PHIPPS CONSERVATORY AND BOTANICAL GARDENS INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- PHIPPS CONSERVATORY AND BOTANICAL GARDENS INC (EIN 25-1492587)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-08-12
- IRS object ID
- 201622259349302502
- Schema version
- 2014v6.0
- 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) |
|---|---|---|
| Return | 2016-08-12T11:13:23-05:00 | ReturnTs |
| Tax Period End | 2015-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251408703 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHNEIDER DOWNS & CO INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PPG PLACE SUITE 1700 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251492587 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHIPPS CONSERVATORY AND BOTANICAL GARDENS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHIP | BusinessNameControlTxt |
| Phone | 4126226915 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SCHENLEY PARK | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15213 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT S MERMELSTEIN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4126226915 | PhoneNum |
| Signature | 2016-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EUGENE J LOGAN | PreparerPersonNm |
| PTIN | P00227231 | PTIN |
| Phone | 4122613644 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT S MERMELSTEIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SCHENLEY PARK | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15213 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,311,574 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PHIPPS.CONSERVATORY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | PHIPPS IS THE PLACE WHERE PEOPLE DISCOVER THE BEAUTY OF HUMANITY LIVING IN HARMONY WITH NATURE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 48 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 47 | VotingMembersIndependentCnt |
| Total Employee | 209 | TotalEmployeeCnt |
| Total Volunteers | 347 | TotalVolunteersCnt |
| Total Gross UBI | $773,466 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,546,384 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,878,919 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,309,479 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,739,035 | CYProgramServiceRevenueAmt |
| PY Investment Income | $261,883 | PYInvestmentIncomeAmt |
| CY Investment Income | $290,998 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,073,270 | PYOtherRevenueAmt |
| CY Other Revenue | $1,217,429 | CYOtherRevenueAmt |
| PY Total Revenue | $10,191,016 | PYTotalRevenueAmt |
| CY Total Revenue | $11,126,381 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $49,080 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $30,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,290,932 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,241,889 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $425,467 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,208,903 | PYOtherExpensesAmt |
| CY Other Expenses | $5,792,060 | CYOtherExpensesAmt |
| PY Total Expenses | $9,548,915 | PYTotalExpensesAmt |
| CY Total Expenses | $10,063,949 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $642,101 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,062,432 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $59,053,428 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,938,496 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,316,267 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,627,335 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $55,737,161 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $56,311,161 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PHIPPS' MISSION IS TO INSPIRE AND EDUCATE ALL WITH THE BEAUTY AND IMPORTANCE OF PLANTS, TO ADVANCE SUSTAINABILITY AND PROMOTE HUMAN AND ENVIRONMENTAL WELL-BEING THROUGH ACTION AND RESEARCH, AND TO CELEBRATE ITS HISTORIC GLASSHOUSE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,533,078 | ExpenseAmt |
| Desc | HORTICULTURE: PHIPPS, A GREAT AND VICTORIAN GREENHOUSE, HAS SINCE 1893 INVITED ITS GUESTS TO EXPLORE THE BEAUTY AND MYSTERIES OF PLANTS. PHIPPS PRESENTS FOUR MAJOR, SEASONAL FLOWER SHOWS THROUGHOUT THE YEAR. THE SPRING, SUMMER, FALL AND WINTER SHOWS PROVIDE OUR GUESTS WITH UNIQUE SEASONAL COLORS AND AROMAS. THE FOURTEEN ROOM CONSERVATORY, SEVEN OUTDOOR GARDENS AND 36,000 SQUARE FEET OF LEED-CERTIFIED PRODUCTION GREENHOUSES PROVIDE YEAR ROUND BEAUTY, CREATIVITY AND INTERESTING AND EDUCATIONAL DISPLAYS FOR OUR GUESTS. PHIPPS ALSO RECENTLY COMPLETED THE CENTER FOR SUSTAINABLE LANDSCAPES, ONE OF THE WORLD'S GREENEST BUILDINGS AND LANDSCAPES, BUILT TO ACHIEVE LEED PLATINUM, LIVING BUILDING CHALLENGE AND SUSTAINABLE SITES STATUS, WHICH SERVES AS ITS CENTER FOR SCIENCE EDUCATION AND RESEARCH, AS WELL AS ADMINISTRATION AND MANAGEMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,206,342 | ExpenseAmt |
| Revenue | $2,812,479 | RevenueAmt |
