Form 990 for tax year 2024

What the amendment changed

Compared with the return it replaced , filed 10 November 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Both are the same on the two returns, so the amendment changed something else.

Totals

Total revenue

$24,833,060

Total expenses

$15,525,278

Contributions and grants received

$18,717,861

Grants paid

$13,011,409

Program service revenue

$0

Investment income

$5,915,483

Other revenue

$199,716

Total assets, end of year

$116,587,228

Total liabilities, end of year

$2,318,043

Net assets or fund balances, end of year

$114,269,185

Program services expenses (Part IX)

$13,708,404

Management and general expenses

$390,969

Fundraising expenses

$1,425,905

Program service expenses (Part III)

$13,708,404

Program services were 88.3% 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.

Mission and programs · 2024

• EXPENSES INCURRED ARE FOR SUPPORTING A COMMUNITY RESOURCE AS A PLACE FOR NATURE-INSPIRED DISPLAYS, PLANT AND TREE COLLECTIONS AND NATURAL AREAS; AND SUSTAINING A CULTURAL ATTRACTION AS A DESTINATION TO EXPLORE THE WONDERS OF NATURE AND THE OUTDOORS. THESE INCLUDE DEVELOPMENT AND ONGOING CARE OF PUBLIC GARDEN DISPLAYS, AND PLANT COLLECTIONS; PREVENTATIVE MAINTENANCE, REPAIR AND RENOVATION OF BUILDINGS AND GROUNDS, DEVELOPMENT OF VISITOR EXPERIENCE PROGRAMS AND NATURE-INSPIRED EXHIBITS; LIFE-LONG LEARNING AND CHILDREN'S EDUCATION PROGRAMS; COMMUNITY OUTREACH AND A NATURE-BASED THERAPY PROGRAM THAT OFFERS EDUCATION AND DEMONSTRATIONS OF THE HEALING POWER OF NATURE. IN ADDITION, THE ARBORETUM AND UNIVERSITY OF MINNESOTA ARE ENGAGED IN HORTICULTURAL SCIENCE AND COLD-HARDY PLANT RESEARCH, (CONT. ON PG. 40) PLANT CONSERVATION. THE ARBORETUM CONSISTS OF NEARLY 1,200 ACRES INCLUDING 50 DISPLAY AREAS AND SPECIALTY GARDENS, 39 COLLECTIONS, AND MORE THAN 6,600 TAXA. SPECIAL FEATURES ARE A PINE COLLECTION, AN ORNAMENTAL GRASS COLLECTION, A SPHAGNUM BOG, MAPLE BASSWOOD BIG WOODS, A TALL GRASS PRAIRIE, AND A RESTORED SEDGE MEADOW. THE ARBORETUM IS AN ACCREDITED MUSEUM THROUGH THE AMERICAN ALLIANCE OF MUSEUMS.THE ARBORETUM CONTINUED TO BE A TOP VISITOR ATTRACTION IN THE MINNEAPOLIS-ST. PAUL METRO AREA. VISITORSHIP WAS AT 652,829 IN FISCAL YEAR 2025. MEMBERSHIP SALES WERE $4.49 MILLION AND 34,101 HOUSEHOLDS AND GROUPS MEMBERSHIPS. VISITOR SHUTTLES OFFER STEP-ON, STEP-OFF ACCESS INTO THE HEART OF THE ARBORETUM. GROUNDS INCLUDE OVER 21 MILES OF PAVED AND UNPAVED WALKWAYS AND TRAILS. WINTER TRAILS FEATURE 8 MILES OF CROSS-COUNTRY SKI TRAILS AND 7.5 MILES OF SNOWSHOE TRAILS.APPROXIMATELY 65,365 STUDENTS FROM PRESCHOOL THROUGH HIGH SCHOOL ALONG WITH TEACHERS AND PARENTS, AND VISITORS OF ALL AGES PARTICIPATED IN HORTICULTURAL SCIENCE EDUCATION PROGRAMS AND EVENTS. ONLINE REMOTE LEARNING AND WEB-BASED EDUCATION PROGRAMMING FOR YOUTH AND ADULTS CONTINUE TO BE VERY POPULAR BRINGING WHAT HAS HISTORICALLY BEEN ON-SITE PROGRAMMING TO NEW AUDIENCES. MOST EDUCATION PROGRAMS ARE AVAILABLE FOR A REDUCED FEE FOR THOSE NEEDING FINANCIAL ASSISTANCE.THE ARBORETUM IS PLANNING FOR THE FUTURE WITH SEVERAL KEY INITIATIVES INCLUDING PLANNING A NEW ENTRY EXPERIENCE AND NEW BETTY'S APPLE HOUSE FACILITY. THE REDESIGNED ENTRY WILL MAKE IT EASIER THAN EVER FOR VISITORS TO ACCESS THE BALM OF NATURE ACROSS THE ARBORETUM'S 1,200 ACRES WITH SAFE STOPLIGHT ACCESS AND BEAUTIFUL NEW VIEWS. THIS PROJECT BREAKS GROUND IN 2025. THE NEW BETTY'S APPLE HOUSE WILL OFFER EXPANDED OFFERINGS WHILE PROVIDING EDUCATION ON THE UNIVERSITY'S COLD HARDY PLANT BREEDING RESEARCH. THIS PROJECT WILL ALSO BREAK GROUND IN 2025. IN ADDITION, ARBORETUM LEADERSHIP WORKED ON A NEW STRATEGIC PLAN, FOR RELEASE IN 2025, TO GUIDE OUR ORGANIZATION'S PRIORITIES, COLLABORATION AND IMPACT MEASUREMENT OVER THE NEXT FIVE YEARS.THE UNIVERSITY OF MINNESOTA'S HORTICULTURAL RESEARCH CENTER CONTINUES ITS INTERNATIONALLY RENOWNED COLD-HARDY PLANT RESEARCH AND DISCOVERY, WITH 164 INTRODUCTIONS OF COLD-HARDY FRUIT AND LANDSCAPE PLANTS BENEFITING THE SCIENTIFIC COMMUNITY, HORTICULTURAL INDUSTRY AND THE COMMUNITY AT LARGE AND WORLD TO ENJOY.

