2024-05-15T15:19:21-05:00 2023-12-31 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2023-01-01 133570145 THE GARDEN CONSERVANCY INC GARD 8454246500 PO BOX 608 GARRISON NY 10524 JAMES BRAYTON HALL PRESIDENT & CEO 8454246500 2024-05-15 1 JAMES BRAYTON HALL 999009999 1 KERRI N BOGDA CPA P00760402 7177404863 2024-05-14 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z TERRENCE D DANIELS PO BOX 608 GARRISON NY 10524 12081968 0 X GARDENCONSERVANCY.ORG X 1989 NY TO PRESERVE, SHARE, AND CELEBRATE AMERICA'S GARDENS AND DIVERSE GARDENING TRADITIONS. 30 30 22 456 0 0 2625371 4201567 1122734 972068 391545 1431830 -41646 -50735 4098004 6554730 189600 254318 0 0 1999856 2067833 0 81458 561350 2042653 2506729 4232109 4910338 -134105 1644392 31370878 37301612 365808 667399 31005070 36634213 X TO PRESERVE, SHARE, AND CELEBRATE AMERICA'S GARDENS AND DIVERSE GARDENING TRADITIONS FOR THE EDUCATION AND INSPIRATION OF THE PUBLIC. 0 0 3658577 254318 972068 OUR ORGANIZATIONAL PRACTICES FOCUS ON THREE MAIN AREAS: PRESERVATION, EDUCATION, AND ADVOCACY. WE WORK TO RESTORE HISTORIC AMERICAN GARDENS, ASSIST PRIVATE GARDENS IN THEIR DESIRE TO BECOME PUBLIC AMENITIES, PRESENT EDUCATIONAL PROGRAMS FOR ALL AGES RELATING TO THE HISTORY AND CULTURAL SIGNIFICANCE OF GARDENS AND GARDENING, AND OPEN PRIVATE GARDENS ACROSS THE NATION TO THE PUBLIC THROUGH OUR "OPEN DAYS" PROGRAM.CONTINUED ON SCHEDULE O.IN 2023, THE GARDEN CONSERVANCY CONTINUED TO STRENGTHEN AND EXPAND ITS PROGRAMS THANKS TO THE GENEROSITY AND ENGAGEMENT OF A GROWING COMMUNITY OF MEMBERS, DONORS, AND EVENT PARTICIPANTS. THE CONSERVANCY PROVIDED IN-PERSON AND VIRTUAL EDUCATION OPPORTUNITIES FOR ITS MEMBERS AND THE PUBLIC TO EXPLORE AND LEARN ABOUT THE MANY WAYS GARDENS INFLUENCE AND IMPROVE OUR LIVES. DURING THE 2023 SEASON, THE OPEN DAYS GARDEN-VISITING PROGRAM SOLD OVER 31,000 TICKETS TO 286 GARDEN OPENINGS OFFERED IN 18 STATES. WE PRESENTED 17 VIRTUAL PROGRAMS TO OVER 6,000 PARTICIPANTS FROM 45 STATES. THE 2023 NATIONAL SPEAKING TOUR FEATURED SUE STEWART SMITH, A PSYCHIATRIST, PSYCHOTHERAPIST, AND AUTHOR, WHO ENTERTAINED AUDIENCES IN FOUR CITIES. MORE THAN 250 GARDENING ENTHUSIASTS FROM ACROSS THE COUNTRY ATTENDED THE CONSERVANCY'S GARDEN FUTURES SUMMIT, A TWO-DAY EVENT IN NEW YORK CITY, THAT FOCUSED ON THE ENVIRONMENT, COMMUNITY AND CULTURE. ISABELLA TREE, RENOWNED AUTHOR, AND REWILDING ADVOCATE DELIVERED THE KEYNOTE ADDRESS AT THE SUMMIT. MS. TREE THEN EMBARKED ON A THREE-CITY TOUR AROUND THE COUNTRY. OUR GARDEN FUTURES GRANTS PROGRAM (INCLUDING THE PAGE DICKEY GRANT FOR AMERICAN GARDENS AND THE JEAN AND JOHN GREENE PRIZE FOR EXCELLENCE IN THE FIELD OF AMERICAN GARDENING) SUPPORTED 20 NON-PROFIT ORGANIZATIONS MAKING A DIFFERENCE IN THEIR LOCAL COMMUNITIES THROUGH GARDEN-BASED PROGRAMMING. THROUGH OUR PRESERVATION PROGRAM, WE CONTINUED TO OFFER GUIDANCE AND ASSISTANCE TO THOSE LOOKING TO PRESERVE OR RESTORE GARDENS, WHILE ALSO ENSURING THE LONGEVITY OF THE EIGHT