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Nonprofiteer
← MORTON ARBORETUM

Form 990 for tax year 2023

Filed by MORTON ARBORETUM.

Totals

Total revenue
$45,149,282
Total expenses
$52,201,196
Contributions and grants received
$18,150,596
Grants paid
$982,437
Program services expenses (Part IX)
$42,275,792
Management and general expenses
$6,208,907
Fundraising expenses
$3,716,497
Program service expenses (Part III)
$42,275,792

Program services were 81.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ROBERT J SCHILLERSTROM

    CHAIR

    Total calculated
    $0
    Hours/week
    8

  • ANNA CAROLINE BALL

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    8

  • E JAMES DONDLINGER

    TREASURER

    Total calculated
    $0
    Hours/week
    8

  • MARK C GOSSETT

    SECRETARY

    Total calculated
    $0
    Hours/week
    8

  • ROBERT A BARTLETT JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    8

  • PAT A BASU

    TRUSTEE

    Total calculated
    $0
    Hours/week
    8

  • WALTER W BECKY II

    TRUSTEE

    Total calculated
    $0
    Hours/week
    8

  • BARBARA J BRADFORD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    8

  • CHRISTOPHER B BURKE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    8

  • MARY L BURKE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    8

  • MICHAEL CAHILL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    8

  • TRISHA L CONLEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    8

  • ROBERT L FEALY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    8

  • ASHESH GOEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    8

  • TROY D HAMMOND

    TRUSTEE

    Total calculated
    $0
    Hours/week
    8

  • MATT HARRIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    8

  • ANDREW O JOHNSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    8

  • ROBERT E KRESS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    8

  • CHARLES P MCQUAID

    TRUSTEE

    Total calculated
    $0
    Hours/week
    8

  • JAMAL J SCOTT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    8

  • STEPHEN C VAN ARSDELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    8

  • KOSKI JILL

    PRESIDENT AND CEO

    Total calculated
    $560,207
    From this org
    $501,766
    From related orgs
    $0
    Other
    $58,441
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $501,766
    Bonus
    $0
    Other
    $0
    Deferred
    $20,338
    Nontaxable benefits
    $38,103
    Filer's total
    $560,207

  • FAWLEY JAMES

    VP-FINANCE AND CFO

    Total calculated
    $325,506
    From this org
    $270,816
    From related orgs
    $0
    Other
    $54,690
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $270,816
    Bonus
    $0
    Other
    $0
    Deferred
    $17,029
    Nontaxable benefits
    $37,661
    Filer's total
    $325,506

  • SPIESS KATHLEEN

    VP-DEVELOPMENT

    Total calculated
    $268,271
    From this org
    $237,472
    From related orgs
    $0
    Other
    $30,799
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $237,472
    Bonus
    $0
    Other
    $0
    Deferred
    $13,993
    Nontaxable benefits
    $16,806
    Filer's total
    $268,271

  • BAUTISTA PRESTON WONG

    VP-LEARNING AND ENGAGEMENT

    Total calculated
    $239,942
    From this org
    $210,546
    From related orgs
    $0
    Other
    $29,396
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $210,546
    Bonus
    $0
    Other
    $0
    Deferred
    $18,492
    Nontaxable benefits
    $10,904
    Filer's total
    $239,942

  • LAVIRE ALICIA

    VP-MARKETING AND GUEST EXPERIENCE

    Total calculated
    $253,300
    From this org
    $213,529
    From related orgs
    $0
    Other
    $39,771
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $213,529
    Bonus
    $0
    Other
    $0
    Deferred
    $13,208
    Nontaxable benefits
    $26,563
    Filer's total
    $253,300

  • BACHTELL KRIS

    VP OF COLLECTIONS AND HORTICULTURE

    Total calculated
    $271,008
    From this org
    $206,336
    From related orgs
    $0
    Other
    $64,672
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $206,336
    Bonus
    $0
    Other
    $0
    Deferred
    $33,989
    Nontaxable benefits
    $30,683
    Filer's total
    $271,008

