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Nonprofiteer
← MORTON ARBORETUM

Form 990 for tax year 2022

Filed by MORTON ARBORETUM.

Totals

Total revenue
$53,650,331
Total expenses
$47,787,763
Contributions and grants received
$20,701,830
Grants paid
$935,489
Program services expenses (Part IX)
$38,529,141
Management and general expenses
$5,630,364
Fundraising expenses
$3,628,258
Program service expenses (Part III)
$38,529,141

Program services were 80.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • STEPHEN C VAN ARSDELL

    CHAIR

    Total calculated
    $0
    Hours/week
    8

  • ROBERT J SCHILLERSTROM

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    8

  • CHARLES P MCQUAID

    TREASURER

    Total calculated
    $0
    Hours/week
    8

  • MARK C GOSSETT

    SECRETARY

    Total calculated
    $0
    Hours/week
    8

  • ANNA CAROLINE BALL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    8

  • ROBERT A BARTLETT JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    8

  • PAT A BASU

    TRUSTEE

    Total calculated
    $0
    Hours/week
    8

  • WALTER W BECKY II

    TRUSTEE

    Total calculated
    $0
    Hours/week
    8

  • BARBARA J BRADFORD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    8

  • CHRISTOPHER B BURKE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    8

  • MARY L BURKE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    8

  • MICHAEL CAHILL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    8

  • TRISHA L CONLEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    8

  • E JAMES DONDLINGER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    8

  • ROBERT L FEALY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    8

  • ASHEESH GOEL

    TRUSTEE (ADDED 2022)

    Total calculated
    $0
    Hours/week
    8

  • TROY D HAMMOND

    TRUSTEE

    Total calculated
    $0
    Hours/week
    8

  • MATT HARRIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    8

  • ANDREW O JOHNSON

    TRUSTEE (ADDED 2022)

    Total calculated
    $0
    Hours/week
    8

  • ROBERT E KRESS

    TRUSTEE (ADDED 2022)

    Total calculated
    $0
    Hours/week
    8

  • JAMAL J SCOTT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    8

  • KENNETH KORANDA

    TRUSTEE (LEFT IN 2022)

    Total calculated
    $0
    Hours/week
    8

  • AMY LOUIS

    TRUSTEE (LEFT IN 2022)

    Total calculated
    $0
    Hours/week
    8

  • CHANDRA N PRASAD

    TRUSTEE (LEFT IN 2022)

    Total calculated
    $0
    Hours/week
    8

  • DONNELLY GERARD

    PRESIDENT AND CEO(THRU 10/2022)

    Total calculated
    $906,243
    From this org
    $927,282
    From related orgs
    $0
    Other
    -$21,039
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $612,197
    Bonus
    $315,085
    Other
    $0
    Deferred
    -$35,737
    Nontaxable benefits
    $14,698
    Filer's total
    $906,243

  • KOSKI JILL

    PRESIDENT AND CEO(STARTING 11/2022)

    Total calculated
    $142,650
    From this org
    $138,898
    From related orgs
    $0
    Other
    $3,752
    Hours/week
    40

  • FAWLEY JAMES

    VP-FINANCE AND CFO

    Total calculated
    $325,086
    From this org
    $276,142
    From related orgs
    $0
    Other
    $48,944
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $269,142
    Bonus
    $7,000
    Other
    $0
    Deferred
    $17,207
    Nontaxable benefits
    $31,737
    Filer's total
    $325,086

  • SPIESS KATHLEEN

    VP-DEVELOPMENT

    Total calculated
    $252,335
    From this org
    $236,594
    From related orgs
    $0
    Other
    $15,741
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $229,594
    Bonus
    $7,000
    Other
    $0
    Deferred
    $14,591
    Nontaxable benefits
    $1,150
    Filer's total
    $252,335

