2024-11-12T12:39:21-06:00 2024-06-30 461585527 OFFUTT BARTON SCHLITT LLC 570 BEACHLAND BLVD VERO BEACH FL 32963 990 2023-07-01 651189895 MCKEE BOTANICAL GARDEN INC MCKE 7727940601 350 US HWY 1 VERO BEACH FL 32962 PETER BENEDICT II PRESIDENT 7722311100 2024-11-12 1 1 WILLIAM F SCHLITT P00854938 7722312100 2024-11-12 2023 2024-10-15 13:58:12Z PETER BENEDICT II 607 LANTANA LANE VERO BEACH FL 32963 4176273 0 X WWW.MCKEEGARDEN.ORG X 2003 FL SEE ATTACHED STATEMENT 26 26 46 116 61984 0 6391996 1507393 1166779 1021158 546607 1145935 91780 63884 8197162 3738370 0 0 0 0 1052045 1103388 0 0 301465 1577136 1626062 2629181 2729450 5567981 1008920 21861459 22808428 295734 708349 21565725 22100079 SEE ATTACHED STATEMENT 0 0 2104121 2168993 SEE ATTACHED STATEMENT 2104121 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 46 1 1 1 0 0 0 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X ROCHELLE WOHLBERG 7727940601 350 US HIGHWAY 1 VERO BEACH FL 32962 X PETER BENEDICT II PRESIDENT 1.00 X X 0 0 0 ANNE WARNER-LINVILLE FIRST VICE PRESIDENT 1.00 X X 0 0 0 ROBIN JONES SECOND VICE PRESIDENT 1.00 X X 0 0 0 KAREN MEYER SECRETARY 1.00 X X 0 0 0 RUSSELL TWISS TREASURER 1.00 X 0 0 0 LAURIE WG CARNEY BOARD MEMBER 1.00 X 0 0 0 SUSAN CHENAULT BOARD MEMBER 1.00 X 0 0 0 HELEN COOK BOARD MEMBER 1.00 X 0 0 0 MARION DE VOGEL BOARD MEMBER 1.00 X 0 0 0 KATHRYN FREEMAN BOARD MEMBER 1.00 X 0 0 0 LOGAN GEESLIN BOARD MEMBER 1.00 X 0 0 0 KATHARINE P HEINS BOARD MEMBER 1.00 X 0 0 0 STEPHANIE P HURTT BOARD MEMBER 1.00 X 0 0 0 JOHN KURTZ BOARD MEMBER 1.00 X 0 0 0 MATTHEW MCMANUS BOARD MEMBER 1.00 X 0 0 0 EARL J MORGAN III BOARD MEMBER 1.00 X 0 0 0 BETH MOULTON BOARD MEMBER 1.00 X 0 0 0 CAROL PRICE BOARD MEMBER 1.00 X 0 0 0 ELIZABETH SCHROEDER BOARD MEMBER 1.00 X 0 0 0 TINA GLAVIN-DI SCIPIO BOARD MEMBER 1.00 X 0 0 0 SUSAN SCHUYLER-SMITH BOARD MEMBER 1.00 X 0 0 0 ANITA CALABRO BOARD MEMBER 1.00 X 0 0 0 SUSAN GODDARD BOARD MEMBER 1.00 X 0 0 0 LORILL ANN HAYNES BOARD MEMBER 1.00 X 0 0 0 BLAKE HUBBARD BOARD MEMBER 1.00 X 0 0 0 CATHERINE KIRBY BOARD MEMBER 1.00 X 0 0 0 CHRISTINE HOBART EXECUTIVE DIRECTOR 40.00 X 131404 0 0 131404 0 0 1 0 0 0 0 525687 981706 1507393 GATE RECEIPTS 900099 786699 786699 EXHIBITS 900099 134050 134050 EDUCATIONAL PROGRAMS 900099 91006 91006 TOURS 900099 9403 9403 1021158 1145935 1145935 1900 0 1900 1900 1900 499887 437903 61984 61984 3738370 2168993 61984 0 131404 93185 22135 16084 829205 580444 149257 99504 70070 49049 12613 8408 72709 50896 13088 8725 93158 78369 6638 8151 67008 58299 3909 4800 47 47 402149 338308 28653 35188 83033 69852 5916 7265 OTHER ADMINISTRATIVE 302659 215511 69576 17572 GROUNDS MAINTENANCE 215780 195743 8993 11044 EXHIBITS 178738 178738 FUNDRAISING COSTS 80934 80934 202556 195680 3086 3790 2729450 2104121 323864 301465 1523295 1123724 25000 29500 45692 60939 139477 213875 15088929 5208672 9882759 9880257 10245236 11490994 0 9139 21861459 22808428 109230 89500 186504 610731 0 8118 295734 708349 X 11488219 11297102 10077506 10802977 21565725 22100079 21861459 22808428 1008920 -474566 0 X 0 1 X 1 0 X 1002238 1411787 1461294 6391996 1507393 