NATIONAL TROPICAL BOTANICAL GARDEN: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL TROPICAL BOTANICAL GARDEN (EIN 52-6057064)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201503209349308670
- Schema version
- 2014v5.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T14:17:43-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1003 Bishop Street Suite 2100 | AddressLine1Txt |
| City | Honolulu | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526057064 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL TROPICAL BOTANICAL GARDEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JANET MAYFIELD | InCareOfNm |
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 8083327324 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3530 PAPALINA ROAD | AddressLine1Txt |
| City | KALAHEO | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96741 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET MAYFIELD | PersonNm |
| Person Title | COO & CFO | PersonTitleTxt |
| Phone | 8083327324 | PhoneNum |
| Signature | 2015-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUE W ROBISON | PreparerPersonNm |
| PTIN | P00560072 | PTIN |
| Phone | 8085402800 | PhoneNum |
| Preparation | 2015-11-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHARLES R WICHMAN JR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3530 PAPALINA ROAD | AddressLine1Txt |
| City | KALAHEO | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96741 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,729,967 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NTBG.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1964 | FormationYr |
| Legal Domicile State | HI | LegalDomicileStateCd |
| Activity Or Mission | TO ENRICH LIFE THROUGH DISCOVERY, CONSERVATION, AND EDUCATION BY PERPETUATING THE SURVIVAL OF PLANTS, ECOSYSTEMS, AND CULTURAL KNOWLEDGE OF TROPICAL REGIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 147 | TotalEmployeeCnt |
| Total Volunteers | 346 | TotalVolunteersCnt |
| Total Gross UBI | $219,339 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $163,984 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,858,610 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,061,765 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,783,838 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,919,902 | CYProgramServiceRevenueAmt |
| PY Investment Income | $990,832 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,505,855 | CYInvestmentIncomeAmt |
| PY Other Revenue | $563,718 | PYOtherRevenueAmt |
| CY Other Revenue | $654,249 | CYOtherRevenueAmt |
| PY Total Revenue | $9,196,998 | PYTotalRevenueAmt |
| CY Total Revenue | $12,141,771 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $120,248 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $113,246 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,707,434 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,905,616 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $185,896 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $81,698 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $729,868 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,884,828 | PYOtherExpensesAmt |
| CY Other Expenses | $4,458,682 | CYOtherExpensesAmt |
| PY Total Expenses | $9,898,406 | PYTotalExpensesAmt |
| CY Total Expenses | $10,559,242 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$701,408 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,582,529 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $69,354,169 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,661,766 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,073,148 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,635,700 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $66,281,021 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $66,026,066 | NetAssetsOrFundBalancesEOYAmt |
| Mission | OUR MISSION IS TO ENRICH LIFE THROUGH DISCOVERY, SCIENTIFIC RESEARCH, CONSERVATION AND EDUCATION BY PERPETUATING THE SURVIVAL OF PLANTS, ECOSYSTEMS, AND CULTURAL KNOWLEDGE OF TROPICAL REGIONS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,997,742 | ExpenseAmt |
| Revenue | $328,483 | RevenueAmt |
| Desc | Botanical Gardens & Preserves - NTBG HAS (5) BOTANICAL GARDENS and (5) PRESERVES THAT ARE DEDICATED TO PRESERVING TROPICAL PLANT DIVERSITY & PROTECTING RARE & ENDAGERED TROPICAL PLANTS FROM AROUND THE WORLD. OTHER ACTIVITIES INCLUDE THE MAINTENANCE AND UPKEEP OF THE GARDEN'S GROUNDS AND BUILDINGS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,176,645 | ExpenseAmt |
| Grant | $112,596 | GrantAmt |
| Revenue | $622,042 | RevenueAmt |
| Desc | Scientific Research & Plant Conservation - NTBG'S RESEARCH & CONSERVATION EFFORTS INCLUDES TISSUE CULTURING, CLONING AND DISTRIBUTION OF RARE BREADFRUIT SPECIES, PROPOGATING & MAINTAINING LIVING COLLECTIONS OF RARE & ENDANGERED TROPICAL PLANTS, COLLECTING HERBARIUM SPECIMENS FOR PRESERVATION, & COLLECTING & HOUSING RARE SEEDS IN SPECIAL FREEZERS TO SAVE THEM FROM EXTINCTION. WE ALSO MAINTAIN A RARE BOOK LIBRARY & BOTANICAL RESEARCH CENTER. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,846,795 | ExpenseAmt |
