Form 990 for tax year 2022

Filed by NATIVE PLANT TRUST INC.

Totals

Total revenue: $5,607,416
Total expenses: $3,605,969
Contributions and grants received: $3,758,735
Grants paid: $0
Program service revenue: $741,593
Investment income: $336,968
Other revenue: $770,120
Total assets, end of year: $18,966,553
Total liabilities, end of year: $1,331,254
Net assets or fund balances, end of year: $17,635,299
Program services expenses (Part IX): $2,444,333
Management and general expenses: $898,793
Fundraising expenses: $262,843
Program service expenses (Part III): $2,444,333

Program services were 67.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

1b · Membership dues

$86,565
1e · Government grants (contributions)

$472,265
1f · All other contributions, gifts and grants

$3,199,905
1g · Noncash contributions included above

$275,256
2a · Program service revenue: PROGRAM SERVICE REVENUE

total $613,765 · related or exempt $613,765
2b · Program service revenue: ADMISSIONS

total $127,828 · related or exempt $127,828
3 · Investment income

total $199,461 · excluded $199,461
5 · Royalties

total $6,051 · excluded $6,051
6a · Gross rents

real property $6,100
6b · Less rental expenses

real property $0
6c · Rental income or loss

real property $6,100
6d · Net rental income or loss

total $6,100 · excluded $6,100
7a · Gross sales of assets other than inventory

securities $334,970
7b · Less cost or other basis and sales expenses

securities $197,463
7c · Gain or loss

securities $137,507
7d · Net gain or loss

total $137,507 · excluded $137,507
10a · Gross sales of inventory

$1,457,223
10b · Cost of goods sold

$699,254
10c · Net income from sales of inventory

total $757,969 · related or exempt $737,047 · unrelated business $20,922

Functional expenses

Part IX, the statement of functional expenses.

5 · Compensation of officers, directors and key employees

total $194,428 · program services $36,941 · management and general $139,988 · fundraising $17,499
7 · Other salaries and wages

total $1,748,306 · program services $1,328,183 · management and general $276,669 · fundraising $143,454
8 · Pension plan contributions

total $38,966 · program services $32,732 · management and general $6,063 · fundraising $171
9 · Other employee benefits

total $150,535 · program services $112,565 · management and general $22,099 · fundraising $15,871
10 · Payroll taxes

total $165,660 · program services $117,097 · management and general $35,149 · fundraising $13,414
11c · Fees: accounting

total $104,348 · management and general $104,348
11g · Fees: other

total $220,005 · program services $179,464 · management and general $38,853 · fundraising $1,688
12 · Advertising and promotion

total $45,873 · program services $45,768 · management and general $105
13 · Office expenses

total $496,712 · program services $288,530 · management and general $143,602 · fundraising $64,580
14 · Information technology

total $44,489 · program services $36,824 · management and general $7,665
16 · Occupancy

total $147,759 · program services $119,643 · management and general $23,124 · fundraising $4,992
17 · Travel

total $22,984 · program services $19,746 · management and general $2,064 · fundraising $1,174
22 · Depreciation, depletion and amortization

total $203,302 · program services $126,840 · management and general $76,462
23 · Insurance

total $22,602 · management and general $22,602

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $871,195 · end of year $1,079,456
3 · Pledges and grants receivable

beginning of year $3,177,157 · end of year $3,739,047
4 · Accounts receivable

beginning of year $210,890 · end of year $219,786
8 · Inventories for sale or use

beginning of year $69,853 · end of year $82,554
9 · Prepaid expenses and deferred charges

beginning of year $53,168 · end of year $35,296
10a · Land, buildings and equipment: cost or other basis

