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Nonprofiteer
← HERITAGE PLANTATION OF SANDWICH INC

Form 990 for tax year 2022

Filed by HERITAGE PLANTATION OF SANDWICH INC.

Totals

Total revenue
$8,476,317
Total expenses
$6,386,931
Contributions and grants received
$4,836,846
Grants paid
$0
Program service revenue
$2,456,272
Investment income
$79,296
Other revenue
$1,103,903
Total assets, end of year
$33,035,209
Total liabilities, end of year
$650,908
Net assets or fund balances, end of year
$32,384,301
Program services expenses (Part IX)
$5,019,810
Management and general expenses
$914,480
Fundraising expenses
$452,641
Program service expenses (Part III)
$5,019,810

Program services were 78.6% 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

    $686,318

  • 1c · Fundraising events

    $8,000

  • 1f · All other contributions, gifts and grants

    $4,142,528

  • 1g · Noncash contributions included above

    $166,051

  • 2a · Program service revenue: ADMISSIONS FEES

    total $1,414,971 · related or exempt $1,414,971

  • 2b · Program service revenue: TUITION AND FEES

    total $1,041,301 · related or exempt $1,041,301

  • 3 · Investment income

    total $89,059 · excluded $89,059

  • 7a · Gross sales of assets other than inventory

    securities $1,349,196

  • 7b · Less cost or other basis and sales expenses

    securities $1,358,959

  • 7c · Gain or loss

    securities -$9,763

  • 7d · Net gain or loss

    total -$9,763 · related or exempt -$9,763

  • 8a · Fundraising events: gross income

    $379,202

  • 8a · Fundraising events: contributions included on line 1c

    $8,000

  • 8b · Fundraising events: direct expenses

    $165,730

  • 8c · Net income from fundraising events

    total $213,472

  • 10a · Gross sales of inventory

    $261,735

  • 10c · Net income from sales of inventory

    total $261,735 · related or exempt $261,735

  • 11a · Other revenue: OTHER INCOME

    total $628,696 · related or exempt $628,696

  • 11e · Other revenue, total

    $628,696

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $2,643,751 · program services $2,160,738 · management and general $296,629 · fundraising $186,384

  • 8 · Pension plan contributions

    total $34,649 · program services $28,371 · management and general $3,859 · fundraising $2,419

  • 9 · Other employee benefits

    total $306,133 · program services $250,203 · management and general $34,348 · fundraising $21,582

  • 10 · Payroll taxes

    total $249,120 · program services $203,606 · management and general $27,951 · fundraising $17,563

  • 11b · Fees: legal

    total $19,362 · management and general $19,362

  • 11c · Fees: accounting

    total $47,803 · program services $21,703 · management and general $26,100

  • 11g · Fees: other

    total $340,748 · program services $195,131 · management and general $131,486 · fundraising $14,131

  • 12 · Advertising and promotion

    total $108,795 · program services $108,795

  • 13 · Office expenses

    total $124,371 · program services $124,371

  • 14 · Information technology

    total $110,673 · program services $7,326 · management and general $103,347

  • 16 · Occupancy

    total $596,387 · program services $534,720 · management and general $61,667

  • 17 · Travel

    total $26,726 · program services $26,726

  • 19 · Conferences, conventions and meetings

    total $9,642 · program services $9,642

  • 20 · Interest

    total $4,225 · program services $4,225

  • 22 · Depreciation, depletion and amortization

    total $862,386 · program services $773,215 · management and general $89,171

  • 24a · Other expenses: EXHIBIT EXPENSE

    total $188,673 · program services $188,673

  • 24b · Other expenses: RETAIL EXPENSE

    total $147,050 · program services $146,676 · management and general $234 · fundraising $140

  • 24c · Other expenses: VOLUNTEER EXPENSE

    total $134,960 · fundraising $134,960

  • 24d · Other expenses: HORTICULTURE

    total $127,360 · program services $127,360

  • 24e · All other expenses

    total $304,117 · program services $108,329 · management and general $120,326 · fundraising $75,462

