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Nonprofiteer
← CHICAGO HORTICULTURAL SOCIETY

Form 990 for tax year 2022

Filed by CHICAGO HORTICULTURAL SOCIETY.

Totals

Total revenue
$77,057,735
Total expenses
$60,660,427
Contributions and grants received
$34,829,423
Grants paid
$120,000
Program service revenue
$20,987,387
Investment income
$21,261,860
Other revenue
-$20,935
Total assets, end of year
$316,160,584
Total liabilities, end of year
$66,183,556
Net assets or fund balances, end of year
$249,977,028
Program services expenses (Part IX)
$49,290,285
Management and general expenses
$6,376,594
Fundraising expenses
$4,993,548
Program service expenses (Part III)
$49,290,285

Program services were 81.3% 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.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $6,914,633

  • 1c · Fundraising events

    $931,196

  • 1e · Government grants (contributions)

    $9,154,422

  • 1f · All other contributions, gifts and grants

    $17,829,172

  • 1g · Noncash contributions included above

    $708,614

  • 2a · Program service revenue: VISITOR SERVICES

    total $11,979,592 · related or exempt $1,011,370 · excluded $10,968,222

  • 2b · Program service revenue: GOVERNMENT GRANTS

    total $5,633,175 · related or exempt $5,633,175

  • 2c · Program service revenue: EDUCATION PROGRAMS

    total $1,997,048 · related or exempt $1,997,048

  • 2d · Program service revenue: FACILITIES RENTALS

    total $1,028,886 · unrelated business $1,028,886

  • 2e · Program service revenue: MISCELLANEOUS REVENUE

    total $348,686 · related or exempt $348,686

  • 3 · Investment income

    total $875,943 · unrelated business $149,451 · excluded $726,492

  • 5 · Royalties

    total $1,397 · related or exempt $1,397

  • 7a · Gross sales of assets other than inventory

    securities $203,632,283

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

    securities $183,246,366

  • 7c · Gain or loss

    securities $20,385,917

  • 7d · Net gain or loss

    total $20,385,917 · excluded $20,385,917

  • 8a · Fundraising events: gross income

    $142,522

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

    $931,196

  • 8b · Fundraising events: direct expenses

    $164,854

  • 8c · Net income from fundraising events

    total -$22,332 · excluded -$22,332

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $120,000 · program services $120,000

  • 5 · Compensation of officers, directors and key employees

    total $2,560,045 · program services $1,162,040 · management and general $1,277,977 · fundraising $120,028

  • 6 · Compensation of disqualified persons

    total $22,824,971 · program services $19,099,488 · management and general $1,381,398 · fundraising $2,344,085

  • 8 · Pension plan contributions

    total $461,127 · program services $345,142 · management and general $65,677 · fundraising $50,308

  • 9 · Other employee benefits

    total $3,368,328 · program services $2,682,766 · management and general $389,128 · fundraising $296,434

  • 10 · Payroll taxes

    total $1,866,467 · program services $1,513,639 · management and general $167,170 · fundraising $185,658

  • 11a · Fees: management

    total $3,052,873 · program services $2,228,886 · management and general $627,261 · fundraising $196,726

  • 11b · Fees: legal

    total $67,711 · program services $27,920 · management and general $39,791

  • 11c · Fees: accounting

    total $109,900 · management and general $109,900

  • 11d · Fees: lobbying

    total $110,000 · fundraising $110,000

  • 11f · Fees: investment management

    total $417,062 · management and general $417,062

  • 11g · Fees: other

    total $6,549,884 · program services $5,977,258 · management and general $332,214 · fundraising $240,412

  • 12 · Advertising and promotion

    total $625,822 · program services $15,656 · management and general $393,553 · fundraising $216,613

  • 13 · Office expenses

    total $4,123,144 · program services $3,030,637 · management and general $524,058 · fundraising $568,449

  • 14 · Information technology

    total $773,540 · program services $472,126 · management and general $146,775 · fundraising $154,639

  • 16 · Occupancy

    total $1,247,517 · program services $1,110,763 · management and general $50,784 · fundraising $85,970

  • 17 · Travel

    total $413,609 · program services $393,852 · management and general $15,482 · fundraising $4,275

  • 19 · Conferences, conventions and meetings

    total $261,822 · program services $201,051 · management and general $14,269 · fundraising $46,502

  • 20 · Interest

    total $1,286,823 · program services $1,111,790 · management and general $103,466 · fundraising $71,567

  • 22 · Depreciation, depletion and amortization

    total $8,296,350 · program services $7,913,162 · management and general $209,808 · fundraising $173,380

  • 23 · Insurance

    total $957,544 · program services $735,801 · management and general $94,249 · fundraising $127,494

  • 24a · Other expenses: REPAIRS & MAINTENANCE

    total $945,156 · program services $927,817 · management and general $16,365 · fundraising $974