| Desc | GUEST SERVICES: PHIPPS IS A TRANQUIL PUBLIC GARDENS SPACE THAT REJUVENATES, INSPIRES PEACE, AND OFFERS RESPITE FROM TODAY'S BUSY WORLD AND IS DEDICATED TO PROVIDING ITS GUESTS WITH EXPERIENCES FOUND NOWHERE ELSE. FROM ROWS OF SCHOOL CHILDREN WITH PALMS RAISED HIGH OVER THEIR HEADS TO IMITATING THE TROPICS' CANOPY LAYER OF TREES, TO GUESTS TAKING AN EXHILARATING STROLL FROM THE CLASSIC VICTORIAN BEAUTY OF THE 1893 GLASSHOUSE TO THE EXOTIC WILDS OF THE TROPICAL FOREST, EVERY GUEST GAINS A SINGULAR EXPERIENCE, WHICH IS TAILORED TO THEIR NEEDS FOR EDUCATION, INSPIRATION AND ENRICHMENT. PHIPPS AIMS TO HIGHLIGHT IMPORTANT CONNECTIONS BETWEEN PEOPLE, PLANTS, AND THE PLANET IN ORDER TO INSPIRE POSITIVE CHANGES IN THE WAY THAT WE INTERACT WITH THE WORLD AROUND US.PHIPPS, THE "GREEN HEART OF PITTSBURGH", IS ONE OF AMERICA'S GREENEST PUBLIC GARDENS, CARRYING ON ITS LEGACY AS A SANCTUARY AND LEARNING INSTITUTION WHILE SETTING A NEW STANDARD IN SUSTAINABILITY FOR THE WORLD. PHIPPS EMBRACES SUSTAINABILITY AS A MEANS TO BETTER THE WORLD AND TO PROMOTE THE WELL-BEING OF ALL LIFE. FROM ITS DAILY OPERATIONS ON THE GARDENS, CAFE, GIFT SHOP AND OFFICES TO ITS GREEN BUILDING AND LANDSCAPING PROJECTS, ENVIRONMENTAL RESPONSIBILITY IS WOVEN INTO ALL OF PHIPPS' EFFORTS. THE WELCOME CENTER, OPENED IN 2005, WAS THE FIRST VISITOR FACILITY IN A PUBLIC GARDEN IN THE WORLD TO EARN LEED CERTIFICATION. PHIPPS REDEFINED CONSERVATORY DESIGN IN 2006 WITH THE MOST ENERGY-EFFICIENT CONSERVATORY IN THE WORLD WHEN IT OPENED ITS TROPICAL FOREST CONSERVATORY. THIS UNCONVENTIONALLY SHAPED STRUCTURE INCORPORATES INSULATED ROOF GLASS WHILE MAINTAINING PROPER LIGHT LEVELS FOR GROWING PLANTS, PASSIVE COOLING AND RADICAL VENTING SYSTEMS, ENERGY BLANKETS, ROOT-ZONE HEATING, THERMAL MASSING, AND AN INTEGRATED BUILDING MONITORING SYSTEM. IN ADDITION TO THE TROPICAL FOREST CONSERVATORY, PHIPPS OPENED ITS PRODUCTION GREENHOUSE IN 2006, EARNING LEED PLATINUM FOR EXITING BUILDINGS. PHIPPS WAS THE FIRST CONSERVATORY IN THE WORLD TO RECEIVE THIS CERTIFICATION. THESE FACILITIES OFFER 36,000 SQUARE FEET OF ENERGY EFFICIENT GROWING SPACE FOR PLANTS, OPERATING 33% MORE EFFICIENTLY THAN SIMILAR GREENHOUSES. IN 2012, THE CENTER FOR SUSTAINABLE LANDSCAPES - A FACILITY FOR EDUCATION, RESEARCH AND ADMINISTRATION - WAS COMPLETED AND IS POISED TO BE THE FIRST BUILDING IN THE WORLD TO ACHIEVE THE HIGHEST GREEN BUILDING AND LANDSCAPE STANDARDS: THE LIVING BUILDING CHALLENGE, LEED PLATINUM AND SITES CERTIFICATIONS. DESIGNED AND BUILT BY PITTSBURGHERS AND PENNSYLVANIANS, THE CSL IS ONE OF THE GREENEST BUILDINGS ON EARTH. IT GENERATES ALL OF ITS OWN RENEWABLE ENERGY, TREATS AND USES ALL WATER CAPTURED ON SITE, AND FEATURES A RESTORATIVE LANDSCAPE WITH MANY BENEFICIAL AND USEFUL NATIVE PLANTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $595,527 | ExpenseAmt |
| Grant | $30,000 | GrantAmt |
| Revenue | $269,028 | RevenueAmt |
| Desc | EDUCATION: PHIPPS OFFERS A WIDE VARIETY OF INNOVATIVE CLASSES AND CERTIFICATE PROGRAMS FOR ADULTS AND HANDS-ON CAMPS AND EVENTS DESIGNED TO INSPIRE CHILDREN AND YOUTH AND HAS SERVED OVER 4,000 ADULTS AND 5,000 CHILDREN AND YOUTH. IN ADDITION, NEARLY 30,000 CHILDREN AND ADULTS ENJOYED FREE PUBLIC PROGRAMMING DURING THEIR VISITS. FOR ADULTS, PHIPPS OFFERS CERTIFICATE PROGRAMS IN SUSTAINABLE HORTICULTURE, LANDSCAPE AND GARDEN DESIGN, NATIVE PLANT LANDSCAPES, FLORAL DESIGN, AND BOTANICAL ARE AND ILLUSTRATION, PLUS CLASSES ON GARDENING AND BOTANICAL CRAFTS, AND GREEN AND HEALTHY LIVING, AS WELL AS SYMPOSIA ON GARDENING, LANDSCAPING AND NATIVE PLANTS. FOR CHILDREN AND YOUNG ADULTS, PHIPPS OFFERS A VARIETY OF HANDS-ON NATURE-BASED SEASONAL CAMPS FOR CHILDREN AGES TWO-NINE, HIGH- AND MIDDLE SCHOOL FAIRCHILD CHALLENGE ENVIRONMENTAL COMPETITIONS AND ANNUAL ECO-CHALLENGES, ONSITE DISCOVERY STATIONS, PAID SUMMER INTERNSHIPS FOR UNDERSERVED YOUTH AND SCHOOL FIELD TRIPS. IN ADDITION, PHIPPS OFFERS ITS BOTANY IN ACTION FELLOWSHIP PROGRAM. THIS BIA FELLOWSHIP PROGRAM FOSTERS THE DEVELOPMENT OF A NEXT GENERATION OF PLANT-BASED SCIENTISTS WHO ARE COMMITTED, FIRST, TO EXCELLENT RESEARCH AND, SECOND, TO EDUCATIONAL OUTREACH. PHIPPS' BIA PREOGRAM NOT ONLY PROVIDES GRANTS TO EMERGING U.S. SCIENTISTS CARRYING OUT PLANT-BASED RESEARCH AROUND THE GLOBE, BUT ALSO OFFERS TRAINING AND OPPORTUNITIES FOR THEM IN SCIENCE COMMUNICATION AND OUTREACH TO THE PUBLIC. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,621,230 | ExpenseAmt |
| Revenue | $11,872 | RevenueAmt |