| Grant | $650 | GrantAmt |
| Revenue | $1,969,377 | RevenueAmt |
| Desc | Education - NTBG PROVIDES EDUCATIONAL TOURS THROUGH ITS GARDENS TO EDUCATE THE GENERAL PUBLIC ABOUT THE NEED TO PRESERVE TROPICAL FORESTS RICH WITH NATIVE BIODIVERSITY & PROTECT OUR ECOSYSTEMS AND THE RESOURCES WE RELY ON FOR OUR OWN WELL-BEING. OTHER EDUCATIONAL ACTIVITIES INCLUDE HOLDING COURSES, WORKSHOPS, & CLINICS FOR COLLEGE PROFESSORS, HIGH SCHOOL TEACHERS, ENVIRONMENTAL JOURNALISTS AND SCHOOL AGE CHILDREN, AND PUBLISHING EDUCATIONAL MATERIALS. INTERNSHIPS ARE ALSO HELD THROUGHOUT THE YEAR. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $8,021,182 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | Yes (true) | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 132 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 147 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (true) | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET MAYFIELD | PersonNm |
| Phone | 8083327324 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3530 PAPALINA ROAD | AddressLine1Txt |
| City | KALAHEO | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96741 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| HARLAN C AMSTUTZ MD | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JOHN C HOOPER | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| LESLIE M CLARKE | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| GORDON L DEANE | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JAN D ELLIOTT | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| HARRIET FRAUNFELTER | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ADALINE H FRELINGHUYSEN | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| PETER C GARDNER | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DONALD WY GOO | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DOUGLAS M KINNEY | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MERRILL L MAGOWAN | |||||||
| VICE CHAIRMAN | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JIM NABORS 1242014 | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JOHN HR PLEWS | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DAVID W PRATT | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DAVID RAE | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JOHN H RASHFORD PHD | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| KATHERINE G RICHARDSON | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| CATHERINE S RODRIGUEZ | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| CYNTHIA SALLEY | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA W SHEEHAN | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| CYRUS B SWEET III | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MARGOT V THOMPSON 31814 | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JUDY C WEBB | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JOHN D WEEDEN | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| PETER S GOLTRA 4192014 | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| SIR GHILLEAN PRANCE FRS | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| HOWARD COX 9272014 | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| HUGH W FOSTER | |||||||
| SR. VICE CHAIRMAN | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| THOMAS D HEWITT | |||||||
| CHAIRMAN | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH K MATTHEWS | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| CHARLES R WALKER | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| CHARLES R WICHMAN | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ANNE G EARHART | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| BESSIE HANAHAN | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DAVID G MEISSNER | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| REED C WILSON | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| CHARLES R CHIPPER WICHMAN JR | |||||||
| Chief Executive Officer | 40.0 | 0.0 | $138,417 | $0 | $7,044 | Yes (X) | |
| JANET L MAYFIELD | |||||||
| COO & CFO | 40.0 | 0.0 | $95,481 | $0 | $16,087 | Yes (X) | |
| MICHAEL J SHEA | |||||||
| Corporate Secretary & General | 4.0 | 0.0 | $96,000 | $0 | $0 | Yes (X) | |
| JANET LEOPOLD | |||||||
| ASSISTANT CORPORATE SECRETARY | 40.0 | 0.0 | $72,421 | $0 | $16,980 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $402,319 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $40,111 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| R HOEME CONSTRUCTION LLC | |||||||||
| 2571 STONY CREEK DR | OWATONNA | MN | 55060 | CONSTRUCTION | $344,970 | ||||
| KPMG LLP | |||||||||
| 1003 BISHOP ST STE 2100 | HONOLULU | HI | 96813 | PROFESSIONAL FEES | $112,672 | ||||
| UNIVERSITY OF BRITISH COLUMBIA | |||||||||
| BREADFRUIT RESEARCH | $112,596 | FINANCE DEPT 305 2075 WESTBROOK | VANCOUVER, B.C. | 0 | CA | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $138,576 | FundraisingAmt |
| All Other Contributions | $6,923,189 | AllOtherContributionsAmt |
| Noncash Contributions | $833,230 | NoncashContributionsAmt |
