTOR 1.00 X 0 0 0 AMY ASSENMACHER DIRECTOR 1.00 X 0 0 0 HANNA TUZZOLINO DIRECTOR 1.00 X 0 0 0 THOMAS MERCHANT DIRECTOR 1.00 X 0 0 0 JACKIE DEL RASO DIRECTOR 1.00 X 0 0 0 WILLIAM PADNOS DIRECTOR 1.00 X 0 0 0 SHANNON WILSON DIRECTOR 1.00 X 0 0 0 RYAN PODVIN DIRECTOR 1.00 X 0 0 0 PETER BALDWIN DIRECTOR 1.00 X 0 0 0 PAUL GOULET DIRECTOR 1.00 X 0 0 0 MICHAEL TOTH DIRECTOR 1.00 X 0 0 0 MARY MCLOUGHLIN DIRECTOR 1.00 X 0 0 0 KEVIN JEAKLE DIRECTOR 1.00 X 0 0 0 JOANNE PERKINS DIRECTOR 1.00 X 0 0 0 NICOLE DANDRIDGE DIRECTOR 1.00 X 0 0 0 JAMES PEACOCK III DIRECTOR 1.00 X 0 0 0 JILL WALCOTT DIRECTOR 1.00 X 0 0 0 TREVOR WOLFE DIRECTOR 1.00 X 0 0 0 SUSAN VOGEL-VANDERSON DIRECTOR 1.00 X 0 0 0 BETH SNYDER DIRECTOR 1.00 X 0 0 0 BRAD DOAN DIRECTOR 1.00 X 0 0 0 JOY FOSSEL DIRECTOR 1.00 X 0 0 0 CHARLES BURKE PRESIDENT/CEO 40.00 X X 417738 0 14639 LINDA CHAMBERLAIN SECRETARY 1.00 X X 0 0 0 ALISON MAST TREASURER & VICE CHAIRPERSON STARTING FEB 2025 1.00 X X 0 0 0 COLIN SEEGMILLER VICE CHAIR STARTING FEB 2025 1.00 X X 0 0 0 DUANE SHIELDS DAVIS DIRECTOR 1.00 X 0 0 0 HEATHER ZAK EXECUTIVE VICE PRESIDENT & CFO STARTING JAN 2025 40.00 X 0 0 0 CAROL KENDRA CHIEF OPERATING OFFICER 40.00 X 260298 0 5953 DAWN KIBBEN FORMER EXEC VP & CFO ENDING JAN 2025 40.00 X 313702 0 23018 STEVE LAWARRE SENIOR VP OF HORTICULTURE 40.00 X 225890 0 21891 SARAH ZEVALKINK SENIOR DIRECTOR OF TALENT 40.00 X 160118 0 6847 JULIA VAN FLEET VICE PRESIDENT OF ADVANCEMENT ENDING APR 2025 40.00 X 151054 0 6787 SUZANNE RAMLJAK VP OF COLLECTIONS & CURATO 40.00 X 165920 0 17791 PETE CRAWFORD VP OF STRATEGIC INITIATIVE 40.00 X 168159 0 20294 ALEX WINN SENIOR DIRECTOR OF GUEST RELATIONS ENDING JULY 202 40.00 X 136839 0 11682 1999718 0 128902 15 0 1 0 CROSBY COUGHLIN FINE ART 2740 RIDGE RD PO BOX 66 EAST BURKE VT 05832 ARTWORK 1200000 OWENS-AMES-KIMBALL CO 126 IONIA AVE NW SUITE 600 GRAND RAPIDS MI 49503 CONSTRUCTION 1163146 UPSTAGING INC 821 PARK AVENUE SYCAMORE IL 601782419 WINTER LIGHTING EVENT 1107438 DK SECURITY PO BOX 888843 GRAND RAPIDS MI 49588 SECURITY GUARDS 821508 TOM OTTERNESS 112 STANTON ST NEW YORK NY 10002 ARTWORK 471000 33 447083 584811 30950 11889475 901272 12952319 ADMISSIONS 713990 6282375 6282375 EVENTS 713990 5746797 5746797 MEMBERSHIP DUES 713990 3690495 3690495 CULINARY ARTS & EVENTS 532000 2609739 355111 2254628 EDUCATION 713990 129115 129115 18458521 1864084 1864084 421833 59632 362201 362201 362201 2670000 27718 2620441 0 49559 27718 77277 77277 38505 584811 358304 -319799 -319799 2400 1360 1040 1040 6403281 1809289 4593992 3032598 1561394 MISCELLANEOUS 711130 66359 66359 66359 38055994 19302850 3816022 1984803 1306850 502328 663556 140966 12420209 9479066 2315741 625402 392017 178579 199891 13547 1033081 795903 177843 59335 1041232 792469 193681 55082 198339 69847 128322 170 66855 66855 3048738 2578378 464399 5961 1068230 1028960 39270 1114575 978462 105484 30629 3721274 2883128 774026 64120 843960 329925 109999 404036 6567538 5563331 774590 229617 791439 679464 106444 5531 TAXES 106864 106864 EVENTS 4148161 4148161 EXHIBITIONS 688463 688463 BANK FEES 530145 460927 17738 51480 357946 349850 8076 20 39445916 31614105 6145915 1685896 18110540 20663034 1881404 1643923 388101 434799 191276 245025 1306646 1089919 182566437 70062214 113963280 112504223 30767276 26467133 