  • WESTWOOD MEREDITH

    VP-SCIENCE AND CONSERVATION

    Total calculated
    $204,070
    From this org
    $185,190
    From related orgs
    $0
    Other
    $18,880
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $185,190
    Bonus
    $0
    Other
    $0
    Deferred
    $11,437
    Nontaxable benefits
    $7,443
    Filer's total
    $204,070

  • DONNELLY GERARD

    SPECIAL ADVISOR

    Total calculated
    $517,841
    From this org
    $440,286
    From related orgs
    $0
    Other
    $77,555
    Hours/week
    30

    Schedule J breakdown matched by us

    Base
    $440,286
    Bonus
    $0
    Other
    $0
    Deferred
    $77,555
    Nontaxable benefits
    $0
    Filer's total
    $517,841

  • NOLAN KELLY

    DIR-MAJOR GIFTS

    Total calculated
    $196,214
    From this org
    $148,756
    From related orgs
    $0
    Other
    $47,458
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,756
    Bonus
    $0
    Other
    $0
    Deferred
    $9,785
    Nontaxable benefits
    $37,673
    Filer's total
    $196,214

  • PESKE NANCY

    DIR-HUMAN RESOURCES

    Total calculated
    $261,816
    From this org
    $231,274
    From related orgs
    $0
    Other
    $30,542
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $105,536
    Bonus
    $0
    Other
    $125,738
    Deferred
    $6,589
    Nontaxable benefits
    $23,953
    Filer's total
    $261,816

  • CANNON CHARLES

    DIR-CENTER FOR TREE SCIENCE

    Total calculated
    $187,076
    From this org
    $146,517
    From related orgs
    $0
    Other
    $40,559
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,517
    Bonus
    $0
    Other
    $0
    Deferred
    $9,378
    Nontaxable benefits
    $31,181
    Filer's total
    $187,076

  • RAVICHANDRAN SAI P

    DIR-INFORMATION TECHNOLOGY

    Total calculated
    $169,004
    From this org
    $149,175
    From related orgs
    $0
    Other
    $19,829
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,175
    Bonus
    $0
    Other
    $0
    Deferred
    $8,349
    Nontaxable benefits
    $11,480
    Filer's total
    $169,004

  • ROSS SUSAN

    ASSISTANT TO THE PRESIDENT

    Total calculated
    $175,108
    From this org
    $150,234
    From related orgs
    $0
    Other
    $24,874
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $109,240
    Bonus
    $0
    Other
    $40,994
    Deferred
    $6,151
    Nontaxable benefits
    $18,723
    Filer's total
    $175,108

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 — 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

  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 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 1A
AN ON-SITE RESIDENCE IS PROVIDED FOR THE PRESIDENT AND CEO OF THE MORTON ARBORETUM, CURRENTLY JILL KOSKI, AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE MORTON ARBORETUM. THE VALUE OF THIS RESIDENCE IS NOT TREATED AS TAXABLE COMPENSATION.
PART I, LINE 4A
THE PRIOR DIR-HUMAN RESOURCES RECEIVED A SEVERANCE/CHANGE OF CONTROL PAYMENT BASED ON 24 YEARS OF SERVICE TO THE ORGANIZATION. THIS AMOUNT WAS PAID AS A LUMP SUM AND WAS APPROVED BY THE PRESIDENT. THE PRIOR ASSISTANT TO THE PRESIDENT RECEIVED A SEVERANCE/CHANGE OF CONTROL PAYMENT BASED ON 19 YEARS OF SERVICE TO THE ORGANIZATION. THIS AMOUNT WAS PAID AS A LUMP SUM AND WAS APPROVED BY THE PRESIDENT.

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
28 October 2024
IRS schema version
2023v5.1
Source object
202443109349303054

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.