$5,621,075
10b · Land, buildings and equipment: accumulated depreciation

$3,058,590
10c · Land, buildings and equipment, net

beginning of year $2,542,343 · end of year $2,562,485
11 · Investments: publicly traded securities

beginning of year $10,724,124 · end of year $10,558,610
15 · Other assets

beginning of year $490,172 · end of year $689,319
17 · Accounts payable and accrued expenses

beginning of year $162,957 · end of year $171,890
19 · Deferred revenue

beginning of year $138,690 · end of year $140,903
23 · Secured mortgages and notes payable

end of year $0
25 · Other liabilities

beginning of year $290,141 · end of year $1,018,461
27 · Net assets without donor restrictions

beginning of year $4,097,369 · end of year $4,643,776
28 · Net assets with donor restrictions

beginning of year $13,449,745 · end of year $12,991,523

Mission and programs · 2022

Mission

THE ORGANIZATION'S MISSION IS TO CONSERVE AND PROMOTE NEW ENGLAND'S NATIVE PLANTS TO ENSURE HEALTHY, BIOLOGICALLY DIVERSE LANDSCAPES.

Activities or mission (Part I)

CONSERVE & PROMOTE NEW ENGLAND'S NATIVE PLANTS TO ENSURE HEALTHY, BIOLOGICALLY DIVERSE LANDSCAPES.

CONSERVATION - OUR WORK ON RARE AND ENDANGERED PLANTS ENCOMPASSED RESEARCH AND STRATEGY, ON-SITE CONSERVATION, AND SEED BANKING. BEGAN WRITING THE UPDATE TO "FLORA CONSERVANDA," IN COLLABORATION WITH THE SIX STATE NATURAL HERITAGE PROGRAMS. THE REPORT USES ANALYSIS OF SHARED FIELD DATA TO ESTABLISH THE TOP PRIORITIES FOR RARE PLANT MONITORING, HABITAT MANAGEMENT, AND SEED BANKING FOR THE NEXT TEN YEARS. THIS YEAR, 290 TRAINED VOLUNTEERS INVESTED 12,000 HOURS IN MONITORING POPULATIONS OF RARE AND ENDANGERED PLANTS IN LOCATIONS ACROSS THE REGION AND IN COLLECTING SEEDS OF 41 SPECIES FOR THE SEED BANK. GREW 6,000 PLANTS OF THE ENDANGERED ANNUAL ROSE GENTIAN (SABATIA STELLARIS) FOR AUGMENTATION AT ONE OF FEW REMAINING POPULATIONS IN CT, IN COLLABORATION WITH CT AUDUBON.COMPLETED MONITORING AND AUGMENTATION OF THE GLOBALLY RARE JESUP'S MILK VETCH, FOUND IN ONLY THREE NATURALLY-OCCURRING LOCATIONS ON EARTH. ALSO COMPLETED SEVERAL OBJECTIVES OUTLINED IN THE FEDERAL RECOVERY PLAN FOR THIS TAXON, INCLUDING A GENETIC ANALYSIS, SITE MANAGEMENT PLANS, AND CONSERVATION EASEMENTS AROUND KNOWN POPULATIONS.PARTNERED WITH THE HORTICULTURE DEPARTMENT TO LAUNCH THE NORTHEAST SEED NETWORK, A COLLABORATION WITH NURSERIES, FEDERAL AND STATE AGENCIES, AND CONSERVATION GROUPS TO BUILD A SUSTAINABLE SOURCE OF ECOTYPIC SEED FOR THIS REGION. RECEIVED FUNDING FROM US FISH & WILDLIFE SERVICE TO WORK ON SEED COLLECTION AND SEED INCREASE FOR HABITAT RESTORATION, AND TO PRODUCE A SYMPOSIUM TO ANNOUNCE THE NETWORK AND RECRUIT PARTNERS.

