2024-11-11T21:49:19-06:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990 2023-01-01 391357247 OLBRICH BOTANICAL SOCIETY INC OLBR 6082464586 3330 ATWOOD AVENUE MADISON WI 53704 SUSAN GOODWIN VICE PRESIDENT 6082464586 2024-11-11 1 1 TROY MARINE CPA P00187863 4147775500 2024-11-11 2023 2024-10-15 13:58:12Z SUSAN GOODWIN 3330 ATWOOD AVENUE MADISON WI 53704 3859437 0 X WWW.OLBRICH.ORG X 1979 WI OLBRICH BOTANICAL GARDENS ENRICHES LIVES AND INSPIRES PEOPLE TO LIVE IN HARMONY WITH THE NATURAL WORLD. OLBRICH BOTANICAL GARDENS IS DEDICATED TO THE CREATION, CONSERVATION, AND INTERPRETATION OF GARDENS AND PLANT COLLECTIONS HARDY TO THE AMERICAN MIDWEST OR NATIVE TO THE WORLD'S TROPICAL FORESTS FOR STUDY, ENJOYMENT, AND PUBLIC BENEFIT. THE PUBLIC PRIVATE PARTNERSHIP OF OLBRICH BOTANICAL SOCIETY AND THE CITY OF MADISON PARKS DIVISION MAKES THE MISSION POSSIBLE. 19 19 78 500 0 0 1813971 1563656 1046016 1083916 56332 92543 220012 220673 3136331 2960788 2158637 8000 0 0 1320691 1445312 0 0 396318 1220201 1113204 4699529 2566516 -1563198 394272 4637187 5121944 184055 187649 4453132 4934295 X OLBRICH BOTANICAL GARDENS ENRICHES LIVES AND INSPIRES PEOPLE TO LIVE IN HARMONY WITH THE NATURAL WORLD. OLBRICH BOTANICAL GARDENS IS DEDICATED TO THE CREATION, CONSERVATION, AND INTERPRETATION OF GARDENS AND PLANT COLLECTIONS HARDY TO THE AMERICAN MIDWEST OR NATIVE TO THE WORLD'S TROPICAL FORESTS FOR STUDY, ENJOYMENT, AND PUBLIC BENEFIT. THE PUBLIC PRIVATE PARTNERSHIP OF OLBRICH BOTANICAL SOCIETY AND THE CITY OF MADISON PARKS DIVISION MAKES THE MISSION POSSIBLE. 0 0 563243 868050 PROGRAMS AND EXHIBITIONS: OLBRICH OFFERS A NUMBER OF FREE AND LOW-COST PROGRAMS TO MEMBERS AND THE GENERAL PUBLIC THAT HAVE EDUCATIONAL COMPONENTS RELATING TO THE PLANT AND GARDEN COLLECTIONS. PROGRAMMING AT OLBRICH BOTANICAL GARDENS IS GENERALLY MISSION-RELATED, ARE TRADITIONAL ACTIVITIES HELD WITHIN THE GARDENS, AND PROVIDE EDUCATIONAL OPPORTUNITIES FOR FAMILIES OR PURE ENJOYMENT WITHIN THE GARDENS FOR ALL AUDIENCES. 540717 218506 GIFT SHOP - MERCHANDISE OFFERED IN THE GIFT SHOP IS RELATED TO GARDENING, IS MADE BY LOCAL ARTISTS OR COMPANIES, IS FAIR TRADE, OR IS MISSION RELATED. 483055 90369 GARDEN AND CONSERVATORY MAINTENANCE AND ENHANCEMENT: OLBRICH BOTANICAL SOCIETY ASSISTS THE CITY OF MADISON PARKS DIVISION TO MAINTAIN AND ENHANCE OLBRICH'S OUTDOOR GARDENS AND BOLZ CONSERVATORY. 210025 8000 127664 EDUCATION PROGRAMS AND PUBLIC RELATIONS: EDUCATION PROGRAMMING OFFERED IN 2023 WAS A MIX OF IN-PERSON AND VIRTUAL PROGRAMMING FOR ALL AGES. OLBRICH BOTANICAL SOCIETY'S PUBLIC RELATIONS TEAM IS RESPONSIBLE FOR THE MARKETING AND PROMOTION OF THE ENTIRE OLBRICH BOTANICAL GARDENS. 210025 8000 127664 1797040 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 48 0 1 78 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 WI X TANYA ZASTROW 6082464586 3330 ATWOOD AVENUE MADISON WI 53704 TANYA ZASTROW EXECUTIVE DIRECTOR 40.00 1.00 X X 101246 0 8383 ALNISA ALLGOOD PRESIDENT 1.00 3.00 X X 0 0 0 SUSAN GOODWIN VICE PRESIDENT 1.00 0.00 X X 0 0 0 MAURICE SHEPPARD SECRETARY 1.00 0.00 X X 0 0 0 LAURA PETERSON TREASURER 1.00 1.00 X X 0 0 0 PHILIP BRADBURY PAST PRESIDENT 1.00 1.00 X X 0 0 0 JULIE BERNAUER DIRECTOR 1.00 0.00 X 0 0 0 RENEE BOYCE DIRECTOR 1.00 0.00 X 0 0 0 MATT CORNWELL DIRECTOR 1.00 0.00 X 0 0 0 BETHANY ORDAZ DIRECTOR 1.00 0.00 X 0 0 0 BILL PATEK DIRECTOR 1.00 0.00 X 0 0 0 JUSCHA ROBINSON DIRECTOR 1.00 0.00 X 0 0 0 SANDRA STATZ DIRECTOR 1.00 0.00 X 0 0 0 JULIE RUPERT DIRECTOR 1.00 0.00 X 0 0 0 BETTY CHEWNING DIRECTOR/EX OFFICIO 1.00 0.00 X 0 0 0 LIZ DANNENBAUM DIRECTOR/EX OFFICIO 1.00 0.00 X 0 0 0 MOIRA HARRINGTON DIRECTOR/EX OFFICIO 1.00 0.00 X 0 0 0 ERIC KNEPP DIRECTOR/EX OFFICIO 1.00 0.00 X 0 0 0 LAUREL NEVERDAHL DIRECTOR/EX OFFICIO 1.00 0.00 X 0 0 0 101246 0 8383 1 0 0 0 0 524347 325651 713658 61733 1563656 ANNUAL EVENTS 900099 868050 868050 EDUCATION 611600 