249467053 261488122 416075576 424536178 3624901 3734913 3856191 4106958 40000 0 7521092 7841871 X 214117040 214020071 194437444 202674236 408554484 416694307 416075576 424536178 -1389922 9529745 0 X X 0 1 X 1 0 X 11922765 13145009 11025327 11313875 12952319 60359295 11922765 13145009 11025327 11313875 12952319 60359295 32402794 27956501 263309 261502 813234 1798347 2285917 5422309 156992 94798 110784 160999 40905 564478 66346082 72752836 0.42140 0.43670 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENT INCOME AND GAMING INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 2 1.82 0 0 0 1 0 0.00 0 1758186 62362832 X X X 0 189723909 9401381 199125290 163250169 26473740 189723909 143354220 5732132 14163817 163250169 172096206 11000000 -39741986 143354220 136877855 273054 34945297 172096206 0.67030 0.32970 0 1 1 19956752 19956752 94905090 27309405 67595685 67704595 42752809 24951786 112504223 COLLECTIONS 62362832 BENEFICIAL INTEREST IN PERPETUAL ENDOWMENT FUND 199125290 261488122 X 49776664 9529745 21972 2168953 11720670 38055994 0 38055994 41636841 21972 2168953 2190925 39445916 0 39445916 PART II, LINE 9: THE FREDERIK MEIJER GARDENS AND SCULPTURE PARK DID NOT RECORD REVENUE OR INCUR EXPENSE RELATING TO ITS CONSERVATION EASEMENTS IN THE CURRENT YEAR. THE CONSERVATION EASEMENTS ARE INCLUDED IN LAND ON THE STATEMENT OF FINANCIAL POSITION. PART III, LINE 4: COLLECTIONS AND RELATION TO EXEMPT PURPOSE PERMANENT COLLECTIONS OF FREDERIK MEIJER GARDENS & SCULPTURE PARK ARE DEVOTED TO SCULPTURAL TRADITIONS OF MODERN AND CONTEMPORARY PERIODS FORWARD FOR THE PURPOSES OF EDUCATION, APPRECIATION AND ENJOYMENT. PART V, LINE 4: INTENDED USES FOR ENDOWMENT FUNDS THE FREDERIK MEIJER GARDENS AND SCULPTURE FOUNDATION FUNDS SUPPORT THE FREDERIK MEIJER GARDENS AND SCULPTURE PARK IN PERPETUITY IN ACCORDANCE WITH DONOR INTENT. PART X, LINE 2: MEIJER GARDENS IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO MEIJER GARDENS' TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. TAX POSITIONS TAKEN ARE ASSESSED FOR UNCERTAINTY AND A PROVISION MAY BE RECORDED IF A TAX POSITION IS NOT LIKELY TO BE SUSTAINED UPON EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 359,664. COST OF GOODS SOLD NETTED AGAINST REVENUE 1,809,289. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST REVENUE 1,809,289. FUNDRAISING EXPENSES 359,664. GREAT GARDENS GALA 423491 411241 12250 7971 55975 12760 165024 SPARKLE FUNDRAISER 199825 173570 26255 39636 7700 69238 623316 584811 38505 7971 95611 20460 234262 358304 -319799 MI 1 0 0 0 0 0 X X X X 0 0 0 0 0 0 0 0 0 CHARLES BURKE PRESIDENT/CEO 387738 0 30000 0 0 0 13571 0 1068 0 432377 0 0 0 DAWN KIBBEN FORMER EXEC VP & CFO ENDING JAN 2025 209407 0 104295 0 0 0 10620 0 12398 0 336720 0 0 0 CAROL KENDRA CHIEF OPERATING OFFICER 202938 0 57360 0 0 0 5123 0 830 0 266251 0 0 0 STEVE LAWARRE SENIOR VP OF HORTICULTURE 162790 0 63100 0 0 0 7516 0 14375 0 247781 0 0 0 PETE CRAWFORD VP OF STRATEGIC INITIATIVE 127419 0 40740 0 0 0 5919 0 14375 0 188453 0 0 0 SUZANNE RAMLJAK VP OF COLLECTIONS & CURATO 140180 0 25740 0 0 0 5393 0 12398 0 183711 0 0 0 SARAH ZEVALKINK SENIOR DIRECTOR OF TALENT 134469 0 25649 0 0 0 5779 0 1068 0 166965 0 0 0 JULIA VAN FLEET VICE PRESIDENT OF ADVANCEMENT ENDING 135254 0 15800 0 0 0 0 0 6787 0 157841 0 