  Expenses $13,708,404 · Grants $13,011,409

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

• KATHY PERSIAN

  PRESIDENT & REGENT TRUSTEE

  Total calculated

  $0

  Hours/week

  2

• ALENE SUSSMAN

  VICE PRESIDENT & REGENT TRUSTEE

  Total calculated

  $0

  Hours/week

  2

• PATRICK BASSETT

  TREASURER & REGENT TRUSTEE

  Total calculated

  $0

  Hours/week

  2

• LORIN DEBONTE

  TREASURER & REGENT TRUSTEE

  Total calculated

  $0

  Hours/week

  2

• DIANE SHELGREN

  SECRETARY & REGENT TRUSTEE

  Total calculated

  $0

  Hours/week

  2

• JENNIFER ALLEN

  REGENT TRUSTEE

  Total calculated

  $0

  Hours/week

  1

• PROF DR NEIL ANDERSON

  TRUSTEE (THROUGH JUNE 2025)

  Total calculated

  $0

  Hours/week

  1

• PATRICK BAILEY

  TRUSTEE

  Total calculated

  $0

  Hours/week

  1

• BROOKE BROWN

  TRUSTEE

  Total calculated

  $0

  Hours/week

  1

• ELLEN BROTHERS

  TRUSTEE

  Total calculated

  $0

  Hours/week

  1

• MICHELLE BRUNN

  TRUSTEE

  Total calculated

  $0

  Hours/week

  1

• BRIAN BUHR

  REGENT TRUSTEE

  Total calculated

  $0

  Hours/week

  1

• SUNNY FENTON DAHLIN

  TRUSTEE

  Total calculated

  $0

  Hours/week

  1

• SCOTT FISHER

  TRUSTEE

  Total calculated

  $0

  Hours/week

  1

• ROBERT FRIMERMAN

  TRUSTEE

  Total calculated

  $0

  Hours/week

  1

• AMY HAPKA

  REGENT TRUSTEE

  Total calculated

  $0

  Hours/week

  1

• MEGHAN HARRIS

  TRUSTEE

  Total calculated

  $0

  Hours/week

  1

• PROF DR ADRIAN HEGEMAN

  REGENT & DHS TRUSTEE

  Total calculated

  $0

  Hours/week

  1

• HEATHER HILLE

  TRUSTEE

  Total calculated

  $0

  Hours/week

  1

• NANCY JONES

  TRUSTEE

  Total calculated

  $0

  Hours/week

  1

• ISABEL KEATING

  TRUSTEE (THROUGH JUNE 2025)

  Total calculated

  $0

  Hours/week

  1

• JERRY LEE

  TRUSTEE (THROUGH OCT 2024)

  Total calculated

  $0

  Hours/week

  1

• ZHEN ZHEN LUO

  TRUSTEE

  Total calculated

  $0

  Hours/week

  1

• CYNTHIA MACMILLAN

  TRUSTEE

  Total calculated

  $0

  Hours/week

  1

• SIMON MAY

  TRUSTEE

  Total calculated

  $0

  Hours/week

  1

• JUDY MORGAN

  REGENT TRUSTEE

  Total calculated

  $0

  Hours/week

  1

• DAVID PHELPS

  TRUSTEE

  Total calculated

  $0

  Hours/week

  1

• BERNADETTE PIACEK-LLANES

  TRUSTEE

  Total calculated

  $0

  Hours/week

  1

• MARY ELLA PRATTE

  TRUSTEE

  Total calculated

  $0

  Hours/week

  1

• CHRISTOPHER PUTNAM

  TRUSTEE

  Total calculated

  $0

  Hours/week

  1

• LINDA TANK

  TRUSTEE

  Total calculated

  $0

  Hours/week

  1

• WILLIAM UPJOHN

  TRUSTEE (THROUGH JUNE 2025)

  Total calculated

  $0

  Hours/week

  1

• NANCY VOGT

  AUXILIARY TRUSTEE

  Total calculated

  $0

  Hours/week

  1

• BARRY WARNER

  TRUSTEE

  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.

Grants on this return

• UNIVERSITY OF MINNESOTA LANDSCAPE ARBORETUM

  $13,010,719

  SUPPORT FOR THE BENEFIT OF THE MINNESOTA LANDSCAPE ARBORETUM

Provenance

Return type

form_990

Tax year

2024

Filed

2 December 2025

IRS schema version

2024v5.2

Source object

202543389349300444

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