Civic Intelligence

Klehm Arboretum Foundation

990EZ • Fiscal year 2022 • EIN 20-5485744

Nov 01, 2021 to Oct 31, 2022 • Filed on May 08, 2023

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

15th percentile

-30%

Higher net margin than 15% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

25th percentile

-16%

Faster asset growth than 25% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

98th percentile

1088%

Faster revenue growth than 98% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$372,166

Flat from 2022

Net Assets

$372,166

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin15th percentile

Revenue

Flat

$47,530

Flat from 2022

Expenses

Flat

$61,560

Flat from 2022

Net Income

Flat

-$14,030

Flat from 2022

Historical Trend

Balance Sheet Trend

Asset Growth25th 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: $372,166Net Assets 2022: $372,1662022Assets 2022: $372,166Liabilities 2022: $02022Assets 2023: $409,411Liabilities 2023: $02023Assets 2024: $490,592Net Assets 2024: $490,5922024

Highlighted filing

2022

Assets$372,166
Liabilities-
Net Assets$372,166
Open 2022 Filing

Operations Trend

Revenue Growth98th 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 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

2022

Revenue$47,530
Expenses$61,560
Net Income-$14,030
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2021 to Oct 31, 2022
Signed
May 8, 2023
Return Version
2021v4.0
Gross Receipts
$47,530
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$57,242$61,560
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN RICHARDSPresident-$0--
PAT OLSONTreasurer-$0--
SUSAN GRANSSecretary-$0--
SALLY BAKERDirector-$0--
JULIE BUCHANANDirector-$0--
GARY ECKLUNDDirector-$0--
ROD LEEZERDirector-$0--
STEVEN SYMESDirector-$0--
CLARK WANGAARDDirector-$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
2023-05-08

Preparer

Firm
Benning Group LLC
Address
6815 WEAVER RD STE 300, ROCKFORD, IL 61114-8060
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: 56,992”

Form 990-ez, Part I, Line 16

“Expenses d&o insurance 698 il sos filing fee 10 il charity bureau 15 bank service fees 10 total 733”

Form 990-ez, Part I, Line 20

“Unrealized gain on investments 0 unrealized loss on investments -56,980”

Form 990-ez, Part II, Line 24

“Cfnil 443,176 370,122 total 443,176 370,122”

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 Appendix158 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/PersonNm0PAT OLSON
IRS990EZ/BooksInCareOfDetail/PhoneNum08159658146
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02715 S MAIN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCKFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd061102
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02044
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt047530
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14030
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03585
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0443176
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0372166
IRS990EZ/GrantsAndSimilarAmountsPaidAmt057242
IRS990EZ/GrossReceiptsAmt047530
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0443176
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0372166
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0443176
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0372166
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
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 GRANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SALLY BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JULIE BUCHANAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GARY ECKLUND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ROD LEEZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7STEVEN SYMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CLARK WANGAARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ALEXANDER MILLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
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/BOYAmt0443176
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0370122
IRS990EZ/OtherChangesInNetAssetsAmt0-56980
IRS990EZ/OtherExpensesTotalAmt0733
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/GrantsAndAllocationsAmt057242
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt061560
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt061560
IRS990EZ/TotalProgramServiceExpensesAmt061560
IRS990EZ/TotalRevenueAmt047530
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt047530
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt033869
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt088399
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt088399
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt047530
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0250
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt033869
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt088399
IRS990ScheduleA/TotalSupportAmt088399
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: KLEHM ARBORETUM AND BOTANIC GARDENS ADDRESS: 2715 S MAIN STREET ROCKFORD, IL 61102 CASH CONTRIBUTION: 56,992
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES D&O INSURANCE 698 IL SOS FILING FEE 10 IL CHARITY BUREAU 15 BANK SERVICE FEES 10 TOTAL 733
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAIN ON INVESTMENTS 0 UNREALIZED LOSS ON INVESTMENTS -56,980
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CFNIL 443,176 370,122 TOTAL 443,176 370,122
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 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN RICHARDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08159658146
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-08
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/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/ZIPCd0611148060
ReturnHeader/PreparerPersonGrp/PhoneNum08153162375
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CURTIS D KLECKLER
ReturnHeader/ReturnTs02023-07-10T09:15:20-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RICHARDS
ReturnHeader/TaxPeriodBeginDt02021-11-01
ReturnHeader/TaxPeriodEndDt02022-10-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$372,166
Liabilities
-
Net assets
$372,166
Revenue
$47,530
Expenses
$61,560
Net income
-$14,030
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
2022Detailed filing. Detailed filing data is available for this year.$3.72$3.72$0.48$0.62$0.14
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
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