| Desc | INCLUDED IN OTHER PROGRAM SERVICES ARE DEPRECIATION, COSTS FOR MAINTAINING THE FACILITIES, INDIRECT LABOR AND OVERHEAD AND OTHER MISCELLANEOUS EXPENSES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,621,230 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $11,872 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $8,956,177 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 68 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 209 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 48 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 47 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT S MERMELSTEIN CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4126226915 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 SCHENLEY PARK | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152133830 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (58 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| TERRI L BALTIMORE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY MURTLAND BERGER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MELISSA BILEC | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NATHAN BOXX | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JESSICA BROWN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNE CHEN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY DAVIDSON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE DAVISON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARILYN DELLOVADE | |||||||
| TRUSTEE (ENTERED 10/2014) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNE NEMER DHANDA | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CONGRESSMAN MIKE DOYLE | |||||||
| TRUSTEE (ENTERED 10/2014) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SHERRY DUCARME | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES FRANTZ | |||||||
| TRUSTEE (EXITED 10/2014) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM GENERETT JR | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN GOLOMB | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA GRANITO | |||||||
| TRUSTEE (EXITED 10/2014) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL HARRINGTON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL HERALD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| H PHIPPS HOFFSTOT III | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY CAROLINE HUNT | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TERRI WOLFE IZZO | |||||||
| TRUSTEE (EXITED 08/2015) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA KARET | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK KENNY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH LAGANA | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| VIVIAN LOFTNESS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| VIKRAM MANGALMURTI | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RYAN B MARTIN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY MASCARO | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD MCCORD | |||||||
| TRUSTEE (EXITED 04/2015) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF MCILROY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE MURPHY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER MUSE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SUZAN OBAGI | |||||||
| TRUSTEE (ENTERED 01/2015) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY ODOM | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BETSY BALZEK-O'NEILL | |||||||
| TRUSTEE (EXITED 10/2014) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DONNA PATTERSON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| THEORDORA POLAMALU | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN POLLACK | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TODD E REIDBORD | |||||||
| TRUSTEE (ENTERED 10/2014) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SENATOR JOSEPH SCARNATI | |||||||
| TRUSTEE (ENTERED 10/2014) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISHNA SHARMA | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| VIRGINIA SIMMONS | |||||||
| TRUSTEE (ENTERED 01/2015) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM SLIVKA | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH SPRUILL | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RITU THAMMAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MISSY UNKOVIC | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN WEINSTEIN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ADAM YOFAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT LAMMIE | |||||||
| CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JUI JOSHI | |||||||
| VICE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| WALTER BURLACK | |||||||
| TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RESHMA PARANJPE | |||||||
| SECRETARY (EXITED 10/2014) | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DIANA MRVOS RATH | |||||||
| SECRETARY (AS OF 10/2014) | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RICHARD PIACENTINI | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $280,091 | $0 | $29,441 | Yes (X) | |
| ROBERT MERMELSTEIN | |||||||
| CFO | 40.00 | $116,788 | $0 | $17,823 | Yes (X) | ||
| GREGORY R DUFOUR | |||||||
| DIRECTOR, CAPITAL CAMPAIGN | 40.00 | $131,156 | $0 | $14,376 | Yes (X) | ||
| JANICE KORTZ | |||||||
| DIRECTOR, HR & OPERATIONS | 40.00 | $119,064 | $0 | $13,595 | Yes (X) | ||
| MAJORIE A RADEBAUGH | |||||||
| DIRECTOR, EDUCATION & HORT | 40.00 | $106,108 | $0 | $20,174 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $753,207 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $95,409 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RENOVATION SERVICES INC | |||||
