Civic Intelligence

Klehm Arboretum Foundation

990EZ • Fiscal year 2019 • EIN 20-5485744

Nov 01, 2018 to Oct 31, 2019 • Filed on Apr 06, 2020

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

2nd percentile

-528%

Higher net margin than 2% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

36th percentile

-4.7%

Faster asset growth than 36% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

3rd percentile

-92%

Faster revenue growth than 3% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$362,766

Down $17,824 (-4.7%) from 2018

Net Assets

Down

$362,766

Down $4,906 (-1.3%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin2nd percentile

Revenue

Down

$2,750

Down $31,119 (-92%) from 2018

Expenses

Up

$17,280

Up $1,738 (+11%) from 2018

Net Income

Down

-$14,530

Down $32,857 (-179%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2019

Assets$362,766
Liabilities-
Net Assets$362,766
Open 2019 Filing

Operations Trend

Revenue Growth3rd 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

2019

Revenue$2,750
Expenses$17,280
Net Income-$14,530
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2018 to Oct 31, 2019
Signed
Apr 6, 2020
Return Version
2018v3.2
Gross Receipts
$2,750
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

Program Services

DescriptionGrantsExpenses
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$14,552$17,280
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN RICHARDSPresident-$0--
PAT OLSONTreasurer-$0--
SUSAN NUNEZSectretary-$0--
SALLY BAKERDirector-$0--
SUSAN GRANSDirector-$0--
JULIE BUCHANANDirector-$0--
GARY ECKLUNDDirector-$0--
DAN PFLUGERDirector-$0--
STEVEN SYMESDirector-$0--
ALEXANDER MILLSExecutive 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
John Richards
Title
President
Phone
8159658146
Signed
2020-04-06

Preparer

Firm
Benning Group LLC
Address
6815 WEAVER RD STE 300, ROCKFORD, IL 61114-8056
Preparer
Curtis D Kleckler
Phone
8153162375
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Name: klehm arboretum and botanic gardens address: 2715 s main street rockford, il 61102 cash contribution: 14,552”

Form 990-ez, Part I, Line 20

“Unrealized gain on investments 9,624”

Form 990-ez, Part II, Line 24

“380,590 362,766 total 380,590 362,766”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 12,918 0”

Form 990-ez, Part III

“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”

Raw XML Appendix162 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ALEXANDER MILLS
IRS990EZ/BooksInCareOfDetail/PhoneNum08159658146
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02715 S MAIN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCKFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd061102
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02750
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14530
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02728
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0380590
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0362766
IRS990EZ/GrantsAndSimilarAmountsPaidAmt014552
IRS990EZ/GrossReceiptsAmt02750
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0367672
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0362766
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0367672
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0362766
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN RICHARDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAT OLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUSAN NUNEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SALLY BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SUSAN GRANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JULIE BUCHANAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GARY ECKLUND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DAN PFLUGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8STEVEN SYMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ALEXANDER MILLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECTRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9EXECUTIVE DI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0380590
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0362766
IRS990EZ/OtherChangesInNetAssetsAmt09624
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE FUNDS FOR THE PERMANENT ENDOWMENT FUND AND PROVIDING FUTURE EARNINGS TO SUPPORT ACTIVITES OF KLEHM ARBORETUM & BOTANIC GARDEN, A NOT-FOR-PROFIT ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO RAISE FUNDS FOR THE PERMANENT ENDOWMENT FUND AND PROVIDING FUTURE EARNINGS TO SUPPORT ACTIVITES OF KLEHM ARBORETUM & BOTANIC GARDEN, A NOT-FOR-PROFIT ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt014552
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017280
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt012918
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017280
IRS990EZ/TotalProgramServiceExpensesAmt017280
IRS990EZ/TotalRevenueAmt02750
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt033869
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt025125
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt08951
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt071095
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt071095
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt033869
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt025125
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0400
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt08951
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt071095
IRS990ScheduleA/TotalSupportAmt071095
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: KLEHM ARBORETUM AND BOTANIC GARDENS ADDRESS: 2715 S MAIN STREET ROCKFORD, IL 61102 CASH CONTRIBUTION: 14,552
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN ON INVESTMENTS 9,624
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2380,590 362,766 TOTAL 380,590 362,766
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 12,918 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO RAISE FUNDS FOR THE PERMANENT ENDOWMENT FUND AND PROVIDING FUTURE EARNINGS TO SUPPORT ACTIVITES 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 I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN RICHARDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08159658146
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-06
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
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0909F3362C55D446B41BDD225633F11AB3A7C90D1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A408D9230770A7A5E4FD9F6C0CD076D6F54381EE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02020-04-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm020:26:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300003878
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BENNING GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06815 WEAVER RD STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0611148056
ReturnHeader/PreparerPersonGrp/PhoneNum08153162375
ReturnHeader/PreparerPersonGrp/PreparationDt02020-04-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CURTIS D KLECKLER
ReturnHeader/ReturnTs02020-04-13T20:26:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-11-01
ReturnHeader/TaxPeriodEndDt02019-10-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$362,766
Liabilities
-
Net assets
$362,766
Revenue
$2,750
Expenses
$17,280
Net income
-$14,530
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
2019Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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