Form 990 for tax year 2023
Filed by NATIONAL TROPICAL BOTANICAL GARDEN.
Totals
- Total revenue
- $12,932,790
- Total expenses
- $13,631,747
- Contributions and grants received
- $5,073,047
- Grants paid
- $0
- Program service revenue
- $5,488,688
- Investment income
- $1,541,270
- Other revenue
- $829,785
- Total assets, end of year
- $81,941,242
- Total liabilities, end of year
- $1,764,119
- Net assets or fund balances, end of year
- $80,177,123
- Program services expenses (Part IX)
- $11,175,351
- Management and general expenses
- $1,782,826
- Fundraising expenses
- $673,570
- Program service expenses (Part III)
- $11,175,351
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
$573,200
-
1e · Government grants (contributions)
$166,812
-
1f · All other contributions, gifts and grants
$4,333,035
-
2a · Program service revenue: EDUCATIONAL TOURS
total $4,079,148 · unrelated business $0 · excluded $0
-
2b · Program service revenue: ALLERTON GARDEN REIMB & MGMT FEES
total $749,957 · unrelated business $0 · excluded $0
-
2c · Program service revenue: GOVERNMENT & OTHER CONTRACTS
total $659,583 · unrelated business $0 · excluded $0
-
3 · Investment income
total $995,280 · unrelated business $0 · excluded $995,280
-
6a · Gross rents
real property $303,738
-
6b · Less rental expenses
real property $112,835
-
6c · Rental income or loss
real property $190,903
-
6d · Net rental income or loss
total $190,903 · related or exempt -$38,920 · excluded $229,823
-
7a · Gross sales of assets other than inventory
securities $9,399,387
-
7b · Less cost or other basis and sales expenses
securities $8,853,397
-
7c · Gain or loss
securities $545,990
-
7d · Net gain or loss
total $545,990 · related or exempt $0 · unrelated business $0 · excluded $545,990
-
8a · Fundraising events: gross income
$11,937
-
8c · Net income from fundraising events
total $11,937 · unrelated business $0 · excluded $11,937
-
10a · Gross sales of inventory
$801,420
-
10b · Cost of goods sold
$330,586
-
10c · Net income from sales of inventory
total $470,834 · excluded $470,834
-
11a · Other revenue: OTHER INCOME
total $156,111 · related or exempt $12,395 · unrelated business $0 · excluded $143,716
-
11e · Other revenue, total
$156,111
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $309,697 · program services $110,054 · management and general $118,864 · fundraising $80,779
-
7 · Other salaries and wages
total $5,852,480 · program services $4,974,190 · management and general $516,297 · fundraising $361,993
-
8 · Pension plan contributions
total $172,771 · program services $139,199 · management and general $20,607 · fundraising $12,965
-
9 · Other employee benefits
total $1,320,226 · program services $1,155,184 · management and general $101,888 · fundraising $63,154
-
10 · Payroll taxes
total $547,733 · program services $446,529 · management and general $69,180 · fundraising $32,024
-
11b · Fees: legal
total $31,371 · program services $0 · management and general $31,371 · fundraising $0
-
11c · Fees: accounting
total $143,562 · program services $0 · management and general $143,562 · fundraising $0
-
11f · Fees: investment management
total $211,229 · program services $0 · management and general $211,229 · fundraising $0
-
11g · Fees: other
total $470,120 · program services $425,138 · management and general $44,982 · fundraising $0
-
12 · Advertising and promotion
total $195,703 · program services $195,020 · management and general $563 · fundraising $120
-
13 · Office expenses
total $378,851 · program services $272,003 · management and general $64,266 · fundraising $42,582
-
14 · Information technology
total $137,764 · program services $31,935 · management and general $79,327 · fundraising $26,502
-
16 · Occupancy
total $662,502 · program services $634,154 · management and general $24,887 · fundraising $3,461
-
17 · Travel
total $410,009 · program services $267,244 · management and general $127,915 · fundraising $14,850
-
19 · Conferences, conventions and meetings
total $143,243 · program services $109,306 · management and general $31,947 · fundraising $1,990
