Civic Intelligence

American Orchid Society Inc. Botanical Museum of Harvard Univ

EIN 04-2161893 • 501(c)3 • Coral Gables, FL

Pub. 78 Eligible

Profile

The mission of the american orchid society is to promote and support the passion for orchids through education, conservation and research.

10901 Old Cutler RoadCoral Gables, FL 33156

www.aos.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

50th percentile

0.12x

Higher debt load relative to assets than 50% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

76th percentile

0.53x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

64th percentile

12%

Higher net margin than 64% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

41st percentile

1.3%

Faster asset growth than 41% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

55th percentile

9.7%

Faster revenue growth than 55% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Up

$6,842,647

Up $84,574 (+1.3%) from 2024

Liabilities

Down

$835,814

Down $5,722 (-0.7%) from 2024

Net Assets

Up

$6,006,833

Up $90,296 (+1.5%) from 2024

Revenue

Up

$1,592,002

Up $141,066 (+9.7%) from 2024

Expenses

Up

$1,404,992

Up $100,858 (+7.7%) from 2024

Net Income

Up

$187,010

Up $40,208 (+27%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2011: $7,515,050Liabilities 2011: $964,580Net Assets 2011: $6,550,4702011Assets 2012: $7,230,200Liabilities 2012: $876,192Net Assets 2012: $6,354,0082012Assets 2013: $7,657,268Liabilities 2013: $794,080Net Assets 2013: $6,863,1882013Assets 2014: $8,256,117Liabilities 2014: $861,839Net Assets 2014: $7,394,2782014Assets 2015: $5,994,952Liabilities 2015: $803,173Net Assets 2015: $5,191,7792015Assets 2016: $6,323,656Liabilities 2016: $805,358Net Assets 2016: $5,518,2982016Assets 2017: $6,505,059Liabilities 2017: $832,787Net Assets 2017: $5,672,2722017Assets 2018: $6,649,725Liabilities 2018: $824,354Net Assets 2018: $5,825,3712018Assets 2019: $6,960,120Liabilities 2019: $798,863Net Assets 2019: $6,161,2572019Assets 2020: $7,074,302Liabilities 2020: $1,022,490Net Assets 2020: $6,051,8122020Assets 2021: $7,544,487Liabilities 2021: $852,933Net Assets 2021: $6,691,5542021Assets 2022: $6,873,752Liabilities 2022: $935,308Net Assets 2022: $5,938,4442022Assets 2023: $6,669,999Liabilities 2023: $821,133Net Assets 2023: $5,848,8662023Assets 2024: $6,758,073Liabilities 2024: $841,536Net Assets 2024: $5,916,5372024Assets 2025: $6,842,647Liabilities 2025: $835,814Net Assets 2025: $6,006,8332025

Highlighted filing

2025

Assets$6,842,647
Liabilities$835,814
Net Assets$6,006,833

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MExpenses 2011: $1,885,8622011Expenses 2012: $1,496,6352012Revenue 2013: $1,396,306Expenses 2013: $1,040,148Net Income 2013: $356,1582013Revenue 2014: $1,300,598Expenses 2014: $1,193,020Net Income 2014: $107,5782014Revenue 2015: $2,029,382Expenses 2015: $3,666,392Net Income 2015: -$1,637,0102015Revenue 2016: $1,397,448Expenses 2016: $953,889Net Income 2016: $443,5592016Revenue 2017: $1,034,128Expenses 2017: $966,853Net Income 2017: $67,2752017Revenue 2018: $1,258,887Expenses 2018: $996,445Net Income 2018: $262,4422018Revenue 2019: $1,534,215Expenses 2019: $1,106,850Net Income 2019: $427,3652019Revenue 2020: $1,225,197Expenses 2020: $1,215,271Net Income 2020: $9,9262020Revenue 2021: $1,450,963Expenses 2021: $1,232,362Net Income 2021: $218,6012021Revenue 2022: $1,309,695Expenses 2022: $1,361,263Net Income 2022: -$51,5682022Revenue 2023: $1,396,277Expenses 2023: $1,397,128Net Income 2023: -$8512023Revenue 2024: $1,450,936Expenses 2024: $1,304,134Net Income 2024: $146,8022024Revenue 2025: $1,592,002Expenses 2025: $1,404,992Net Income 2025: $187,0102025

