2025-11-17T15:57:16-05:00 2024-12-31 SMITH & HOWARD ADVISORY LLC 271 17TH STREET NW SUITE 2100 ATLANTA GA 30363 990 2024-01-01 237375815 DALLAS ARBORETUM AND BOTANICAL SOCIETY INC % GARY DOUBRAVA DALL 2145156555 8617 GARLAND ROAD DALLAS TX 75218 GARY DOUBRAVA CFO 2145156555 2025-11-15 true true MARC A AZAR P91739349 4048746244 2025-11-15 2024 2025-03-06 01:10:19Z Sabina Carr 8617 GARLAND ROAD DALLAS TX 75218 39999345 false X WWW.DALLASARBORETUM.ORG X 1974 TX THE DALLAS ARBORETUM AND BOTANICAL GARDEN'S MISSION IS TO BE A GArDEN FOR ALL THAT ENRICHES LIVES THROUGH BEAUTY, LEARNING, AND CONNECTION. 69 69 383 4079 95906 230696 13855789 14876561 13843695 15285482 236463 121891 -110287 1943052 27825660 32226986 0 0 0 0 10189962 12348636 0 27500 3720256 17934550 18942784 28124512 31318920 -298852 908066 120430115 124329700 24482470 22987452 95947645 101342248 X THE DALLAS ARBORETUM AND BOTANICAL GARDEN'S MISSION IS TO BE A GArDEN FOR ALL THAT ENRICHES LIVES THROUGH BEAUTY, LEARNING, AND CONNECTION. false false 22595475 15514123 Operated a public botanical garden open to all, welcoming approximately 1,200,000 visitors in 2024 to experience and learn about a diverse collection of plants and trees. Educated and inspired public interest in art, horticulture, and the earth and life sciences through displays, lectures, workshops, and interactive programs, many serving underprivileged youth. 2441062 973910 Expanded access through discounted admissions, and community partnerships to ensure a welcoming "garden for all." Advanced environmental stewardship through sustainable garden design, conservation practices, and climate education initiatives. 25036537 true true false false false false false false false true true false false true false true true false false false true false false true true false false false false true true false false false false false false false false false false true false false false false true false false false true 225 0 true 383 true true true false false false false true true false false false false false false X 69 69 false false false false true true true true true false false true true true true true true true true false X X X GARY DOUBRAVA 2145156555 8617 GARLAND ROAD DALLAS TX 75218 X Sabina Carr President & CEO 39.0 1.0 X 421430 0 21443 Gary Doubrava Jr CFO 40.0 0.0 X 183964 0 37060 Dustin Miller VP Programs & Learning 40.0 0.0 X 191881 0 24681 David Forehand Principal Gift Officer 40.0 0.0 X 155607 0 39422 Maureen Gutierrez AVP - Sales & Special Events 40.0 0.0 X 139950 0 38848 Terry Lendecker VP Marketing 40.0 0.0 X 149757 0 21729 Linda Jilek Controller 39.0 1.0 X 155664 0 15586 Shawn Jackson COO 40.0 0.0 X 115061 0 11495 Christie Eckler CAO 39.0 1.0 X 116374 0 6234 William Maloney Interim CFO 40.0 0.0 X 72827 0 0 Amber Slayton COO 40.0 0.0 X 49509 0 337 Mary Brinegar President & CEO (THRU 1/12/24) 39.0 1.0 X 20173 0 2144 Rebecca Billings CFO (THRU 5/7/24) 39.0 1.0 X 1866 0 75 Crystal Alexander Director 1.0 0.0 X 0 0 0 Megan Ames Director 1.0 0.0 X 0 0 0 Mike Anglin Director 1.0 0.0 X 0 0 0 Gilbert Aranza Director 1.0 0.0 X 0 0 0 Kyle Armstrong Director 1.0 0.0 X 0 0 0 Nan Arnold Director 1.0 0.0 X 0 0 0 John Battle Director 1.0 0.0 X 0 0 0 Martti Benson Director 1.0 