125497 125497 CONSERVATORY 611600 90369 90369 1083916 72121 72121 378354 357932 20422 20422 20422 759223 540717 218506 218506 MISC. REVENUE - RELATE 900099 2167 2167 2167 2960788 1304589 0 92543 8000 8000 109629 81682 8604 19343 1098838 812464 88165 198209 47778 36859 3362 7557 130791 100901 9202 20688 58276 44958 4100 9218 32233 32233 5360 5360 81616 81616 41349 41349 153961 108422 395 45144 52004 36866 645 14493 171638 126677 12977 31984 SPECIAL EVENT EXPENSES 271333 261593 9740 OTHER EXPENSES 176814 58357 107819 10638 PROGRAMMING AND DONOR E 75859 49725 26134 GARDEN EXPENSES 27009 27009 24028 2178 18680 3170 2566516 1797040 373158 396318 855970 673291 1240405 1922114 1579165 1410129 42494 60442 54153 42596 8092 13282 809404 927122 47504 49770 0 23198 4637187 5121944 157145 158717 26910 28932 184055 187649 X 2940005 3361153 1513127 1573142 4453132 4934295 4637187 5121944 394272 86891 0 X 0 1 X 1 0 X 2407211 1821170 2985305 1813971 1563656 10591313 2407211 1821170 2985305 1813971 1563656 10591313 1194269 9397044 87284 33334 35880 54960 72121 283579 10874892 4129254 0.86410 0.82330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4048062 8000 1403315 325651 2002 479 5131245 5808750 10000 -1451652 312084 5189 1763 4048062 4883543 13500 1212626 294720 4262 1937 5808750 4151226 13500 997583 273420 3551 1795 4883543 3428782 13500 962191 249032 2906 1309 4151226 0.89190 0.10810 1 1 1 0 X PART V, LINE 4: THE THREE DONORS ESTABLISHED PERMANENT ENDOWMENT FUNDS ARE RESTRICTED FOR USE OF A SPEAKERS FUND, THE GIFT SHOP, AND THE CONSERVATORY. THE BOARD QUASI-ENDOWS ANY UNRESTRICTED AMOUNTS HELD BY THE FOUNDATION FOR FUTURE FUNDING OF OLBRICH BOTANICAL SOCIETY. PART X, LINE 2: OLBRICH BOTANICAL SOCIETY, INC. IS AN EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THEREFORE IS NOT SUBJECT TO FEDERAL OR STATE INCOME AND FRANCHISE TAX. THE SOCIETY MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITION WILL BE SUSTAINED. THE SOCIETY DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT DID NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE SOCIETY IS SUBJECT TO INCOME TAX REGULATIONS IN THE UNITED STATES FEDERAL JURISDICTION AND THE STATE OF WISCONSIN. TAX REGULATIONS WITHIN EACH JURISDICTION ARE SUBJECT TO THE INTERPRETATION OF THE RELATED TAX LAWS AND REGULATIONS AND REQUIRE SIGNIFICANT JUDGEMENT TO APPLY. 1 OLBRICH BOTANICAL SOCIETY FOUNDATION INC 3330 ATWOOD AVENUE MADISON WI 53704 392002821 501(C)(3) 8000 0 BRIDGING NATURE AND ARTS ENDOWMENT 1 0 PART I, LINE 2: THE ORGANIZATION MADE A SINGLE GRANT TO AN ORGANIZATION UNDER COMMON CONTROL WITH MANAGEMENT OVERLAP, SO MONITORING ACTIVITIES ARE MINIMAL. X WEB DESIGN AND MARKETING 4 54708 FMV X SOUND PRODUCTION AND VIDEO EDITING 1 4475 FMV X MISCELLANEOUS 3 2550 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE EXECUTIVE DIRECTOR OF OLBRICH BOTANICAL SOCIETY IS AN EMPLOYEE OF THE CITY OF MADISON AND PERFORMS ALL MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE SUPERVISION OF AN ORGANIZATION'S TOP MANAGEMENT OFFICIAL. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS EMAILED TO ALL MEMBERS OF THE BOARD OF DIRECTORS FOR THEIR REVIEW AND SUGGESTED CHANGES. WHEN ALL APPROVED CHANGES ARE MADE, A VOTE TO APPROVE THE FORM 990 FOR FILING IS HELD BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C SOCIETY BOARD MEMBERS FILL OUT AN ANNUAL FORM ABOUT ANY CONFLICT OF INTEREST. IN ADDITION, THE INDIVIDUAL BOARD MEMBERS RECUSE THEMSELVES IF THEY BELIEVE THAT THEY HAVE A CONFLICT WITH AN AGENDA ITEM. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. OLBRICH BOTANICAL SOCIETY FOUNDATION INC 3330 ATWOOD AVENUE MADISON WI 53704 392002821 INVESTMENTS WI 501(C)(3) LINE 12A, I OBS INC 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 OLBRICH BOTANICAL SOCIETY FOUNDATION INC C 325651 % OF ASSET BALANCE OLBRICH BOTANICAL SOCIETY FOUNDATION INC B 8000 CASH