  • 24e · All other expenses

    total $220,732 · program services $220,491 · management and general $207 · fundraising $34

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $6,879,369 · end of year $7,096,069

  • 2 · Savings and temporary cash investments

    beginning of year $24,418,717 · end of year $24,913,055

  • 3 · Pledges and grants receivable

    beginning of year $16,882,883 · end of year $11,079,908

  • 4 · Accounts receivable

    beginning of year $1,501,123 · end of year $6,365,476

  • 9 · Prepaid expenses and deferred charges

    beginning of year $868,753 · end of year $774,328

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

    $271,121,568

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

    $144,463,342

  • 10c · Land, buildings and equipment, net

    beginning of year $122,913,546 · end of year $126,658,226

  • 11 · Investments: publicly traded securities

    beginning of year $66,731,146 · end of year $949,337

  • 12 · Investments: other securities

    beginning of year $92,928,515 · end of year $137,117,355

  • 15 · Other assets

    end of year $1,206,830

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,554,565 · end of year $7,618,876

  • 19 · Deferred revenue

    beginning of year $5,384,270 · end of year $7,173,626

  • 20 · Tax-exempt bond liabilities

    beginning of year $49,597,664 · end of year $49,624,724

  • 25 · Other liabilities

    beginning of year $4,855,538 · end of year $1,766,330

  • 27 · Net assets without donor restrictions

    beginning of year $156,977,635 · end of year $154,729,171

  • 28 · Net assets with donor restrictions

    beginning of year $110,754,380 · end of year $95,247,857

Mission and programs · 2022

Mission

WE CULTIVATE THE POWER OF PLANTS TO SUSTAIN AND ENRICH LIFE

Activities or mission (Part I)

WE CULTIVATE THE POWER OF PLANTS TO SUSTAIN AND ENRICH LIFE. THE CHICAGO HORTICULTURAL SOCIETY OPERATES THE CHICAGO BOTANIC GARDEN ON LAND OWNED BY THE FOREST PRESERVE DISTRICT OF COOK COUNTY.

  • HORTICULTURAL PROGRAMS - THE GARDEN COMPRISES 385 ACRES, INCLUDING 81 ACRES OF LAKES AND WATERWAYS, A 15 ACRE ILLINOIS PRAIRIE, AND 100 ACRES OF NATIVE WOODLANDS. THERE ARE 27 DISPLAY GARDENS REPRESENTING UNIQUE DESIGNS, SUCH AS THE ENGLISH WALLED GARDEN, THE JAPANESE GARDEN, AND THE FRUIT AND VEGETABLE ISLAND. IN 2022, THE PLANT COLLECTION OF THE GARDEN TOTALS 2,782,237 LIVING PLANTS. THE TOTAL NUMBER OF ACTIVE ACCESSIONS (ACCESSION RECORDS) IS 28,202 WITH THE TAXA IN THE PERMANENT COLLECTIONS NUMBERING 14,467. A TOTAL OF 253 FAMILIES ARE REPRESENTED. THE PLANT COLLECTIONS DEPARTMENT AT THE GARDEN OVERSEES THE ACQUISITION OF PLANTS AND SEEDS FROM NURSERIES, ARBORETA, BOTANIC GARDENS, PLANT BREEDING PROGRAMS, AND COLLECTING EXPEDITIONS TO MANY FOREIGN COUNTRIES.

    Expenses $17,362,440 · Revenue $976,235

  • PLANT CONSERVATION - THE GARDEN IS RECOGNIZED AS AN IMPORTANT PLAYER IN INTERNATIONAL PLANT CONSERVATION AND A LEADER IN ORNAMENTAL PLANT DEVELOPMENT. ITS PLANT BREEDING, EVALUATION, AND INTRODUCTION EFFORTS ARE CREATING NEW AND IMPROVED PLANTS FOR MIDWEST GARDENS, AND ITS DIVISION OF PLANT SCIENCE AND CONSERVATION IS WORKING ON THE MOST PRESSING ENVIRONMENTAL ISSUES OF OUR TIME, INCLUDING INVASIVENESS, LOSS OF PLANT SPECIES BIODIVERSITY, AND HABITAT CONSERVATION

    Expenses $8,444,741 · Revenue $3,648,344

  • VISITOR SERVICES: 1,171,000 PEOPLE VISITED THE GARDEN IN 2022, FROM THROUGHOUT THE CHICAGO AREA, THE MIDWEST, THE NATION AND THE WORLD. THE GARDEN FEATURES A WIDE VARIETY OF INDOOR AND OUTDOOR EVENTS, ACTIVITIES, PROGRAMMING AND EXHIBITIONS.THE GARDEN ALSO HOSTS DOZENS OF FLOWER SHOWS AND SALES, AND IS THE SITE OF EDUCATIONAL PROGRAMMING FOR VISITORS OF ALL AGES AND WEEKEND FAMILY CLASSES