| PO BOX 31 | MAYS LICK | KY | 41055 | RENOVATIONS | $633,430 |
| RED HOUSE COMMUNICATIONS | |||||
| 1908 SARAH STREET | PITTSBURGH | PA | 15203 | ADVERTISING | $233,345 |
| SERVICEMASTER | |||||
| 1330 WALL AVENUE | PITCAIRN | PA | 15140 | JANITORIAL SERVICES | $212,169 |
| ECOCRAFT HOMES INC | |||||
| 402 HIGHLAND DRIVE | SHIPPENVILLE | PA | 16254 | CONSTRUCTION PROJECTS | $139,944 |
| US SECURITY ASSOCIATES INC | |||||
| PO BOX 931703 | ATLANTA | GA | 31193 | SECURITY | $121,291 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,173,310 | MembershipDuesAmt |
| Fundraising | $58,134 | FundraisingAmt |
| Government Grants | $2,291,270 | GovernmentGrantsAmt |
| All Other Contributions | $3,356,205 | AllOtherContributionsAmt |
| Total Contributions | $6,878,919 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 900099 | $2,458,135 | $2,458,135 |
| EDUCATIONAL TOURS/CLASSES | 900099 | $269,028 | $269,028 |
| LANDSCAPE DESIGN COURSEWORK | 900099 | $11,872 | $11,872 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,739,035 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $124,256 | TotalRevenueColumnAmt |
| Exclusion | $124,256 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $699,815 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $383,337 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $316,478 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $316,478 | TotalRevenueColumnAmt |
| Exclusion | $316,478 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,106,704 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $939,962 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $166,742 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $166,742 | TotalRevenueColumnAmt |
| Exclusion | $166,742 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $113,209 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $58,134 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $71,273 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,936 | TotalRevenueColumnAmt |
| Exclusion | $41,936 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $3,649,123 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $2,790,621 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $858,502 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $354,344 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $773,466 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$269,308 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $513 | TotalRevenueColumnAmt |
| Exclusion | $513 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $513 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,126,381 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,093,379 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $773,466 | UnrelatedBusinessRevenueAmt |
| Exclusion | $380,617 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,000 | TotalAmt |
| Program Services | $30,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $415,949 | TotalAmt |
| Program Services | $344,067 | ProgramServicesAmt |
| Management And General | $36,409 | ManagementAndGeneralAmt |
| Fundraising | $35,473 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,045,809 | TotalAmt |
| Program Services | $2,486,611 | ProgramServicesAmt |
| Management And General | $283,240 | ManagementAndGeneralAmt |
| Fundraising | $275,958 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,076 | TotalAmt |
| Program Services | $114,435 | ProgramServicesAmt |
| Management And General | $12,481 | ManagementAndGeneralAmt |
| Fundraising | $12,160 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $395,046 | TotalAmt |
| Program Services | $324,814 | ProgramServicesAmt |
| Management And General | $35,573 | ManagementAndGeneralAmt |
| Fundraising | $34,659 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,009 | TotalAmt |
| Program Services | $201,390 | ProgramServicesAmt |
| Management And General | $22,600 | ManagementAndGeneralAmt |
| Fundraising | $22,019 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,133 | TotalAmt |
| Management And General | $64,133 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,735 | TotalAmt |
| Management And General | $43,735 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,992 | TotalAmt |
| Program Services | $106,100 | ProgramServicesAmt |
| Management And General | $17,241 | ManagementAndGeneralAmt |
| Fundraising | $11,651 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,162,972 | TotalAmt |
| Program Services | $1,160,197 | ProgramServicesAmt |
| Fundraising | $2,775 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323,934 | TotalAmt |
| Program Services | $323,934 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,851 | TotalAmt |
| Program Services | $203,110 | ProgramServicesAmt |
| Management And General | $58,558 | ManagementAndGeneralAmt |
| Fundraising | $3,183 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $583,084 | TotalAmt |
