Cause IQ organization profile

Holden Arboretum

Form 990s | Financials | Vendors | Personnel | Peers

Holden Arboretum is a botanical garden based in Kirtland, OH that was founded in 1931. As of 2018 they had $8.8 million in revenue and $166 million in assets.

At the Holden Arboretum, cultivated gardens come alive with color in the spring, cool forest trails offer a respite from the summer heat; woodlands are set ablaze with rich hues of fall, and paths lead you deep into the beauty of the winter woods.

Previous legal names or variations of their name include: Holden Forests And Gardens.

EIN:

34-0750346

City:

State:

Metro:

Website:

Phone:

440.946.4400

Facebook:

facebook.com/holdenarb

Twitter:

@holdenarboretum

Founded:

1931

Type:

501(c)(3)

NTEE:

C41: Botanical gardens and arboreta

Revenue:

$8,887,336

Assets:

$166,230,040

Employees:

Fiscal year end:

September

Revenue trends:

Asset trends:

Form 990s for Holden Arboretum

Fiscal year ending	Date received by IRS	Form	PDF link
2018-09	Oct 11, 2019	990	View PDF
2017-09	Nov 15, 2018	990	View PDF
2016-09	Oct 20, 2017	990	View PDF
2015-09	Oct 19, 2016	990	View PDF
2014-09	Sep 17, 2015	990	View PDF
...and four more Form 990 PDFs

Financials for Holden Arboretum

Field	2018	2017	% Change
Federated campaigns	$0	$0
Membership dues	$0	$0
Fundraising event contributions	$45,155	$199,267	-77.3%
Related organizations	$0	$0
Government grants (contributions)	$1,253	$0	999%
Normal grants, contributions, etc.	$6,478,606	$8,362,051	-22.5%
<em>Non-cash contributions included in above</em>	$79,358	$769,860	-89.7%
Total grants, contributions, etc.	$6,525,014	$8,561,318	-23.8%

Field	2018	2017	% Change
Total grants, contributions, etc.	$6,525,014	$8,561,318	-23.8%
Program services	$590,384	$847,794	-30.4%
Investment income and dividends	$295,314	$285,261	3.5%
Tax-exempt bond proceeds	$0	$0
Royalty revenue	$0	$0
Net rental income	$131,161	$182,134	-28.0%
Net gain from sale of non-inventory assets	$1,190,096	$1,486,105	-19.9%
Net income from fundraising events	$50,201	$-62,092	180.8%
Net income from gaming activities	$0	$0
Net income from sales of inventory	$88,146	$75,868	16.2%
Miscellaneous revenues	$17,020	$19,496	-12.7%
Total revenues	$8,887,336	$11,395,884	-22.0%

Field	2018	2017	% Change
Grants to govts. and orgs. in USA	$0	$0
Grants to individuals in USA	$0	$0
Grants to govts., orgs., and individuals outside USA	$0	$0
Benefits paid to or for members	$0	$0
Compensation of current officers, etc.	$726,863	$533,469	36.3%
Compensation not included above, to disqualified persons	$0	$0
Non-officer salaries and wages	$3,384,648	$3,677,660	-8.0%
Pension/retirement accruals and contributions	$182,015	$214,221	-15.0%
Other employee benefits	$321,009	$358,494	-10.5%
Payroll taxes	$280,333	$287,846	-2.6%
Management fees	$0	$0
Legal fees	$9,326	$34,485	-73.0%
Accounting fees	$33,052	$40,350	-18.1%
Lobbying fees	$0	$0
Pro. fundraising fees	$0	$0
Investment mgmt fees	$0	$0
Other fee-for-service	$409,781	$620,126	-33.9%
Advertising and promotion	$66,107	$63,615	3.9%
Office expenses	$77,993	$87,046	-10.4%
Information tech. expenses	$27,791	$21,765	27.7%
Royalty expenses	$0	$0
Occupancy	$266,716	$256,113	4.1%
Travel	$0	$0
Public official travel and entertainment	$0	$0
Conferences, meetings, etc.	$124,266	$145,897	-14.8%
Interest	$0	$27,511	-100%
Payments to affiliates	$0	$0
Depreciation, amortization, etc.	$1,024,950	$1,026,871	-0.2%
Insurance	$86,085	$122,655	-29.8%
All other expenses	$1,566,624	$1,583,519	-1.1%
Total expenses	$8,587,559	$9,101,643	-5.6%

Field	2018	2017	% Change
Cash (non-interest-bearing)	$2,295,184	$1,209,318	89.8%
Savings, short-term investments, etc.	$0	$0
Pledges and grants receivable	$35,519	$553,009	-93.6%
Accounts receivable	$0	$0
Loans receivable from officers, directors, etc.	$0	$0
Loans receivable from other disqualified persons	$0	$0
Notes and loans receivable	$6,550,000	$6,550,000
Inventories for use	$39,101	$25,215	55.1%
Prepaid expenses and deferred charges	$23,773	$51,438	-53.8%
Buildings, equipment, etc. post-depreciation	$25,296,182	$25,781,150	-1.9%
Investments, publicly traded securities	$131,990,281	$127,584,369	3.5%
Investments, other securities	$0	$0
Investments, program-related	$0	$0
Intangible assets	$0	$0
Other assets	$0	$0
Total assets	$166,230,040	$161,754,499	2.8%