    Expenses $11,883,161 · Revenue $1,011,370

  • EDUCATIONAL PROGRAMS - THROUGH THE JOSEPH REGENSTEIN, JR. SCHOOL OF THE CHICAGO BOTANIC GARDEN AND A VARIETY OF EDUCATIONAL AND COMMUNITY OUTREACH PROGRAMS, THE GARDEN SEEKS TO BECOME THE NATION'S PREEMINENT TEACHING GARDEN, WITH PROGRAMMING FOR STUDENTS OF ALL AGES, INCLUDING CAMP CBG (FOR AGES 2-12), NATURE PRESCHOOL, AND SCIENCE FIRST, WINDY CITY HARVEST YOUTH FARM, AND COLLEGE FIRST (FOR MIDDLE AND HIGH SCHOOL STUDENTS). COLLEGE STUDENTS AND POST-GRADUATES PARTICIPATE IN VARIOUS INTERN PROGRAMS, SOME IN PARTNERSHIP WITH AREA UNIVERSITIES. FINALLY, HUNDREDS OF CLASSES, WORKSHOPS, SYMPOSIA, AND ELEVEN PROFESSIONAL CERTIFICATE PROGRAMS ARE AVAILABLE THROUGH THE JOSEPH REGENSTEIN, JR. SCHOOL. EACH YEAR APPROXIMATELY 150,000 ARE REACHED THROUGH THESE PROGRAMS.

    Expenses $8,341,455 · Revenue $3,005,644

  • OTHER

    Expenses $3,258,488 · Grants $120,000 · Revenue $350,083

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

Listed in Part VII

  • Michael R Zimmerman

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2
  • Dana Anderson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Matt Banholzer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Carol A Barnett

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Russell F Bartmes

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Heather Lowe Becker

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Allegra E Biery

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Martha D Boudos

    CHAIR, FINANCE & INVESTMENT

    Total calculated
    $0
    Hours/week
    2
  • Terrence R Brady

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • John H Buehler

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Suzanne M Burns

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Robin Colburn

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Jill M Delaney

    CHAIR, BUILDINGS, GARDENS, AND VISTOR EXPERIENCE

    Total calculated
    $0
    Hours/week
    2
  • James W Deyoung

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Timothy A Dugan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Diana S Ferguson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Robert F Finke

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Steven J Gavin

    CHAIR, NOMINATING & GOVERNANCE AND GENERAL COUNSEL

    Total calculated
    $0
    Hours/week
    2
  • Nancy Gidwitz

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Christopher E Girgenti

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Ellis M Goodman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Charles V Greener

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Joseph P Gromacki

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • William J Hagenah

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Kathleen Hagerty

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Jane Irwin

    CHAIR, HUMAN RESOURCES & COMPENSATION

    Total calculated
    $0
    Hours/week
    2
  • Samuel S Jacobs

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Gregory K Jones

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Peter Keehn

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Lydia R B Kelley

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Barbara Malott Kizziah

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • R Henry Kleeman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Elena Kraus

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Thomas E Lanctot

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Benjamin F Lenhardt Jr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Anne Leventry

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Diane S Levy

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Laura M Linger

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Anne S Loucks

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Michael J McMurray

    CHAIR, GOVERNMENT AFFAIRS

    Total calculated
    $0
    Hours/week
    2
  • Christopher Merrill

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Gregory A Moerschel

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Lois L Morrison

    CHAIR, SCIENCE & EDUCATION

    Total calculated
    $0
    Hours/week
    2
  • Henry Munez

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Craig Niemann

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Jane S Park

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • George A Peinado

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Bob Probst

    CHAIR, AUDIT AND GARDEN HERITAGE SOCIETY

    Total calculated
    $0
    Hours/week
    2
  • Mary B Richardson-Lowry

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Shawnelle Richie

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • John C Robak

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Ryan S Ruskin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Anita M Sarafa

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Richard Sciortino

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Robert E Shaw

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Andrew Sinclair

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Maria Smithburg

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Pam F Szokol

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Ernest W Torain Jr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Jean Z Tsai

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Catherine M Waddell

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Wanjiku J Walcott

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Susan A Willetts

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Melvin F Williams Jr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Nicole S Williams

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Ernest C Wong

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Jean M Franczyk

    PRESIDENT & CEO

    Total calculated
    $485,554
    From this org
    $474,224
    From related orgs
    $0
    Other
    $11,330
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $453,724
    Bonus
    $0
    Other
    $20,500
    Deferred
    $0
    Nontaxable benefits
    $11,330
    Filer's total
    $485,554
  • Paul Rafac