GARDENS THE GARDEN CONSERVANCY PROTECTS THROUGH CONSERVATION EASEMENTS. THROUGH THE SUZANNE AND FREDERIC RHEINSTEIN GARDEN DOCUMENTATION PROGRAM, WE CONTINUED THE FILM DOCUMENTATION OF TWO ADDITIONAL GARDENS, THE ANNE SPENCER HOUSE AND GARDEN MUSEUM IN LYNCHBURG, VA AND THE SPECTACULAR WOODLAND GARDEN OF LOUISE AGEE WRINKLE OF BIRMINGHAM, AL. 3658577 1 1 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 45 0 22 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 30 30 0 0 1 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY AL CA CT FL IL MA MO NJ PA SC VA X X DONNA MORTENSEN COO 8454246500 PO BOX 608 GARRISON NY 10524 TERRENCE D DANIELS CHAIR 15.00 X X 0 0 0 ROBERT BALENTINE VICE CHAIR 5.00 X X 0 0 0 COLEMAN P BURKE SECRETARY 5.00 X X 0 0 0 SHARON PRYSE TREASURER 5.00 X X 0 0 0 MARY RANDOLPH BALLINGER DIRECTOR 2.00 X 0 0 0 SHELLEY BELLING DIRECTOR 2.00 X 0 0 0 ALLISON K BOURKE DIRECTOR 2.00 X 0 0 0 CAMILLE BUTRUS DIRECTOR 2.00 X 0 0 0 BARBARA WHITNEY CARR DIRECTOR 2.00 X 0 0 0 J BARCLAY COLLINS DIRECTOR 2.00 X 0 0 0 KATE CORDSEN DIRECTOR 2.00 X 0 0 0 ELIZABETH EVERDELL DIRECTOR 2.00 X 0 0 0 ALEASE FISHER DIRECTOR 2.00 X 0 0 0 LIONEL GOLDFRANK III DIRECTOR 2.00 X 0 0 0 CATHY BARANCIK GRAHAM DIRECTOR 2.00 X 0 0 0 SUSAN ZISES GREEN DIRECTOR 2.00 X 0 0 0 KAYE HEAFEY DIRECTOR 2.00 X 0 0 0 SUZANNE KAYNE DIRECTOR 2.00 X 0 0 0 FREDERICK A LANDMAN DIRECTOR 2.00 X 0 0 0 BENJAMIN F LENHARDT JR DIRECTOR 2.00 X 0 0 0 ELIZABETH LOCKE DIRECTOR 2.00 X 0 0 0 JOSEPH MAREK DIRECTOR 2.00 X 0 0 0 JEAN-PAUL MONTUPET DIRECTOR 2.00 X 0 0 0 STEPHEN ORR DIRECTOR 2.00 X 0 0 0 KATIE RIDDER DIRECTOR 2.00 X 0 0 0 ANN COPELAND ROSE DIRECTOR 2.00 X 0 0 0 JORGE A SANCHEZ DIRECTOR 2.00 X 0 0 0 CHRISTOPHER SPITZMILLER DIRECTOR 2.00 X 0 0 0 MARSHALL WATSON DIRECTOR 2.00 X 0 0 0 DANA SCOTT WESTRING DIRECTOR 2.00 X 0 0 0 JAMES BRAYTON HALL PRESIDENT & CEO 40.00 X 248815 0 35811 DONNA MORTENSEN CHIEF OPERATING OFFICER 40.00 X 171536 0 30793 PAMELA GOVERNALE DIRECTOR OF PRESERVATION 40.00 X 110721 0 24276 BRIDGET CONNORS DIRECTOR OF DEVELOPMENT 40.00 X 113563 0 25443 644635 0 116323 4 0 1 0 0 445744 40850 3714973 27749 4201567 BENEFITS/SPECIAL EVENTS 900099 717487 717487 OPEN DAYS PROGRAMS 900099 254581 254581 972068 757144 757144 6110426 5435740 674686 674686 674686 38200 40850 91498 -53298 -53298 MONITORING FEE 900099 1996 1996 PUBLICATIONS 900099 567 567 2563 6554730 972068 0 1381095 X 254318 254318 486955 263710 123626 99619 1213477 920645 144988 147844 40464 31896 4104 4464 213400 167845 26994 18561 113537 79774 17437 16326 37289 29051 5237 3001 42850 42850 81458 81458 155756 155756 1080299 972523 59622 48154 30009 23349 1435 5225 347726 323566 4475 19685 64283 55405 8878 16802 7343 8235 1224 278828 199549 29974 49305 6920 4870 2050 6516 4990 806 720 118384 90657 14642 13085 30033 19407 8484 2142 MEALS & CATERING 188744 167741 15239 5764 BENEFITS & EVENTS 37002 700 36302 GIFTS 27802 20398 7404 DUES AND SUBSCRIPTIONS 18787 15052 