| Program Services | $571,932 | ProgramServicesAmt |
| Management And General | $5,576 | ManagementAndGeneralAmt |
| Fundraising | $5,576 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,755 | TotalAmt |
| Program Services | $115,747 | ProgramServicesAmt |
| Fundraising | $8 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,913 | TotalAmt |
| Program Services | $63,676 | ProgramServicesAmt |
| Management And General | $11,237 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,783,884 | TotalAmt |
| Program Services | $1,729,969 | ProgramServicesAmt |
| Management And General | $53,915 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,460 | TotalAmt |
| Program Services | $191,536 | ProgramServicesAmt |
| Management And General | $3,949 | ManagementAndGeneralAmt |
| Fundraising | $1,975 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| UBI TAXES | $1,974 | $1,974 | ||
| MATERIALS AND SUPPLIES | $732,209 | $729,128 | $3,081 | |
| EQUIPMENT RENTAL | $167,128 | $144,583 | $7,232 | $15,313 |
| DESIGN | $68,475 | $68,475 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,561 | TotalAmt |
| Program Services | $44,499 | ProgramServicesAmt |
| Management And General | $18,345 | ManagementAndGeneralAmt |
| Fundraising | $9,717 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,063,949 | TotalAmt |
| Program Services | $8,956,177 | ProgramServicesAmt |
| Management And General | $682,305 | ManagementAndGeneralAmt |
| Fundraising | $425,467 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,385 | BOYAmt |
| EOY | $4,611 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,790,281 | BOYAmt |
| EOY | $4,359,665 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,157,405 | BOYAmt |
| EOY | $4,019,697 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,099 | BOYAmt |
| EOY | $161,575 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,488 | BOYAmt |
| EOY | $249,606 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $313,141 | BOYAmt |
| EOY | $213,740 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $60,986,095 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,902,372 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,315,994 | BOYAmt |
| EOY | $47,083,723 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,792,667 | BOYAmt |
| EOY | $1,887,223 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,248,968 | BOYAmt |
| EOY | $1,958,656 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,053,428 | BOYAmt |
| EOY | $59,938,496 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,056,052 | BOYAmt |
| EOY | $1,413,870 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $372,685 | BOYAmt |
| EOY | $394,453 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,887,530 | BOYAmt |
| EOY | $1,819,012 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,316,267 | BOYAmt |
| EOY | $3,627,335 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,914,549 | BOYAmt |
| EOY | $47,178,832 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,738,317 | BOYAmt |
| EOY | $6,845,037 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,084,295 | BOYAmt |
| EOY | $2,287,292 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,737,161 | BOYAmt |
| EOY | $56,311,161 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,053,428 | BOYAmt |
| EOY | $59,938,496 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,062,432 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$314,432 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$174,000 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,440,772 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,609,173 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,082,981 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,325,073 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,873,935 | CurrentTaxYearAmt |
| Total | $34,331,934 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,440,772 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,609,173 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,082,981 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,325,073 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,873,935 | CurrentTaxYearAmt |
| Total | $34,331,934 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,329,508 | SubstantialContributorsTotAmt |
| Public Support Total170 | $33,002,426 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $92,406 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $88,643 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $103,109 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,304,871 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $824,071 | CurrentTaxYearAmt |
| Total | $2,413,100 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $467,446 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $498,115 | CurrentTaxYearAmt |
| Total | $965,561 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,689 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,954 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $948 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $913 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $513 | CurrentTaxYearAmt |