    EXECUTIVE VP & CFO

    Total calculated
    $331,505
    From this org
    $312,451
    From related orgs
    $0
    Other
    $19,054
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $291,951
    Bonus
    $0
    Other
    $20,500
    Deferred
    $0
    Nontaxable benefits
    $19,054
    Filer's total
    $331,505
  • Fred Spicer

    EXECUTIVE VP & DIRECTOR

    Total calculated
    $309,748
    From this org
    $299,320
    From related orgs
    $0
    Other
    $10,428
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $278,317
    Bonus
    $0
    Other
    $21,003
    Deferred
    $0
    Nontaxable benefits
    $10,428
    Filer's total
    $309,748
  • Aida Giglio

    VICE-PRESIDENT, HUMAN RESOURCES

    Total calculated
    $253,336
    From this org
    $252,578
    From related orgs
    $0
    Other
    $758
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $237,226
    Bonus
    $0
    Other
    $15,352
    Deferred
    $0
    Nontaxable benefits
    $758
    Filer's total
    $253,336
  • Gregory Mueller

    VICE-PRESIDENT, SCIENCE & ACADEMICS

    Total calculated
    $249,047
    From this org
    $226,966
    From related orgs
    $0
    Other
    $22,081
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $206,466
    Bonus
    $0
    Other
    $20,500
    Deferred
    $0
    Nontaxable benefits
    $22,081
    Filer's total
    $249,047
  • Jennifer A Schwarz Ballard

    VICE-PRESIDENT, COMMUNITY EDUCATION

    Total calculated
    $222,130
    From this org
    $211,984
    From related orgs
    $0
    Other
    $10,146
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,485
    Bonus
    $0
    Other
    $20,499
    Deferred
    $0
    Nontaxable benefits
    $10,146
    Filer's total
    $222,130
  • Gwen Vanderburg

    VICE-PRESIDENT, MARKETING

    Total calculated
    $220,802
    From this org
    $200,378
    From related orgs
    $0
    Other
    $20,424
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,972
    Bonus
    $0
    Other
    $17,406
    Deferred
    $0
    Nontaxable benefits
    $20,424
    Filer's total
    $220,802
  • Jennifer Bell

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $158,426
    From this org
    $149,022
    From related orgs
    $0
    Other
    $9,404
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $84,355
    Bonus
    $0
    Other
    $64,667
    Deferred
    $0
    Nontaxable benefits
    $9,404
    Filer's total
    $158,426
  • Harriet Resnick

    VICE-PRESIDENT, VISITOR EXPERIENCE

    Total calculated
    $133,113
    From this org
    $124,829
    From related orgs
    $0
    Other
    $8,284
    Hours/week
    40
  • Ivan A Adams

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $78,629
    From this org
    $78,555
    From related orgs
    $0
    Other
    $74
    Hours/week
    40
  • Kayri Havens

    SR. DIRECTOR, PLANT SCIENCE & CONSERVATION

    Total calculated
    $190,661
    From this org
    $167,241
    From related orgs
    $0
    Other
    $23,420
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,111
    Bonus
    $0
    Other
    $9,130
    Deferred
    $0
    Nontaxable benefits
    $23,420
    Filer's total
    $190,661
  • Patrick S Herendeen

    SR. DIRECTOR, ECOLOGY & CONSERVATION

    Total calculated
    $171,760
    From this org
    $159,723
    From related orgs
    $0
    Other
    $12,037
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,180
    Bonus
    $0
    Other
    $14,543
    Deferred
    $0
    Nontaxable benefits
    $12,037
    Filer's total
    $171,760
  • Patricia M Shanahan

    ASSOCIATE VICE PRESIDENT,

    Total calculated
    $165,941
    From this org
    $155,351
    From related orgs
    $0
    Other
    $10,590
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,651
    Bonus
    $0
    Other
    $6,700
    Deferred
    $0
    Nontaxable benefits
    $10,590
    Filer's total
    $165,941
  • Timothy Johnson

    SR. DIRECTOR HORTICULTURE

    Total calculated
    $145,510
    From this org
    $134,317
    From related orgs
    $0
    Other
    $11,193
    Hours/week
    40
  • Yao-Chun Stephan

    CONTROLLER

    Total calculated
    $138,694
    From this org
    $137,744
    From related orgs
    $0
    Other
    $950
    Hours/week
    40

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

  • 1a · Health or social club dues or initiation fees
  • 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
THE SOCIETY PROVIDES A SUBSIDY FOR HEALTH CLUB DUES VALUED AT $90 PER MONTH. SIX INDIVIDUALS ON THE COMPENSATION LIST RECEIVED THIS BENEFIT, FOR A TOTAL ANNUAL VALUE OF $6,480.
PART I, LINE 4A
PRIOR CHIEF DEVELOPMENT OFFICER RECEIVED A SEVERANCE PAYMENT OF $45,825 DURING 2022.

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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202303199349321625

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