0 0 ALEX WINN SENIOR DIRECTOR OF GUEST RELATIONS E 121678 0 15161 0 0 0 4842 0 6840 0 148521 0 0 0 X MEDIA ADVERTISERS 26 470781 MARKET VALUE X LIGHTING EQUIPMENT 2 217514 MARKET VALUE X FURNISHINGS & EQUIPMENT 8 94582 MARKET VALUE X GIVEAWAYS 178 60123 MARKET VALUE X PLANTS/FISH 27 33722 MARKET VALUE X GALA EVENT DONATED ITEMS 10 22340 MARKET VALUE X EMPLOYEE MERCHANDISE 9 2210 MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE MEIJER FOUNDATION HAS THE RIGHT UNILATERALLY TO APPOINT WITHOUT TERM LIMITATION, AND TO REMOVE, TWO MEMBERS OF THE WEST MICHIGAN HORTICULTURAL SOCIETY, INC. GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE AND BOARD OF DIRECTORS REVIEW AND APPROVE THE AUDITED FINANCIAL STATEMENTS THAT RECONCILE TO THE RETURNS. IF MAJOR CHANGES WITH THE ORGANIZATION OR RETURN OCCUR, THESE CHANGES WILL BE REVIEWED BY THE AUDIT COMMITTEE AND THEN INCORPORATED INTO THE RETURN PRIOR TO FILING. THE AUDIT COMMITTEE, FINANCE COMMITTEE, EXECUTIVE COMMITTEE, AND BOARD OF DIRECTORS ARE INFORMED OF THE FILING AND MAY REQUEST A COPY OF THE FILING. THE CFO AND/OR THE PRESIDENT AND CEO IS AVAILABLE IF ANYONE FROM THE BOARD OR A COMMITTEE MEMBER WANTS GREATER DESCRIPTION, ANSWERING QUESTIONS OR PROVIDING DOCUMENTATION OF SUPPORT. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS, COMMITTEE MEMBERS, AND EMLOYEES ARE ALL COVERED UNDER THE CURRENT POLICY. THE UPPER MANAGEMENT MAKES THE DETERMINATION OF WHETHER A CONFLICT EXISTS FOR EMPLOYEES AND THE EXECUTIVE COMMITTEE MAKES THE DETERMINATION OF WHETHER A CONFLICT EXISTS FOR THE BOARD. FOR EMPLOYEES THE CONFLICTS ARE REVIEWED BY UPPER MANAGEMENT AND CONFLICTS DEALING WITH THE BOARD ARE REVIEWED BY THE EXECUTIVE COMMITTEE. THE NOMINATING COMMITTEE REVIEWS PROSPECTIVE BOARD MEMBERS FOR POTENTIAL CONFLICTS. THE DECISION TO PROCEED WITH A CONFLICT-OF-INTEREST RELATIONSHIP SHALL BE MADE BY A MAJORITY VOTE OF THE EXECUTIVE COMMITTEE. DISCUSSION AND VOTING CONCERNING THE PROPOSED RELATIONSHIP WILL OCCUR WITHOUT THE PRESENCE OF THE MEMBER INVOLVED. THIS WOULD ALSO PERTAIN TO CONVERSATIONS, DECISIONS AND AGREEEMENTS MADE GOING FORWARD ONCE THE RELATIONSHIP EXISTS. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY THE EXECUTIVE COMMITTEE, COMPRISED OF COMMUNITY LEADERS, MEETS IN CLOSED SESSION TO DISCUSS CEO REVIEW AND COMPENSATION. THE EXECUTIVE COMMITTEE ACTS ON THE RECOMMENDATION OF THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE REPORTS TO THE EXECUTIVE COMMITTEE AND IS MADE UP OF MEMBERS OF THE EXECUTIVE COMMITTEE. THIS REVIEW IS BASED ON THE CURRENT FISCAL YEAR PERFORMANCE, COMPARABLE DATA AND BUDGET LIMITATIONS. AFTER THE EXECUTIVE COMMITTEE APPROVES, THE BOARD CHAIR REVIEWS WITH THE CEO. ALL APPROPRIATE DOCUMENTATION THAT IS RECEIVED IS DOCUMENTED IN THE PERSONNEL FILE. ALL EMPLOYEE WAGE INCREASES ARE APPROVED THROUGH THE BUDGET PROCESS. THE SUGGESTED INCREASE IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE, EXECUTIVE COMMITTEE, AS WELL AS THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FREDERIK MEIJER GARDENS AND SCULPTURE FOUNDATION 2929 WALKER NW GRAND RAPIDS MI 49544 383118579 SUPPORT MI 501(C)(3) LINE 12D, III-O N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FREDERIK MEIJER GARDENS AND SCULPTURE FOUNDATION C 7504102 CASH AMOUNT RECEIVED