Field	2018	2017	% Change
Accounts payable and accrued expenses	$1,010,482	$1,240,220	-18.5%
Grants payable	$0	$0
Deferred revenue	$57,800	$45,206	27.9%
Tax-exempt bond liabilities	$0	$0
Escrow or custodial account liability	$0	$0
Loans payable to officers and disqualified persons	$0	$0
Secured mortgages and notes payable to unrelated third parties	$0	$0
Unsecured notes and loans payable to unrelated third parties	$0	$0
Other liabilities	$160,330	$167,187	-4.1%
Total liabilities	$1,228,612	$1,452,613	-15.4%

Field	2018	2017	% Change
Unrestricted net assets	$59,319,179	$57,047,933	4.0%
Temporarily restricted net assets	$3,663,346	$3,740,850	-2.1%
Permanently restricted net assets	$102,018,903	$99,513,103	2.5%

Vendors for Holden Arboretum

Vendor	Services	Amount paid	Date
WordPress	Content management system software		2020-06-15
███████ ███████ ███	Tax accounting		2019-10-11
███ ████	Technology Services	$143,134	2018-09-01
██████ ███████ ██████ ███	Construction	$251,862	2018-09-01
██████ ███	Seasonal Labor	$482,603	2018-09-01
██████ ███████████ ███	Landscape Services	$200,944	2018-09-01

Personnel at Holden Arboretum

Name	Title	Compensation	Most recent data
Jill Roski	President and Chief Executive Officer	-	June 12, 2020
Paul R. Abbey	Interim President and Chief Executive Officer	$158,544	June 12, 2020
███ ████████	Chief Financial Officer and Treasurer	$181,890	Sept. 30, 2018
████ ██████	Interim Chief Advancement Officer	-	Sept. 18, 2017
█████ ███████	Chief - Human Resources	$109,449	Sept. 30, 2018
████████ ███████	Vice President, Operations	-	Sept. 18, 2017
██████ ████████	Vice President, Education	-	Sept. 18, 2017
████ ███████	Vice President, Community Engagement	$146,675	Sept. 30, 2018
███████ █████	Director of Membership	-	Sept. 18, 2017
███████ ████████	Director of Corporate and Foundation Relations	-	Sept. 18, 2017
...and five more key personnel

Peer botanical gardens and arboreta

	Name	Type	Revenue	Location
1	Desert Botanical Garden	501(c)(3)	$17 million	Phoenix, AZ
2	Fairchild Tropical Botanic Garden (FTBG)	501(c)(3)	$7.7 million	Coral Gables, FL
3	Phipps Conservatory and Botanical Gardens	501(c)(3)	$15 million	Pittsburgh, PA
4	Holden Forests and Gardens	501(c)(3)	$3.7 million	Cleveland, OH
5	The Columbus Botanical Gardens	501(c)(3)	$4.1 million	Columbus, GA
6	Dallas Arboretum and Botanical Society	501(c)(3)	$21 million	Dallas, TX
7	Coastal Maine Botanical Gardens	501(c)(3)	$6.2 million	Boothbay, ME
8	Los Angeles Arboretum Foundation	501(c)(3)	$2.4 million	Arcadia, CA
9	Buffalo and Erie County Botanical Gardens Society	501(c)(3)	$3.8 million	Buffalo, NY
10	Lan Su Chinese Garden	501(c)(3)	$2.3 million	Portland, OR
11	Capital Roots	501(c)(3)	$2.9 million	Troy, NY
12	Queens Botanical Garden Society	501(c)(3)	$5.3 million	Flushing, NY
13	Mckee Botanical Garden	501(c)(3)	$3.0 million	Vero Beach, FL
14	Wave Hill Incorporated	501(c)(3)	$6.5 million	Bronx, NY
15	The Bloedel Reserve	501(c)(3)	$5.8 million	Bainbridge Island, WA
16	Brookgreen Gardens	501(c)(3)	$12 million	Pawleys Island, SC
17	Huntsville Madison County Botanical Garden Society	501(c)(3)	$5.0 million	Huntsville, AL
18	Cape Fear Botanical Garden	501(c)(3)	$2.4 million	Fayetteville, NC
19	San Diego Botanic Garden	501(c)(3)	$4.5 million	Encinitas, CA
20	Norfolk Botanical Garden	501(c)(3)	$11 million	Norfolk, VA
21	Descanso Gardens Guild	501(c)(3)	$8.6 million	La Canada Flintridge, CA
22	Greater Des Moines Botanical Garden	501(c)(3)	$2.6 million	Des Moines, IA
23	Brooklyn Botanic Garden Corporation	501(c)(3)	$22 million	Brooklyn, NY
24	The Garden Conservancy	501(c)(3)	$7.0 million	Garrison, NY
25	Daniel Jonathan Stowe Conservancy	501(c)(3)	$3.7 million	Belmont, NC

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Cause IQ organization profile

Holden Arboretum

Form 990s for Holden Arboretum

Financials for Holden Arboretum

Vendors for Holden Arboretum

Personnel at Holden Arboretum

Peer botanical gardens and arboreta

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