-
20 · Interest
total $4,010 · program services $0 · management and general $4,010 · fundraising $0
-
22 · Depreciation, depletion and amortization
total $1,314,043 · program services $1,313,170 · management and general $873 · fundraising $0
-
23 · Insurance
total $357,332 · program services $209,568 · management and general $138,296 · fundraising $9,468
-
24a · Other expenses: HORTICULTURE & GROUNDS SUPPLIES
total $195,647 · program services $195,647 · management and general $0 · fundraising $0
-
24b · Other expenses: REPAIRS & MAINTENANCE
total $196,925 · program services $187,282 · management and general $9,643 · fundraising $0
-
24c · Other expenses: TOUR FOOD, SUPPLIES, INTERPRETATION, BUS GAS
total $471,568 · program services $471,568 · management and general $0 · fundraising $0
-
24d · Other expenses: PROGRAMS & EVENTS
total $45,910 · program services $36,646 · management and general $922 · fundraising $8,342
-
24e · All other expenses
total $59,051 · program services $1,514 · management and general $42,197 · fundraising $15,340
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $499,202 · end of year $766,725
-
2 · Savings and temporary cash investments
beginning of year $4,017,078 · end of year $4,140,939
-
3 · Pledges and grants receivable
beginning of year $1,115,677 · end of year $1,329,734
-
4 · Accounts receivable
beginning of year $586,332 · end of year $151,011
-
8 · Inventories for sale or use
beginning of year $195,632 · end of year $217,018
-
9 · Prepaid expenses and deferred charges
beginning of year $793,810 · end of year $389,627
-
10a · Land, buildings and equipment: cost or other basis
$61,114,475
-
10b · Land, buildings and equipment: accumulated depreciation
$26,340,646
-
10c · Land, buildings and equipment, net
beginning of year $35,336,099 · end of year $34,773,829
-
11 · Investments: publicly traded securities
beginning of year $24,666,646 · end of year $26,939,369
-
13 · Investments: program-related
beginning of year $1,335,000 · end of year $1,335,000
-
14 · Intangible assets
beginning of year $980,000 · end of year $980,000
-
15 · Other assets
beginning of year $10,657,034 · end of year $10,917,990
-
17 · Accounts payable and accrued expenses
beginning of year $1,072,800 · end of year $1,169,605
-
23 · Secured mortgages and notes payable
beginning of year $318,908 · end of year $270,227
-
25 · Other liabilities
beginning of year $343,313 · end of year $324,287
-
27 · Net assets without donor restrictions
beginning of year $36,497,304 · end of year $35,385,430
-
28 · Net assets with donor restrictions
beginning of year $41,950,185 · end of year $44,791,693
Mission and programs · 2023
Mission
TO ENRICH LIFE BY PERPETUATING TROPICAL PLANTS, ECOSYSTEMS AND CULTURAL HERITAGE.
-
Withheld by Nonprofiteer: this text may name a private individual.
Expenses $5,330,684 · Revenue $752,333
-
SCIENCE & CONSERVATION: THIS PROGRAM IS FOCUSED ON PROTECTING & CONSERVING TROPICAL PLANTS. OUR FIELD BOTANISTS SURVEY MANY AREAS IN HAWAII TO ASSESS THREATS TO NATIVE SPECIES & COLLECT SEEDS & CUTTINGS FOR PROPOGATION, & ARE EITHER OUTPLANTED,PRESERVED IN THE HERBARIUM OR PLACED IN SEED STORAGE. CONTAINS ALMOST 17 MILLION SEEDS OF MORE THAN 900 TAXA. THE BOTANICAL RESEARCH CENTER WHICH IS THE HOME FOR THE GARDENS HERBARIUM & SEED BANK ALSO CONTAINS A RARE BOOK LIBRARY THAT IS TEMPERATURE & HUMIDITY CONTROLLED & HOLDS OVER 1,200 VOLUMES OF BOOKS-SOME THAT DATE BACK TO THE 1500S. THESE COLLECTIONS ARE CRUCIAL FOR OUR RESEARCH, PUBLICATIONS AND EDUCATIONAL PROGRAMS. THE GARDENS BREADFRUIT INSTITUTE MANAGES THE LARGEST & MOST DIVERSE COLLECTION OF BREADFRUIT SPECIES & VARIETIES IN THE WORLD, WITH OVER 120 VARIETIES CONSERVED IN FIELD GENE BANKS. THE INSTITUTE PROMOTES THE CONSERVATION & USE OF BREADFRUIT FOR FOOD SECURITY, AGRICULTURAL SUSTAINABILITY & ECONOMIC DEVELOPMENT. NTBG IS ALSO A COLLABORATIVE PARTNER WITH FIU IN THE DEVELOPMENT OF THE INTERNATIONAL CENTER FOR TROPICAL BOTANY IN FLORIDA. THE CENTER IS DESIGNED TO EDUCATE & BRING TOGETHER BOTANISTS FROM AROUND THE WORLD TO SHARE KNOWLEDGE.
