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Nonprofiteer
← MORTON ARBORETUM

Form 990 for tax year 2024

Filed by MORTON ARBORETUM.

Totals

Total revenue
$57,793,716
Total expenses
$58,286,620
Contributions and grants received
$19,759,730
Grants paid
$1,465,749
Program service revenue
$10,584,870
Investment income
$17,359,675
Other revenue
$10,089,441
Total assets, end of year
$367,601,821
Total liabilities, end of year
$57,379,664
Net assets or fund balances, end of year
$310,222,157
Program services expenses (Part IX)
$48,114,237
Management and general expenses
$6,188,994
Fundraising expenses
$3,983,389
Program service expenses (Part III)
$48,114,237

Program services were 82.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ROBERT J SCHILLERSTROM

    CHAIR

    Total calculated
    $0
    Hours/week
    8

  • ANNA CAROLINE BALL

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    8

  • E JAMES DONDLINGER

    TREASURER

    Total calculated
    $0
    Hours/week
    8

  • JAMAL J SCOTT

    SECRETARY

    Total calculated
    $0
    Hours/week
    8

  • KELLY POWERS BARIA

    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

  • ROBERT L FEALY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    8

  • ASHESH GOEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    8

  • MARK C GOSSETT

    TRUSTEE

    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

    Total calculated
    $0
    Hours/week
    8

  • ROBERT E KRESS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    8

  • CHARLES P MCQUAID

    TRUSTEE

    Total calculated
    $0
    Hours/week
    8

  • MILAN MRKSICH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    8

  • CURTIS X REED

    TRUSTEE

    Total calculated
    $0
    Hours/week
    8

  • STEPHEN C VAN ARSDELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    8

  • KOSKI JILL

    PRESIDENT AND CEO

    Total calculated
    $631,541
    From this org
    $565,997
    From related orgs
    $0
    Other
    $65,544
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $520,492
    Bonus
    $45,505
    Other
    $0
    Deferred
    $23,782
    Nontaxable benefits
    $41,762
    Filer's total
    $631,541

  • SPIESS KATHLEEN

    VP-DEVELOPMENT

    Total calculated
    $278,763
    From this org
    $247,048
    From related orgs
    $0
    Other
    $31,715
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $247,048
    Bonus
    $0
    Other
    $0
    Deferred
    $12,756
    Nontaxable benefits
    $18,959
    Filer's total
    $278,763

  • LAVIRE ALICIA

    VP-MARKETING AND GUEST EXPERIENCE

    Total calculated
    $283,016
    From this org
    $242,459
    From related orgs
    $0
    Other
    $40,557
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $242,459
    Bonus
    $0
    Other
    $0
    Deferred
    $13,786
    Nontaxable benefits
    $26,771
    Filer's total
    $283,016

  • BAUTISTA PRESTON WONG

    VP-LEARNING AND ENGAGEMENT

    Total calculated
    $254,117
    From this org
    $222,344
    From related orgs
    $0
    Other
    $31,773
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $222,344
    Bonus
    $0
    Other
    $0
    Deferred
    $20,789
    Nontaxable benefits
    $10,984
    Filer's total
    $254,117

  • BACHTELL KRIS

    VP-COLLECTIONS AND HORTICULTURE

    Total calculated
    $273,604
    From this org
    $215,561
    From related orgs
    $0
    Other
    $58,043
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $215,561
    Bonus
    $0
    Other
    $0
    Deferred
    $27,209
    Nontaxable benefits
    $30,834
    Filer's total
    $273,604

  • FAWLEY JAMES

    VP-FINANCE AND CFO (THRU 4/2024)

    Total calculated
    $219,855
    From this org
    $209,326
    From related orgs
    $0
    Other
    $10,529
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $55,765
    Bonus
    $0
    Other
    $153,561
    Deferred
    $2,976
    Nontaxable benefits
    $7,553
    Filer's total
    $219,855

  • BAILEY NARISSA

    VP - PEOPLE AND CULTURE

    Total calculated
    $237,872
    From this org
    $199,264
    From related orgs
    $0
    Other
    $38,608
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,264
    Bonus
    $0
    Other
    $0
    Deferred
    $12,185
    Nontaxable benefits
    $26,423
    Filer's total
    $237,872

  • WESTWOOD MEREDITH

    VP-SCIENCE AND CONSERVATION

    Total calculated
    $215,154
    From this org
    $199,010
    From related orgs
    $0
    Other
    $16,144
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,010
    Bonus
    $0
    Other
    $0
    Deferred
    $12,061
    Nontaxable benefits
    $4,083
    Filer's total
    $215,154

  • REESE MICHAEL M

    VP- FINANCE (STARTING 9/2024)

