Civic Intelligence

Bok Tower Gardens Inc

EIN 23-1352009 • 501(c)3 • Lake Wales, FL

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Profile

To inspire a better and more beautiful world by sharing edward bok's legacy.

1151 Tower BoulevardLake Wales, FL 33853-3470

boktowergardens.org

Siviq Scores

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

Liabilities / Assets

11th percentile

0.01x

Higher debt load relative to assets than 11% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.10x

Higher debt load relative to revenue than 20% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

64th percentile

10%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2025

Revenue Growth

46th percentile

5.7%

Faster revenue growth than 46% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$87,579,663

Up $3,639,243 (+4.3%) from 2024

Liabilities

Down

$929,197

Down $10,581 (-1.1%) from 2024

Net Assets

Up

$86,650,466

Up $3,649,824 (+4.4%) from 2024

Operations
Liabilities / Revenue20th percentileNet Margin64th percentile

Revenue

Down

$9,542,040

Down $908,331 (-8.7%) from 2024

Expenses

Up

$8,542,126

Up $294,276 (+3.6%) from 2024

Net Income

Down

$999,914

Down $1,202,607 (-55%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$100M$50M$0Assets 2013: $50,385,266Liabilities 2013: $312,2022013Assets 2014: $53,388,783Liabilities 2014: $460,352Net Assets 2014: $52,928,4312014Assets 2015: $56,869,949Liabilities 2015: $1,445,993Net Assets 2015: $55,423,9562015Assets 2016: $61,953,982Liabilities 2016: $519,785Net Assets 2016: $61,434,1972016Assets 2017: $66,130,184Liabilities 2017: $602,789Net Assets 2017: $65,527,3952017Assets 2018: $67,617,062Liabilities 2018: $364,675Net Assets 2018: $67,252,3872018Assets 2019: $68,966,202Liabilities 2019: $354,002Net Assets 2019: $68,612,2002019Assets 2020: $70,362,323Liabilities 2020: $355,204Net Assets 2020: $70,007,1192020Assets 2021: $77,492,208Liabilities 2021: $827,632Net Assets 2021: $76,664,5762021Assets 2022: $67,832,423Liabilities 2022: $965,476Net Assets 2022: $66,866,9472022Assets 2023: $72,256,173Liabilities 2023: $913,318Net Assets 2023: $71,342,8552023Assets 2024: $83,940,420Liabilities 2024: $939,778Net Assets 2024: $83,000,6422024Assets 2025: $87,579,663Liabilities 2025: $929,197Net Assets 2025: $86,650,4662025

Highlighted filing

2025

Assets$87,579,663
Liabilities$929,197
Net Assets$86,650,466
Open 2025 Filing

Operations Trend

Revenue Growth46th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2013: $8,505,012Expenses 2013: $5,290,874Net Income 2013: $3,214,1382013Revenue 2014: $6,524,993Expenses 2014: $5,475,082Net Income 2014: $1,049,9112014Revenue 2015: $10,991,630Expenses 2015: $5,641,350Net Income 2015: $5,350,2802015Revenue 2016: $9,713,936Expenses 2016: $6,439,709Net Income 2016: $3,274,2272016Revenue 2017: $7,908,323Expenses 2017: $7,009,471Net Income 2017: $898,8522017Revenue 2018: $7,807,069Expenses 2018: $7,430,836Net Income 2018: $376,2332018Revenue 2019: $6,803,703Expenses 2019: $6,574,652Net Income 2019: $229,0512019Revenue 2020: $7,561,028Expenses 2020: $6,592,633Net Income 2020: $968,3952020Revenue 2021: $7,542,549Expenses 2021: $6,096,440Net Income 2021: $1,446,1092021Revenue 2022: $6,715,239Expenses 2022: $7,120,751Net Income 2022: -$405,5122022Revenue 2023: $8,544,333Expenses 2023: $7,872,412Net Income 2023: $671,9212023Revenue 2024: $10,450,371Expenses 2024: $8,247,850Net Income 2024: $2,202,5212024Revenue 2025: $9,542,040Expenses 2025: $8,542,126Net Income 2025: $999,9142025

