Civic Intelligence

Arboretum Foundation

990 • Fiscal year 2017 • EIN 91-0613583

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 18, 2018

Organization Profilewww.arboretumfoundation.org

View Organization Page

2300 Arboretum Drive EastSeattle, WA 98112-2300

(206) 325-4510

Siviq Scores

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

Liabilities / Assets

40th percentile

0.05x

Higher debt load relative to assets than 40% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.15x

Higher debt load relative to revenue than 59% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

34th percentile

-1.8%

Higher net margin than 34% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

79th percentile

$128,964

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 10.7% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

64th percentile

8.5%

Faster asset growth than 64% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

44th percentile

2.1%

Faster revenue growth than 44% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$4,069,714

Up $317,942 (+8.5%) from 2016

Net Assets

Up

$3,883,145

Up $261,302 (+7.2%) from 2016

Liabilities

Up

$186,569

Up $56,640 (+44%) from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin34th percentile

Revenue

Up

$1,206,415

Up $25,102 (+2.1%) from 2016

Expenses

Up

$1,228,490

Up $121,177 (+11%) from 2016

Net Income

Down

-$22,075

Down $96,075 (-130%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$15M$10M$5.0M$0Assets 2010: $2,592,055Liabilities 2010: $257,287Net Assets 2010: $2,334,7682010Assets 2011: $4,003,249Liabilities 2011: $194,028Net Assets 2011: $3,809,2212011Assets 2012: $3,368,320Liabilities 2012: $217,751Net Assets 2012: $3,150,5692012Assets 2013: $3,602,092Liabilities 2013: $106,730Net Assets 2013: $3,495,3622013Assets 2014: $3,809,844Liabilities 2014: $109,722Net Assets 2014: $3,700,1222014Assets 2015: $3,749,246Liabilities 2015: $98,183Net Assets 2015: $3,651,0632015Assets 2016: $3,751,772Liabilities 2016: $129,929Net Assets 2016: $3,621,8432016Assets 2017: $4,069,714Liabilities 2017: $186,569Net Assets 2017: $3,883,1452017Assets 2018: $4,285,305Liabilities 2018: $130,726Net Assets 2018: $4,154,5792018Assets 2019: $5,665,575Liabilities 2019: $99,960Net Assets 2019: $5,565,6152019Assets 2020: $5,481,104Liabilities 2020: $220,465Net Assets 2020: $5,260,6392020Assets 2021: $6,821,589Liabilities 2021: $202,085Net Assets 2021: $6,619,5042021Assets 2022: $8,009,608Liabilities 2022: $111,863Net Assets 2022: $7,897,7452022Assets 2023: $10,433,351Liabilities 2023: $256,676Net Assets 2023: $10,176,6752023Assets 2024: $11,699,187Liabilities 2024: $220,441Net Assets 2024: $11,478,7462024Assets 2025: $14,446,067Liabilities 2025: $219,471Net Assets 2025: $14,226,5962025

Highlighted filing

2017

Assets$4,069,714
Liabilities$186,569
Net Assets$3,883,145
Open 2017 Filing

Operations Trend

Revenue Growth44th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $1,527,6522010Revenue 2011: $2,340,114Expenses 2011: $1,080,853Net Income 2011: $1,259,2612011Expenses 2012: $1,473,4232012Expenses 2013: $1,148,6842013Revenue 2014: $1,096,130Expenses 2014: $1,285,624Net Income 2014: -$189,4942014Revenue 2015: $1,001,511Expenses 2015: $1,051,593Net Income 2015: -$50,0822015Revenue 2016: $1,181,313Expenses 2016: $1,107,313Net Income 2016: $74,0002016Revenue 2017: $1,206,415Expenses 2017: $1,228,490Net Income 2017: -$22,0752017Revenue 2018: $1,732,743Expenses 2018: $1,509,158Net Income 2018: $223,5852018Revenue 2019: $3,193,213Expenses 2019: $1,793,010Net Income 2019: $1,400,2032019Revenue 2020: $1,607,358Expenses 2020: $1,864,205Net Income 2020: -$256,8472020Revenue 2021: $2,456,689Expenses 2021: $1,885,963Net Income 2021: $570,7262021Revenue 2022: $4,956,558Expenses 2022: $2,837,334Net Income 2022: $2,119,2242022Revenue 2023: $4,785,446Expenses 2023: $2,906,886Net Income 2023: $1,878,5602023Revenue 2024: $4,043,563Expenses 2024: $3,363,272Net Income 2024: $680,2912024Revenue 2025: $7,864,410Expenses 2025: $3,622,465Net Income 2025: $4,241,9452025