3435 300 18699 5788 12144 767 4910338 3658577 690411 561350 308057 532831 1410569 2670206 2923 506370 158409 219656 250681 230007 5433 20674 29407854 33109256 77633 242619 31370878 37301612 287334 342405 4000 84525 74474 240469 365808 667399 X 15914320 20154604 15090750 16479609 31005070 36634213 31370878 37301612 1644392 3984751 0 X 0 1 X 1 0 X 2390916 4870638 3089955 2625371 4201567 17178447 2390916 4870638 3089955 2625371 4201567 17178447 1275141 15903306 520748 504341 682787 635908 757144 3100928 56913 4994 26406 44221 40763 173297 20452672 3991771 0.77760 0.80620 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 5,738. 2020 AMOUNT: $ 4,994. 2021 AMOUNT: $ 1,906. 2022 AMOUNT: $ 512. NON-CHARITABLE FUNDRAISING RECEIPTS - 2019 AMOUNT: $ 51,175. 2021 AMOUNT: $ 24,500. 2022 AMOUNT: $ 43,709. 2023 AMOUNT: $ 38,200. MONITORING FEE - 2023 AMOUNT: $ 1,996. PUBLICATIONS - 2023 AMOUNT: $ 567. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X X 8 160.46 3 0 4 1 29.00 16351 28258251 905489 5300723 909022 155756 33399685 33943355 146187 -5285073 546218 28258251 29519027 901390 4500159 977221 33943355 24276768 2752280 3412638 922659 29519027 19868370 30319 5282241 904162 24276768 0.53780 0.46220 0.00000 0 0 92401 73351 19050 158280 156656 1624 20674 LEASE LIABILITY - OFFICE SPACE 222820 LEASE LIABILITY - EQUIPMENT 17649 240469 X 10630979 3984751 3984751 6646228 -91498 -91498 6554730 5001836 91498 91498 4910338 0 4910338 PART II, LINE 9: CONSERVATION EASEMENTS ARE VALUED AT $100 EACH. PART V, LINE 4: THE CONSERVANCY ESTABLISHED A GENERAL ENDOWMENT FUND TO PROVIDE A STABLE SOURCE OF UNRESTRICTED REVENUES, IN PERPETUITY, FOR THE CONSERVANCY'S PROGRAMS AND OPERATIONS. PART X, LINE 2: THE CONSERVANCY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. NO PROVISION FOR FEDERAL OR STATE INCOME TAXES OR FOR TAXES ON UNRELATED BUSINESS INCOME HAS BEEN RECORDED. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -91,498. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 91,498. X X 1 CREATIVE FUNDRAISING ADVISORS 1041 GRAND AVENUE SSUITE 225 ST PAUL MN 55105 CAPITAL CAMPAIGN 0 0 81458 -81458 81458 -81458 AL CA CT FL IL MA MO NJ NY PA SC VA NY HOLIDAY EVENT 56650 26550 30100 3500 28855 15898 SAN FRANCISCO FALL SHOW 22400 14300 8100 5000 16652 21593 79050 40850 38200 8500 45507 37491 91498 -53298 SCHEDULE G, PART I, LINE 2B, COLUMN (V) CAPITAL CAMPAIGN AND A FEASIBILITY STUDY. 1 BARD COLLEGE 30 CAMPUS RD ANNANDALEONHUDSON NY 12504 141713034 501 (C) (3) 71423 0 COMMISSIONING OF CONSTRUCTION DOCUMENTS FOR THE RESTORATION OF BLITHEWOOD GARDENS GANNA WALSKA LOTUSLAND 695 ASHLEY RD SANTA BARBARA CA 93108 237082550 501 (C) (3) 30000 0 LOTUSLAND'S CAPITAL CAMPAIGN OAKLAND MUSEUM OF CALIFORNIA 1000 OAK ST OAKLAND CA 94607 453138892 501 (C) (3) 20000 0 TO SUPPORT THE GARDEN RELATED ASPECTS OF THE ALL IN: THE CAMPAIGN OF OMCA NEIGHBORHOOD GARDENS TRUST 100 N 20TH ST STE 405 PHILADELPHIA PA 19103 222741750 501 (C) (3) 10000 