Civic Intelligence

Klehm Arboretum Foundation

990EZ • Fiscal year 2017 • EIN 20-5485744

Nov 01, 2016 to Oct 31, 2017 • Filed on Jun 25, 2018

Organization ProfileN/A
2715 S Main StreetRockford, IL 61102

(815) 965-8146

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

96th percentile

76%

Higher net margin than 96% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

67th percentile

15%

Faster asset growth than 67% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

143%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$326,914

Up $42,797 (+15%) from 2016

Net Assets

Up

$326,914

Up $42,797 (+15%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

Up

$56,512

Up $33,234 (+143%) from 2016

Expenses

Up

$13,715

Up $477 (+3.6%) from 2016

Net Income

Up

$42,797

Up $32,757 (+326%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$600K$400K$200K$0Assets 2011: $179,737Liabilities 2011: $02011Assets 2012: $211,408Liabilities 2012: $02012Assets 2013: $243,842Liabilities 2013: $02013Assets 2014: $281,086Liabilities 2014: $02014Assets 2015: $274,077Liabilities 2015: $02015Assets 2016: $284,117Net Assets 2016: $284,1172016Assets 2017: $326,914Net Assets 2017: $326,9142017Assets 2018: $380,590Liabilities 2018: $12,918Net Assets 2018: $367,6722018Assets 2019: $362,766Net Assets 2019: $362,7662019Assets 2020: $375,963Net Assets 2020: $375,9632020Assets 2021: $443,176Liabilities 2021: $02021Assets 2022: $372,166Liabilities 2022: $02022Assets 2023: $409,411Liabilities 2023: $02023Assets 2024: $490,592Net Assets 2024: $490,5922024

Highlighted filing

2017

Assets$326,914
Liabilities-
Net Assets$326,914
Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $3,854Expenses 2011: $1,413Net Income 2011: $2,4412011Revenue 2012: $47,356Expenses 2012: $15,685Net Income 2012: $31,6712012Revenue 2013: $42,096Expenses 2013: $9,662Net Income 2013: $32,4342013Revenue 2014: $48,453Expenses 2014: $11,209Net Income 2014: $37,2442014Revenue 2015: $5,651Expenses 2015: $12,660Net Income 2015: -$7,0092015Revenue 2016: $23,278Expenses 2016: $13,238Net Income 2016: $10,0402016Revenue 2017: $56,512Expenses 2017: $13,715Net Income 2017: $42,7972017Revenue 2018: $33,869Expenses 2018: $15,542Net Income 2018: $18,3272018Revenue 2019: $2,750Expenses 2019: $17,280Net Income 2019: -$14,5302019Revenue 2020: $250Expenses 2020: $17,309Net Income 2020: -$17,0592020Revenue 2021: $4,000Expenses 2021: $18,425Net Income 2021: -$14,4252021Revenue 2022: $47,530Expenses 2022: $61,560Net Income 2022: -$14,0302022Revenue 2023: $42,942Expenses 2023: $48,244Net Income 2023: -$5,3022023Revenue 2024: $26,105Expenses 2024: $22,307Net Income 2024: $3,7982024

Highlighted filing

2017

Revenue$56,512
Expenses$13,715
Net Income$42,797
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2016 to Oct 31, 2017
Signed
Jun 25, 2018
Return Version
2016v3.1
Gross Receipts
$56,512
Mission and Program Overview

Mission

To raise funds for the permanent endowment fund and providing future earnings to support activites of klehm arboretum & botanic garden, a not-for-profit organization

The organization continues to raise funds for the permanent endowment fund providing future earnings to support activities of klehm arboretum & botanic garden, a not-for-profit organization.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION CONTINUES TO RAISE FUNDS FOR THE PERMANENT ENDOWMENT FUND PROVIDING FUTURE EARNINGS TO SUPPORT ACTIVITIES OF KLEHM ARBORETUM & BOTANIC GARDEN, A NOT-FOR-PROFIT ORGANIZATION.$11,472$13,715
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAT OLSENPresident-$0--
JOHN RICHARDSTreasurer-$0--
SALLY BAKERDirector-$0--
JULIE BUCHANANDirector-$0--
GARY ECKLUNDDirector-$0--
SUSAN NUNEZSecretary-$0--
STEVEN SYMESDirector-$0--
DAN PFLUGERDirector-$0--
DANIEL S RIGGSExecutive Di-$0--
Filing and Contact Details

Filer

Filer Name
Klehm Arboretum Foundation
EIN
20-5485744
Phone
8159658146
Address
2715 S MAIN STREET, ROCKFORD, IL 61102

Signing Officer

Name
Pat Olsen
Title
President
Phone
8159658146
Signed
2018-06-25
Discuss with paid preparer
Yes

Preparer

Firm
Beggin Tipp Lamm LLC
Address
524 W STEPHENSON ST STE 200, FREEPORT, IL 61032
Preparer
Lucas a Beggin
Phone
8152359610
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Klehm arboretum and botanic garden, inc. 2715 s main street 11,472 0 rockford, il 61102 0”

Form 990-ez, Part II, Line 24

“Bur oak endowment - starr ii fund 284,117 326,914 total 284,117 326,914”

Form 990-ez, Part III

“The organization continues to raise funds for the permanent endowment fund providing future earnings to support activities of klehm arboretum & botanic garden, a not-for-profit organization.”