Highlighted filing

2017

Revenue$1,206,415
Expenses$1,228,490
Net Income-$22,075
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 18, 2018
Return Version
2016v3.0
Gross Receipts
$2,044,649
Mission and Program Overview

Mission

The arboretum foundation promotes, protects, and enhances the washington park arboretum for current and future generations by strengthening and building a diverse and engaged community of donors, volunteers, and advocates.

To promote, protect, and enhance the Washington Park Arboretum for current and future generations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,269,762$3,443,586▲ $173,824
Savings and Temporary Cash Investments$230,566$456,754▲ $226,188
Pledges and Grants Receivable$207,433$115,150▼ $92,283
Accounts Receivable$19,331$25,153▲ $5,822
Inventories for Sale or Use$15,491$19,554▲ $4,063
Prepaid Expenses and Deferred Charges$7,925$8,794▲ $869
Cash and Non-Interest-Bearing Accounts$598$598→ $0
Land, Buildings, and Equipment, Net$666$125▼ $541
Total Assets$3,751,772$4,069,714▲ $317,942
Liabilities
Grants Payable$13,655$120,456▲ $106,801
Accounts Payable and Accrued Expenses$94,052$63,891▼ $30,161
Deferred Revenue$22,222$2,222▼ $20,000
Total Liabilities$129,929$186,569▲ $56,640
Net Assets / Fund Balance
Unrestricted Net Assets$1,567,094$1,733,869▲ $166,775
Permanently Rstr Net Assets$1,364,495$1,385,020▲ $20,525
Temporarily Rstr Net Assets$690,254$764,256▲ $74,002
Total Net Assets Fund Balance$3,621,843$3,883,145▲ $261,302
Total Liabilities and Net Assets / Fund Balance$3,751,772$4,069,714▲ $317,942

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$125$162,357$162,482

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,884,977$20,525▲ $199,723$-71,856$2,033,369
2015$1,930,198$39,880▼ $15,653$69,448$1,884,977
2014$1,901,492$17,150▲ $74,316$62,760$1,930,198
2013$1,730,922$11,525▲ $247,847$88,802$1,901,492
2012$1,623,688$13,725▲ $163,509$70,000$1,730,922
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paige MillerExecutive DirectorFT$121,731$7,233$128,964
Gary WortzelDirector of FinancePT$55,696$9,565$65,261

Board Members and Trustees

NameTitle
Sherrey LuetjenPresident
Diane AdachiVice President
Jason MorseVice President
Jim ReidVice President
Paul VonckxVice President
Anne PhelpsMember
Carol HoersterMember
Chris PendlMember
Jeanne PetersonMember
Jennifer WyattMember
Meg HarryMember
Noriko PalmerMember
Patricia SimpsonMember
Roger WilliamsMember
Stephen AlleyMember
Terry HolmeMember
Trina WherryMember
Carolyn KitchellSecretary
Craig TruebloodTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$930,653
Program Service Revenue
$130,571
Investment Income
$85,918
Other Revenue
$59,273
All Other Contributions
$722,658
Change in Net Assets
$-22,075