| Total Contributions | $7,061,765 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EDUCATIONAL TOURS | 110000 | $1,969,377 | $1,969,377 |
| ALLERTON GARDENS & MGMT PROJECT FEES | 900099 | $328,483 | $328,483 |
| GOVERNMENT CONTRACTS | 900099 | $622,042 | $622,042 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,919,902 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $94,947 | TotalRevenueColumnAmt |
| Exclusion | $94,947 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $253,291 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $35,250 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $218,041 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $218,041 | TotalRevenueColumnAmt |
| Exclusion | $218,041 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,741,861 | SecuritiesAmt |
| Other | $743,251 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,047,001 | SecuritiesAmt |
| Other | $27,203 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $694,860 | SecuritiesAmt |
| Other | $716,048 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,410,908 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $224,113 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,186,795 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $131,179 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $138,576 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $184,736 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$53,557 | TotalRevenueColumnAmt |
| Exclusion | -$53,557 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $602,819 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $294,006 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $308,813 | TotalRevenueColumnAmt |
| Exclusion | $308,813 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| PARTNERSHIP INCOME | 900099 | $37,385 | -$4,774 | $42,159 |
| OTHER INCOME | 900099 | $143,567 | $143,567 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $180,952 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,141,771 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,919,902 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $219,339 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,940,765 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $650 | TotalAmt |
| Program Services | $650 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,596 | TotalAmt |
| Program Services | $112,596 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $442,430 | TotalAmt |
| Program Services | $178,291 | ProgramServicesAmt |
| Management And General | $178,291 | ManagementAndGeneralAmt |
| Fundraising | $85,848 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,220,294 | TotalAmt |
| Program Services | $3,287,348 | ProgramServicesAmt |
| Management And General | $596,375 | ManagementAndGeneralAmt |
| Fundraising | $336,571 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,642 | TotalAmt |
| Program Services | $8,642 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $821,124 | TotalAmt |
| Program Services | $696,600 | ProgramServicesAmt |
| Management And General | $87,103 | ManagementAndGeneralAmt |
| Fundraising | $37,421 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $413,126 | TotalAmt |
| Program Services | $327,400 | ProgramServicesAmt |
| Management And General | $49,075 | ManagementAndGeneralAmt |
| Fundraising | $36,651 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,244 | TotalAmt |
| Program Services | $43,400 | ProgramServicesAmt |
| Management And General | $844 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,653 | TotalAmt |
| Management And General | $23,653 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,390 | TotalAmt |
| Management And General | $200,390 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,698 | TotalAmt |
| Fundraising | $81,698 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,693 | TotalAmt |
| Management And General | $78,693 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $344,427 | TotalAmt |
| Program Services | $272,001 | ProgramServicesAmt |
| Management And General | $34,074 | ManagementAndGeneralAmt |
| Fundraising | $38,352 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,582 | TotalAmt |
| Program Services | $92,226 | ProgramServicesAmt |
| Management And General | $6,356 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $566,172 | TotalAmt |
| Program Services | $461,641 | ProgramServicesAmt |
| Management And General | $73,241 | ManagementAndGeneralAmt |
| Fundraising | $31,290 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,390 | TotalAmt |
| Program Services | $5,087 | ProgramServicesAmt |
| Management And General | $28,364 | ManagementAndGeneralAmt |
| Fundraising | $11,939 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $628 | TotalAmt |
| Program Services | $628 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $444,179 | TotalAmt |
| Program Services | $369,116 | ProgramServicesAmt |
| Management And General | $75,063 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $676,678 | TotalAmt |
| Program Services | $487,964 | ProgramServicesAmt |
| Management And General | $136,727 | ManagementAndGeneralAmt |