Highlighted filing

2025

Revenue$9,542,040
Expenses$8,542,126
Net Income$999,914
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$87,579,663
Liabilities
$929,197
Net assets
$86,650,466
Revenue
$9,542,040
Expenses
$8,542,126
Net income
$999,914
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$87.6$0.93$86.7$9.54$8.54$1.00
2024Detailed filing. Detailed filing data is available for this year.$83.9$0.94$83.0$10.5$8.25$2.20
2023Detailed filing. Detailed filing data is available for this year.$72.3$0.91$71.3$8.54$7.87$0.67
2022Detailed filing. Detailed filing data is available for this year.$67.8$0.97$66.9$6.72$7.12$0.41
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$77.5$0.83$76.7$7.54$6.10$1.45
2020Detailed filing. Detailed filing data is available for this year.$70.4$0.36$70.0$7.56$6.59$0.97
2019Detailed filing. Detailed filing data is available for this year.$69.0$0.35$68.6$6.80$6.57$0.23
2018Detailed filing. Detailed filing data is available for this year.$67.6$0.36$67.3$7.81$7.43$0.38
2017Detailed filing. Detailed filing data is available for this year.$66.1$0.60$65.5$7.91$7.01$0.90
2016Detailed filing. Detailed filing data is available for this year.$62.0$0.52$61.4$9.71$6.44$3.27
2015Summary only. Only limited summary data is available for this year.$56.9$1.45$55.4$11.0$5.64$5.35
2014Detailed filing. Detailed filing data is available for this year.$53.4$0.46$52.9$6.52$5.48$1.05
2013Summary only. Only limited summary data is available for this year.$50.4$0.31$8.51$5.29$3.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Feb 3, 2026
Return Version
2024v5.5
Gross Receipts
$21,326,351
Mission and Program Overview

Mission

The mission of bok tower gardens is to inspire a better and more beautiful world by sharing edward bok's legacy.

To inspire a better and more beautiful world by sharing edward bok's legacy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$56,353,832$59,539,604▲ $3,185,772
Land, Buildings, and Equipment, Net$22,352,962$22,449,236▲ $96,274
Savings and Temporary Cash Investments$2,585,596$3,598,260▲ $1,012,664
Accounts Receivable$1,085,435$598,953▼ $486,482
Cash and Non-Interest-Bearing Accounts$207,383$482,597▲ $275,214
Pledges and Grants Receivable$942,764$439,140▼ $503,624
Inventories for Sale or Use$292,055$297,937▲ $5,882
Prepaid Expenses and Deferred Charges$96,393$150,106▲ $53,713
Total Assets$83,940,420$87,579,663▲ $3,639,243
Other Assets Total$24,000$23,830▼ $170
Liabilities
Deferred Revenue$642,083$613,682▼ $28,401
Accounts Payable and Accrued Expenses$297,695$315,515▲ $17,820
Total Liabilities$939,778$929,197▼ $10,581
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$77,740,869$81,388,018▲ $3,647,149
Net Assets With Donor Restrictions$5,259,773$5,262,448▲ $2,675
Total Net Assets Fund Balance$83,000,642$86,650,466▲ $3,649,824
Total Liabilities and Net Assets / Fund Balance$83,940,420$87,579,663▲ $3,639,243

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$17,543,786$9,753,639$27,297,425
Equipment$271,475$4,458,575$4,730,050
Land$3,947,136-$3,947,136
Other Land Buildings$686,839-$686,839

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$56,353,832-▲ $5,993,655$2,152,957$60,194,530
2023$46,869,190-▲ $11,406,167$1,921,525$56,353,832
2022$43,355,284-▲ $5,725,390$2,211,484$46,869,190
2021$52,394,938-▼ $7,835,000$1,204,654$43,355,284
2020$45,269,293-▲ $7,480,319$354,674$52,394,938
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
David PricePresidentFT$253,381$24,913$278,294
Melissa RobillardCFOFT$148,615$25,154$173,769
GEERT D'HOLLANDERDirector of Carillon ServicesFT$145,729$10,527$156,256
Brendan HugginsDirector of HorticultureFT$113,289$11,302$124,591
Erica SmithDirector of Business DevelopmentFT$106,319$11,421$117,740
Melissa TyroneDirector of Philanthropy & MembershipFT$115,570$407$115,977