  • BAUTISTA PRESTON WONG

    VP-LEARNING AND ENGAGEMENT

    Total calculated
    $228,058
    From this org
    $206,804
    From related orgs
    $0
    Other
    $21,254
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,804
    Bonus
    $7,000
    Other
    $0
    Deferred
    $10,930
    Nontaxable benefits
    $10,324
    Filer's total
    $228,058

  • LAVIRE ALICIA

    VP-MARKETING AND COMMUNICATIONS

    Total calculated
    $244,091
    From this org
    $205,682
    From related orgs
    $0
    Other
    $38,409
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $198,682
    Bonus
    $7,000
    Other
    $0
    Deferred
    $13,299
    Nontaxable benefits
    $25,110
    Filer's total
    $244,091

  • BACHTELL KRIS

    VP-COLLECTIONS AND FACILITIES

    Total calculated
    $230,261
    From this org
    $204,896
    From related orgs
    $0
    Other
    $25,365
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $197,896
    Bonus
    $7,000
    Other
    $0
    Deferred
    -$3,684
    Nontaxable benefits
    $29,049
    Filer's total
    $230,261

  • WESTWOOD MEREDITH

    VP-SCIENCE AND CONSERVATION

    Total calculated
    $198,959
    From this org
    $180,439
    From related orgs
    $0
    Other
    $18,520
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,439
    Bonus
    $7,000
    Other
    $0
    Deferred
    $11,550
    Nontaxable benefits
    $6,970
    Filer's total
    $198,959

  • NOLAN KELLY

    DIR-MAJOR GIFTS

    Total calculated
    $185,863
    From this org
    $141,178
    From related orgs
    $0
    Other
    $44,685
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,178
    Bonus
    $0
    Other
    $0
    Deferred
    $9,265
    Nontaxable benefits
    $35,420
    Filer's total
    $185,863

  • PESKE NANCY

    DIR-HUMAN RESOURCES

    Total calculated
    $181,522
    From this org
    $139,531
    From related orgs
    $0
    Other
    $41,991
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,531
    Bonus
    $0
    Other
    $0
    Deferred
    $9,145
    Nontaxable benefits
    $32,846
    Filer's total
    $181,522

  • CANNON CHARLES

    DIR-CENTER FOR TREE SCIENCE

    Total calculated
    $181,320
    From this org
    $139,074
    From related orgs
    $0
    Other
    $42,246
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,074
    Bonus
    $0
    Other
    $0
    Deferred
    $8,974
    Nontaxable benefits
    $33,272
    Filer's total
    $181,320

  • RAVICHANDRAN SAI P

    DIR-INFORMATION TECHNOLOGY

    Total calculated
    $174,485
    From this org
    $130,652
    From related orgs
    $0
    Other
    $43,833
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $130,652
    Bonus
    $0
    Other
    $0
    Deferred
    $8,614
    Nontaxable benefits
    $35,219
    Filer's total
    $174,485

  • DULCEAK RONALD

    HEAD OF FACILITIES

    Total calculated
    $158,403
    From this org
    $122,590
    From related orgs
    $0
    Other
    $35,813
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $122,590
    Bonus
    $0
    Other
    $0
    Deferred
    $7,921
    Nontaxable benefits
    $27,892
    Filer's total
    $158,403

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 — 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 · Housing allowance or residence for personal use
  • 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
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
AN ON-SITE RESIDENCE IS PROVIDED FOR THE PRESIDENT AND CEO OF THE MORTON ARBORETUM, CURRENTLY JILL KOSKI, AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE MORTON ARBORETUM. THE VALUE OF THIS RESIDENCE IS NOT TREATED AS TAXABLE COMPENSATION.
PART I, LINE 7
AS INDICATED IN SCHEDULE J, PART II, CERTAIN INDIVIDUALS RECEIVED BONUSES BASED ON THE PERFORMANCE AND FINANCIAL RESULTS OF THE ORGANIZATION. THESE BONUSES WERE APPROVED BY THE BOARD OF TRUSTEES.

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
29 October 2023
IRS schema version
2022v5.0
Source object
202313059349301696

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.