| Fundraising | $51,987 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,129 | TotalAmt |
| Program Services | $71,419 | ProgramServicesAmt |
| Management And General | $124 | ManagementAndGeneralAmt |
| Fundraising | $6,586 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $933,940 | TotalAmt |
| Program Services | $906,197 | ProgramServicesAmt |
| Management And General | $27,743 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,304 | TotalAmt |
| Program Services | $85,667 | ProgramServicesAmt |
| Management And General | $133,637 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS & MAINTENANCE | $570,477 | $569,001 | $1,367 | $109 |
| FUNDRAISING EVENTS | $44,426 | $36,980 | $6,623 | $823 |
| TAXES & LICENSES | $32,961 | $8,328 | $24,633 | |
| DONOR RELATIONS | $22,819 | $22,819 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,590 | TotalAmt |
| Management And General | $22,997 | ManagementAndGeneralAmt |
| Fundraising | $10,593 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,559,242 | TotalAmt |
| Program Services | $8,021,182 | ProgramServicesAmt |
| Management And General | $1,808,192 | ManagementAndGeneralAmt |
| Fundraising | $729,868 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,128 | BOYAmt |
| EOY | $77,454 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,057,586 | BOYAmt |
| EOY | $2,248,508 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,687,338 | BOYAmt |
| EOY | $3,269,587 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,061,932 | BOYAmt |
| EOY | $118,372 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,880 | BOYAmt |
| EOY | $60,707 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,190 | BOYAmt |
| EOY | $259,360 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $52,540,069 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,513,814 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,371,281 | BOYAmt |
| EOY | $36,026,255 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,358,570 | BOYAmt |
| EOY | $6,408,788 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,361,997 | BOYAmt |
| EOY | $8,112,915 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,335,000 | BOYAmt |
| EOY | $1,335,000 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $980,000 | BOYAmt |
| EOY | $980,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,798,267 | BOYAmt |
| EOY | $10,764,820 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,354,169 | BOYAmt |
| EOY | $69,661,766 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $789,583 | BOYAmt |
| EOY | $810,312 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,190 | BOYAmt |
| EOY | $3,513 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,500,000 | BOYAmt |
| EOY | $2,700,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,375 | BOYAmt |
| EOY | $121,875 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,073,148 | BOYAmt |
| EOY | $3,635,700 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,726,435 | BOYAmt |
| EOY | $27,728,889 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,912,919 | BOYAmt |
| EOY | $11,588,957 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,641,667 | BOYAmt |
| EOY | $26,708,220 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,281,021 | BOYAmt |
| EOY | $66,026,066 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,354,169 | BOYAmt |
| EOY | $69,661,766 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,582,529 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$619,186 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$640,894 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$577,404 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $3,550,933 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,590,530 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,120,493 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,858,610 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,061,765 | CurrentTaxYearAmt |
| Total | $28,182,331 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,550,933 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,590,530 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,120,493 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,858,610 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,061,765 | CurrentTaxYearAmt |
| Total | $28,182,331 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,521,189 | SubstantialContributorsTotAmt |
| Public Support Total170 | $18,661,142 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $603,656 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $393,177 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $244,104 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $291,483 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $348,238 | CurrentTaxYearAmt |
| Total | $1,880,658 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $66,711 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $103,218 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,496 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $134,762 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $163,984 | CurrentTaxYearAmt |
