Civic Intelligence

Olbrich Botanical Society Foundation Inc.

990 • Fiscal year 2013 • EIN 39-2002821

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 11, 2014

3330 Atwood AvenueMadison, WI 53704

(608) 246-4550

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Net Margin

94th percentile

67%

Higher net margin than 94% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Asset Growth

85th percentile

21%

Faster asset growth than 85% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$5,012,732

Up $871,060 (+21%) from 2012

Net Assets

Up

$5,012,732

Up $871,060 (+21%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$597,400

No earlier filing loaded for comparison.

Expenses

Up

$197,611

Up $17,156 (+9.5%) from 2012

Net Income

$399,789

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $3,925,530Liabilities 2010: $0Net Assets 2010: $3,925,5302010Assets 2011: $3,770,928Liabilities 2011: $0Net Assets 2011: $3,770,9282011Assets 2012: $4,141,672Liabilities 2012: $0Net Assets 2012: $4,141,6722012Assets 2013: $5,012,732Liabilities 2013: $0Net Assets 2013: $5,012,7322013Assets 2014: $5,133,184Liabilities 2014: $0Net Assets 2014: $5,133,1842014Assets 2015: $4,830,156Liabilities 2015: $0Net Assets 2015: $4,830,1562015Assets 2016: $4,972,527Liabilities 2016: $0Net Assets 2016: $4,972,5272016Assets 2017: $6,684,007Liabilities 2017: $0Net Assets 2017: $6,684,0072017Assets 2018: $6,047,773Liabilities 2018: $0Net Assets 2018: $6,047,7732018Assets 2019: $6,923,004Liabilities 2019: $0Net Assets 2019: $6,923,0042019Assets 2020: $7,503,857Liabilities 2020: $0Net Assets 2020: $7,503,8572020Assets 2021: $8,474,082Liabilities 2021: $0Net Assets 2021: $8,474,0822021Assets 2022: $7,010,797Liabilities 2022: $0Net Assets 2022: $7,010,7972022Assets 2023: $8,323,139Liabilities 2023: $23,198Net Assets 2023: $8,299,9412023Assets 2024: $9,551,770Liabilities 2024: $0Net Assets 2024: $9,551,7702024

Highlighted filing

2013

Assets$5,012,732
Liabilities$0
Net Assets$5,012,732

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $177,5322010Expenses 2011: $173,7952011Expenses 2012: $180,4552012Revenue 2013: $597,400Expenses 2013: $197,611Net Income 2013: $399,7892013Revenue 2014: $1,101,382Expenses 2014: $214,885Net Income 2014: $886,4972014Revenue 2015: $147,986Expenses 2015: $223,880Net Income 2015: -$75,8942015Revenue 2016: $69,743Expenses 2016: $235,408Net Income 2016: -$165,6652016Revenue 2017: $1,548,844Expenses 2017: $242,348Net Income 2017: $1,306,4962017Revenue 2018: $396,322Expenses 2018: $247,426Net Income 2018: $148,8962018Revenue 2019: $317,439Expenses 2019: $275,222Net Income 2019: $42,2172019Revenue 2020: $152,342Expenses 2020: $304,573Net Income 2020: -$152,2312020Revenue 2021: $1,100,800Expenses 2021: $330,226Net Income 2021: $770,5742021Revenue 2022: $242,974Expenses 2022: $346,868Net Income 2022: -$103,8942022Revenue 2023: $628,248Expenses 2023: $362,015Net Income 2023: $266,2332023Revenue 2024: $1,244,163Expenses 2024: $376,314Net Income 2024: $867,8492024

Highlighted filing

2013

Revenue$597,400
Expenses$197,611
Net Income$399,789
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 11, 2014
Return Version
2013v3.0
Gross Receipts
$2,378,188
Mission and Program Overview

Mission

Olbrich botanical society foundation, inc. Provides grants that promote the growth of olbrich botanical society, inc.

Promote the growth of olbrich botanical society, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,141,661$4,812,732▲ $671,071
Accounts Receivable$11$200,000▲ $199,989
Total Assets$4,141,672$5,012,732▲ $871,060
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$3,540,092$4,211,152▲ $671,060
Temporarily Rstr Net Assets$560,228$560,228→ $0
Permanently Rstr Net Assets$41,352$241,352▲ $200,000
Total Net Assets Fund Balance$4,141,672$5,012,732▲ $871,060
Total Liabilities and Net Assets / Fund Balance$4,141,672$5,012,732▲ $871,060