11774708 1002238 1411787 1461294 6391996 1507393 11774708 5277154 6497554 77710 653908 546607 1145935 2424160 28250 54580 415071 91780 63884 653565 14852433 0.43750 0.44110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7668225 104535 1004990 4273 8773477 4043849 3110000 518640 4264 7668225 4137357 154190 -245155 2543 4043849 3430390 55500 653808 2341 4137357 2633261 800680 73555 77106 3430390 0.71580 0.28420 0 0 1939691 1939691 12695463 4900452 7795011 453775 308220 145555 9880257 FINANCING LEASE LIABILITY 8118 8118 X 3738370 0 3738370 0 3738370 2729450 0 2729450 0 2729450 PART X, LINE 2: MCKEE IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM SIMILAR STATE AND LOCAL TAXES. ALTHOUGH MCKEE WAS GRANTED INCOME TAX EXEMPTION BY THE INTERNAL REVENUE SERVICE, SUCH EXEMPTION DOES NOT APPLY TO "UNRELATED BUSINESS TAXABLE INCOME." SUCH INCOME, PURSUANT TO THE INTERNAL REVENUE CODE AND RELATED REGULATIONS, INCLUDES INVESTMENT INCOME SUCH AS INTEREST RECEIVED FROM SOURCES OTHER THAN DIRECTLY FROM DONORS OR GRANTORS. MCKEE IS NOT A PRIVATE FOUNDATION. THE ORGANIZATION ANALYZES ITS INCOME TAX FILING POSITIONS IN THE FEDERAL AND STATE JURISDICTIONS WHERE IT IS REQUIRED TO FILE INCOME TAX RETURNS, AS WELL AS ALL OPEN TAX YEARS IN THESE JURISDICTIONS, TO IDENTIFY POTENTIAL UNCERTAIN TAX POSITIONS. THE ORGANIZATION TREATS INTEREST AND PENALTIES ATTRIBUTABLE TO INCOME TAXES, AND REFLECTS ANY CHARGES FOR SUCH, TO THE EXTENT THEY ARISE, AS A COMPONENT OF ITS OPERATING EXPENSES. THE ORGANIZATION HAS EVALUATED ITS INCOME TAX FILING POSITIONS FOR TAX YEARS 2020 THROUGH 2023, THE YEAR, WHICH REMAIN SUBJECT TO EXAMINATION AS OF JUNE 30, 2024. THE ORGANIZATION CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS ("UTB") (E.G. TAX DEDUCTIONS, EXCLUSIONS, OR CREDITS CLAIMED OR EXPECTED TO BE CLAIMED) TO SIGNIFICANTLY CHANGE IN THE NEXT TWELVE MONTHS. THE ORGANIZATION DOES NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES RELATED TO UTBS AT JUNE 30, 2024 OR 2023, AND IS NOT AWARE OF ANY CLAIMS FOR SUCH AMOUNTS BY FEDERAL OR STATE INCOME TAX AUTHORITIES. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S POLICY IS TO HAVE A COMPLETE TECHNICAL REVIEW OF THE FORM 990 AS PREPARED BY THE PUBLIC ACCOUNTING FIRM THAT THE ORGANIZATION ENGAGES TO AUDIT ITS ANNUAL FINANCIAL STATEMENTS, BY THE CHAIR OF THE FINANCE COMMITTEE BEING THE ORGANIZATION'S TREASURER. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD OF DIRECTORS AND ADVISORS MUST REVIEW AND SIGN A CONFLICT OF INTEREST POLICY STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY, THE COMPENSATION FOR ALL EMPLOYEES, INCLUDING THE EXECUTIVE DIRECTOR, ARE REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE. THEIR DELIBERATIONS INFORMATION INCLUDES A SALARY SURVEY COMPILED BY APGA (ASSOCIATION OF PUBLIC GARDENS) AND OTHER FLORIDA GARDENS. FORM 990, PART VI, SECTION C, LINE 19 MCKEE BOTANICAL GARDEN MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. OUR ANNUAL REPORT, WHICH INCLUDES FINANCIAL STATEMENTS, IS AVAILABLE ON OUR WEBSITE WWW.MCKEEGARDEN.ORG, AND IS ALSO AVAILABLE UPON REQUEST.