| Total | $502,171 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $168,096 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,940 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $145,596 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $443,113 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $312,131 | CurrentTaxYearAmt |
| Total | $1,127,876 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $31,693,036 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $16,275,996 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.58881 | PublicSupportCY170Pct |
| Public Support PY170 | 0.58971 | 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) |
|---|---|---|
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 161.00 | TotalAcreageCnt |
| Historic Strctr Easements Aftr | 1 | HistoricStrctrEasementsAftrCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (true) | WrittenPolicyMonitoringInd |
| Section170h Rqr Stsfd | Yes (true) | Section170hRqrStsfdInd |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $8,465,220 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Art | HeldWorksArtGrp | |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,720,567 | BeginningYearBalanceAmt |
| Contributions | $100,000 | ContributionsAmt |
| Investment Earnings Or Losses | $480,979 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $596,500 | OtherExpendituresAmt |
| Administrative Expenses | $183,343 | AdministrativeExpensesAmt |
| End Year Balance | $14,521,703 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,769,585 | BeginningYearBalanceAmt |
| Contributions | $287,663 | ContributionsAmt |
| Investment Earnings Or Losses | $2,482,204 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $726,364 | OtherExpendituresAmt |
| Administrative Expenses | $92,521 | AdministrativeExpensesAmt |
| End Year Balance | $14,720,567 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,173,640 | BeginningYearBalanceAmt |
| Contributions | $150,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,077,240 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $545,594 | OtherExpendituresAmt |
| Administrative Expenses | $85,701 | AdministrativeExpensesAmt |
| End Year Balance | $12,769,585 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,826,308 | BeginningYearBalanceAmt |
| Contributions | $262,500 | ContributionsAmt |
| Investment Earnings Or Losses | -$337,243 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $530,510 | OtherExpendituresAmt |
| Administrative Expenses | $47,415 | AdministrativeExpensesAmt |
| End Year Balance | $12,173,640 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,335,342 | BeginningYearBalanceAmt |
| Contributions | $300,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,626,607 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $362,186 | OtherExpendituresAmt |
| Administrative Expenses | $73,455 | AdministrativeExpensesAmt |
| End Year Balance | $12,826,308 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,032,597 | OtherCostOrOtherBasisAmt |
| Book Value | $24,032,597 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,299,152 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,479,379 | DepreciationAmt |
| Book Value | $10,819,773 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $40,000 | OtherCostOrOtherBasisAmt |
| Book Value | $40,000 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,568,949 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,743,671 | DepreciationAmt |
| Book Value | $825,278 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $599,371 | OtherCostOrOtherBasisAmt |
| Depreciation | $290,764 | DepreciationAmt |
| Book Value | $308,607 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $36,026,255 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN LIMITED PARTNERS | Desc |
| Book Value | $8,112,915 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $8,112,915 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BOTANICAL ART COLLECTION | $465,220 |
| MARKS BOTANICAL LIBRARY | $8,000,000 |
| BENEFICIAL INT. IN PERPETUITY | $2,299,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $10,764,820 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,392,876 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$619,186 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $17,002 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $504,148 | OtherRevenueAmt |