0 GENERAL OPERATING SUPPORT HUNGER AND HEALTH COALITION PO BOX 1837 BOONE NC 28607 561322973 501 (C) (3) 10000 0 GENERAL OPERATING SUPPORT PORT GAMBLE SKLALLUM FOUNDATION 31912 LITTLE BOSTON RD NE KINGSTON WA 98346 911145489 501 (C) (3) 10000 0 GENERAL OPERATING SUPPORT - HERONSWOOD GARDEN GAINING GROUND INC PO BOX 374 CONCORD MA 01742 043083976 501 (C) (3) 10000 0 GENERAL OPERATING SUPPORT BROOKLYN QUEENS LAND TRUST 30 3RD AVE APT 842 BROOKLYN NY 11217 611441052 501 (C) (3) 10000 0 GENERAL OPERATING SUPPORT BOISE VERTICAL FARM INC 5810 W CASTLE DR BOISE ID 83703 833345521 501 (C) (3) 10000 0 GENERAL OPERATING SUPPORT 9 PART I, LINE 2: THE GARDEN CONSERVANCY MAINTAINS COMMUNICATION WITH THE GRANTEE ORGANIZATIONS THROUGHOUT THE YEAR TO ENSURE THAT THE GRANTS ARE BEING USED IN ACCORDANCE WITH THE GRANT AGREEMENTS/CONTRACTS. X X X X 0 0 0 0 0 0 0 0 0 JAMES BRAYTON HALL PRESIDENT & CEO 248815 0 0 0 0 0 12666 0 23145 0 284626 0 0 0 DONNA MORTENSEN CHIEF OPERATING OFFICER 171536 0 0 0 0 0 8748 0 22045 0 202329 0 0 0 X 7 27749 NYSE 0 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 4 THE TERM LIMITS FOR CHAIR AND VICE CHAIR WERE CHANGED FROM TWO 3-YEAR TERMS TO TWO 2-YEAR TERMS. FORM 990, PART VI, SECTION A, LINE 6 THE PUBLIC IS WELCOME TO BECOME MEMBERS. THERE ARE DIFFERENT LEVELS OF MEMBERSHIP, EACH OF WHICH HAS A VARIETY OF COMPLIMENTARY AND DISCOUNTED ADMISSIONS TO OPEN DAYS AND VIRTUAL TALKS, INVITATIONS TO EVENTS AND SPECIAL PROGRAMS, AND SUBSCRIPTIONS TO PRINT AND ELECTRONIC NEWSLETTERS. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEWS THE FORM 990 AND ALL SCHEDULES FOR ACCURACY. ONCE MANAGEMENT COMPLETES ITS REVIEW, THE FORM 990 IS DISTRIBUTED TO ALL BOARD MEMBERS BEFORE THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C PRIOR TO THE ANNUAL MARCH BOARD MEETING, BOARD MEMBERS RECEIVE THE CONFLICT OF INTEREST QUESTIONNAIRE. THE CHIEF OF STAFF AND BOARD LIAISON ARE RESPONSIBLE FOR COLLECTING COMPLETED QUESTIONNAIRES. PER THE ORGANIZATION'S BYLAWS, THE AUDIT, FINANCE AND INVESTMENTS COMMITTEE IS CHARGED WITH COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 BOARD LEADERSHIP MEETS ANNUALLY TO REVIEW AND APPROVE COMPENSATION OF THE PRESIDENT. THE ORGANIZATION ENGAGED A FIRM SPECIALIZING IN COMPENSATION THAT PERFORMED A STUDY THAT WAS COMPLETED DURING THE FISCAL YEAR AND SHARED WITH THE BOARD AND APPROPRIATE MANAGEMENT PERSONNEL. THE PRESIDENT MEETS ANNUALLY TO REVIEW AND APPROVE COMPENSATION OF SENIOR MANAGEMENT. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION. FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 862,448. MANAGEMENT AND GENERAL EXPENSES 59,222. FUNDRAISING EXPENSES 48,154. TOTAL EXPENSES 969,824. SPEAKER FEES AND TRAVEL: PROGRAM SERVICE EXPENSES 67,761. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 67,761. ADMISSION FEES: PROGRAM SERVICE EXPENSES 42,314. MANAGEMENT AND GENERAL EXPENSES 400. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 42,714.