Civic Intelligence

Houston Botanic Garden

990 • Fiscal year 2014 • EIN 04-3695294

Jan 01, 2014 to Dec 31, 2014 • Filed on Sep 28, 2015

3701 Kirby DriveHouston, TX 77098

(713) 715-9675

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.01x

Higher debt load relative to revenue than 36% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

1st percentile

-320%

Higher net margin than 1% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

95th percentile

$187,787

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 197.5% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

6th percentile

-27%

Faster asset growth than 6% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

1st percentile

-92%

Faster revenue growth than 1% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Down

$859,922

Down $318,896 (-27%) from 2013

Net Assets

Down

$858,836

Down $304,449 (-26%) from 2013

Liabilities

Down

$1,086

Down $14,447 (-93%) from 2013

Revenue

Down

$95,084

Down $1,032,955 (-92%) from 2013

Expenses

Up

$399,533

Up $74,763 (+23%) from 2013

Net Income

Down

-$304,449

Down $1,107,718 (-138%) from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2010: $451,030Liabilities 2010: $0Net Assets 2010: $451,0302010Assets 2011: $492,602Liabilities 2011: $3,899Net Assets 2011: $488,7032011Assets 2012: $361,899Liabilities 2012: $1,883Net Assets 2012: $360,0162012Assets 2013: $1,178,818Liabilities 2013: $15,533Net Assets 2013: $1,163,2852013Assets 2014: $859,922Liabilities 2014: $1,086Net Assets 2014: $858,8362014Assets 2015: $7,172,915Liabilities 2015: $91,805Net Assets 2015: $7,081,1102015Assets 2016: $6,790,737Liabilities 2016: $31,318Net Assets 2016: $6,759,4192016Assets 2017: $21,329,814Liabilities 2017: $271,797Net Assets 2017: $21,058,0172017Assets 2018: $27,421,010Liabilities 2018: $645,163Net Assets 2018: $26,775,8472018Assets 2019: $34,306,914Liabilities 2019: $93,845Net Assets 2019: $34,213,0692019Assets 2020: $39,899,140Liabilities 2020: $3,384,717Net Assets 2020: $36,514,4232020Assets 2021: $41,581,039Liabilities 2021: $3,922,208Net Assets 2021: $37,658,8312021Assets 2022: $36,387,962Liabilities 2022: $1,940,299Net Assets 2022: $34,447,6632022Assets 2023: $33,221,203Liabilities 2023: $1,497,028Net Assets 2023: $31,724,1752023Assets 2024: $31,892,272Liabilities 2024: $1,034,211Net Assets 2024: $30,858,0612024

Highlighted filing

2014

Assets$859,922
Liabilities$1,086
Net Assets$858,836

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $20,5992010Revenue 2011: $186,663Expenses 2011: $148,990Net Income 2011: $37,6732011Revenue 2012: $191,422Expenses 2012: $320,109Net Income 2012: -$128,6872012Revenue 2013: $1,128,039Expenses 2013: $324,770Net Income 2013: $803,2692013Revenue 2014: $95,084Expenses 2014: $399,533Net Income 2014: -$304,4492014Revenue 2015: $6,781,246Expenses 2015: $488,187Net Income 2015: $6,293,0592015Revenue 2016: $253,846Expenses 2016: $575,537Net Income 2016: -$321,6912016Revenue 2017: $14,923,463Expenses 2017: $624,865Net Income 2017: $14,298,5982017Revenue 2018: $6,642,902Expenses 2018: $925,403Net Income 2018: $5,717,4992018Revenue 2019: $8,715,582Expenses 2019: $1,278,360Net Income 2019: $7,437,2222019Revenue 2020: $4,031,429Expenses 2020: $2,082,329Net Income 2020: $1,949,1002020Revenue 2021: $5,689,195Expenses 2021: $7,544,787Net Income 2021: -$1,855,5922021Revenue 2022: $5,081,553Expenses 2022: $8,292,721Net Income 2022: -$3,211,1682022Revenue 2023: $6,061,631Expenses 2023: $8,785,087Net Income 2023: -$2,723,4562023Revenue 2024: $7,644,996Expenses 2024: $8,511,110Net Income 2024: -$866,1142024

Highlighted filing

2014

Revenue$95,084
Expenses$399,533
Net Income-$304,449
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 28, 2015
Return Version
2014v5.0
Gross Receipts
$95,084
Mission and Program Overview

Mission

To enrich life through discovery, education, and the conservation of plants and the natural environment.