| Total | $89,017 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $37,799,612 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $11,525,844 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.87310 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85450 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,327,725 | BeginningYearBalanceAmt |
| Contributions | $202,997 | ContributionsAmt |
| Investment Earnings Or Losses | -$22,942 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $111,550 | OtherExpendituresAmt |
| End Year Balance | $2,396,230 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,801,101 | BeginningYearBalanceAmt |
| Contributions | $236,531 | ContributionsAmt |
| Investment Earnings Or Losses | $453,090 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $162,997 | OtherExpendituresAmt |
| End Year Balance | $2,327,725 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,705,515 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $95,586 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,801,101 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,750,658 | BeginningYearBalanceAmt |
| Contributions | $51,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$96,143 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,705,515 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,566,134 | BeginningYearBalanceAmt |
| Contributions | $34 | ContributionsAmt |
| Investment Earnings Or Losses | $220,965 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $36,475 | OtherExpendituresAmt |
| End Year Balance | $1,750,658 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.95450 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04550 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $56,727,641 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,058,220 | DepreciationAmt |
| Book Value | $43,669,421 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,248,351 | OtherCostOrOtherBasisAmt |
| Depreciation | $832,503 | DepreciationAmt |
| Book Value | $1,415,848 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,010,103 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,649 | DepreciationAmt |
| Book Value | $1,998,454 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $47,083,723 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $13,883,180 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$314,432 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $3,071,231 | OtherRevenueAmt |
| Revenue Not Reported | $2,756,799 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,126,381 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,126,381 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,309,180 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $3,245,231 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $3,245,231 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,063,949 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,063,949 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | PHIPPS' CHIHULY GLASS COLLECTION INCLUDES EIGHT INSTALLATIONS OF CHIHULY PIECES THROUGHOUT THE CONSERVATORY. THE PIECES WERE PURCHASED SPECIFICALLY TO DEMONSTRATE BOTANICAL ART AND THEIR RELATIONSHIP TO THE ACCOMPANYING PLANTS. |
| PART V, LINE 4: | THE INTENDED USE OF THE ENDOWMENT FUNDS OF PHIPPS CAN BE DESCRIBED AS FOLLOWS. EACH YEAR, THE BOARD OF TRUSTEES VOTES ON THE PERCENTAGE OF EARNINGS FROM THE ENDOWMENT THAT WILL BE ALLOCATED FOR THE USE OF THE VARIOUS PORTIONS. THERE ARE SEVERAL PORTIONS OF THE ENDOWMENT FUNDS AT PHIPPS: 1) FUNDING FOR THE SALARY/BENEFITS OF THE POSITION OF DIRECTOR OF HORTICULTURE, 2) FUNDING FOR THE BOTANY IN ACTION PROGRAM THAT PROVIDES GRANTS TO STUDENTS PERFORMING RESEARCH IN BOTANY THROUGHOUT THE WORLD, 3) FUNDING FOR THE GENERAL OPERATIONS OF THE CONSERVATORY AND GARDEN CENTER AND 4) FUNDING FOR THE FUTURE RESEARCH PROGRAM RELATED TO THE CENTER FOR SUSTAINABLE LANDSCAPES CURRENTLY BEING DESIGNED. THE ENDOWMENT FUNDING FOR THE RESEARCH PROGRAM AT PHIPPS IS PART OF THE CURRENT CAPITAL CAMPAIGN RELATED TO THE CENTER FOR SUSTAINABLE LANDSCAPES. THE CURRENT CAPITAL CAMPAIGN GOAL IS SPECIFICALLY RELATED TO THE FUTURE RESEARCH PROGRAM. |
