Civic Intelligence

Olbrich Botanical Society Foundation Inc.

990 • Fiscal year 2019 • EIN 39-2002821

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 01, 2019

Organization ProfileWWW.OLBRICH.ORG
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

7th percentile

0.00x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

7th percentile

0.00x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

71st percentile

13%

Higher net margin than 71% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

76th percentile

14%

Faster asset growth than 76% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

14th percentile

-20%

Faster revenue growth than 14% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$6,923,004

Up $875,231 (+14%) from 2018

Net Assets

Up

$6,923,004

Up $875,231 (+14%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin71st percentile

Revenue

Down

$317,439

Down $78,883 (-20%) from 2018

Expenses

Up

$275,222

Up $27,796 (+11%) from 2018

Net Income

Down

$42,217

Down $106,679 (-72%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

2019

Assets$6,923,004
Liabilities$0
Net Assets$6,923,004
Open 2019 Filing

Operations Trend

Revenue Growth14th percentile

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

2019

Revenue$317,439
Expenses$275,222
Net Income$42,217
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 1, 2019
Return Version
2019v5.1
Gross Receipts
$4,053,848
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$6,047,773$6,923,004▲ $875,231
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$6,047,773$6,923,004▲ $875,231
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,013,286$4,888,517▲ $875,231
Net Assets With Donor Restrictions$2,034,487$2,034,487→ $0
Total Net Assets Fund Balance$6,047,773$6,923,004▲ $875,231
Total Liabilities and Net Assets / Fund Balance$6,047,773$6,923,004▲ $875,231

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$3,327,778-▲ $945,492-$4,024,238
2018$3,894,098$33,000▼ $373,781-$3,327,778
2017$3,526,091-▲ $591,361-$3,894,098
2016$3,445,803-▲ $296,328-$3,526,091
2015$3,730,492-▼ $84,501-$3,445,803
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
Sandy DolisterPresident
Tim SherryVice President
Bill WhitedIRECTOR
Dan MatsonDirector
Dennis BirkeDirector
Jeff LevyDirector
Kevin HessDirector
Mary PhillipsDirector
Roberta SladkydIRECTOR
john aJACK bolzDirector
Phyllis LovrienSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$317,439
Other Revenue
$0
Change in Net Assets
$42,217
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$249,032
Other Expenses$26,190
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$249,032--$249,032
Fees for Service Investment Mgmnt Fees-$26,190-$26,190
Total Functional Expenses$249,032$26,190$0$275,222
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Olbrich Botanical Society IncMadison, WI501(c)(3)Assist the Society$249,032
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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
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 a director of olbrich botanical society foundation and performs all duties customarily performed by or under supervision of an organizations 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 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 as they arise.”

FORM 990, PART VI, SECTION B, LINE 13 & 14:

“The organization does not have a written whistleblower policy or document retention and destruction policy, but follows such policies in place at olbrich botanical society.”

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
In Care Of
% ROBERTA SLADKY
Phone
6082464550
Address
3330 ATWOOD AVENUE, MADISON, WI 53704

Signing Officer

Name
Roberta Sladky
Title
Executive Director
Phone
6082464586
Signed
2019-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roberta Sladky
Formed
2000
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Bdo USA Llp
Address
ONE ERDMAN PLACE SUITE 404, MADISON, WI 53717
Preparer
Jacob Cook
Phone
6088367500
Supplemental Narrative

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.”

Part X, Line 2:

“The organization must recognize the tax benefit associated with tax position taken for tax return purposes when it is more-likely-than-not the position will be sustained. The organization 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, 2019 and 2018, there were no interest or penalties recorded or included in the consolidated financial statements.”

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IRS990/InvestmentIncomeGrp/ExclusionAmt0172959
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0172959
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IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06047773
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06923004
IRS990/IRPDocumentCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03736409
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IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0OLBRICH BOTANICAL SOCIETY FOUNDATION, INC. PROVIDES GRANTS THAT PROMOTE THE GROWTH OF OLBRICH BOTANICAL SOCIETY, INC.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt06047773
IRS990/NetAssetsOrFundBalancesEOYAmt06923004
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0144480
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0144480
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0833014
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04013286
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04888517
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
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IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0ROBERTA SLADKY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt033000
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0225539
IRS990/PYInvestmentIncomeAmt0363322
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt021887
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0148896
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0247426
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0396322
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt042217
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0391357247
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0249032
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0OLBRICH BOTANICAL SOCIETY INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0249032
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.93470
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03327778
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04024238
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0249032
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0945492
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03894098
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt033000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03327778
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0225539
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-373781
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03526091
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03894098
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0223354
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0591361
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03445803
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03526091
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0216040
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0296328
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03730492
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03445803
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0200188
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-84501
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.06530
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/ExplanationTxt1The organization must recognize the tax benefit associated with tax position taken for tax return purposes when it is more-likely-than-not the position will be sustained. The organization 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, 2019 and 2018, there were no interest or penalties recorded or included in the consolidated financial statements.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X, Line 2:
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0249032
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ASSIST THE SOCIETY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0OLBRICH BOTANICAL SOCIETY INC
IRS990ScheduleI/RecipientTable/RecipientEIN0391357247
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03330 ATWOOD AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MADISON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053704
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION MAKES A SINGLE GRANT TO AN ORGANIZATION UNDER COMMON CONTROL WITH MANAGEMENT OVERLAP, SO MONITORING ACTIVITIES ARE MINIMAL.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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 ORGANIZATIONS 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.

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Filings

Displayed year

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

Open filing
Assets
$6,923,004
Liabilities
$0
Net assets
$6,923,004
Revenue
$317,439
Expenses
$275,222
Net income
$42,217
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