| Revenue Not Reported | -$98,036 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,490,912 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $73,455 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $577,404 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $650,859 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,141,771 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,006,937 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $17,002 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $504,148 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $521,150 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,485,787 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $73,455 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $73,455 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,559,242 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Works of Art & Historical Treasures | SCHEDULE D, PART III Financial Statements Footnote 1(g): Art objects are capitalized at cost, if purchased, or at fair value, if determinable, at the date of donation. The Botanical Art Collection consists of works - paintings, books, prints, etc of rare and endangered species. It is a world class collection of rare botanical volumes, prints, etc., some dating back to the 1500's. These works are studied and used by NTBG staff and visiting scholars engaged in the study of plants, and particularly rare and endangered plants (extant and extinct). NTBG has expended considerable effort and funds to provide proper facilities (temperature and humidity controlled) to protect this rare and extensive collection for use at present and in the future by botanical and other scholars. |
| Use of Endowment Funds | SCHEDULE D, PART V Endowment funds are used to support program services and general operation of the Garden. |
| Conservation Easement | Schedule D, Part II Line 5: The Garden received the contribution of a conservation easement in December 2008. It is the first gift of this type that the Garden has received since the organization's formation. A formal written policy regarding enforcement of the easement was adopted by the Garden. The conservation easement documentation includes under Section 4.1 Reserved Rights (of the Holder) terms regarding monitoring, inspection, violations, and enforcement of the easement. Line 9: The Garden's audited financial statements for 2014 reflect the value of the Conservation Easement contribution made to the Garden. |
| FIN 48 FOOTNOTE | SCHEDULE D, PART X, LINE 2 THE GARDEN DETERMINES WHETHER A TAX POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS OF THE POSITION. FOR TAX POSITIONS MEETING THE MORE-LIKELY-THAN-NOT THRESHOLD, THE TAX AMOUNT RECOGNIZED IN THE FINANCIAL STATEMENTS IS THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT WITH THE RELEVANT TAXING AUTHORITY. THE GARDEN PREVIOUSLY RECOGNIZED THE EFFECT OF INCOME TAX PROVISIONS ONLY IF SUCH POSITIONS WERE PROBABLE OF BEING SUSTAINED. |
| OTHER ITEMS NOT INCLUDED IN TAX RETURN | SCHEDULE D, PART XI & PART XII LINE 2D ALLERTON EXPENSE REIMURSEMENT $284,162 FUNDRAISING EXPENSES - $184,736 RENTAL EXPENSES - $ 35,250 TOTAL - $504,148 |
| OTHER ITEMS NOT INCLUDED IN AUDITED FINANCIAL STATEMENTS | K-1 INCOME NOT ON BOOKS - $577,404 TOTAL - $577,404 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | North America | RegionTxt |
| Type Of Activities Conducted | Grantmaking | TypeOfActivitiesConductedTxt |
| Specific Services Provided | NONE | SpecificServicesProvidedTxt |
| Region Total Expenditures | $112,596 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $112,596 | SubtotalSpentAmt |
| Total Spent | $112,596 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | North America | RegionTxt |
| Purpose Of Grant | BREADFRUIT RESEARCH | PurposeOfGrantTxt |
| Cash Grant | $112,596 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE TRNSFR | MannerOfCashDisbursementTxt |
| Description Of Non Cash Asst | N/A | DescriptionOfNonCashAsstTxt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PROCEDURE FOR MONITORING GRANT FUNDS OUTSIDE OF THE UNITED STATES | SCHEDULE F, PART I, LINE 2 UNIVERSITY OF BRITISH COLUMBIA Dr. Susan J. Murch, Assistant Professor and Canada Research Chair, University of British Columbia, Okanagan, and Dr. Diane Ragone, Director of the Breadfruit Institute, NTBG, have been engaged in collaborative research projects on breadfruit since 2003 to further the institute's mission to promote the conservation and use of breadfruit for food and reforestation. Research activities focus on the extensive breadfruit germplasm collection at NTBG and include developing methods to micro-propagate varieties for conservation and distribution for tree planting projects; nutritional composition, seasonality and yield studies, insecticidal properties. Dr. Murch is an internationally renowned research scientist with broad expertise in conservation and micropropagation of food crops, medicinal, ornamental, and native plants, crop production, and analytical and organic chemistry. The Murch Natural Products Chemistry and Biotechnology laboratory (NPCB) at the Fipke Centre for Innovative Research contains an extensive assortment of analytical equipment including UPLC-ToF-MS, preparative and analytical mass spectrometers (MS), quantitative MS, proteomics MS, and plant biotechnology / controlled environment chambers not available at NTBG. Per a signed Memorandum of Understanding (MOU) (5-year duration) between NTBG and UBC, the parties collaborate on the joint investigation of breadfruit and scientific exchanges on subjects of mutual interest. The MOU provides a schedule of payments to UBC as well as schedule of consultation and reports on progress on research objectives. Narrative and financial reports are provided. |