Expenses $615,694 · Revenue $66,425
HORTICULTURE - THE HORTICULTURE PROGRAM, BASED AT GARDEN IN THE WOODS AND NASAMI FARM, FOCUSES ON ECOLOGICAL HORTICULTURE AND NEW ENGLAND NATIVE PLANTS. THIS YEAR WE PREPARED FOR THE LAUNCH OF THE NEW NORTHEAST SEED NETWORK, A COLLABORATIVE EFFORT ACROSS THE REGION TO CREATE A SUSTAINABLE SUPPLY OF SEEDS OF NATIVE PLANTS FOR RETAIL AND RESTORATION MARKETS. NATIVE PLANT TRUST WILL RUN THE NETWORK AND WILL PROVIDE TRAINING AS WELL AS CLEANING AND STORAGE OF THE SEED GROWN BY PARTNERS. RECEIVED SIGNIFICANT FOUNDATION AND PRIVATE FUNDING TO CONSTRUCT NEW SEED FACILITIES AT NASAMI FARM.OUR NURSERY AT NASAMI FARM PRODUCED 53,600 SEED-GROWN PLUGS, 81% FROM WILD OR LOCAL ECOTYPE SEED, FOR SALE IN OUR RETAIL SHOPS AND BY CONTRACT FOR SPECIFIC PROJECTS, INCLUDING AN UNDERSTORY INSTALLATION AT HARVARD'S ARNOLD ARBORETUM, A SANDPLAIN/GRASSLAND RESTORATION ON MARTHA'S VINEYARD, AND AN URBAN PLANTING FOR THE CITY OF SOMERVILLE.IN ITS SIX-MONTH SEASON, GARDEN IN THE WOODS WELCOMED 18,000 LOCAL, NATIONAL, AND INTERNATIONAL VISITORS TO A NATURALISTIC GARDEN IN A WOODED LANDSCAPE WITH STEEP-SIDED VALLEYS, A POND, AND A STREAM.PUBLISHED THIS YEAR WERE THE BOOK THE NORTHEAST NATIVE PLANT PRIMER: 235 PLANTS FOR AN EARTH-FRIENDLY GARDEN BY THE DIRECTOR OF HORTICULTURE AND RESEARCH ARTICLES BY NURSERY STAFF IN NATIVE PLANTS JOURNAL AND THE BUTTERFLY GARDENER.

Expenses $719,586 · Revenue $143,278
PUBLIC PROGRAMS - WE CONTINUED OUR SUCCESSFUL ONLINE PROGRAMMING WHILE RESUMING A ROBUST OFFERING OF IN-PERSON COURSES AND PUBLIC EVENTS. OFFERED 165 PROGRAMS THAT DREW PEOPLE FROM ACROSS NORTH AMERICA TO LEARN ABOUT BOTANY, CONSERVATION, HORTICULTURE, LANDSCAPE DESIGN, AND MORE. THE "NEED FOR SEED" SYMPOSIUM, WHICH FOCUSED ON THE NORTHEAST SEED NETWORK, WAS OUR MOST ATTENDED PROGRAM, AT 696 PARTICIPANTS. IN ADDITION TO IN-PERSON TOURS OF GARDEN IN THE WOODS, OFFERED A VIRTUAL TOUR TAKEN BY 5,500 PEOPLE, 81% OF WHOM WERE NEW VISITORS.

Expenses $393,725 · Revenue $180,941
RETAIL SHOPSTHE RETAIL SHOPS AT GARDEN IN THE WOODS AND NASAMI FARM SERVED MEMBERS (WITH DISCOUNTS), VISITORS, AND WHOLESALE CUSTOMERS BY OFFERING A LARGE SELECTION OF KNOWN-PROVENANCE NATIVE PLANTS THEY COULD FIND NOWHERE ELSE PLUS BOOKS RELATED TO BOTANY AND HORTICULTURE AND SELECTED GIFTS.MEMBERSHIP - SERVED 6,016 MEMBERS WITH A RANGE OF BENEFITS, INCLUDING E-COMMUNICATIONS, PUBLICATIONS, EDUCATION AND NURSERY DISCOUNTS, RECIPROCAL ADMISSIONS PROGRAMS, AND SPECIAL EVENTS. BEGAN TO MOVE EVENTS FROM REMOTE TO HYBRID MODELS AS COVID-19 CONCERNS DECREASED.