Board Members and Trustees

NameTitle
Joshua C WebbChair
Tomas J BokImmediate Past Chair
Cindy AlexanderVice Chair
Ed RutledgeDirector
Heather Jordan-holmesDirector
Jf Bryan IvDirector
John DanaDirector
Kay Culbreath HellerDirector
Lawrence Dimmitt IiiDirector
Michael AloianDirector
Randy DefoorDirector
Scott RedmonDirector
Paul CollinsSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
TylinGrant Garden Restoration32 OLD SLIP 10T FLOOR, New York, NY 10005$220,308
Central Florida Tree And Landscape LLCHorticulture Contractor1849 CYPRESS LAKE ROAD, Lake Wales, FL 33898$164,575
Sam Van HookHorticulture Contractor660 RAINBOW BLVD, Babson Park, FL 33827$128,190
Revenue and Support

Revenue Composition

Contributions and Grants
$2,695,135
Program Service Revenue
$2,553,545
Investment Income
$3,466,294
Other Revenue
$827,066
All Other Contributions
$994,538
Change in Net Assets
$999,914

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded12$385,192Fair Market Value (FMV)
Clothing and Household Goods-$6,780Fair Market Value (FMV)
Total Noncash Contributions12$391,972-

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,542,040
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$5,155,700
Total Revenue per Audited Statements
$14,697,740
Total Revenue per Form 990
$9,542,040
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,944,309
Other Expenses$3,597,817
Total Fundraising Expense$572,105
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,696,240$1,458,869$310,643$3,465,752
Depreciation Depletion$815,745$51,240-$866,985
Occupancy$314,863$286,273$18,293$619,429
Advertising$431,789$111,375$10,810$553,974
Other Employee Benefits$288,006$194,542$37,628$520,176
Current Officers, Directors, Trustees, and Key Employees$278,878$220,202-$499,080
Insurance-$406,668-$406,668
Payroll Taxes$144,530$113,802$22,061$280,393
Fees for Services Other$11,918$187,989$4,900$204,807
Pension Plan Contributions$90,077$69,461$19,370$178,908
Office Expenses$35,264$101,438$31,864$168,566
Information Technology$46,856$85,152$4,388$136,396
Fees for Service Investment Mgmnt Fees-$122,549-$122,549
All Other Expenses$22,865$59,025$326$82,216
Fees for Services Accounting-$55,414-$55,414
Other Expenses$45,996$23,397$365$46,361
Conferences and Meetings$9,542$11,473$3,846$24,861
Travel$17,655$1,615$565$19,835
Fees for Services Legal-$9,701-$9,701
Total Functional Expenses$4,351,471$3,618,550$572,105$8,542,126

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$11,047,916
Total Expenses per Form 990$8,542,126
Expenses per Audited Statements$8,419,577
Expenses Not Reported on Form 990$2,628,339
Expenses Not Reported on Financial Statements$122,549
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
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, Section A, Line 1A

“The executive committee of the board consist of the chair, vice chair, secretary, immediate pas chair and the president. The executive committee may exercise the full power of the board when, in the sole discretion of the chair, board action is necessary in the interim period between meetings of the board. No action of the executive committee is effective without the affirmative vote for three of its voting members.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the audit committee and copies are provided to all members of the board prior to filing.”