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $129,716 · end of year $224,768

  • 2 · Savings and temporary cash investments

    beginning of year $1,082,742 · end of year $1,322,838

  • 3 · Pledges and grants receivable

    beginning of year $215,500 · end of year $1,274,807

  • 4 · Accounts receivable

    beginning of year $740,361 · end of year $44,753

  • 8 · Inventories for sale or use

    beginning of year $51,461 · end of year $57,632

  • 9 · Prepaid expenses and deferred charges

    beginning of year $67,003 · end of year $132,089

  • 10a · Land, buildings and equipment: cost or other basis

    $20,063,337

  • 10b · Land, buildings and equipment: accumulated depreciation

    $9,549,254

  • 10c · Land, buildings and equipment, net

    beginning of year $10,720,909 · end of year $10,514,083

  • 11 · Investments: publicly traded securities

    beginning of year $4,455,132 · end of year $4,711,135

  • 15 · Other assets

    beginning of year $17,195,208 · end of year $14,753,104

  • 17 · Accounts payable and accrued expenses

    beginning of year $261,154 · end of year $370,820

  • 19 · Deferred revenue

    beginning of year $155,584 · end of year $122,121

  • 23 · Secured mortgages and notes payable

    beginning of year $150,000 · end of year $154,814

  • 25 · Other liabilities

    beginning of year $492,410 · end of year $3,153

  • 27 · Net assets without donor restrictions

    beginning of year $12,265,270 · end of year $13,530,935

  • 28 · Net assets with donor restrictions

    beginning of year $21,333,614 · end of year $18,853,366

Mission and programs · 2022

Mission

HERITAGE MUSEUM AND GARDENS CELEBRATES THE LANDSCAPES AND CULTURE OF OUR REGION AND INSPIRES PEOPLE OF ALL AGES TO LEARN TOGETHER. WE DO THIS BY SHARING EXCELLENCE IN HORTICUTURE, GARDEN DESIGN, STEM EDUCATION, OUTDOOR DISCOVERY AND THE EXHIBITION OF THE GREAT COLLECTIONS.

Activities or mission (Part I)

CELEBRATE THE LANDSCAPES AND CULTURES OF OUR REGION AND INSPIRES PEOPLE OF ALL AGES TO EXPLORE, DISCOVER AND LEARN TOGETHER.

  • COLLECTIONS - HERITAGE PROVIDES MAJOR EXHIBITIONS EACH YEAR BASED ON IT'S 18,000 OBJECT COLLECTIONS WHICH INCLUDES AMERICAN AUTOMOBILES, AMERICAN ART,AND HISTORICAL OBJECTS. IN ADDITION, HERITAGE OFFERS ANNUAL SPECIAL EXHIBITIONS WHICH EXAMINE ASPECTS OF OUR REGIONAL CULTURE. OUTSIDE, HERITAGE PRESENTS INSTALLATIONS BY CONTEMPORARY ARTISTS THAT RELATE TO THE INDOOR EXHIBITIONS. IN ADDITION TO PLANNING FOR THE FUTURE EXHIBITS, THE COLLECTIONS STAFF CARE FOR AND MANAGE OUR PERMANANT COLLECTIONS.

    Expenses $602,413

  • HORTICULTURE - ABOUT 60 ACRES OF HERITAGE'S 100 ACRE PROPERTY ARE INTENSELY PLANTED. THESE INCLUDE OUR INTERNATIONALLY SIGNIFICANT COLLECTIONS OF SPECIMEM TREES,RHODODENDRONS, HOSTAS, DAYLILIES AND HYDRANGEAS. A MAZE GARDEN HOUSES OUR THREE-SEASON VINE COLLECTION, A LABYRINTH, FLUME FOUNTAIN, AND MCGRAW FAMILY GARDEN OF THE SENSES ARE OTHER SPECIALIZED FEATURES. HERITAGE WORKS FREQUENTLY WITH PARTNER ORGANIZATIONS RESEARCHING AND TESTING OF NEW HORTICULTURE METHODS. WE CATALOGUE OUR PLANTS AND SHARE INFORMATION WITH THE FIELD ONLINE.