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table56$49,393Fair Market Value
Other Non Cash Contri Table1$500Fair Market Value
Other Non Cash Contri Table2$300Fair Market Value
Total Noncash Contributions59$50,193-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,236,543
Revenue Not Reported on Financial Statements
$-30,128
Revenue Not Reported on Form 990
$303,905
Other Revenue Adjustments
$-57,135
Total Revenue per Audited Statements
$1,540,448
Total Revenue per Form 990
$1,206,415
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$650,699
Grants and Similar Amounts Paid$401,044
Total Fundraising Expense$211,648
Other Expenses$176,747
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$401,044--$401,044
Other Salaries and Wages$213,276$51,654$117,203$382,133
Current Officers, Directors, Trustees, and Key Employees$80,797$74,660$38,768$194,225
Office Expenses$32,675$11,042$15,191$58,908
Payroll Taxes$23,532$9,665$12,517$45,714
Other Employee Benefits$17,375$1,579$9,673$28,627
Fees for Service Investment Mgmnt Fees-$27,007-$27,007
Fees for Services Accounting-$16,704-$16,704
Fees for Services Other$1,496$10,664$796$12,956
Insurance$2,200$903$1,170$4,273
Other Expenses$2,082$855$1,108$4,045
All Other Expenses-$800-$800
Depreciation Depletion-$289$252$541
Total Functional Expenses$805,924$210,918$211,648$1,228,490

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,279,146
Total Expenses per Form 990$1,228,490
Expenses per Audited Statements$1,201,483
Expenses Not Reported on Form 990$77,663
Expenses Not Reported on Financial Statements$27,007
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of WashingtonSeattle, WA501(c)(3)To Arboretum Arborists and Community Education/Programs, Support Botanical Gardens$244,480
City of SeattleSeattle, WA115For centennial Garden Capital Project and Japanese Garden Machiai Roof Capital Project$156,564
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$194,532
Fundraising Direct Expenses$167,224
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Preview Gala$258,860$119,225$74,674$44,551
Other$75,307$75,307$18,042$57,265
Total Events$334,167$194,532$167,224$27,308
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
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 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
Yes
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 6

“Membership is open to the public on an annual basis and members receive various discounts.”

Form 990, Part VI, Section A, line 7A

“Dues-paying members vote to elect the board of directors and the officers. There are no classes of membership for voting purposes.”

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

“Form 990 is e-mailed to the board members for their review prior to its being filed.”

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

“We ask the board annually to file conflict of interest forms and to notify us of conflicts. If any conflicts of interest are noted, additional steps are taken to mitigate the conflict.”

Form 990, Part VI, Section B, line 15

“The Executive Director is evaluated periodically by an outside consultant hired by the board. For the Executive Director comparability data was utilized upon her hiring in 2007 to ensure her salary was within industry norms. Since that time she has received periodic cost of living increases only. For the Finance Manager hired in 2014, comparability data was utilized to ensure his salary was within industry norms.”

Form 990, Part VI, Section C, line 19

“Documents are available by request.”

Filing and Contact Details

Filer

Filer Name
Arboretum Foundation
EIN
91-0613583
Phone
2063254510
Address
2300 Arboretum Drive East, Seattle, WA 98112-2300

Signing Officer

Name
Jane Stonecipher
Title
Interim Executive Director
Phone
2063254510
Signed
2018-04-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jane Stonecipher
Formed
1937
Legal Domicile
Wa
Voting Board Members
17
Independent Board Members
17
Employees
14
Volunteers
870

Preparer

Firm
Jacobson Jarvis & Co PLLC
Address
200 First Ave West Suite 200, Seattle, WA 98119-4219
Preparer
Howard Donkin CPA
Phone
2066288990
Supplemental Narrative

Additional Explanations

Form 990, Sch O

“In order to accomplish the Foundation's mission of preserving and developing the Washington Park Arboretum, a significant amount of time, effort, and money is spent raising funds. As part of its function as a supporting and advocacy organization for the Arboretum as a whole, there have been instances in which the Foundation has raised funds for general improvements but the funding did not flow through the Foundation's own books. The most recent example is the State Route 520 bridge project, which impacted Arboretum wetlands and was still ongoing through June 30, 2017. Among other positive results from the Foundation's advocacy on behalf of the Arboretum during this process, the state agreed to build the new Arboretum Loop Trail, a $7.8 million (unaudited) project that improves bike and pedestrian pathways and related areas through the Arboretum. The funds for this project did not flow through the Foundation's own financial statements.”

Form 990, Part XII, Line 2C

“There has been no change in the audit committee process.”

Financial Statement Notes

Part XI, Line 4B - Other Adjustments:

“Special Event Expenses -57,135.”

Part XII, Line 2D - Other Adjustments:

“Special Event Expenses 57,135.”