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$2,901,137$337,382▲ $587,959-$3,656,318
2012$2,615,040$1,000▲ $444,710-$2,901,137
2011$2,760,587$60,505▼ $52,900-$2,615,040
2010$2,389,532$104,870▲ $424,982-$2,760,587
2009$1,782,790$215,730▲ $551,816-$2,389,532
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sandy DolisterPresident
Tim SherryVice President
Dan MatsonDirector
Dennis BirkeDirector
Janet LoewiDirector
Jeff LevyDirector
Jennifer CurlissDirector
John a BolzDirector
Roberta SladkyDirector
Phyllis LovrienSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$337,382
Program Service Revenue
$0
Investment Income
$260,018
Other Revenue
$0
All Other Contributions
$337,382
Change in Net Assets
$399,789
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$170,160
Other Expenses$27,451
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$170,160--$170,160
Fees for Service Investment Mgmnt Fees-$27,451-$27,451
Total Functional Expenses$170,160$27,451$0$197,611
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
39-1357247-501(c)(3)To Assist the Society With Its Exempt Purpose.$170,160
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
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
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 3

The executive director of olbrich botanical society also serves as the director of olbrich botanical society foundation and performs all duties customarily performed by or under supervision of an organization's top management offical. 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 of these organizations.

Form 990, Part VI, Section B, Line 11

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 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

EIN
39-2002821
Phone
6082464550

Signing Officer

Name
Roberta Sladky
Title
Executive Director
Phone
6082464550
Signed
2014-06-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roberta Sladky
Formed
2000
Legal Domicile
Wi
Voting Board Members
10
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Preparer
Keith H Baumgartner
Phone
6088367500
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

There has been no change in the olbrich botanical society's finance committee's oversight of the audit of the foundation's financial statements. The olbrich botanical society foundation does not have a finance committee.

Financial Statement Notes

PART V, LINE 4:

The three donor established permanent endowment funds are restricted for use of a speakers fund, the gift shop, and the conservatory. The board quasi-endows any unrestricted amounts held by the foundation for future funding of olbrich botanical society.