    Expenses $970,544

  • SCHOOL AND PROGRAMS - HERITAGE PROVIDES BROAD EDUCATIONAL OFFERINGS FOR FORMAL AND INFORMAL SETTINGS. OVER 60,000 CHILDREN ARE SERVED IN FORMAL AND INFORMAL SETTINGS. FOR SCHOOL CHILDREN, THIS INCLUSES HIDDEN HOLLOW, THE OUTDOOR DISCOVERY AREA, IN ADDITION TO SCHOOL TRIPS, WITH PRE AND POST- VISIT CURRICULUM MATERIALS PROVIDED FREE ONLINE, AND TEACHER TRAINING PROGRAMS THROUGHOUT THE YEAR, SERVING ALMOST 7,000 CHILDREN ON FIELD TRIPS. FAMILY INFORMAL LEARNING PROGRAMS INCLUDE SPECIAL THEME LEARNING DAYS, FAMILY FUN FRIDAYS, AND SPECIAL TOURS FOR CHILDREN AND FAMILIES OF OUR EXHIBITS. FOR ADULTS, A SERIES INCLUDING BEHIND THE SCENES TOURS FOR AUTO ENTHUSIASTS, HYDRANGEA UNIVERSITY AND OTHER HORTICULTURE RELATED WORKSHOPS, SEMINARS, LECTURES, GUIDED TOURS, AND CURATOR-LED TALKS. AN INTERSHIP PROGRAM PROVIDES PAID OPPORTUNITIES FOR 6 HORTICULTURE GRADUATE AND UNDERGRADUATE STUDENTS ANNUALLY WHO WORK WITH OUR HORTICULTURE PROFESSIONALS. IN ADDITION, PRE-SERVICE TEACHERS DO PRACTICUMS AND FULFILL OTHER CURRICULUM REQUIREMENTS INTERNING IN THE 100 ACRE SCHOOL.

    Expenses $3,446,853 · Revenue $2,456,272

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

Listed in Part VII

  • Anne Scott-Putney

    PRESIDENT &

    Total calculated
    $204,389
    From this org
    $198,228
    From related orgs
    $0
    Other
    $6,161
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $198,228
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $6,161
    Filer's total
    $204,389

  • Heather Mead

    DIR. OF VISI

    Total calculated
    $131,574
    From this org
    $123,162
    From related orgs
    $0
    Other
    $8,412
    Hours/week
    40

  • Leslie Lutz

    DIR. OF HORT

    Total calculated
    $125,008
    From this org
    $115,109
    From related orgs
    $0
    Other
    $9,899
    Hours/week
    40

  • Tk Ankner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Craig Ashworth

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Hope Lincoln Baker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • William Collatos

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David Geisinger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Todd Herrmann

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Judith Holt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Harry Alverson III

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Tracy Isham

    TRUSTEE EMER

    Total calculated
    $0
    Hours/week
    1

  • Cheryl Lilly

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mariah Lilly

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rebecca Lilly

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Frank Minard

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Marilyn Olmstead

    CLERK

    Total calculated
    $0
    Hours/week
    2

  • Christopher Richards

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • Tom Rockwell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Wendy Sweet Wilson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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 · 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)

SCHEDULE J, PART III
PART I LINE 3: COMPENSATION FOR THE PRESIDENT/CEO IS BASED ON A MARKET STUDY OF SIMILAR ORGANIZATIONS CONDUCTED BY THE EXECUTIVE COMMITTEE. THE BOARD OF DIRECTORS DOCUMENTS THE DELIBERATION AND DECISION PROCESS IN THE MINUTES TO THE MEETINGS.

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • HMG LLC

    JV INVES · MA

    Directly controlled by HERITAGE

Provenance

Return type
form_990
Tax year
2022
Filed
18 September 2023
IRS schema version
2022v5.0
Source object
202322929349300527

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