Expenses $715,328 · Revenue $1,087,996

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Debbi EdelsteinDEBBI EDELSTEIN

EXECUTIVE DIRECTOR

Total calculated

$194,427

From this org

$182,841

From related orgs

$0

Other

$11,586

Hours/week

40

Schedule J breakdown matched by us

Base

$182,841

Bonus

$0

Other

$0

Deferred

$5,000

Nontaxable benefits

$6,586

Filer's total

$194,427
Tracey WillmottTRACEY WILLMOTT

DIRECTOR OF PHILANTHROPY

Total calculated

$140,152

From this org

$128,566

From related orgs

$0

Other

$11,586

Hours/week

40
Abby CoffinABBY COFFIN

TRUSTEE

Total calculated

$0

Hours/week

3
William ConstableWILLIAM CONSTABLE

TRUSTEE

Total calculated

$0

Hours/week

3
Arabella DaneARABELLA DANE

TRUSTEE

Total calculated

$0

Hours/week

3
Charles FayweatherCHARLES FAYWEATHER

TRUSTEE

Total calculated

$0

Hours/week

3
Suzanne GroetSUZANNE GROET

TRUSTEE

Total calculated

$0

Hours/week

3
Kendy HessKENDY HESS

TRUSTEE

Total calculated

$0

Hours/week

3
William HuyettWILLIAM HUYETT

TRUSTEE

Total calculated

$0

Hours/week

3
Lita NelsenLITA NELSEN

TRUSTEE

Total calculated

$0

Hours/week

3
Elizabeth Zibby PyleELIZABETH ZIBBY PYLE

TRUSTEE

Total calculated

$0

Hours/week

3
Susan SchadlerSUSAN SCHADLER

TRUSTEE

Total calculated

$0

Hours/week

3
Alan SmithALAN SMITH

TRUSTEE

Total calculated

$0

Hours/week

3
Thomas StoneTHOMAS STONE

TRUSTEE

Total calculated

$0

Hours/week

3
Ralph BrownRALPH BROWN

CHAIR

Total calculated

$0

Hours/week

10
Ruah DonnellyRUAH DONNELLY

VICE CHAIR

Total calculated

$0

Hours/week

5
Ruth ShelleyRUTH SHELLEY

CLERK

Total calculated

$0

Hours/week

3
Charles Tony WainCHARLES TONY WAIN

TREASURER

Total calculated

$0

Hours/week

3

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

3 · Form 990 of other organizations
3 · Written employment contract
3 · Compensation survey or study
3 · Approval by the board or compensation committee

Answered no

4a · Severance or change-of-control payment
4b · Supplemental nonqualified retirement plan
4c · Equity-based compensation arrangement
5a · Pay contingent on this organization's revenues
5b · Pay contingent on a related organization's revenues
6a · Pay contingent on this organization's net earnings
6b · Pay contingent on a related organization's net earnings
7 · Other non-fixed payments
8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3: THE PROCESS FOR REVIEWING THE EXECUTIVE DIRECTOR'S COMPENSATION HAS TWO PARTS: AN ANNUAL REVIEW AND AN IN-DEPTH REVIEW AS PART OF A REVIEW OF ALL EMPLOYEE COMPENSATION AT REGULAR INTERVALS. THE ANNUAL PROCESS INCLUDES A REVIEW BY THE GOVERNANCE COMMITTEE OF EXECUTIVE COMPENSATION AT SIMILAR ORGANIZATIONS, GENERALLY AS PUBLISHED IN THEIR 990S. THE GOVERNANCE COMMITTEE, IN CONSULTATION WITH THE FINANCE COMMITTEE, RECOMMENDS ANY ADJUSTMENT TO THE EXECUTIVE DIRECTOR'S COMPENSATION. THAT RECOMMENDATION IS PRESENTED TO THE FULL BOARD FOR REVIEW AND VOTE AND IS DOCUMENTED IN THE MEETING MINUTES. THE LAST IN-DEPTH COMPENSATION REVIEW FOR THE EXECUTIVE DIRECTOR WAS IN 2022, AND INCLUDED EXAMINATION OF COMPREHENSIVE STUDIES COMPILED BY EXTERNAL ENTITIES.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type: form_990
Tax year: 2022
Filed: 26 October 2023
IRS schema version: 2022v5.0
Source object: 202323049349302762

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