    Total calculated
    $206,215
    From this org
    $170,423
    From related orgs
    $0
    Other
    $35,792
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,423
    Bonus
    $0
    Other
    $0
    Deferred
    $10,474
    Nontaxable benefits
    $25,318
    Filer's total
    $206,215

  • STOVALL-LEONARD DEREK

    CFO (7/2024-9/2024)

    Total calculated
    $59,372
    From this org
    $53,746
    From related orgs
    $0
    Other
    $5,626
    Hours/week
    40

  • DONNELLY GERARD

    SPECIAL ADVISOR

    Total calculated
    $289,066
    From this org
    $234,998
    From related orgs
    $0
    Other
    $54,068
    Hours/week
    30

    Schedule J breakdown matched by us

    Base
    $234,998
    Bonus
    $0
    Other
    $0
    Deferred
    $54,068
    Nontaxable benefits
    $0
    Filer's total
    $289,066

  • NOLAN KELLY

    DIR-MAJOR GIFTS

    Total calculated
    $203,812
    From this org
    $155,222
    From related orgs
    $0
    Other
    $48,590
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,222
    Bonus
    $0
    Other
    $0
    Deferred
    $10,207
    Nontaxable benefits
    $38,383
    Filer's total
    $203,812

  • COSNER ANNA C

    DIR-GUEST REVENUE PROGRAMS

    Total calculated
    $176,431
    From this org
    $157,731
    From related orgs
    $0
    Other
    $18,700
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $127,415
    Bonus
    $0
    Other
    $30,316
    Deferred
    $7,160
    Nontaxable benefits
    $11,540
    Filer's total
    $176,431

  • RAVICHANDRAN SAI P

    DIR-INFORMATION TECHNOLOGY

    Total calculated
    $173,010
    From this org
    $147,471
    From related orgs
    $0
    Other
    $25,539
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,471
    Bonus
    $0
    Other
    $0
    Deferred
    $9,162
    Nontaxable benefits
    $16,377
    Filer's total
    $173,010

  • MIDGLEY MEGHAN

    DIR-CENTER FOR TREE SCIENCE

    Total calculated
    $176,659
    From this org
    $146,941
    From related orgs
    $0
    Other
    $29,718
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,941
    Bonus
    $0
    Other
    $0
    Deferred
    $9,095
    Nontaxable benefits
    $20,623
    Filer's total
    $176,659

  • DULCEAK RONALD

    DIR-FACILITIES

    Total calculated
    $174,720
    From this org
    $137,274
    From related orgs
    $0
    Other
    $37,446
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,274
    Bonus
    $0
    Other
    $0
    Deferred
    $8,769
    Nontaxable benefits
    $28,677
    Filer's total
    $174,720

  • HIPP ANDREW L

    DIR-HERBARIUM AND SENIOR SCIENTIST

    Total calculated
    $173,054
    From this org
    $136,813
    From related orgs
    $0
    Other
    $36,241
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,813
    Bonus
    $0
    Other
    $0
    Deferred
    $8,670
    Nontaxable benefits
    $27,571
    Filer's total
    $173,054

  • GORTNER VINCENT

    DIR-GUEST EXPERIENCE AND SAFETY

    Total calculated
    $173,978
    From this org
    $135,018
    From related orgs
    $0
    Other
    $38,960
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,018
    Bonus
    $0
    Other
    $0
    Deferred
    $8,632
    Nontaxable benefits
    $30,328
    Filer's total
    $173,978

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 · 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
  • 4a · Severance or change-of-control payment
  • 7 · Other non-fixed payments

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
  • 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 4A
AS INDICATED IN SCHEDULE J, PART II, THE PRIOR VICE PRESIDENT AND CFO RECEIVED A SEVERANCE/CHANGE OF CONTROL PAYMENT BASED ON 10 YEARS OF SERVICE TO THE ORGANIZATION. THIS AMOUNT WAS PAID AS A LUMP SUM AND WAS APPROVED BY THE PRESIDENT. AS INDICATED ON FORM 990, PART VII, THE PRIOR CFO RECEIVED A SEVERANCE/CHANGE OF CONTROL PAYMENT BASED ON 3 MONTHS OF SERVICE TO THE ORGANIZATION. THIS AMOUNT WAS PAID AS A LUMP SUM AND WAS APPROVED BY THE PRESIDENT. AS INDICATED IN SCHEDULE J, PART II, THE PRIOR DIRECTOR OF GUEST REVENUE PROGRAMS RECEIVED A SEVERANCE/CHANGE OF CONTROL PAYMENT BASED ON 12 YEARS OF SERVICE TO THE ORGANIZATION. THIS AMOUNT WAS PAID AS A LUMP SUM AND WAS APPROVED BY THE PRESIDENT.
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
2024
Filed
30 October 2025
IRS schema version
2024v5.2
Source object
202523089349302557

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

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