0.0 X 0 0 0 Holly Bishop Director 1.0 0.0 X 0 0 0 Margaret Black Director 1.0 0.0 X 0 0 0 Derwin Broughton Director 1.0 0.0 X 0 0 0 Al Brunson Director 1.0 0.0 X 0 0 0 Lareatha Clay Director 1.0 0.0 X 0 0 0 Bunker Curnes Director 1.0 0.0 X 0 0 0 Tucker Enthoven Director 1.0 0.0 X 0 0 0 Henry Exall Director 1.0 0.0 X 0 0 0 Duncan Fulton Director 1.0 0.0 X 0 0 0 Carol Goglia Director 1.0 0.0 X 0 0 0 Maria Gomez Director 1.0 0.0 X 0 0 0 Kathy Gudmundsson Director 1.0 0.0 X 0 0 0 Jane Hamilton Director 1.0 0.0 X 0 0 0 Rita Han Tran Director 1.0 0.0 X 0 0 0 Randall Heye Director 1.0 0.0 X 0 0 0 Amanda Hill Secretary 1.0 0.0 X 0 0 0 Michael Holmes Director 1.0 0.0 X 0 0 0 Marissa Horne Director 1.0 0.0 X 0 0 0 Janet Jack Director 1.0 0.0 X 0 0 0 Kama Koudelka Director 1.0 0.0 X 0 0 0 Joseph Laakman Director 1.0 0.0 X 0 0 0 Amanda Moreno Lake Director 1.0 0.0 X 0 0 0 Monica Lira Bravo Director 1.0 0.0 X 0 0 0 Terrence Maiden Director 1.0 0.0 X 0 0 0 Candy Marcum Director 1.0 0.0 X 0 0 0 Hudson Marshall Director 1.0 0.0 X 0 0 0 Preston McAfee Director 1.0 0.0 X 0 0 0 Gail McCrory Director 1.0 0.0 X 0 0 0 Will McDaniel Chair 1.0 0.0 X 0 0 0 Regina Montoya Vice-Chair 1.0 0.0 X 0 0 0 Steve Moore Director 1.0 0.0 X 0 0 0 Margot Murphy Director 1.0 0.0 X 0 0 0 Mark Overton Director 1.0 0.0 X 0 0 0 Ruthie Pack Director 1.0 0.0 X 0 0 0 Eric Paulson Director 1.0 0.0 X 0 0 0 Ed Perrin Director 1.0 0.0 X 0 0 0 Mary Perrotta Director 1.0 0.0 X 0 0 0 Anjulie Ponce Director 1.0 0.0 X 0 0 0 Mario Quintanilla Director 1.0 0.0 X 0 0 0 Karen Raskopf Director 1.0 0.0 X 0 0 0 Alice Rodriguez Director 1.0 0.0 X 0 0 0 Wade Rugenstein Director 1.0 0.0 X 0 0 0 Andres Ruzo Director 1.0 0.0 X 0 0 0 Jim Ryan Director 1.0 0.0 X 0 0 0 David Sassano Director 1.0 0.0 X 0 0 0 Tony Shidid Director 1.0 0.0 X 0 0 0 MaryBeth Shapiro Director 1.0 0.0 X 0 0 0 Charlie Shufeldt Director 1.0 0.0 X 0 0 0 Kim Singleton Director 1.0 0.0 X 0 0 0 Doug Smellage Director 1.0 0.0 X 0 0 0 Doug Smith Director 1.0 0.0 X 0 0 0 Luis Spinola Director 1.0 0.0 X 0 0 0 Gloria Tarpley Director 1.0 0.0 X 0 0 0 Scott Trapp Director 1.0 0.0 X 0 0 0 Jason Treadway Director 1.0 0.0 X 0 0 0 Celia Walker Director 1.0 0.0 X 0 0 0 Joan Walne Director 1.0 0.0 X 0 0 0 Marilyn Weber Director 1.0 0.0 X 0 0 0 Brandon White Treasurer 1.0 0.0 X 0 0 0 ZL Williams Director 1.0 0.0 X 0 0 0 1774063 0 219054 13 false true false Sterling Personnel 4455 LBJ Freeway 1080 DALLAS TX 75244 STAFFING 1868031 Gil's Elegant Catering Inc 1001 MACARTHUR BLVD GRAND PRARIE TX 75050 CATERING 804431 Securitas Security Services USA Inc 12672 COLLECTION CENTER DR CHICAGO IL 60693 STAFFING 611610 Big D Party Rentals 3237 COMMANDER DR CARROLLTON TX 75006 RENTAL 601717 C Scenic LLC 5139 SHAP ST DALLAS TX 75247 CONSTRUCTION 458762 32 6879606 165084 578659 424393 6828819 917268 14876561 ADMISSIONS AND PARKING 12451157 12451157 GROUP SALES 958880 958880 EDUCATION PROGRAM 973910 973910 SPECIAL EVENT REVENUE 597193 597193 MEMBER EVENT REVENUE 304342 304342 15285482 798082 798082 0 0 4086775 744784 3384843 957373 701932 -212589 489343 -212588 701931 2066103 2071919 670375 -5816 -670375 -676191 -676191 100 165084 57436 -57336 -57336 0 0 0 1206293 630413 575880 603929 -28049 MISCELLANEOUS 900099 935165 