To establish and sustain a premier botanic garden in order to promote public appreciation and understanding of plants, gardens, and conservation of the natural world through education, conservation, and scientific inquiry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,089,333$783,137▼ $306,196
Intangible Assets$70,785$70,785→ $0
Accounts Receivable$18,700$4,500▼ $14,200
Prepaid Expenses and Deferred Charges-$1,500-
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Inventories for Sale or Use-$0-
Total Assets$1,178,818$859,922▼ $318,896
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$15,533$1,086▼ $14,447
Total Liabilities$15,533$1,086▼ $14,447
Net Assets / Fund Balance
Unrestricted Net Assets$1,163,285$858,836▼ $304,449
Total Net Assets Fund Balance$1,163,285$858,836▼ $304,449
Total Liabilities and Net Assets / Fund Balance$1,178,818$859,922▼ $318,896
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeff E RossPresident & CEOFT$150,750$37,037$187,787
Revenue and Support

Revenue Composition

Contributions and Grants
$93,953
Program Service Revenue
$0
Investment Income
$1,131
Other Revenue
$0
All Other Contributions
$93,953
Change in Net Assets
$-304,449
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$260,066
Other Expenses$139,467
Total Fundraising Expense$83,913
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$131,029$37,530$19,229$187,788
Fees for Services Other$88,864--$88,864
Other Salaries and Wages$5,198$5,198$41,580$51,976
Office Expenses$6,125$5,080$7,824$19,029
Occupancy$9,418$2,979$4,517$16,914
Payroll Taxes$7,592$2,402$3,641$13,635
Other Employee Benefits$990$678$4,479$6,147
Insurance$2,956$935$1,417$5,308
Fees for Services Accounting-$4,715-$4,715
Travel$2,503$337-$2,840
Information Technology$36$755$706$1,497
Pension Plan Contributions--$520$520
Conferences and Meetings$300--$300
Total Functional Expenses$255,011$60,609$83,913$399,533
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
No
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, Part VI, Line 11B: Form 990 Review Process

Form 990 is initially reviewed by the Treasurer and President. The 990 is then presented to the Board and all members are invited to review and comment prior to filing.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Each Board Member is provided a copy of the organization's conflict of interest policy annually. The policy requires each Board Member to disclose any potential conflicts. Should one exist, the chairman of the board shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The salary of the President & CEO was reviewed and approved by the Board of Directors after researching comparable positions in non-profit organizations and recognizing the unique aspect of this particular position.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Upon request.

Filing and Contact Details

Filer

Filer Name
Houston Botanic Garden
EIN
04-3695294
Phone
7137159675
Address
3701 Kirby Drive, Houston, TX 77098

Signing Officer

Name
Jeff E Ross
Title
President & CEO
Signed
2015-09-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff E Ross
Formed
2002
Legal Domicile
TX
Voting Board Members
14
Independent Board Members
14
Employees
2

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027-5132
Preparer
Jody Blazek
Phone
7134395739
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14President & CEO
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IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
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IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$31.9$1.03$30.9$7.64$8.51$0.87
2023Detailed filing. Detailed filing data is available for this year.$33.2$1.50$31.7$6.06$8.79$2.72
2022Detailed filing. Detailed filing data is available for this year.$36.4$1.94$34.4$5.08$8.29$3.21
2021Detailed filing. Detailed filing data is available for this year.$41.6$3.92$37.7$5.69$7.54$1.86
2020Detailed filing. Detailed filing data is available for this year.$39.9$3.38$36.5$4.03$2.08$1.95
2019Detailed filing. Detailed filing data is available for this year.$34.3$0.09$34.2$8.72$1.28$7.44
2018Detailed filing. Detailed filing data is available for this year.$27.4$0.65$26.8$6.64$0.93$5.72
2017Detailed filing. Detailed filing data is available for this year.$21.3$0.27$21.1$14.9$0.62$14.3
2016Detailed filing. Detailed filing data is available for this year.$6.79$0.03$6.76$0.25$0.58$0.32
2015Detailed filing. Detailed filing data is available for this year.$7.17$0.09$7.08$6.78$0.49$6.29
2014Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.10$0.40$0.30
2013Detailed filing. Detailed filing data is available for this year.$1.18$0.02$1.16$1.13$0.32$0.80
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.00$0.36$0.19$0.32$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.00$0.49$0.19$0.15$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.00$0.45$0.02