| ADDITIONAL SCHEDULE F DISCLOSURE | SCHEDULE F, PART II, LINE 3 NATIONAL TROPICAL BOTANICAL GARDEN PROVIDED GRANTS TO THE UNIVERSITY OF BRITISH COLUMBIA. THE UNIVERSITY IS AN APPROVED 501(C)(3) ORGANIZATION. |
| METHOD OF ACCOUNTING | SCHEDULE F, PART I, LINE 3, COLUMN F NTBG HAS USED THE ACCRUAL METHOD OF ACCOUNTING FOR EXPENDITURES. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAMPBELL COMPANY | PersonNm |
| Activity | CAMPAIGN PLANNNING | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $2,595,332 | GrossReceiptsAmt |
| Retained By Contractor | $79,450 | RetainedByContractorAmt |
| Net To Organization | $2,515,882 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $2,595,332 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $79,450 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $2,515,882 | TotalNetToOrganizationAmt |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BALI HAI EVENT | Event1Nm |
| Gross Receipts Event1 | $154,879 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $101,504 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $53,375 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $63,739 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $21,046 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $20,479 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $3,200 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $10,808 | OtherDirectExpensesEvent1Amt |
| Event2 | MOONLIGHT/MUSIC | Event2Nm |
| Gross Receipts Event2 | $100,114 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $37,072 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $63,042 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $14,156 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $16,717 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $15,581 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $2,895 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $8,792 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $14,762 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $14,762 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $2,820 | NonCashPrizesOtherEventsAmt |
| Food And Beverage Other Events | $10 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $846 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $3,647 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $269,755 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $138,576 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $131,179 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $80,715 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $37,763 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $36,070 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $6,941 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $23,247 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $184,736 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$53,557 | NetIncomeSummaryAmt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan To OrganizationLoanToOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| DOUGLAS M KINNEY | |||||||
| TRUSTEE | MCBRYDE | Yes (X) | $1,500,000 | $1,500,000 | false | Yes (true) | Yes (true) |
| DOUGLAS M KINNEY | |||||||
| TRUSTEE | CASH FLOW | Yes (X) | $1,200,000 | $1,200,000 | false | Yes (true) | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $2,700,000 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES R WICHMAN JR | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | CHILD OF C. WICHMAN, TTEE | RelationshipDescriptionTxt |
| Transaction | $145,953 | TransactionAmt |
| Transaction | SEE SCHEDULE L DISCLOSURE | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | ADDITIONAL SCHEDULE L DISCLOSURE | FormAndLineReferenceDesc |
| Explanation | SCHEDULE L, PART IV CHARLES R. WICHMAN: MR. WICHMAN'S SON, CHARLES R. "CHIPPER" WICHMAN, JR., RECEIVED COMPENSATION FROM THE GARDEN FOR SERVICES AS CHIEF EXECUTIVE OFFICER. PAYMENT AMOUNTS WERE DETERMINED BY INDIVIDUALS WITHOUT A CONFLICT OF INTEREST WITH RESPECT TO THE TRANSACTION, AND ANY INTERESTED PERSONS RECUSED THEMSELVES IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY DISCLOSED BELOW. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $14,475 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | REPLACEMENT COST | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,900 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | REPLACEMENT COST | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $8,357 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | REPLACEMENT COST | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,861 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | REPLACEMENT COST | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 33 | ContributionCnt |
| Noncash Contributions Rpt F990 | $737,470 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG MARKET PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,515 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | REPLACEMENT COST | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (7 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | GIFT CERTIFICATES | 57 | $44,231 | REPLACEMENT COST |
| Yes (X) | PLANTS | 1 | $75 | REPLACEMENT COST |