Form 990, Part VI, Section B, Line 12C

“In connection with any actual possible conflict of interest, such director must disclose the existence and nature of his or her financial interest to the executive committee for its consideration of the proposed transaction or arrangement. The executive committee shall determine if a conflict of interest exists, or may refer the matter to the board to determine the existence of such conflict. The executive committee or the board, as the case may be, shall determine whether the gardens can obtain a more advantageous transaction or arrangement with reasonable efforts from a person or entity that would not give rise to a conflict of interest. If a more advantageous transaction or arrangement is not reasonably obtainable under circumstances that would not give rise to a conflict of interest, the executive committee, or the board, as the case may be, shall determine by a majority vote (the interested director shall not vote) whether the possible conflict should be affirmatively waived for the reason that the transaction or arrangement is in the garden's best interest and the transaction is fair and reasonable to the gardens.”

Form 990, Part VI, Section B, Line 15A

“Compensation of the president is set by the executive committee and by reference to similar size public gardens in the united states.”

Form 990, Part VI, Section C, Line 19

“The organization provides its governing documents, conflict of interest policy, and financial statements to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Bok Tower Gardens Inc
EIN
23-1352009
Phone
8636761408
Address
1151 TOWER BOULEVARD, LAKE WALES, FL 33853-3470

Signing Officer

Name
Melissa Robillard
Title
CFO
Phone
8636761408
Signed
2026-02-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Price
Formed
1925
Legal Domicile
De
Voting Board Members
13
Independent Board Members
13
Employees
122
Volunteers
194

Preparer

Firm
Cliftonlarsonallen Llp
Address
420 SOUTH ORANGE AVENUE SUITE 900, ORLANDO, FL 32801
Preparer
Tina Henton
Phone
4078021200
Supplemental Narrative

Financial Statement Notes

PART II, LINE 9:

“The organization periodically acquires conservation easements either by purchase or donation, which limit the allowable uses of the related property to open space uses or other uses consistent with the organization's mission. Because of donor restrictions, contributed conservation easements or conservation easements purchased with restricted donations have no future financial benefit to the organization and are, therefore, not recorded in the statement of financial position. Expenses related to the acquisition and monitoring of conservation easements are expensed in the year in which they are incurred. As of september 30, 2025, the organization has conservation easements on 126 acres of land adjacent to the organization's garden grounds.”

PART III, LINE 1A:

“The organization has elected under fasb asc 958, not to report on the statement of financial position and the statement of activities works of art, historical items, or similar assets held for public exhibition, education, or scholarly research. These collections consist of carillon music, documents, recordings, archive papers, and photographs of the bok family. These collections may be periodically lent out to other organizations for charitable or educational purposes.”

PART V, LINE 4:

“Endowment assets provide a predictable stream of funding to programs supported by its endowment.”

PART X, LINE 2:

“Bok tower gardens, inc. Is a tax-exempt organization under section 501(c)(3) of the internal revenue code and is not subject to federal or state income taxes on exempt income. In addition, it qualifies for the charitable contribution deduction under section 170(b)(1)(a) and has been classified as an organization that is not a private foundation under section 509(a)(2). Although organizations exempt under section 501(c)(3) pay no tax on their exempt function income, they can be liable for taxes on income earned from activities not related to their exempt purpose. For the year ended september 30, 2025, management believes there will be no tax due from any non-exempt activities.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 2,628,339.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Costs of goods sold 2,628,339.”

Raw XML AppendixShowing 400 of 732 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.

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IRS990/Desc0BOK TOWER GARDENS OPERATES A 470+ ACRE PUBLIC GARDEN DESIGNED BY LANDSCAPE ARCHITECT FREDERICK LAW OLMSTED JR, OFFERING VISITORS AND MEMBERS ENVIRONMENTAL, NATURAL, ART AND CULTURAL EXPERIENCES THROUGH A VARIETY OF PROGRAMMING. THE GARDENS HOSTED MUSIC CONCERTS, ART EXHIBITS, AND EDUCATIONAL PROGRAMMING FOR ALL AGES, WITH A TOTAL VISITATION OF 268,307 VISITORS IN 2025.
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IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt16DIR. OF PHILANTHROPY & MEMBERSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR OF BUSINESS DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR OF HORTICULTURE
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IRS990/ProgramServiceRevenueGrp/Desc0ADMISSION FEES
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM EVENTS

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