Highlighted filing

2025

Revenue$1,592,002
Expenses$1,404,992
Net Income$187,010

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.84$0.84$6.01$1.59$1.40$0.19
2024Detailed filing. Detailed filing data is available for this year.$6.76$0.84$5.92$1.45$1.30$0.15
2023Detailed filing. Detailed filing data is available for this year.$6.67$0.82$5.85$1.40$1.40$0.00
2022Detailed filing. Detailed filing data is available for this year.$6.87$0.94$5.94$1.31$1.36$0.05
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.54$0.85$6.69$1.45$1.23$0.22
2020Detailed filing. Detailed filing data is available for this year.$7.07$1.02$6.05$1.23$1.22$0.01
2019Detailed filing. Detailed filing data is available for this year.$6.96$0.80$6.16$1.53$1.11$0.43
2018Detailed filing. Detailed filing data is available for this year.$6.65$0.82$5.83$1.26$1.00$0.26
2017Detailed filing. Detailed filing data is available for this year.$6.51$0.83$5.67$1.03$0.97$0.07
2016Detailed filing. Detailed filing data is available for this year.$6.32$0.81$5.52$1.40$0.95$0.44
2015Detailed filing. Detailed filing data is available for this year.$5.99$0.80$5.19$2.03$3.67$1.64
2014Detailed filing. Detailed filing data is available for this year.$8.26$0.86$7.39$1.30$1.19$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.66$0.79$6.86$1.40$1.04$0.36
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.23$0.88$6.35$1.50
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.52$0.96$6.55$1.89
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 15, 2025
Return Version
2024v5.0
Gross Receipts
$1,592,002
Mission and Program Overview

Mission

The mission of the american orchid society is to promote and support the passion for orchids through education, conservation and research.

To promote appreciation of orchids, the american orchid society delivers the most up-to-date, accurate, educational information about orchid culture and sponsors research and conservation initiatives to improve the outlook for orchids around the globe.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,027,245$4,276,108▲ $248,863
Land, Buildings, and Equipment, Net$503,282$316,611▼ $186,671
Cash and Non-Interest-Bearing Accounts$309,508$310,150▲ $642
Prepaid Expenses and Deferred Charges$70,546$80,860▲ $10,314
Accounts Receivable$172$75▼ $97
Total Assets$6,758,073$6,842,647▲ $84,574
Other Assets Total$1,847,320$1,858,843▲ $11,523
Liabilities
Deferred Revenue$606,915$609,065▲ $2,150
Escrow Account Liability$158,504$136,618▼ $21,886
Accounts Payable and Accrued Expenses$76,117$90,131▲ $14,014
Total Liabilities$841,536$835,814▼ $5,722
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,438,108$3,478,925▲ $40,817
Net Assets Without Donor Restrictions$2,478,429$2,527,908▲ $49,479
Total Net Assets Fund Balance$5,916,537$6,006,833▲ $90,296
Total Liabilities and Net Assets / Fund Balance$6,758,073$6,842,647▲ $84,574

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$316,611$1,262,547-
Other Assets Org$280,423--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$2,254,448-▲ $74,275$-53,806$2,284,075
2023$2,343,473$12,177▲ $61,832$-56,087$2,254,448
2022$2,312,154$5,190▲ $56,565$-30,436$2,343,473
2021$2,286,435$10,330▲ $35,991$-20,602$2,312,154
2020$2,284,477$12,817▲ $32,076$-42,935$2,286,435
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$292,193
Program Service Revenue
$907,339
Investment Income
$338,181
Other Revenue
$54,289
All Other Contributions
$292,193
Change in Net Assets
$187,010

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,592,002
Revenue Not Reported on Form 990
$74,719
Total Revenue per Audited Statements
$1,666,721
Total Revenue per Form 990
$1,592,002
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$988,134
Salaries, Compensation, and Employee Benefits$379,789
Total Fundraising Expense$93,911
Grants and Similar Amounts Paid$37,069
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$284,196$95,593-$379,789
Office Expenses$264,252$17,500-$281,752
Depreciation Depletion$191,190--$191,190
Fees for Services Other--$91,554$91,554
Information Technology$49,824$2,595-$52,419
Occupancy$23,059$12,299$2,357$37,715
Grants to Domestic Orgs$29,069--$29,069
Fees for Services Accounting-$22,200-$22,200
Insurance$4,622$16,867-$21,489
Other Expenses$17,857$5,376-$17,857
Fees for Services Legal-$14,675-$14,675
Foreign Grants$7,000--$7,000
Grants to Domestic Individuals$1,000--$1,000
Total Functional Expenses$1,081,005$230,076$93,911$1,404,992

