2020-03-18T13:23:23-05:00 2019-09-30 381337372 BEENE GARTER LLP 56 GRANDVILLE AVE SW STE 100 GRAND RAPIDS MI 49503 990 2018-10-01 382394044 WEST MICHIGAN HORTICULTURAL SOCIETY INC DBA FREDERIK MEIJER GARDENS WEST 6169753142 1000 E BELTLINE NE GRAND RAPIDS MI 49525 DAVID S HOOKER PRESIDENT/CEO 6169753142 2020-03-12 1 ROXANNE M PAGE CPA P00292926 6162355200 2020-03-12 52.144.33.201 2020-03-12 08:56:31 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 C0871B4541C648156DC21D27C723C677A63BA9A8 2018 2020-09-23 17:36:50Z AND SCULPTURE PARK DAVID S HOOKER 1000 E BELTLINE NE GRAND RAPIDS MI 49525 25315993 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. 41 40 329 963 3097540 0 10745004 9503209 10387741 10224600 -2179588 387849 3136753 3323901 22089910 23439559 0 0 0 0 8352267 8658943 0 0 679170 11636881 12670217 19989148 21329160 2100762 2110399 381181056 378404868 22494379 19168681 358686677 359236187 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 11426547 6066876 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. FOR 362 DAYS A 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 INCLUDE THREE SCULPTURE EXHIBITIONS PER YEAR, BUTTERFLIES ARE BLOOMING (MARCH AND APRIL), CHRISTMAS AND HOLIDAY TRADITIONS AROUND THE WORLD (THANKSGIVING THROUGH THE NEW YEAR), CHRYSANTHEMUMS & MORE (SEPT/OCT), AND AN EVER-CHANGING SEASONAL DISPLAY HOUSE. DURING THE SUMMER MONTHS, ARTISTS PERFORM CONCERTS IN OUR OUTDOOR AMPHITHEATER. THROUGHOUT THE FISCAL YEAR, APPROXIMATELY 670,961 GUESTS HAVE ENJOYED OUR FACILITY AND GROUNDS. 3900666 3621640 HOSPITALITY: THE HOSPITALITY AREA OF MEIJER GARDENS INCLUDES TASTE OF THE GARDENS CAFE (OPEN DURING BUSINESS HOURS FOR OUR GUESTS), 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. ALL OUR EVENT GUESTS ALSO HAVE ACCESS TO OUR GARDENS AND SCULPTURE COLLECTIONS WHILE THEY ARE ON SITE. 1859697 194669 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 296,000 CHILDREN INTERACTED WITH OUR EXHIBITIONS OVER THE PAST YEAR. 438757 1242727 RETAIL: PROVIDES OUR GUESTS, MEMBERS AND DONORS THE OPPORTUNITY TO SHOP FOR UNIQUE GIFTS. OUR GIFT SELECTION STRIVES TO FOCUS ON ART, HORTICULTURE AND EDUCATION. 641668 2410254 MEMBERSHIP DEVELOPMENT: ALLOWS OUR GUESTS TO PURCHASE A MEMBERSHIPWHICH ALLOWS THEM ANNUAL ACCESS TO OUR ORGANIZATION TO ENJOY ALL OF THESEASONAL CHANGES THAT OCCUR THROUGHOUT THE YEAR. WITH THIS ACCESSCOMES BENEFITS SUCH AS DISCOUNTS AT OUR GIFT SHOP AND EDUCATIONALCLASSES AND CAMPS, INVITATIONS TO EXHIBITION RELATED EVENTS, AND OURMEMBERSHIP MAGAZINE, SEASONS. 