Liabilities / Assets
9th percentile
Tied with the lowest-debt nonprofits in its peer group.
Olbrich Botanical Society Foundation Inc.
EIN 39-2002821 • 501(c)3 • Madison, WI
Pub. 78 Eligible
Profile
Olbrich botanical society foundation, inc. Provides grants that promote the growth of olbrich botanical society, inc.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
10th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
94th percentile
Higher net margin than 94% of similar nonprofits.
Top Officer Pay
Score unavailable
No filing with officer rows is available for this organization yet.
Asset Growth
73rd percentile
Faster asset growth than 73% of similar nonprofits.
Revenue Growth
92nd percentile
Faster revenue growth than 92% of similar nonprofits.
Balance Sheet
Assets
Up$9,551,770
Up $1,228,631 (+15%) from 2023
Liabilities
Down$0
Down $23,198 (-100%) from 2023
Net Assets
Up$9,551,770
Up $1,251,829 (+15%) from 2023
Revenue
Up$1,244,163
Up $615,915 (+98%) from 2023
Expenses
Up$376,314
Up $14,299 (+3.9%) from 2023
Net Income
Up$867,849
Up $601,616 (+226%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $9,551,770
- Liabilities
- $0
- Net assets
- $9,551,770
- Revenue
- $1,244,163
- Expenses
- $376,314
- Net income
- $867,849
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Nov 10, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $4,951,355
Mission and Program Overview
Mission
Olbrich botanical society foundation, inc. Provides grants that promote the growth of olbrich botanical society, inc.
Provide grants that promote the growth of olbrich botanical society, inc.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $8,323,139 | $9,006,195 | ▲ $683,056 |
| Accounts Receivable | - | $545,575 | - |
| Total Assets | $8,323,139 | $9,551,770 | ▲ $1,228,631 |
| Liabilities | |||
| Other Liabilities | $23,198 | - | - |
| Total Liabilities | $23,198 | $0 | ▼ $23,198 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $5,980,249 | $7,161,145 | ▲ $1,180,896 |
| Net Assets With Donor Restrictions | $2,319,692 | $2,390,625 | ▲ $70,933 |
| Total Net Assets Fund Balance | $8,299,941 | $9,551,770 | ▲ $1,251,829 |
| Total Liabilities and Net Assets / Fund Balance | $8,323,139 | $9,551,770 | ▲ $1,228,631 |
Endowment Activity
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2024 | $5,070,230 | $545,575 | ▲ $855,239 | - | $6,135,420 |
| 2023 | $3,996,800 | $385,554 | ▲ $1,013,526 | - | $5,070,230 |
| 2022 | $5,250,496 | $56,577 | ▼ $998,189 | - | $3,996,800 |
| 2021 | $4,459,320 | $229,400 | ▲ $856,496 | - | $5,250,496 |
| 2020 | $4,024,238 | - | ▲ $708,502 | - | $4,459,320 |
Compensation and Service Providers
Employees
| Name | Title | Base | Other | Total |
|---|---|---|---|---|
| Tanya Zastrow | Obs Executive Director | $108,568 | $15,874 | $124,442 |
Board Members and Trustees
| Name | Title |
|---|---|
| Sandra Dolister | President |
| Tim Sherry | Vice President |
| Ann Casey | Director |
| Dan Matson | Director |
| Jeff Levy | Director |
| Alnisa Allgood | Director/ex Officio |
| Laura Peterson | Director/ex Officio |
| Phil Bradbury | Director/ex Officio |
| Dennis Birke | Secretary/treasurer |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $545,575
- Program Service Revenue
- $0
- Investment Income
- $698,588
- Other Revenue
- $0
- Change in Net Assets
- $867,849
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $335,624 |
| Other Expenses | $40,690 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $335,624 | - | - | $335,624 |
| Fees for Service Investment Mgmnt Fees | - | $40,690 | - | $40,690 |
| Total Functional Expenses | $335,624 | $40,690 | $0 | $376,314 |
International Activity
Grant and Assistance Recipients
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Olbrich Botanical Society | Madison, WI | 501(c)(3) | General Assistance | $335,624 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| 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
- 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
- Yes
- CEO compensation reviewed
- No
- Other officer compensation reviewed
- No
- Conflict-of-interest policy
- Yes
- Audited financial statements prepared
- Yes
- Key decisions subject to board approval
- No
- Management duties delegated
- Yes
Governance Explanations
Form 990, Part VI, Section A, Line 1A
“The board of directors may, by resolution adopted by a majority of the directors then in office, designate one or more committees, each of which shall consist of three (3) or more directors elected by the board of directors, which to the extent provided in said resolution or in these bylaws, shall have and may exercise, when the board of directors is not in session, the powers of the board of directors in the management of the affairs of the foundation, except action with respect to election of officers and the formation of and the filling of vacancies in committeeswith limited board authority pursuant to this subsection. The board of directors may elect one or more directors as alternative members of the executive committee, who may take the place of any absent committee members at any meeting of such committee. The designation of such committee or committees and the delegation thereto of authority shall not operate to relieve the board of directors or any individual directors of any responsibility imposed upon by the board of directors or any individual director by law.”