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,576,425
Expenses per Audited Statements$1,404,992
Total Expenses per Form 990$1,404,992
Expenses Not Reported on Form 990$171,433
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Grants Under 5k---$17,720
Northwestern UniversityEvanston, IL--$11,349

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$54,289
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Aos Meeting Auc$54,289$54,289-$54,289
Total Events$54,289$54,289-$54,289
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

Membership in the society is open to any person who submits a membership application and timely payment of any required dues at the rate established by the board of trustees for any class of membership. Classes of membership shall have rights and privileges as determined by the board.

Form 990, Page 6, Part VI, Line 7A

At each annual meeting of the members, replacement of the officers and trustees at large whose terms have expired shall be elected together with such additional new trustees as may be required to fill any other vacancies on the board. The results of the vote will be announced at the meeting and the trustees at large and officers so elected will take office immediately following close of the meeting. Nomination procedures nominations for trustees at large and officers shall be open to the members for a period of time in advance of each annual meeting. Persons may be self-nominated or proposed by other members of the board or nominating committee. For each annual meeting of the members, the board, with the assistance of the governance committee, shall decide how many candidates are needed for each election and so notify the nominating committee. The nominating committee will be responsible for screening nominees and preparing a list of candidates for the ballot, using criteria and a screening policy approved by the board, and developed with the assistance of the governance committee. The list of candidates shall include at least as many names as will produce the number of trustees at large and officers as the board has determined to be appropriate. The candidates selected by the nominating committee shall be presented to the members on a secure ballot sent electronically to all members in good standing, no less than 30 days in advance of the annual meeting of the members. The secretary shall present such nominations to the president and members so those who have yet to vote may at that time vote. The votes will be added to the electronic tabulations and presented to the members as their new officers and trustees.

Form 990, Page 6, Part VI, Line 11B

The president, chief operating officer, the director of finance and administration and the finance and audit committees are provided a copy of the return to review. A copyof the final 990 is provided to the board of trustees for approval prior to filing electronically.

Form 990, Page 6, Part VI, Line 12C

Any member of the board of trustees, member of a commitee, member with board-delegated powers, and employees of the american orchid society is covered by the conflicts of interest policy. Conflicts must be fully disclosed to the president of the board of trustees and the organization's chief operating officer. Person with a conflict shall in no event participate in the approval of a transaction, arrangement or agreement in which he or she has a conflict.

Form 990, Page 6, Part VI, Line 15A

Approved by the board of trustees.

Form 990, Page 6, Part VI, Line 15B

The executive committee recommends salaries of employees and the board of trustees approves their recommendations.

Form 990, Page 6, Part VI, Line 19

The organization makes its governing documents, conflicts of interest statement, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
American Orchid Society Inc
EIN
04-2161893
Phone
3057402010
Address
10901 OLD CUTLER ROAD, CORAL GABLES, FL 33156

Signing Officer

Name
Cheryl Erins
Title
President
Phone
3057402010
Signed
2025-12-15

Organization Details

Principal Officer
Cheryl Erins
Formed
1921
Legal Domicile
Ny
Voting Board Members
18
Independent Board Members
18
Employees
7
Volunteers
600

Preparer

Firm
Law Redd Crona & Munroe Pa
Address
2075 CENTRE POINTE BLVD SUITE 200, TALLAHASSEE, FL 32308-4893
Preparer
Dana Powell CPA
Phone
8508786189
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

In kind contributions 37,715 change in pv of beneficial interest 37,004 contributed office space -25,479 release from restrictions -145,954 total -96,714

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

The society established a deferred compensation plan for a former executive director. The benefits under the plan are fully vested as of june 30, 2013. Monthly payments of 2,319 begin august 2015 and continue for 15 years. The society has recorded the net present value of monthly payments discounted at a rate of 4% as a deferred compensation obligation. The deferred compensation obligation at june 30, 2025 is 136,618.

Schedule D, Page 4, Part XI, Line 2D

In kind contributions 37,715 change in pv of beneficial interest 37,004

Schedule D, Page 4, Part XII, Line 2D

Contributed office space 25,479 release from restrictions 145,954

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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