1080425 3652981 18267335 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 95 0 1 329 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 41 40 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 MI X DAWN KIBBEN 6169753142 1000 E BELTLINE NE GRAND RAPIDS MI 49525 MICHAEL GAUDINO FORMER CHAIRPERSON 1.00 X X 0 0 0 NANCY HICKEY SECRETARY 1.00 X X 0 0 0 LINDA CHAMBERLAIN CHAIRPERSON (FORMER VICE CHAIRPERSON) 1.00 X X 0 0 0 JEFFREY LAMBERT TREASURER 1.00 X X 0 0 0 MARK MOSSING VICE CHAIRPERSON 1.00 X X 0 0 0 RYAN ANDERSON DIRECTOR 1.00 X 0 0 0 JOHN BAAB FORMER DIRECTOR 1.00 X 0 0 0 TASHA BLACKMON DIRECTOR 1.00 X 0 0 0 JOCELYN DETTLOFF DIRECTOR 1.00 X 0 0 0 SCOTT DEVECHT DIRECTOR 1.00 X 0 0 0 SUZANNE EBERLE DIRECTOR 1.00 X 0 0 0 JOY FOSSEL DIRECTOR 1.00 X 0 0 0 MEG GOEBEL DIRECTOR 1.00 X 0 0 0 CHARYN HAIN DIRECTOR 1.00 X 0 0 0 SHANE HANSEN DIRECTOR 1.00 X 0 0 0 TODD HARVEY DIRECTOR 1.00 X 0 0 0 MATTHEW HEYNEN DIRECTOR 1.00 X 0 0 0 TAMARA HIBBITTS DIRECTOR 1.00 X 0 0 0 RONALD HOFMAN DIRECTOR 1.00 X 0 0 0 MIKE JEPPESEN DIRECTOR 1.00 X 0 0 0 YANG KIM DIRECTOR 1.00 X 0 0 0 TIM LIANG DIRECTOR 1.00 X 0 0 0 GLORIA LARA DIRECTOR 1.00 X 0 0 0 ELISA LINTEMUTH DIRECTOR 1.00 X 0 0 0 JON MARCH DIRECTOR 1.00 X 0 0 0 JANET MASON DIRECTOR 1.00 X 0 0 0 CANDACE MATTHEWS DIRECTOR 1.00 X 0 0 0 MARK MILLER DIRECTOR 1.00 X 0 0 0 LAINA MILLS DIRECTOR 1.00 X 0 0 0 HANNAH NALTAR DIRECTOR 1.00 X 0 0 0 BONNIE NAWARA DIRECTOR 1.00 X 0 0 0 BILL PADNOS FORMER DIRECTOR 1.00 X 0 0 0 DORIANE PARKER-SIMS DIRECTOR 1.00 X 0 0 0 JIM PRESTON DIRECTOR 1.00 X 0 0 0 CARLOS SANCHEZ DIRECTOR 1.00 X 0 0 0 BILL SCHOONVELD DIRECTOR 1.00 X 0 0 0 JOE TABER DIRECTOR 1.00 X 0 0 0 DEBBYE TURNER BELL DIRECTOR 1.00 X 0 0 0 EDWARD VANDAM DIRECTOR 1.00 X 0 0 0 KATHLEEN VOGELSANG DIRECTOR 1.00 X 0 0 0 JILL WALCOTT FORMER DIRECTOR 1.00 X 0 0 0 MARYLN WALTON DIRECTOR 1.00 X 0 0 0 VICKY WELLER FORMER DIRECTOR 1.00 X 0 0 0 DANIEL WILLIAMS DIRECTOR 1.00 X 0 0 0 ROBERT WOLFORD DIRECTOR 1.00 X 0 0 0 JOHN ZIMMERMAN FORMER DIRECTOR 1.00 X 0 0 0 DAVID HOOKER PRESIDENT/CEO 40.00 X X 419113 0 15873 DAWN KIBBEN VP FINANCE 40.00 X 194504 0 10755 JOSEPH BECHERER VP COLLECTIONS 40.00 X 196418 0 6442 ANNE BENSON DIRECTOR OF DEVELOPMENT & MEMBERSHIP 40.00 X 115977 0 5815 STACIE NIEDZWIECKI DIRECTOR OF HOSPITALITY 40.00 X 109258 0 5116 1035270 0 44001 5 0 1 0 OWENS-AMES-KIMBALL CO 300 IONIA AVE NW GRAND RAPIDS MI 49503 CONSTRUCTION 17332066 TOD WILLIAMS BILLIE TSIEN ARCHITECTS 222 CENTRAL PARK SOUTH NEW YORK NY 10019 ARCHITECT 1742825 PROGRESSIVE AE 1811 4 MILE RD GRAND RAPIDS MI 49525 ARCHITECTURAL DESIGN 1553039 DK SECURITY 5160 FALCON VIEW AVE SE GRAND RAPIDS MI 49525 SECURITY GUARDS 392322 PRESIDIO NETWORKED SOLUTIONS GROUP LLC ONE PENN PLAZA SUITE 2832 NEW YORK NY 