598622 336543 935165 32226986 16488033 95906 766486 X 0 0 0 0 1068340 754430 139566 174344 0 9420895 6877254 942090 1601551 95651 69825 9565 16261 1058003 772343 105800 179860 705747 515195 70575 119977 0 87535 87535 65500 65500 0 27500 27500 0 4348745 3755569 133630 459546 559423 455636 18 103769 551300 415589 12613 123098 0 0 0 515041 267372 11502 236167 0 0 696520 280804 354076 61640 0 5355051 5018793 334137 2121 456821 187297 228410 41114 EVENTS 1776655 1730979 45676 EQUIPMENT RENTAL AND REPAIR 1425611 1282977 9888 132746 GARDEN MAINTENANCE 799521 707721 91800 MISCELLANEOUS 1052979 924849 31182 96948 1252082 1019904 26040 206138 31318920 25036537 2562127 3720256 16394964 19605831 0 0 383025 261057 255257 286089 0 0 0 0 0 0 241519 264748 468512 659647 159756345 83222164 80470284 76534181 502745 560440 0 0 0 0 0 0 21713809 26157707 120430115 124329700 2787049 2864804 0 0 2087041 2210360 19608380 17912288 0 0 0 0 0 0 0 0 0 0 24482470 22987452 X 71772440 72393908 24175205 28948340 95947645 101342248 120430115 124329700 X 908066 42639 4443898 X false true X true false X 15369604 16822220 14127335 13855789 14876561 75051509 0 417928 410519 492675 708878 418707 2448707 15787532 17232739 14620010 14564667 15295268 77500216 0 77500216 10024 10821 19384 236905 4884857 5161991 229418 35495 230696 495609 507189 1545320 1937418 2125001 935165 7050093 90207909 62189781 0.85913 0.90840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21713809 2806913 2312440 578659 96796 26157707 15148244 5023328 1919653 377416 21713809 14679423 2778879 -1736149 573909 15148244 10022963 3769391 1216659 329590 14679423 9497317 139160 750755 301697 62572 10022963 1.00000 false true true 535893 535893 59764115 23678263 36085852 99456337 59543901 39912436 76534181 BEN INT IN ASSETS HELD BY DAF 26157707 26157707 0 0 X 40197566 42639 571177 7356764 7970580 32226986 32226986 34802963 571177 2912866 3484043 31318920 31318920 PART V, LINE 4: TO PROVIDE MAINTENANCE FOR THE GARDENS. PART X, LINE 2: The Arboretum is exempt from federal income taxes under Section 509(a) of the Internal Revenue Code ("IRC") as an organization described in IRC Section 501(c)(3). However, should the Arboretum engage in activities unrelated to the purpose for which it was created, taxable income could result. Certain operations of the gift shop and a portion of rental and miscellaneous income are subject to unrelated business income tax. The Arboretum has not incurred any material federal income tax for the years ended December 31, 2024 and 2023. GAAP requires the evaluation of tax positions taken in the course of preparing the Arboretum's tax returns and recognition of a tax liability (or asset) if the Arboretum has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Management has analyzed the tax positions taken by the Arboretum, and has concluded that as of December 31, 2024 and 2023, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Arboretum annually evaluates all federal and state income tax positions. This process includes an analysis of whether these income tax positions the Arboretum takes meet the definition of an uncertain tax position under the Income Taxes Topic of the Financial Accounting Standards Codification. The Arboretum