Form 990, Part VI, Section A, Line 3
“The executive director of olbrich botanical society also serves as a director of olbrich botanical society foundation and performs all duties customarily performed by or under supervision of an organization's top management official. The executive director is an employee of the city of madison and her compensation is determined by the city. She does not receive any additional compensation from either olbrich botanical society or olbrich botanical society foundation for serving as the director for these organizations.”
Form 990, Part VI, Section B, Line 11B
“A draft of the form 990 is emailed to all members of the board of directors for their review and suggested changes. When all approved changes are made, a vote to approve the form 990 for filing is held by the board of directors.”
Form 990, Part VI, Section B, Line 12C
“The organization circulates an annual conflict disclosure questionnaire to board members and officers asking them to identify any interests which may give rise to conflicts of interest. Board members are encouraged to notify the board chair as soon as a conflict arises rather than wait until the annual questionnaire. The organization also has documented procedures for dealing with conflicts of interest as they arise.”
Form 990, Part VI, Section C, Line 19
“The organization makes its governing documents and financial statements available to the public upon request.”
Filing and Contact Details
Filer
- Filer Name
- Olbrich Botanical Society Foundation
- EIN
- 39-2002821
- Phone
- 6082464550
- Address
- 3330 ATWOOD AVENUE, MADISON, WI 53704
Signing Officer
- Name
- Sandra Dolister
- Title
- President
- Phone
- 6082464550
- Signed
- 2025-11-10
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Tanya Zastrow
- Formed
- 2000
- Legal Domicile
- Wi
- Voting Board Members
- 10
- Independent Board Members
- 9
- Employees
- 0
- Volunteers
- 9
Preparer
- Firm
- Cliftonlarsonallen Llp
- Address
- 8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
- Preparer
- Kimberly Anderson
- Phone
- 6086628600
Supplemental Narrative
Financial Statement Notes
PART V, LINE 4:
“To support olbrich botanical society, inc. For its exempt purpose.”
PART X, LINE 2:
“The society foundation must recognize the tax benefit associated with tax positions taken for tax return purposes when it is more-likely-than-not the position will be sustained. The foundation does not believe there are any material uncertain tax positions and, accordingly, it did not recognize any liability for unrecognized tax benefits. For the years ended december 31, 2024 and 2023, there were no interest or penalties recorded or included in the financial statements.”
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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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| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 294720 |
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| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 4459320 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 273420 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 708502 |
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| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct | 0 | 0.09560 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | TO SUPPORT OLBRICH BOTANICAL SOCIETY, INC. FOR ITS EXEMPT PURPOSE. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | THE SOCIETY FOUNDATION MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITION WILL BE SUSTAINED. THE FOUNDATION DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT DID NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE FINANCIAL STATEMENTS. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART V, LINE 4: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | PART X, LINE 2: |
| IRS990ScheduleD/TermEndowmentBalanceEOYPct | 0 | 0.00520 |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 1 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 335624 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | 501(C)(3) |
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| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | GENERAL ASSISTANCE |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | OLBRICH BOTANICAL SOCIETY |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 391357247 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 0 | 3330 ATWOOD AVENUE |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | MADISON |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 0 | 53704 |
| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 0 | THE ORGANIZATION MAKES A SINGLE GRANT TO AN ORGANIZATION UNDER COMMON CONTROL WITH MANAGEMENT OVERLAP, SO MONITORING ACTIVITIES ARE MINIMAL. |
| IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART I, LINE 2: |
| IRS990ScheduleI/Total501c3OrgCnt | 0 | 1 |