10119 INFORMATION TECHNOLOGY 335322 17 411821 347806 48000 8695582 734543 9503209 EVENTS 711130 3486802 3486802 ADMISSIONS 711130 2574702 2574702 MEMBERSHIP DUES 711130 2410254 2410254 HOSPITALITY 532000 1558173 638649 919524 EDUCATION 711130 194669 194669 10224600 585921 585921 8621 206693 -198072 -198072 -198072 139988 347806 148963 -8975 -8975 21360 50 21310 21310 4826923 1520728 3306195 1128179 2178016 MISCELLANEOUS 711130 5371 5371 5371 23439559 10438626 3097540 400184 741613 436971 273310 31332 6378813 5258344 877254 243215 162830 101851 55900 5079 835321 692341 119397 23583 540366 444005 75994 20367 5926 5926 54441 54441 842728 775931 65901 896 545635 542372 3263 826657 772066 23404 31187 2175607 1727334 424350 23923 537237 254051 34576 248610 3691378 3335069 332069 24240 406192 367122 36797 2273 EVENTS 2712384 2712384 EXHIBITIONS 539505 539505 HORTICULTURE 174366 174366 BANK FEES 155377 130839 73 24465 2784 2784 21329160 18267335 2382655 679170 21296650 23593926 83166825 53369372 305666 176320 264859 281020 282585 239475 146915599 40042206 78226150 106873393 18592925 16286083 179045396 177585279 381181056 378404868 5880369 6536812 2406617 2522878 14207393 10108991 22494379 19168681 X 131425224 147595081 116569707 100949360 110691746 110691746 358686677 359236187 381181056 378404868 2110399 -1560889 0 X X 0 1 X 1 0 X 15039523 8670407 32303815 10745004 9503209 76261958 15039523 8670407 32303815 10745004 9503209 76261958 35938144 40323814 31269 71206 134630 303011 585921 1126037 406653 593169 388103 0 0 1387925 118378 124176 117055 147938 161348 668895 79444815 55404125 0.50760 0.48530 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 117030 50273389 X X X 0 129175560 -1863670 127311890 124569512 4606048 129175560 99133548 15000000 10435964 124569512 93796301 5337247 99133548 101121266 -7324965 93796301 0.87000 0.13000 0 1 1 18622280 18622280 49827085 14757113 35069972 78466234 25285093 53181141 106873393 COLLECTIONS 50273389 BENEFICIAL INTEREST IN PERPETUAL ENDOWMENT FUND 127311890 177585279 DUE TO PERPETUAL ENDOWMENT FUND 10108991 10108991 X 23578918 -1560889 30506 1669742 139359 23439559 0 23439559 23029408 30506 1669742 1700248 21329160 0 21329160 PART III, LINE 4: COLLECTIONS AND RELATION TO EXEMPT PURPOSE PERMANENT COLLECTIONS OF FREDERIK MEIJER GARDENS & SCULPTURE PARK ARE DEVOTED TO SCULPTURAL TRADITIONS OF ALL PERIODS 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 ARE FOR THE PERPETUAL PRESERVATION OF THE FREDERIK MEIJER GARDENS & SCULPTURE PARK. PART X, LINE 2: MEIJER GARDENS IS EXEMPT FOR 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 149,014. COST OF GOODS SOLD NETTED AGAINST REVENUE 1,520,728. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST REVENUE 1,520,728. FUNDRAISING EXPENSES 149,014. GREAT GARDENS PARTY FUNDRAISER 317639 184791 132848 64712 14218 17694 CHTAW GALA 170155 163015 7140 20631 5755 25953 487794 347806 139988 64712 34849 5755 43647 148963 -8975 21360 50 0 21360 50 50 21310 MI 1 0 0 0 0 0 X X X 0 1 0 0 0 0 0 0 0 DAVID HOOKER PRESIDENT/CEO 419113 0 0 0 0 0 10885 0 4988 0 434986 0 0 0 DAWN KIBBEN VP FINANCE 194504 0 0 0 0 0 6666 0 4089 0 205259 0 0 0 JOSEPH BECHERER VP COLLECTIONS 196418 0 0 0 0 0 6420 0 22 0 202860 0 0 0 PART I, LINE 4B DAVID HOOKER - PARTICIPATED IN A SUPPLEMENTAL DEFERRED COMPENSATION AGREEMENT WITHIN THE MEANING OF CODE 457(F) AND A SPLIT DOLLAR LIFE INSURANCE PLAN. THE NET PRESENT VALUE OF THE SUPPLEMENTAL DEFERRED COMPENSATION IS $411,145. X 3 110000 APPRAISAL X 10802 MARKET VALUE X MEDIA ADVERTISERS 91 400996 MARKET VALUE X FURNISHINGS & EQUIPMENT 32 57474 MARKET VALUE X GALA EVENT DONATED ITEMS 85 51090 MARKET VALUE X PLANTS/FISH 34 45665 MARKET VALUE X GIVEAWAYS 152 38939 MARKET VALUE X HOTEL ACCOMODATIONS 59 18277 MARKET VALUE X CONFERENCE FEE/ROOM RENTAL 2 1300 MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 WE HAVE MEMBERS THAT PURCHASE MEMBERSHIPS TO GAIN ACCESS TO THE FACILITY AND GROUNDS. THEY ARE ABLE TO VOTE AT THE ANNUAL MEETING FOR THE NEW BOARD MEMBERS AND SUCH OTHER BUSINESS THAT MAY COME BEFORE THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A WE HAVE MEMBERS THAT PURCHASE MEMBERSHIPS TO GAIN ACCESS TO THE FACILITY AND GROUNDS. THEY ARE ABLE TO VOTE AT THE ANNUAL MEETING FOR THE NEW BOARD MEMBERS AND SUCH OTHER BUSINESS THAT MAY COME BEFORE THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B WE HAVE MEMBERS THAT PURCHASE MEMBERSHIPS TO GAIN ACCESS TO THE FACILITY AND GROUNDS. THEY ARE ABLE TO VOTE AT THE ANNUAL MEETING FOR THE NEW BOARD MEMBERS AND SUCH OTHER BUSINESS THAT MAY COME BEFORE THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B WE DO NOT PROVIDE A COPY OF THE RETURN TO THE FINANCE/EXECUTIVE COMMITTEES OR BOARD MEMBERS PRIOR TO FILING BUT THEY MAY REQUEST ONE AFTER FILING. WE DO ADVISE THEM AS TO WHEN THEY HAVE BEEN COMPLETED AND FILED. IF MAJOR CHANGES WITH THE ORGANIZATION OR TAX RETURN OCCUR, THESE CHANGES WILL BE REVIEWED BY THE FINANCE AND EXECUTIVE COMMITTEES AND THEN INCORPORATED INTO THE RETURN PRIOR TO FILING. THE VICE PRESIDENT OF FINANCE AND ADMINISTRATION 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 & AUDIT 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 11C 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 5125794 CASH AMOUNT RECEIVED