| Yes (X) | ELECTRONICS | 1 | $400 | REPLACEMENT COST |
| Yes (X) | AIRLINE MILEAGE | 1 | $1,550 | REPLACEMENT COST |
| Yes (X) | JEWELRY | 11 | $15,449 | REPLACEMENT COST |
| Yes (X) | TICKETS | 2 | $3,750 | REPLACEMENT COST |
| Yes (X) | BIKES | 1 | $1,198 | REPLACEMENT COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | NON-CASH CONTRIBUTIONS DISCLOSURE | FormAndLineReferenceDesc |
| Explanation | SCHEDULE M, COLUMN B THE ORGANIZATION REPORTS THE NUMBER OF CONTRIBUTIONS RECEIVED IN COLUMN B OF SCHEDULE M. FOR GIFTS OF SECURITIES, EACH SEPARATE GIFT IS REPORTED AS A CONTRIBUTION FOR THE PURPOSES OF COLUMN B. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| RELATIONSHIPS BETWEEN TRUSTEES | Part VI, Section A, line 2 D. Kinney, C. Sweet III, H.W. Goodale and Charles R. Wichman have a business relationship. D. Kinney and C. Sweet III have a business relationship. D. KINNEY AND G. DEANE HAVE A BUSINESS RELATIONSHIP. Charles R. Wichman and Charles R. Wichman Jr. have a family relationship. Douglas M. Kinney and Cyrus B. Sweet III have a family relationship. |
| BOARD REVIEW OF FORM 990 | Part VI, Section B, line 11A The controller works closely with the tax return preparers and receives a draft of the Form 990 to review. She reviews it and goes over any questions with the preparer. The draft 990 is then sent to the CFO. THE CFO REVIEWS AND SENDS THE DRAFT TO THE GOVERNING BOARD MEMBERS. Any questions, comments or additions are communicated to the CFO and resolved prior to filing the return. |
| COMPENSATION DETERMINATION FOR CEO & OFFICERS | Part VI Section B line 15A & 15B The NTBG Board of Trustees in 2007 created a Compensation Committee and appointed certain Trustees to be its Members. All its Members were and are independent directors, none of whom have a conflict with respect to the compensation of the Officers of NTBG whose compensation is set by such Committee (namely the Director/CEO and the COO/CFO). THIS COMMITTEE IS IN CHARGE OF DETERMINING A REASONABLE AND APPROPRIATE COMPENSATION PACKAGE FOR THE CEO AND COO OF NTBG. THIS COMMITTEE, CONSISTENT WITH THE ORGANIZATION'S PHILOSOPHY, PRINCIPLES, MISSION AND OPERATIONS, GATHERS DATA REGARDING THE ANNUAL SALARY AND OTHER MONETARY BENEFITS FOR OFFICERS HOLDING SIMILAR POSITIONS AT COMPARABLE BOTANICAL GARDENS AND AT OTHER NONPROFIT ORGANIZATIONS, AND THIS COMMITTEE USES THIS DATA AND OTHER AVAILABLE INFORMATION (INCLUDING EVALUATION OF JOB PERFORMANCE) TO MAKE ITS DETERMINATIONS AS TO THE ANNUAL SALARY AND BENEFITS FOR EACH OF THESE TWO OFFICERS. THE COMMITTEE'S RECORDS INCLUDE THE RECOMMENDATIONS ADOPTED BY THE COMMITTEE EACH YEAR AS TO THE SALARY AND BENEFITS TO BE PAID TO THESE TWO NTBG OFFICERS. THE COMMITTEE'S MINUTES ALSO INCLUDE A DESCRIPTION OF THE COMPARABLE DATA CONSIDERED, THE MEMBERS PRESENT AT THE MEETING, AND A RECORD OF EACH VOTE ON THE ADOPTED RECOMMENDATIONS. THE LAST FULL COMPENSATION REVIEW WAS CONDUCTED IN JANUARY 2013. THE COMMITTEE WILL REVISIT COMPENSATION IN 2015. IN 2014, THE CHAIRMAN OF THE BOARD MET WITH THE CEO AND CONDUCTED A REVIEW OF HIS PERFORMANCE. THERE WAS NO CHANGE IN HIS COMPENSATION OR TO ANY OTHER OFFICER'S COMPENSAION FOR THE CURRENT YEAR. |
| INFORMATION AVAILABLE TO PUBLIC | FORM 990, PART VI, SECTION C, LINE 19 WHILE FEDERAL TAX LAWS DO NOT MANDATE THAT THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION, THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE to the Public on its website. |
| CONFLICT OF INTEREST POLICY | PART VI, SECTION B, LINE 12C A 'Conflict of Interest Questionnaire' is required to be completed by all officers, trustees, and key employees of the Garden on an annual basis to determine if any transactions could result in a conflict of interest. The completed forms are then sent to the Corporate Secretary for review, and any potential conflicts of interest are discussed with the CEO to determine any necessary further action. IN ADDITION, IF AT ANY POINT IN THE YEAR SHOULD THERE BE ANY POTENTIAL FOR A CONFLICT OF INTEREST, TRUSTEES ARE REQUIRED TO DISCLOSE THIS TO THE CHAIRMAN OF THE BOARD OF TRUSTEES AND A REVIEW OF THE SITUATION IS CONDUCTED. |
| RECONCILIATION OF NET ASSETS | FORM 990, PART XI, LINE 9 GAIN/LOSS FROM LIMITED PARTNERSHIP INVESTMENTS - $(577,404) |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN T WATERHOUSE TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FIRST HAWAIIAN BANK PO BOX 3708 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96811 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 996048710 | EIN |
| Primary Activities | SUPPORT NTBG | PrimaryActivitiesTxt |
| Legal Domicile State | HI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 11D | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt |
|---|---|---|---|
| CHARITABLE REMAINDER TRUSTS (2) | |||
| CHARITABLE GI | WI | NTBG | TRUST |
| CHARITABLE REMAINDER TRUST | |||
| CHARITABLE GI | CA | NTBG | TRUST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS (3) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $178,522 | InvolvedAmt |
| Method Of Amount Determination | CASH RECEIVED | MethodOfAmountDeterminationTxt |