| IRS990ScheduleJ/AnyNonFixedPaymentsInd | 0 | 0 |
| IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd | 0 | 0 |
| IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd | 0 | 0 |
| IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd | 0 | 0 |
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| IRS990ScheduleJ/EquityBasedCompArrngmInd | 0 | 0 |
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| IRS990/ScheduleJRequiredInd | 0 | 1 |
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| IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt | 0 | TANYA ZASTROW IS COMPENSATED BY THE CITY OF MADISON FOR HER SERVICES PROVIDED TO OLBRICH BOTANICAL SOCIETY FOUNDATION AND OLBRICH BOTANICAL SOCIETY. DURING 2024, SHE RECEIVED WAGES IN THE AMOUNT OF $108,568, EMPLOYER-PAID RETIREMENT COMPENSATION OF $7,629, AND EMPLOYER-PAID NON-TAXABLE BENEFITS OF $8,245. |
| IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VII, SECTION A |
| IRS990ScheduleJ/SupplementalNonqualRtrPlanInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE BOARD OF DIRECTORS MAY, BY RESOLUTION ADOPTED BY A MAJORITY OF THE DIRECTORS THEN IN OFFICE, DESIGNATE ONE OR MORE COMMITTEES, EACH OF WHICH SHALL CONSIST OF THREE (3) OR MORE DIRECTORS ELECTED BY THE BOARD OF DIRECTORS, WHICH TO THE EXTENT PROVIDED IN SAID RESOLUTION OR IN THESE BYLAWS, SHALL HAVE AND MAY EXERCISE, WHEN THE BOARD OF DIRECTORS IS NOT IN SESSION, THE POWERS OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE AFFAIRS OF THE FOUNDATION, EXCEPT ACTION WITH RESPECT TO ELECTION OF OFFICERS AND THE FORMATION OF AND THE FILLING OF VACANCIES IN COMMITTEESWITH LIMITED BOARD AUTHORITY PURSUANT TO THIS SUBSECTION. THE BOARD OF DIRECTORS MAY ELECT ONE OR MORE DIRECTORS AS ALTERNATIVE MEMBERS OF THE EXECUTIVE COMMITTEE, WHO MAY TAKE THE PLACE OF ANY ABSENT COMMITTEE MEMBERS AT ANY MEETING OF SUCH COMMITTEE. THE DESIGNATION OF SUCH COMMITTEE OR COMMITTEES AND THE DELEGATION THERETO OF AUTHORITY SHALL NOT OPERATE TO RELIEVE THE BOARD OF DIRECTORS OR ANY INDIVIDUAL DIRECTORS OF ANY RESPONSIBILITY IMPOSED UPON BY THE BOARD OF DIRECTORS OR ANY INDIVIDUAL DIRECTOR BY LAW. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE EXECUTIVE DIRECTOR OF OLBRICH BOTANICAL SOCIETY ALSO SERVES AS A DIRECTOR OF OLBRICH BOTANICAL SOCIETY FOUNDATION AND PERFORMS ALL DUTIES CUSTOMARILY PERFORMED BY OR UNDER SUPERVISION OF AN ORGANIZATION'S TOP MANAGEMENT OFFICIAL. THE EXECUTIVE DIRECTOR IS AN EMPLOYEE OF THE CITY OF MADISON AND HER COMPENSATION IS DETERMINED BY THE CITY. SHE DOES NOT RECEIVE ANY ADDITIONAL COMPENSATION FROM EITHER OLBRICH BOTANICAL SOCIETY OR OLBRICH BOTANICAL SOCIETY FOUNDATION FOR SERVING AS THE DIRECTOR FOR THESE ORGANIZATIONS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | A DRAFT OF THE FORM 990 IS EMAILED TO ALL MEMBERS OF THE BOARD OF DIRECTORS FOR THEIR REVIEW AND SUGGESTED CHANGES. WHEN ALL APPROVED CHANGES ARE MADE, A VOTE TO APPROVE THE FORM 990 FOR FILING IS HELD BY THE BOARD OF DIRECTORS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE ORGANIZATION CIRCULATES AN ANNUAL CONFLICT DISCLOSURE QUESTIONNAIRE TO BOARD MEMBERS AND OFFICERS ASKING THEM TO IDENTIFY ANY INTERESTS WHICH MAY GIVE RISE TO CONFLICTS OF INTEREST. BOARD MEMBERS ARE ENCOURAGED TO NOTIFY THE BOARD CHAIR AS SOON AS A CONFLICT ARISES RATHER THAN WAIT UNTIL THE ANNUAL QUESTIONNAIRE. THE ORGANIZATION ALSO HAS DOCUMENTED PROCEDURES FOR DEALING WITH CONFLICTS OF INTEREST AS THEY ARISE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 1A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION A, LINE 3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI, SECTION C, LINE 19 |
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| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
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| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 1 |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd | 0 | N/A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | OLBRICH BOTANICAL SOCIETY |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 391357247 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501(C)(3) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | WI |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | ADVANCE THE SCIENCE OF HORTICULTURE AND PROMOTE THE FINE ART OF GARDENING |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt | 0 | LINE 7 |
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| IRS990/SignificantChangeInd | 0 | 0 |
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| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
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| IRS990/TotalAssetsGrp/BOYAmt | 0 | 8323139 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 9551770 |
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| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 376314 |
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