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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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IRS990/Form990PartVIISectionAGrp/PersonNm7Meg Harry
IRS990/Form990PartVIISectionAGrp/PersonNm8Patricia Simpson
IRS990/Form990PartVIISectionAGrp/PersonNm9Terry Holme
IRS990/Form990PartVIISectionAGrp/PersonNm10Jeanne Peterson
IRS990/Form990PartVIISectionAGrp/PersonNm11Chris Pendl
IRS990/Form990PartVIISectionAGrp/PersonNm12Anne Phelps
IRS990/Form990PartVIISectionAGrp/PersonNm13Roger Williams
IRS990/Form990PartVIISectionAGrp/PersonNm14Trina Wherry
IRS990/Form990PartVIISectionAGrp/PersonNm15Jennifer Wyatt
IRS990/Form990PartVIISectionAGrp/PersonNm16Noriko Palmer
IRS990/Form990PartVIISectionAGrp/PersonNm17Stephen Alley
IRS990/Form990PartVIISectionAGrp/PersonNm18Carol Hoerster
IRS990/Form990PartVIISectionAGrp/PersonNm19Paige Miller
IRS990/Form990PartVIISectionAGrp/PersonNm20Gary Wortzel
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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/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
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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/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Member
IRS990/Form990PartVIISectionAGrp/TitleTxt15Member
IRS990/Form990PartVIISectionAGrp/TitleTxt16Member
IRS990/Form990PartVIISectionAGrp/TitleTxt17Member
IRS990/Form990PartVIISectionAGrp/TitleTxt18Member
IRS990/Form990PartVIISectionAGrp/TitleTxt19Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director of Finance
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01937
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0139635
IRS990/FundraisingDirectExpensesAmt0167224
IRS990/FundraisingGrossIncomeAmt0194532
IRS990/GainOrLossGrp/SecuritiesAmt044392
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantAmt0170803
IRS990/GrantsPayableGrp/BOYAmt013655
IRS990/GrantsPayableGrp/EOYAmt0120456
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0401044
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0401044
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0685551
IRS990/GrossReceiptsAmt02044649
IRS990/GrossSalesOfInventoryAmt061816
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt01170
IRS990/InsuranceGrp/ManagementAndGeneralAmt0903
IRS990/InsuranceGrp/ProgramServicesAmt02200
IRS990/InsuranceGrp/TotalAmt04273
IRS990/InventoriesForSaleOrUseGrp/BOYAmt015491
IRS990/InventoriesForSaleOrUseGrp/EOYAmt019554
IRS990/InvestmentIncomeGrp/ExclusionAmt041526
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt041526
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03269762
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03443586
IRS990/IRPDocumentCnt013
IRS990/IRPDocumentW2GCnt00
IRS990/JointCostsInd0X
IRS990/LandBldgEquipAccumDeprecAmt0162357
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0666
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0125
IRS990/LandBldgEquipCostOrOtherBssAmt0162482
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0641159
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt068360
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The Arboretum Foundation promotes, protects, and enhances the Washington Park Arboretum for current and future generations by strengthening and building a diverse and engaged community of donors, volunteers, and advocates.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03621843
IRS990/NetAssetsOrFundBalancesEOYAmt03883145
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt044392
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt044392
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt027308
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt027308
IRS990/NetIncomeOrLossGrp/ExclusionAmt031965
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt031965
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0283377
IRS990/NoncashContributionsAmt050193
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt015191
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011042
IRS990/OfficeExpensesGrp/ProgramServicesAmt032675
IRS990/OfficeExpensesGrp/TotalAmt058908
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt09673
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01579
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt017375
IRS990/OtherEmployeeBenefitsGrp/TotalAmt028627
IRS990/OtherExpensesGrp/Desc0Bulletin
IRS990/OtherExpensesGrp/Desc1Repairs & Maintenance
IRS990/OtherExpensesGrp/Desc2Events
IRS990/OtherExpensesGrp/Desc3Public Relations
IRS990/OtherExpensesGrp/FundraisingAmt04648
IRS990/OtherExpensesGrp/FundraisingAmt15574
IRS990/OtherExpensesGrp/FundraisingAmt24748
IRS990/OtherExpensesGrp/FundraisingAmt31108
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04305
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1791
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2855
IRS990/OtherExpensesGrp/ProgramServicesAmt018594
IRS990/OtherExpensesGrp/ProgramServicesAmt110479
IRS990/OtherExpensesGrp/ProgramServicesAmt22374
IRS990/OtherExpensesGrp/ProgramServicesAmt32082
IRS990/OtherExpensesGrp/TotalAmt023242
IRS990/OtherExpensesGrp/TotalAmt120358
IRS990/OtherExpensesGrp/TotalAmt27913
IRS990/OtherExpensesGrp/TotalAmt34045
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0117203
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt051654
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0213276
IRS990/OtherSalariesAndWagesGrp/TotalAmt0382133
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt012517
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09665
IRS990/PayrollTaxesGrp/ProgramServicesAmt023532
IRS990/PayrollTaxesGrp/TotalAmt045714
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01364495
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01385020
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0207433
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0115150
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07925
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08794
IRS990/PrincipalOfficerNm0Jane Stonecipher
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2541800
IRS990/ProgramServiceRevenueGrp/Desc0Japanese Garden Ticket
IRS990/ProgramServiceRevenueGrp/Desc1Greenhouse Sales
IRS990/ProgramServiceRevenueGrp/Desc2Bulletin - Advertising
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt096273
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt130773
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt096273
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt130773
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23525
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt03525
IRS990/ProgSrvcAccomActy2Grp/Desc0Maintenance: The Foundation made its regular annual grant for Arboretum maintenance and renewal to the University of Washington Botanic Gardens to support the Arborist program and the Pacific Connections Gardener. Other maintenance expeditures made when needed.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0249325
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0113595
IRS990/ProgSrvcAccomActy3Grp/Desc0Education: The Foundation exists primarily to support the Washington Park Arboretum. To this end the Foundation provides volunteer opportunities, educational materials and funds for the K-12 programs.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0168466
IRS990/ProgSrvcAccomActy3Grp/GrantAmt095589
IRS990/ProgSrvcAccomActyOtherGrp/Desc0The Foundation also hired staff to coordinate the volunteers stewards program for Pacific Connections and Azalea Way. Plant donations nursery and the Pat Calvert greenhouse have volunteer programs to provide ongoing education and skills training in horticulture. Foundation staff coordinates a full slate of programming at the Japanese Garden and Arboretum Foundation Volunteer Unit 86 provides docents to the Japanese Garden. Amounts for All Other Program Services including the Japanese Garden, the Stewards Program, Plant Donations, and the Pat Calvert Greenhouse.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0217330
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt021057
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0127046
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0975074
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0341359
IRS990/PYInvestmentIncomeAmt094587
IRS990/PYOtherExpensesAmt0165170
IRS990/PYOtherRevenueAmt043046