Raw XML AppendixShowing 400 of 427 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/BOYAmt011
IRS990/AccountsReceivableGrp/EOYAmt0200000
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROMOTE THE GROWTH OF OLBRICH BOTANICAL SOCIETY, INC.
IRS990/AllOtherContributionsAmt0337382
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/PersonNm0ROBERTA SLADKY
IRS990/BooksInCareOfDetail/PhoneNum06082464586
IRS990/BooksInCareOfDetail/USAddress/AddressLine103330 ATWOOD AVENUE
IRS990/BooksInCareOfDetail/USAddress/City0MADISON
IRS990/BooksInCareOfDetail/USAddress/State0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCode053704
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0337382
IRS990/CYGrantsAndSimilarPaidAmt0170160
IRS990/CYInvestmentIncomeAmt0260018
IRS990/CYOtherExpensesAmt027451
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0399789
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0197611
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0597400
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0IN 2013, OLBRICH BOTANICAL SOCIETY FOUNDATION GRANTED $170,160 TO OLBRICH BOTANICAL SOCIETY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0170160
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt027451
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt027451
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0SANDY DOLISTER
IRS990/Form990PartVIISectionAGrp/PersonNm1TIM SHERRY
IRS990/Form990PartVIISectionAGrp/PersonNm2PHYLLIS LOVRIEN
IRS990/Form990PartVIISectionAGrp/PersonNm3ROBERTA SLADKY
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN A BOLZ
IRS990/Form990PartVIISectionAGrp/PersonNm5JENNIFER CURLISS
IRS990/Form990PartVIISectionAGrp/PersonNm6DAN MATSON
IRS990/Form990PartVIISectionAGrp/PersonNm7JANET LOEWI
IRS990/Form990PartVIISectionAGrp/PersonNm8DENNIS BIRKE
IRS990/Form990PartVIISectionAGrp/PersonNm9JEFF LEVY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0176763
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt0170160
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0170160
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0170160
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01957551
IRS990/GrossReceiptsAmt02378188
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt083255
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt083255
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04141661
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04812732
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01780788
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0OLBRICH BOTANICAL SOCIETY FOUNDATION, INC. PROVIDES GRANTS THAT PROMOTE THE GROWTH OF OLBRICH BOTANICAL SOCIETY, INC.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04141672
IRS990/NetAssetsOrFundBalancesEOYAmt05012732
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0176763
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0176763
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0471271
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt041352
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0241352
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROBERTA SLADKY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01000
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0159613
IRS990/PYInvestmentIncomeAmt0220440
IRS990/PYOtherExpensesAmt020842
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt040985
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0180455
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0221440
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0399789
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0391357247
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc07
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0170160
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10OLBRICH BOTANICAL SOCIETY INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0170160
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.93400
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02901137
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0337382
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03656318
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0170160
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0587959
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02615040
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02901137
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0159613
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0444710
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02760587
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt060505
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02615040
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0153152
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-52900
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02389532
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0104870
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02760587
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0158797
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0424982
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01782790
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0215730
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02389532
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0160804
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0551816
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.06600
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE THREE DONOR ESTABLISHED PERMANENT ENDOWMENT FUNDS ARE RESTRICTED FOR USE OF A SPEAKERS FUND, THE GIFT SHOP, AND THE CONSERVATORY. THE BOARD QUASI-ENDOWS ANY UNRESTRICTED AMOUNTS HELD BY THE FOUNDATION FOR FUTURE FUNDING OF OLBRICH BOTANICAL SOCIETY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0170160
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO ASSIST THE SOCIETY WITH ITS EXEMPT PURPOSE.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10OLBRICH BOTANICAL SOCIETY INC
IRS990ScheduleI/RecipientTable/RecipientEIN0391357247
IRS990ScheduleI/RecipientTable/USAddress/AddressLine103330 ATWOOD AVENUE
IRS990ScheduleI/RecipientTable/USAddress/City0MADISON
IRS990ScheduleI/RecipientTable/USAddress/State0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode053704
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION MAKES A SINGLE GRANT TO A SUPPORTED ORGANIZATION UNDER COMMON CONTROL.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES A SINGLE GRANT TO AN ORGANIZATION UNDER COMMON CONTROL WITH MANAGEMENT OVERLAP, SO MONITORING ACTIVITIES ARE MINIMAL.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, SCHEDULE I, PART II, LINE 1
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE DIRECTOR OF OLBRICH BOTANICAL SOCIETY ALSO SERVES AS THE DIRECTOR OF OLBRICH BOTANICAL SOCIETY FOUNDATION AND PERFORMS ALL DUTIES CUSTOMARILY PERFORMED BY OR UNDER SUPERVISION OF AN ORGANIZATION'S TOP MANAGEMENT OFFICAL. 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 OF THESE ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A 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/ExplanationTxt2THE 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 AS THEY ARISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THERE HAS BEEN NO CHANGE IN THE OLBRICH BOTANICAL SOCIETY'S FINANCE COMMITTEE'S OVERSIGHT OF THE AUDIT OF THE FOUNDATION'S FINANCIAL STATEMENTS. THE OLBRICH BOTANICAL SOCIETY FOUNDATION DOES NOT HAVE A FINANCE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10OLBRICH BOTANICAL SOCIETY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0391357247
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ADVANCE THE SCIENCE OF HORTICULTURE AND PROMOTE THE FINE ART OF GROWING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine103330 ATWOOD AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0MADISON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode053704
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0170160
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1337382
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0PERCENTAGE OF ASSET BALANCE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1BEQUESTS AND OTHER CONTRIBUTIONS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10OLBRICH BOTANICAL SOCIETY INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine11OLBRICH BOTANICAL SOCIETY INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1C
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0560228
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0560228
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04141672
IRS990/TotalAssetsEOYAmt05012732
IRS990/TotalAssetsGrp/BOYAmt04141672
IRS990/TotalAssetsGrp/EOYAmt05012732
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0337382
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt027451
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0170160
IRS990/TotalFunctionalExpensesGrp/TotalAmt0197611
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04141672
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05012732
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0170160
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0260018
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0597400
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04141672
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05012732
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt03540092
IRS990/UnrestrictedNetAssetsGrp/EOYAmt04211152
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine103330 ATWOOD AVENUE
IRS990/USAddress/City0MADISON
IRS990/USAddress/State0WI
IRS990/USAddress/ZIPCode053704
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.OLBRICH.ORG
IRS990/WhistleblowerPolicyInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.55$0.00$9.55$1.24$0.38$0.87
2023Detailed filing. Detailed filing data is available for this year.$8.32$0.02$8.30$0.63$0.36$0.27
2022Detailed filing. Detailed filing data is available for this year.$7.01$0.00$7.01$0.24$0.35$0.10
2021Detailed filing. Detailed filing data is available for this year.$8.47$0.00$8.47$1.10$0.33$0.77
2020Detailed filing. Detailed filing data is available for this year.$7.50$0.00$7.50$0.15$0.30$0.15
2019Detailed filing. Detailed filing data is available for this year.$6.92$0.00$6.92$0.32$0.28$0.04
2018Detailed filing. Detailed filing data is available for this year.$6.05$0.00$6.05$0.40$0.25$0.15
2017Detailed filing. Detailed filing data is available for this year.$6.68$0.00$6.68$1.55$0.24$1.31
2016Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.07$0.24$0.17
2015Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.15$0.22$0.08
2014Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$1.10$0.21$0.89
2013Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$0.60$0.20$0.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.14$0.00$4.14$0.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.77$0.00$3.77$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.93$0.00$3.93$0.18