| PART X, LINE 2: | PHIPPS IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO PHIPPS' TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, PHIPPS QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). AT SEPTEMBER 30, 2015 AND 2014, PHIPPS HAD NET OPERATING LOSS CARRY-FORWARDS RESULTING FROM ITS UNRELATED BUSINESS ACTIVITIES OF APPROXIMATELY $600,000 AND $1,100,000, RESPECTIVELY, WHICH MAY BE APPLIED AGAINST FUTURE YEARS' TAXABLE INCOME. THE NET OPERATING LOSS CARRY-FORWARDS EXPIRE AT VARIOUS DATES THROUGH 2029. PHIPPS RECORDS A DEFERRED TAX ASSET TO THE EXTENT THAT IT IS MORE LIKELY THAN NOT THAT SOME OR ALL OF THIS BENEFIT IS TO BE REALIZED. AT SEPTEMBER 30, 2013, A VALUATION ALLOWANCE OF APPROXIMATELY $550,000 WAS RECORDED TO FULLY RESERVE THE DEFERRED TAX ASSET DUE TO THE UNCERTAINTY OF THE FUTURE USE OF THESE NET OPERATING LOSSES. DURING THE YEAR ENDED SEPTEMBER 30, 2014, MANAGEMENT DETERMINED THAT IT IS MORE LIKELY THAN NOT THAT THESE NET OPERATING LOSS CARRY-FORWARDS WILL BE USED TO OFFSET FUTURE UNRELATED BUSINESS TAXABLE INCOME. AS SUCH, A DEFERRED TAX BENEFIT OF APPROXIMATELY $550,000 WAS RECORDED DURING THE YEAR ENDED SEPTEMBER 30, 2014. DURING THE YEARS ENDED SEPTEMBER 30, 2015 AND 2014, MANAGEMENT UTILIZED APPROXIMATELY $498,000 AND $467,000, RESPECTIVELY, OF THE NET OPERATING LOSSES TO OFFSET UNRELATED BUSINESS TAXABLE INCOME, RESULTING IN DEFERRED TAX EXPENSE OF APPROXIMATELY $174,000 AND $164,000, RESPECTIVELY. THERE WAS NO VALUATION ALLOWANCE RECORDED AT SEPTEMBER 30, 2015 OR 2014. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DEFERRED TAX EXPENSE -174,000. COST OF GOODS SOLD 2,790,621. FUNDRAISING EXPENSES 71,273. RENTAL EXPENSE 383,337. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 2,790,621. RENTAL EXPENSE 383,337. FUNDRAISING EXPENSES 71,273. |
| SCHEDULE D, PART V, COLUMN A, CURRENT YEAR ENDOWMENT FUNDS: | THE ORGANIZATION FILED A SHORT YEAR RETURN FOR THE PERIOD OF JANUARY 1, 2013 TO SEPTEMBER 30, 2013. THE AMOUNTS IN PART V, COLUMN (B) ARE COMBINED AMOUNTS FOR THE SHORT YEAR AND CURRENT YEAR RETURNS AS BOTH WERE REPORTED ON A 2013 FORM 990. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WINES UNDER GLASS | Event1Nm |
| Gross Receipts Event1 | $76,068 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $47,040 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $29,028 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $4,520 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $12,629 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,400 | EntertainmentEvent1Amt |
| Event2 | MAY MARKET | Event2Nm |
| Gross Receipts Event2 | $51,846 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $51,846 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $7,677 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $300 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $18,579 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $43,429 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $11,094 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $32,335 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $1,757 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $14,077 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $1,500 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $8,834 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $171,343 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $58,134 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $113,209 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $13,954 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $27,006 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,900 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $27,413 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $71,273 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $41,936 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | BOTANICAL RESEARCH | GrantTypeTxt |
| Recipient | 6 | RecipientCnt |
| Cash Grant | $30,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE BOTANY IN ACTION PROGRAM AT PHIPPS PROVIDES GRANTS TO GRADUATE STUDENTS TO FORM ALLIANCES WITH INDIGENOUS CULTURES WHILE STUDYING IN SOME OF THE MOST REMOTE AND BOTANICALLY-RICH AREAS OF THE WORLD. BOTANY IN ACTION RESEARCHERS DOCUMENT THE USES OF IMPORTANT, OFTEN ENDANGERED PLANTS. GRANTEES RECORD TRADITIONAL SPECIES. THEY ALSO IDENTIFY MEDICINALLY ACTIVE COMPOUNDS PRESENT IN PLANTS WITH THE HELP OF FARMERS, SHAMANS, MIDWIVES AND OTHER KEEPERS OF MEDICINAL KNOWLEDGE. TO DATE, 29 RESEARCHERS HAVE BENEFITED FROM BOTANY IN ACTION GRANTS. BEYOND THE INITIAL GRANT FOR TRAVEL, STUDY, SERVICES, AND SUPPLIES, STUDENTS MAY SEEK AID TO PUBLISH AND PROMOTE THEIR FINDINGS THROUGH PUBLIC OUTREACH AND EDUCATION. THE STUDENTS ARE ASSIGNED AN ADVISOR/MENTOR WHO WILL ASSIST AND GUIDE THEM IN THEIR RESEARCH BASED ON THEIR APPROVED PROPOSAL. THESE ADVISORS ARE A NETWORK OF ACADEMICS AND PROFESSIONALS IN TOP UNIVERSITY PROGRAMS AND AT BOTANICAL INSTITUTIONS. IN ADDITION, INFORMATION GATHERED BY BOTANY IN ACTION SPONSORED GRADUATE STUDENTS HELPS TO INFORM PHIPPS' DISPLAYS AND OUTREACH. THE STUDENTS ALSO MAKE APPEARANCES AT AREA SCHOOLS, SPEAKING TO CHILDREN ABOUT THEIR LIFE AND WORK AS CONSERVATION SCIENTISTS. BOTANY IN ACTION SPONSORED GRADUATE STUDENTS APPEAR EACH JANUARY AT A PHIPPS-SPONSORED COLLOQUIUM, DISCUSSING THEIR WORK WITH PHIPPS STAFF AND BOARD MEMBERS, LOCAL STUDENTS, AND THE GENERAL PUBLIC. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD PIACENTINI | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $266,391 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $13,700 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $16,981 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $12,460 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $309,532 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | PHIPPS CONSERVATORY AND BOTANICAL GARDENS, INC. PAYS THE MONTHLY DUES FOR A BUSINESS CLUB LOCATED IN THE CITY CENTER. THE PRIMARY PURPOSE OF THE MEMBERSHIP IS FOR BUSINESS MEETINGS/MEALS THAT THE EXECUTIVE DIRECTOR HAS OFF SITE OR WITH INDIVIDUALS THAT ARE MORE CONVENIENTLY LOCATED IN THE CITY ITSELF. |
