What the amendment changed
Compared with the return it replaced , filed 15 May 2023. 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.
- Total revenue
- $5,773,065 changed to $15,968,985
- Total expenses
- $5,194,547 changed to $10,678,362
- Contributions and grants received
- $2,286,376 changed to $6,734,827
- Program service revenue
- $1,837,311 changed to $5,631,169
- Investment income
- $215,703 changed to $593,730
- Other revenue
- $1,433,675 changed to $3,009,259
- Total assets, end of year
- $59,741,924 changed to $67,343,145
- Total liabilities, end of year
- $949,354 changed to $863,318
- Net assets or fund balances, end of year
- $58,792,570 changed to $66,479,827
- Program services expenses
- $3,990,426 changed to $8,759,015
- Management and general expenses
- $415,904 changed to $743,525
- Fundraising expenses
- $788,217 changed to $1,175,822
- Program service expenses (Part III)
- $3,990,426 changed to $8,759,015
Listed only on the later return
- Catherine-Alexa Spivey RoundtreeCATHERINE-ALEXA SPIVEY ROUNDTREE
- Julian J Nexsen JrJULIAN J NEXSEN JR
Listed under a different title
- Benedict P RosenBENEDICT P ROSEN: CHAIRMAN, LIFE TRUSTEE then LIFE TRUSTEE
- Hal B Holmes JrHAL B HOLMES JR: LIFE TRUSTEE then CHAIRMAN, LIFE TRUSTEE
Totals
- Total revenue
- $15,968,985
- Total expenses
- $10,678,362
- Contributions and grants received
- $6,734,827
- Grants paid
- $0
- Program service revenue
- $5,631,169
- Investment income
- $593,730
- Other revenue
- $3,009,259
- Total assets, end of year
- $67,343,145
- Total liabilities, end of year
- $863,318
- Net assets or fund balances, end of year
- $66,479,827
- Program services expenses (Part IX)
- $8,759,015
- Management and general expenses
- $743,525
- Fundraising expenses
- $1,175,822
- Program service expenses (Part III)
- $8,759,015
Program services were 82.0% 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
$2,171,113
-
1f · All other contributions, gifts and grants
$4,563,714
-
2a · Program service revenue: ADMISSION FEES
total $5,213,042 · related or exempt $5,213,042
-
2b · Program service revenue: EDUCATIONAL
total $418,127 · related or exempt $418,127
-
3 · Investment income
total $590,330 · excluded $590,330
-
6a · Gross rents
real property $1,119,986
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $1,119,986
-
6d · Net rental income or loss
total $1,119,986 · related or exempt $1,119,986
-
7a · Gross sales of assets other than inventory
other assets $3,400
-
7b · Less cost or other basis and sales expenses
other assets $0
-
7c · Gain or loss
other assets $3,400
-
7d · Net gain or loss
total $3,400 · related or exempt $3,400
-
10a · Gross sales of inventory
$2,462,279
-
10b · Cost of goods sold
$1,037,427
-
10c · Net income from sales of inventory
total $1,424,852 · related or exempt $1,424,852
-
11a · Other revenue: SPECIAL EVENTS
total $375,531 · related or exempt $375,531
-
11b · Other revenue: MISCELLANEOUS REVENUE
total $88,890 · related or exempt $88,890
-
11e · Other revenue, total
$464,421
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $423,105 · program services $133,885 · management and general $111,398 · fundraising $177,822
-
7 · Other salaries and wages
total $3,892,702 · program services $3,328,116 · management and general $195,754 · fundraising $368,832
-
9 · Other employee benefits
total $706,705 · program services $567,141 · management and general $113,036 · fundraising $26,528
-
10 · Payroll taxes
total $356,468 · program services $293,828 · management and general $22,408 · fundraising $40,232
-
11g · Fees: other
total $70,593 · program services $11,440 · management and general $58,113 · fundraising $1,040
-
12 · Advertising and promotion
total $669,999 · program services $586,131 · management and general $25,511 · fundraising $58,357
-
17 · Travel
total $51,536 · program services $27,195 · management and general $18,607 · fundraising $5,734
-
19 · Conferences, conventions and meetings
total $4,500 · program services $1,625 · management and general $1,880 · fundraising $995
-
22 · Depreciation, depletion and amortization
total $466,214 · program services $447,488 · management and general $15,573 · fundraising $3,153
-
23 · Insurance
total $633,602 · program services $596,009 · management and general -$5,223 · fundraising $42,816
-
24a · Other expenses: PROFESSIONAL SERVICES
total $1,213,673 · program services $996,903 · management and general $64,070 · fundraising $152,700
-
24b · Other expenses: SUPPLIES
total $674,682 · program services $583,643 · management and general $28,777 · fundraising $62,262
-
24c · Other expenses: EQUIPMENT RENTAL AND MA
total $390,513 · program services $326,578 · management and general $27,694 · fundraising $36,241
-
24d · Other expenses: BANK & CREDIT CARD CHAR
total $333,536 · program services $270,061 · management and general $21,141 · fundraising $42,334
-
24e · All other expenses
total $790,534 · program services $588,972 · management and general $44,786 · fundraising $156,776
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $312,426 · end of year $187,666
-
2 · Savings and temporary cash investments
beginning of year $11,017,482 · end of year $13,627,028
-
3 · Pledges and grants receivable
beginning of year $4,777,908 · end of year $2,849,930
-
4 · Accounts receivable
beginning of year $853,755 · end of year $918,557
-
8 · Inventories for sale or use
beginning of year $280,509 · end of year $307,813
-
9 · Prepaid expenses and deferred charges
beginning of year $190,576 · end of year $233,835
-
10a · Land, buildings and equipment: cost or other basis
$27,995,987
-
10b · Land, buildings and equipment: accumulated depreciation
$24,297,981
-
10c · Land, buildings and equipment, net
beginning of year $3,875,853 · end of year $3,698,006
-
11 · Investments: publicly traded securities
beginning of year $7,804,612 · end of year $12,001,169
-
12 · Investments: other securities
beginning of year $16,575,890 · end of year $17,538,387
-
14 · Intangible assets
beginning of year $7,500 · end of year $7,500
-
15 · Other assets
beginning of year $14,045,413 · end of year $15,973,254
-
17 · Accounts payable and accrued expenses
beginning of year $771,310 · end of year $676,191
-
19 · Deferred revenue
beginning of year $178,044 · end of year $187,127
-
27 · Net assets without donor restrictions
beginning of year $33,134,579 · end of year $38,795,650
-
28 · Net assets with donor restrictions
beginning of year $25,657,991 · end of year $27,684,177
Mission and programs · 2022
Mission
BROOKGREEN GARDENS WAS FORMED IN 1931 TO COLLECT, PRESERVE AND EXHIBIT AMERICAN SCULPTURE, AND THE FLORA AND FAUNA NATIVE TO SOUTH CAROLINA.