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,069,714
Liabilities
$186,569
Net assets
$3,883,145
Revenue
$1,206,415
Expenses
$1,228,490
Net income
-$22,075
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$14.4$0.22$14.2$7.86$3.62$4.24
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$0.22$11.5$4.04$3.36$0.68
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$0.26$10.2$4.79$2.91$1.88
2022Detailed filing. Detailed filing data is available for this year.$8.01$0.11$7.90$4.96$2.84$2.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.82$0.20$6.62$2.46$1.89$0.57
2020Detailed filing. Detailed filing data is available for this year.$5.48$0.22$5.26$1.61$1.86$0.26
2019Detailed filing. Detailed filing data is available for this year.$5.67$0.10$5.57$3.19$1.79$1.40
2018Detailed filing. Detailed filing data is available for this year.$4.29$0.13$4.15$1.73$1.51$0.22
2017Detailed filing. Detailed filing data is available for this year.$4.07$0.19$3.88$1.21$1.23$0.02
2016Detailed filing. Detailed filing data is available for this year.$3.75$0.13$3.62$1.18$1.11$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.75$0.10$3.65$1.00$1.05$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.81$0.11$3.70$1.10$1.29$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.60$0.11$3.50$1.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.37$0.22$3.15$1.47
2011Summary only. Only limited summary data is available for this year.$4.00$0.19$3.81$2.34$1.08$1.26
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.59$0.26$2.33$1.53