| PART I, LINE 4B | THE EXECUTIVE DIRECTOR PARTICIPATES IN A SECTION 457(F) PLAN. |
| PART I, LINE 7 | THE EXECUTIVE DIRECTOR RECEIVED A BONUS OF $13,700 IN 2014. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | DURING THE INTERVALS BETWEEN MEETINGS OF THE BOARD, THE EXECUTIVE COMMITTEE MAY EXERCISE ALL THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE PROPERTY, BUSINESS AND AFFAIRS OF THE CORPORATION, EXCEPT THAT THE EXECUTIVE COMMITTEE SHALL HAVE NO POWER OR AUTHORITY AS TO THE FOLLOWING: (I) THE FILLING OF VACANCIES ON THE BOARD, (II) THE FILLING OF VACANCIES ON THE EXECUTIVE, AUDIT, FINANCE, TRUSTEESHIP, DEVELOPMENT AND COMPENSATION COMMITTEES, (III) THE ADOPTION, AMENDMENT OR REPEAL OF THE BYLAWS, (IV) THE AMENDMENT OR REPEAL OF ANY RESOLUTION OF THE BOARD. SIGNIFICANT ACTIONS OF THE EXECUTIVE COMMITTEE SHALL BE REPORTED AT THE NEXT MEETING OF THE BOARD. MEEETINGS OF THE EXECUTIVE COMMITTEE MAY BE CALLED, AND SHALL BE CHAIRED, BY THE CHAIRMAN OF THE BOARD, OR IN HIS ABSENCE, THE VICE CHAIRMAN OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS COMPLETED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM AND IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE. A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 12C | ON A YEARLY BASIS, ALL MEMBERS OF THE BOARD OF TRUSTEES ARE PROVIDED THE PHIPPS CONFLICT OF INTEREST POLICY AND THE RELATED PROCEDURES. THEY ARE THEN REQUIRED TO COMPLETE THE CONFLICT OF INTEREST DISCLOSURE STATEMENT IDENTIFYING ANY POTENTIAL CONFLICTS, IDENTIFYING ANY OTHER BOARDS THEY MAY BE A MEMBER OF, AND IDENTIFYING THEIR EMPLOYER. THE TRUSTEESHIP COMMITTEE OF THE BOARD OF TRUSTEES IS THE GROUP RESPONSIBILE FOR ASSURING THAT EVERY DISCLOSURE STATEMENT IS RETURNED. PHIPPS' BOARD OF TRUSTEES CONSISTENTLY HAS 100% PARTICIPATION IN THIS PROCESS. TRUSTEES THAT HAVE A CONFLICT ARE ASKED TO VOICE THEIR AFFILIATIONS IN COMMITTEE AND FULL BOARD MEETINGS WHERE A DECISION RELATED TO THAT AFFILIATION VIA VOTE WILL BE MADE. ONCE VOICED, THE TRUSTEE ABSTAINS FROM VOTING ON THE DECISION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED EACH YEAR BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. THIS PROCESS HAS BEEN IN PLACE SINCE 1993 WHEN PHIPPS BECAME A PRIVATE NON-PROFIT. IN THE CURRENT YEAR, THE COMPENSATION COMMITTEE EMPLOYED AN EXTERNAL FIRM TO PERFORM BENCHMARKING ANALYSIS REGARDING BOTH THE SALARIES OF THE EXECUTIVE DIRECTOR AND THE DEPARTMENTAL DIRECTORS. THE COMPENSATION OF THE DEPARTMENTAL DIRECTORS IS DETERMINED BY THE EXECUTIVE DIRECTOR AND DISCUSSED WITH THE CHAIRPERSON OF THE BOARD OF TRUSTEES. THE OVERALL RAISE PERCENTAGES ARE APPROVED AND DISCUSSED AS PART OF PHIPPS' YEARLY BUDGETING PROCESS. THE BUDGET ITSELF IS THEN APPROVED BY THE BOARD OF TRUSTEES BEFORE IMPLEMENTATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | PHIPPS MAKES ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC VIEWING. ANY PERSON INTERESTED IN THIS INFORMATION CAN CONTACT THE CFO IN ADVANCE TO MAKE ARRANGEMENTS TO VIEW THE INFORMATION ON SITE, OR IF APPROPRIATE, THE INFORMATION CAN BE MAILED OR E-MAILED TO THE INDIVIDUAL FOR REVIEW. SEE CONTACT INFORMATION IN PART VI, SECTION C, ITEM 20. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 812,334. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 2,775. TOTAL EXPENSES 815,109. SECURITY: PROGRAM SERVICE EXPENSES 135,846. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 135,846. TEMPORARY LABOR: PROGRAM SERVICE EXPENSES 79,888. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 79,888. OUTSIDE WINTER GARDEN LIGHT INSTALLATION: PROGRAM SERVICE EXPENSES 69,750. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 69,750. OUTSOURCED IT: PROGRAM SERVICE EXPENSES 62,379. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,379. |
| FORM 990, PART XI, LINE 9: | DEFFERED TAX BENEFIT EXPENSE -174,000. |
| FORM 990, PART XII, LINE 2C, OVERSIGHT OF FINANCIAL STATEMENT AUDIT: | THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS. THE AUDIT COMMITTEE MEETS AT LEAST ONCE A YEAR TO REVIEW THE FINANCIAL STATUS OF PHIPPS AND ALSO MEETS AS A COMMITTEE WITH THE EXTERNAL INDEPENDENT AUDITORS TO REVIEW THE AUDITED FINANCIAL STATEMENTS. AFTER REVIEW BY THE AUDIT COMMITTEE, THE AUDITED FINANCIAL STATEMENTS ARE PROVIDED TO THE FULL BOARD OF TRUSTEES FOR FINAL APPROVAL AND PUBLICATION. IN ADDITION, EACH YEAR, THE AUDIT COMMITTEE DISCUSSES THE SELECTION OF THE INDEPENDENT EXTERNAL ACCOUNTANTS. THE COMMITTEE MAKES A RECOMMENDATION TO CONTINUE WITH THE CURRENT AUDITORS OR TO BID OUT THE PROCESS TO THE FULL BOARD OF TRUSTEES WHO THEN VOTE ON THE FINAL RECOMMENDATION. |