Raw XML Appendix150 raw XML fields

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

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCKFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0611023925
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IRS990EZ/ContributionsGiftsGrantsEtcAmt025125
IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt042797
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02243
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAT OLSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN RICHARDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SALLY BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JULIE BUCHANAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GARY ECKLUND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SUSAN NUNEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6STEVEN SYMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DAN PFLUGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DANIEL S RIGGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8EXECUTIVE DI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0284117
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0326914
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION CONTINUES TO RAISE FUNDS FOR THE PERMANENT ENDOWMENT FUND PROVIDING FUTURE EARNINGS TO SUPPORT ACTIVITIES OF KLEHM ARBORETUM & BOTANIC GARDEN, A NOT-FOR-PROFIT ORGANIZATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION CONTINUES TO RAISE FUNDS FOR THE PERMANENT ENDOWMENT FUND PROVIDING FUTURE EARNINGS TO SUPPORT ACTIVITIES OF KLEHM ARBORETUM & BOTANIC GARDEN, A NOT-FOR-PROFIT ORGANIZATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011472
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013715
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013715
IRS990EZ/TotalProgramServiceExpensesAmt013715
IRS990EZ/TotalRevenueAmt056512
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt011472
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt08951
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt017034
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt065883
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt031387
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt011472
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0400
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt028026
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt017034
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt065883
IRS990ScheduleA/TotalSupportAmt065883
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KLEHM ARBORETUM AND BOTANIC GARDEN, INC. 2715 S MAIN STREET 11,472 0 ROCKFORD, IL 61102 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BUR OAK ENDOWMENT - STARR II FUND 284,117 326,914 TOTAL 284,117 326,914
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION CONTINUES TO RAISE FUNDS FOR THE PERMANENT ENDOWMENT FUND PROVIDING FUTURE EARNINGS TO SUPPORT ACTIVITIES OF KLEHM ARBORETUM & BOTANIC GARDEN, A NOT-FOR-PROFIT ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAT OLSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08159658146
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KLEHM ARBORETUM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KLEH
ReturnHeader/Filer/EIN0205485744
ReturnHeader/Filer/PhoneNum08159658146
ReturnHeader/Filer/USAddress/AddressLine1Txt02715 S MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0ROCKFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061102
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E5800506F0345399F33B4CA2C1A414A045ED87D6
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273238017
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BEGGIN TIPP LAMM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0524 W STEPHENSON ST STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FREEPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd061032
ReturnHeader/PreparerPersonGrp/PhoneNum08152359610
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LUCAS A BEGGIN
ReturnHeader/ReturnTs02018-06-27T14:54:50-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-11-01
ReturnHeader/TaxPeriodEndDt02017-10-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$326,914
Liabilities
-
Net assets
$326,914
Revenue
$56,512
Expenses
$13,715
Net income
$42,797
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.91$4.91$0.26$0.22$0.04
2023Summary only. Only limited summary data is available for this year.$4.09$0.00$0.43$0.48$0.05
2022Summary only. Only limited summary data is available for this year.$3.72$0.00$0.48$0.62$0.14
2021Summary only. Only limited summary data is available for this year.$4.43$0.00$0.04$0.18$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.76$3.76$0.00$0.17$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.63$3.63$0.03$0.17$0.15
2018Detailed filing. Detailed filing data is available for this year.$3.81$0.13$3.68$0.34$0.16$0.18
2017Detailed filing. Detailed filing data is available for this year.$3.27$3.27$0.57$0.14$0.43
2016Detailed filing. Detailed filing data is available for this year.$2.84$2.84$0.23$0.13$0.10
2015Summary only. Only limited summary data is available for this year.$2.74$0.00$0.06$0.13$0.07
2014Summary only. Only limited summary data is available for this year.$2.81$0.00$0.48$0.11$0.37
2013Summary only. Only limited summary data is available for this year.$2.44$0.00$0.42$0.10$0.32
2012Summary only. Only limited summary data is available for this year.$2.11$0.00$0.47$0.16$0.32
2011Summary only. Only limited summary data is available for this year.$1.80$0.00$0.04$0.01$0.02