believes it is no longer subject to tax examinations for tax years ending before December 31, 2021. PART XI, LINE 2D: RENTAL EXPENSES: 2,856,355 FUNDRAISING EVENT EXPENSES: 56,511 CHANGE IN BENEFICIAL INTEREST: 4,443,898 ---------------------------------------------- TOTAL: 7,356,764 PART XII, LINE 2D: RENTAL EXPENSES: 2,856,355 FUNDRAISING EVENT EXPENSES: 56,511 ---------------------------------------------- TOTAL: 2,912,866 North America 0 0 Program Services GIFT SHOP 12126 Europe (Including Iceland and Greenland) 0 0 Program Services GIFT SHOP 2916 0 0 0 0 15042 15042 X true EVENT SOUTHWEST 6060 N Central Expy Suite 500 DALLAS TX 75206 TOUR DE FLEURS false 165184 27500 137684 165184 27500 137684 TX Tour de Fleurs 165184 165084 100 3807 7226 46403 0 165184 165084 100 3807 7226 46403 57436 -57336 X X X X X false false false false false false false true false Sabina Carr President & CEO 421430 0 0 0 0 0 7192 0 18002 0 446624 0 0 0 Gary Doubrava Jr CFO 183964 0 0 0 0 0 2077 0 36912 0 222953 0 0 0 David Forehand Principal Gift Officer 146585 0 9022 0 0 0 6690 0 34022 0 196319 0 0 0 Maureen Gutierrez AVP - Sales & Special Events 127679 0 12217 0 54 0 6055 0 33882 0 179887 0 0 0 Linda Jilek Controller 150664 0 5000 0 0 0 2708 0 14130 0 172502 0 0 0 Terry Lendecker VP Marketing 140200 0 9557 0 0 0 5523 0 17332 0 172612 0 0 0 Dustin Miller VP Programs & Learning 154379 0 37502 0 0 0 7800 0 18017 0 217698 0 0 0 SCHEDULE J, PART I , LINE 7: Bonuses are awarded based on performance. A RED RIV CUL EDU FACI CORP 000000000 2015-07-29 34000000 REFINANCE DEBT, FUND ISS COST false false false A 16023741 0 34000000 0 0 0 174461 0 0 33825539 0 0 2015 true false true true A false false false false 0 false false false false A false true false false false false 0 false 0 false false A X 5 482806 AVG MARKET VALUE X 72 32986 FMV X SUPPLIES 49 401476 FMV false true true SCHEDULE M, PART I, LINE 32B: When marketable securities are received by the organization as a contribution, the brokerage firm is instructed to sell the securities immediately. PART VI, LINE 6: A PERSON SHALL BECOME A VOTING MEMBER OF THE SOCIETY BY MAKING A GRANT OR DONATION TO THE SOCIETY IN SUCH AMOUNT AS MAY FROM TIME TO TIME BE DETERMINED BY THE BOARD OF DIRECTORS. THE DURATION OF EACH MEMBERSHIP IN THE SOCIETY SHALL BE ONE YEAR, COMMENCING AS OF THE DATE OF THE SOCIETY'S RECEIPT AND ACCEPTANCE OF THE PRESCRIBED PAYMENT OR DONATION. THE MEMBERS SHALL BE ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO THE VOTE OF THE MEMBERS AND AS EXPRESSLY AUTHORIZED BY THESE BYLAWS OR BY RESOLUTION OF THE BOARD OF DIRECTORS. SPECIFICALLY, THE MEMBERS SHALL HAVE THE RIGHT: (A) TO VOTE WITH RESPECT TO THE ELECTION OF DIRECTORS IN ACCORDANCE WITH THE PROCEDURES ESTABLISHED FROM TIME TO TIME BY THE BOARD OF DIRECTORS AND THE NOMINATING COMMITTEE, AND (B) TO NOMINATE CANDIDATES WITH RESPECT TO THE ELECTION OF DIRECTORS AT ANY MEETING OF MEMBERS SPECIFICALLY CALLED FOR SUCH PURPOSE, PROVIDED:(I)EACH SUCH NOMINATION IS MADE BY AT LEAST TEN PERCENT OF ALL MEMBERS OF THE SOCIETY (WHO ARE IN GOOD STANDING AT THE TIME NOTICE OF SUCH MEETING IS GIVEN) BY MEANS OF WRITTEN STATEMENT SETTING FORTH THE NAME OF EACH NOMINEE AND SIGNED BY ALL SUCH MEMBERS, WITH SUCH