Expenses $2,941,325 · Revenue $661,960
-
Withheld by Nonprofiteer: this text may name a private individual.
Expenses $2,903,342 · Revenue $4,047,870
As filed on the 2023 return. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.
Listed in Part VII
-
Devon AngeliniDEVON ANGELINI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Gordon L DeaneGORDON L DEANE
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 2
-
Jan D ElliottJAN D ELLIOTT
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Harriet FraunfelterHARRIET FRAUNFELTER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Adaline H FrelinghuysenADALINE H FRELINGHUYSEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Peter C GardnerPETER C GARDNER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Emerson KnowlesEMERSON KNOWLES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Dr Linford L LoughheedDR LINFORD L LOUGHHEED
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Merrill L MagowanMERRILL L MAGOWAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
David W PrattDAVID W PRATT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
David RaeDAVID RAE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
John H Rashford PhDJOHN H RASHFORD PHD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Katherine G RichardsonKATHERINE G RICHARDSON
SENIOR VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Thomas L ReveleyTHOMAS L REVELEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Cynthia SalleyCYNTHIA SALLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Patricia W SheehanPATRICIA W SHEEHAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Anita SeippANITA SEIPP
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Catherine TophamCATHERINE TOPHAM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Judy C WebbJUDY C WEBB
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Robert D WeistROBERT D WEIST
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Thomas D HewittTHOMAS D HEWITT
PRIOR CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Michael N Rosenberg DDSMICHAEL N ROSENBERG DDS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Anne G EarhartANNE G EARHART
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth E MatthewsELIZABETH E MATTHEWS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Christina WilsonCHRISTINA WILSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Carol DickinsonCAROL DICKINSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Phyliss Evans SwindellsPHYLISS EVANS SWINDELLS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Sam 'Ohu Gon III PhDSAM 'OHU GON III PHD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Janet L MayfieldJANET L MAYFIELD
CEO & DIRECTOR
- Total calculated
- $188,394
- From this org
- $166,542
- From related orgs
- $0
- Other
- $21,852
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $166,542
- Bonus
- $0
- Other
- $0
- Deferred
- $6,386
- Nontaxable benefits
- $15,467
- Filer's total
- $188,395
-
Tamara A RollinsTAMARA A ROLLINS
CFO
- Total calculated
- $121,302
- From this org
- $115,766
- From related orgs
- $0
- Other
- $5,536
- Hours/week
- 40
-
Heather GeorgeHEATHER GEORGE
DIRECTOR OF PHILANTHROPY
- Total calculated
- $131,473
- From this org
- $114,834
- From related orgs
- $0
- Other
- $16,639
- Hours/week
- 40
-
Nina RonstedNINA RONSTED
DIRECTOR OF SCIENCE
- Total calculated
- $126,774
- From this org
- $102,249
- From related orgs
- $0
- Other
- $24,525
- Hours/week
- 40
-
David BryantDAVID BRYANT
DIRECTOR OF COMMUNICATIONS
- Total calculated
- $109,257
- From this org
- $94,452
- From related orgs
- $0
- Other
- $14,805
- Hours/week
- 40
-
Tobias KoehlerTOBIAS KOEHLER
DIRECTOR OF SOUTHSHORE GARDENS
- Total calculated
- $131,777
- From this org
- $86,267
- From related orgs
- $0
- Other
- $45,510
- 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
None.
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)
- Pt I Line 3
- THE GARDEN HAS A CEO COMPENSATION COMMITTEE THAT IS COMPRISED OF THE CHAIRMAN OF THE BOARD AND OTHER APPOINTED TRUSTEES. THE COMMITTEE MEETS ANNUALLY AND REVIEWS CEO COMPENSATION STATISTICS OF SIMILAR BOTANICAL GARDENS AND OTHER DATA TO DETERMINE THE ANNUAL SALARY AND BENEFIT PACKAGE (INITIALLY) AND ANY INCREASES TO IT (OTHER THAN ANNUAL BUDGETED COST OF LIVING INCREASE)BASED ON PERFORMANCE.
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.
-
501(C)(3) · SUPPORT NTBG · HI · controlled entity
Directly controlled by NA
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.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
T · CHARITABLE GIVING · WI · 0% owned
Directly controlled by NTBG
-
T · CHARTABLE GIVING · CA · 0% owned
Directly controlled by NTBG
-
T · CHARITABLE GIVING · CA · 0% owned
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 11 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433209349300443
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