Activities or mission (Part I)
BROOKGREEN GARDENS WAS FOUNDED TO PRESERVE THE NATURAL FLORA AND FAUNA OF SOUTH CAROLINA AND TO DISPLAY AND PRESERVE FIGURATIVE SCULPTURE AND OBJECTS OF ART WITHIN THAT NATURAL SETTING.
-
EXHIBITION AND PRESERVATION OF AMERICAN SCULPTURE CURRENTLY CONTAINING OVER 1100 WORKS SPANNING THE ENTIRE PERIOD OF AMERICAN SCULPTURE -- FROM THE EARLY 1800S TO THE PRESENT.
Expenses $2,309,370 · Revenue $2,815,585
-
HORTICULTURE - THE FLORAL JEWEL OF SC IS A DIVERSE MIX OF FORESTED SWAMPS, SALT MARSHES AND FRESH TIDAL SWAMPS. THE 9,200 ACRE PROPERTY CONTINUES TO PRESERVE ITS NATURAL HERITAGE AND DEVELOP GARDENS TO SHOWCASE SCULPTURES.
Expenses $2,059,781 · Revenue $2,815,584
-
PUBLIC OPERATIONS-PROVIDES THE ORGANIZATION WITH GUEST SERVICES ON A DAILY BASIS AND PROVIDES ADDITIONAL ASSISTANCE DURING SPECIAL EVENTS
Expenses $2,205,700 · Revenue $1,800,383
-
BROOKGREEN GARDENS IS COMMITTED TO SHARING ITS RESOURCES WITH STUDENTS, TEACHERS AND VISITORS TO THE GARDENS. ART, NATURE, & HISTORY COMBINE TO PROVIDE STUDENTS AND VISITORS WITH OPPORTUNITIES TO VIEW PLANTS AND ANIMALS IN THEIR NATIVE SETTINGS AND TO LEARN ABOUT BROOKGREEN'S RICH PLANTATION HISTORY
Expenses $2,184,164 · Revenue $1,212,276
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Carl O FalkCARL O FALK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Dalton B Floyd JrDALTON B FLOYD JR
TREASURER, LIFE TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Evans P WhitakerEVANS P WHITAKER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
W Scott BrandonW SCOTT BRANDON
VICE CHAIR, TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Robert M RaineyROBERT M RAINEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Franklin G DanielsFRANKLIN G DANIELS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
J Matthew BrittainJ MATTHEW BRITTAIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Martha W PellettMARTHA W PELLETT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Gwendolyn Duke HeuselGWENDOLYN DUKE HEUSEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Sandy ScottSANDY SCOTT
LIFE TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Martha McKissickMARTHA MCKISSICK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Hal B Holmes JrHAL B HOLMES JR
CHAIRMAN, LIFE TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Benedict P RosenBENEDICT P ROSEN
LIFE TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth P StallELIZABETH P STALL
LIFE TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
M Craig Garner JrM CRAIG GARNER JR
SECRETARY, TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Greg WyattGREG WYATT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Laura Jackson HoyLAURA JACKSON HOY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Daniel M RoachDANIEL M ROACH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Caroline Kuhne SchmittCAROLINE KUHNE SCHMITT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Karen SinkwayKAREN SINKWAY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Catherine-Alexa Spivey RoundtreeCATHERINE-ALEXA SPIVEY ROUNDTREE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Julian J Nexsen JrJULIAN J NEXSEN JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Page H KiniryPAGE H KINIRY
PRESIDENT & CHIEF EXECUTIV
- Total calculated
- $296,381
- From this org
- $296,381
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $296,381
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $296,381
-
Kathleen ZeissKATHLEEN ZEISS
VP OF FINANCE & CHIEF FINA
- Total calculated
- $104,132
- From this org
- $104,132
- From related orgs
- $0
- Other
- $0
- 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
- 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
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
- 15 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202401369349318990
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