WRITTEN STATEMENT HAVING BEEN DELIVERED TO THE PRESIDENT OR SECRETARY OF THE SOCIETY AT LEAST FIVE DAYS PRIOR TO THE DATE OF SUCH MEETING; AND (II)EACH SUCH NOMINEE IS PRESENT IN PERSON AT SUCH MEETING AND DECLARES HIS OR HER WILLINGNESS TO SERVE AS A DIRECTOR. CUMULATIVE VOTING BY MEMBERS IS HEREBY EXPRESSLY PROHIBITED AT ANY ANNUAL OR SPECIAL MEETING OF MEMBERS AND IN ALL INSTANCES. PART VI, LINE 11B: FORM 990 IS PREPARED BY SMITH AND HOWARD ADVISORY, LLC, WITH INPUT FROM AND CONSULTATIONS WITH THE MANAGEMENT OF THE ARBORETUM. THE FINAL RETURN IS REVIEWED AND APPROVED BY THE ARBORETUM'S VICE PRESIDENT OF FINANCE AND DISTRIBUTED TO THE BOARD OF DIRECTORS PRIOR TO FILING. PART VI, LINE 12C: PERSONS COVERED BY THE ARBORETUM'S CONFLICT OF INTEREST POLICY WILL DISCLOSE TO THE CHAIRMAN OF THE BOARD OF DIRECTORS THEIR INTEREST THAT COULD GIVE RISE TO CONFLICTS OF INTEREST SUCH AS TRANSACTIONS OR AFFILIATIONS WITH BUSINESS AND OTHER ORGANIZATIONS OR THOSE OF FAMILY MEMBERS WHEN THEY BECOME AWARE OF A POTENTIAL CONFLICT OF INTEREST. FOR EACH INTEREST DISCLOSED TO THE CHAIRMAN OF THE BOARD OF DIRECTORS, THE CHAIRMAN WILL DETERMINE WHETHER TO (A) TAKE NO ACTION, (B) ASSURE FULL DISCLOSURE TO THE BOARD OF DIRECTORS AND OTHER INDIVIDUALS COVERED BY THIS POLICY, (C) ASK THE PERSON TO RECUSE FROM PARTICIPATION IN RELATED DISCUSSIONS OF DECISIONS WITHIN THE BOARD, OR (D) ASK THE PERSON TO RESIGN FROM HIS OR HER POSITION, OR, IF THE PERSON REFUSES TO RESIGN, BECOME SUBJECT TO POSSIBLE REMOVAL IN ACCORDANCE WITH THE ARBORETUM'S REMOVAL PROCEDURES. THE ARBORETUM'S PRESIDENT WILL MONITOR PROPOSALS OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND DISCLOSE THEM TO THE CHAIRMAN OF THE BOARD OF DIRECTORS IN ORDER TO DEAL WITH POTENTIAL OR ACTUAL CONFLICTS, WHETHER DISCOVERED BEFORE OR AFTER THE TRANSACTION HAS OCCURRED. PART VI, LINE 15A - COMPENSATION REVIEW & APPROVAL PROCESS - CEO & TOP MA COMPENSATION FOR THE PRESIDENT IS OUTLINED IN AN EMPLOYMENT CONTRACT WHICH IS NEGOTIATED AND APPROVED BY THE CHAIRMAN OF THE BOARD, EXECUTIVE COMPENSATION COMMITTEE, AND COMPANY COUNSEL AS NECESSARY. ALL OTHER KEY EMPLOYEE COMPENSATION IS PROPOSED BY THE PRESIDENT AND APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEE, WHICH IS COMPRISED OF THE CHAIRMAN OF THE BOARD, THE BOARD TREASURER, AND THE VICE CHAIRMAN TO BE INCLUDED IN THE PROPOSED ANNUAL BUDGET. THE ANNUAL BUDGET IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE LAST REVIEW WAS PERFORMED AS OF DECEMBER 2020. PART VI, LINE 19 - OTHER ORGANIZATION DOCUMENTS PUBLICLY AVAILABLE AVAILABLE UPON REQUEST PART XI, LINE 9: CHANGE IN BENEFICIAL INTERST IN ASSETS HELD BY FOUNDATION: 4,443,898 FORM 990 PART IX LINE 11G DESCRIPTION:CONTRACT LABOR TOTAL FEES:2415399 FORM 990 PART IX LINE 11G DESCRIPTION:PROFESSIONAL FEES TOTAL FEES:1933346 DALLAS ARBORETUM FOUNDATION 8617 GARLAND ROAD DALLAS TX 75218 822625052 SUPPORT DABS TX 501(C)(3) 12(A) NA false THE WOMEN'S COUNCIL OF THE DALLAS 25 Highland Park Village dallas TX 75205 752243795 SUPPORT DABS TX 501(C)(3) 7 NA false false false true false true false false false false false false false true true true false false false false DALLAS ARBORETUM FOUNDATION C 578659 CASH DALLAS ARBORETUM FOUNDATION E 131962 CASH