2025-11-10T12:06:23-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2024-01-01 042104768 NATIVE PLANT TRUST INC NATI 7745195555 321 COMMONWEALTH ROAD SUITE 204 WAYLAND MA 01778 TIMOTHY JOHNSON CEO 7745195555 2025-11-06 1 1 DANIELLE NIHILL P01350943 7819821001 2025-11-06 2024 2025-03-06 01:10:19Z TIMOTHY JOHNSON 321 COMMONWEALTH ROAD SUITE 204 WAYLAND MA 01778 9017742 0 X WWW.NATIVEPLANTTRUST.ORG X 1932 MA CONSERVE & PROMOTE NEW ENGLAND'S NATIVE PLANTS TO ENSURE HEALTHY, BIOLOGICALLY DIVERSE LANDSCAPES. 16 16 66 310 167152 0 1946688 2660636 748387 842578 2631305 294183 1026981 1025903 6353361 4823300 0 0 0 0 2557281 2813096 0 0 329894 1668040 1974306 4225321 4787402 2128040 35898 22211979 23209128 3492190 3429280 18719789 19779848 X THE ORGANIZATION'S MISSION IS TO CONSERVE AND PROMOTE NEW ENGLAND'S NATIVE PLANTS TO ENSURE HEALTHY, BIOLOGICALLY DIVERSE LANDSCAPES. 0 0 1142098 0 141786 HORTICULTURE - THE HORTICULTURE PROGRAM, BASED AT GARDEN IN THE WOODS AND NASAMI FARM, FOCUSES ON THE MANAGEMENT OF GARDEN IN THE WOODS, NATIVE PLANT GARDEN DESIGN, ECOLOGICAL HORTICULTURE, AND THE PRODUCTION OF NATIVE NEW ENGLAND PLANTS. GARDEN IN THE WOODS EXPERIENCE WELCOMED 19,322 VISITORS, A 9% INCREASE OVER THE PRIOR YEAR, IN ITS 6-MONTH OPEN SEASON. HORTICULTURAL STAFF ADDED 13,722 PLANTS AND 57 SPECIES TO THE GARDEN IN 2024, ALL GROWN FROM SEED; 64% OF THESE WERE SOURCED FROM WILD POPULATIONS WITH PERMISSION FROM DEED HOLDERS. SEED PRODUCTION PLOTS WITH FIVE SPECIES, ESTABLISHED IN 2022, YIELDED THEIR THIRD SEED HARVEST. NURSERY STAFF AT NASAMI FARM PRODUCED OVER 51,00 PLANTS FROM SEED, REPRESENTING 177 SPECIES OF LOCAL NATIVE PLANTS. COMBINED, GARDEN IN THE WOODS AND NASAMI FARM VOLUNTEERS LOGGED 856 HOURS OF SERVICE. 476668 0 185753 PUBLIC PROGRAMS - PUBLIC PROGRAMS OFFERED 133 COURSES IN 2024 REACHING 2,440 REGISTRANTS. SIXTY-TWO OF THESE WERE VIRTUAL PROGRAMS ACCESSIBLE TO LEARNERS EVERYWHERE WITH SEVENTY-ONE IN-PERSON PROGRAMS. HIGHLIGHTS INCLUDED A MULTI-DAY EXHIBIT AT GARDEN IN THE WOODS FROM VISITING ARTIST JULIE C BAER, REGARDING NATURE, INSPIRED BY THE CHANGING FORMS OF PLANTS, ALGAE, FUNGI, AND LICHENS ACROSS THEIR LIFE CYCLES; "LEAVE THE LEAVES, SAVE THE STEMS," A VIRTUAL COURSE OFFERING FOCUSED ON PROVIDING POLLINATOR HABITAT; AND "EMERGING TRENDS IN PLANTS, LANDSCAPES, AND LAND CARE," HIGHLIGHTING CHANGING TRENDS IN LAND MANAGEMENT AND HOW NATIVE PLANTS ARE IMPACTING THE INDUSTRY. 413064 0 27671 CONSERVATION - NATIVE PLANT TRUST'S WORK WITH RARE AND ENDANGERED PLANTS IN 2024 INCLUDED RARE PLANT MONITORING AND DEMOGRAPHIC STUDY, SEED BANKING AND GERMINATION RESEARCH, INVASIVE SPECIES REMOVAL, FIELD WORK, AND IN SITU RESTORATION. WORK ON THE 3RD EDITION OF "FLORA CONSERVANDA", A COMPREHENSIVE REPORT ON PLANT CONSERVATION PRIORITIES IN NEW ENGLAND, CONTINUED. DELAYS IN BUILDING THE LARGE DATASET AND COORDINATING FEEDBACK ACROSS THE REGION HAVE MEANT PUSHING BACK THE EXPECTED PUBLICATION DATE TO LATE 2025. THIS REPORT IS CREATED IN PARTNERSHIP WITH THE ORGANIZATION'S NEW ENGLAND PLANT CONSERVATION PROGRAM PARTNERS INCLUDING THE SIX STATE NATURAL HERITAGE PROGRAMS. IN 2024, 110 TRAINED PLANT CONSERVATION VOLUNTEERS SPENT 5,550 HOURS CONDUCTING 376 SURVEYS FOR RARE PLANTS. SURVEYS WERE CONDUCTED IN ALL NEW ENGLAND STATES AND 70% OF SURVEYS LOCATED THE TARGET RARE SPECIES. IN 2024 THE SEED BANK RECEIVED 41 NEW ACCESSIONS FROM 35 RARE SPECIES LOCATIONS WITHIN THE SIX STATES OF NEW ENGLAND. THE SPECIES ADDED INCLUDED RARE VIOLETS, SEDGES, THISTLES, GRASSES, ASTERS, MILKWEEDS, AND RHODODENDRONS. ADDITIONALLY, A NEW SEED FREEZER AT NASAMI FARM AND SATELLITE FREEZERS AT GARDEN IN THE WOODS WERE PUT INTO SERVICE TO EXPAND LONG-TERM SEED STORAGE CAPACITY. A REMOTE TEMPERATURE MONITORING SYSTEM WAS INSTALLED TO ENSURE TIMELY DETECTION OF TEMPERATURE FLUCTUATIONS AND A BACKUP GENERATOR WAS INSTALLED AT NASAMI FARM TO PROTECT AGAINST POWER OUTAGES. 1161743 0 1327627 VISITOR CENTER - RETAIL OPERATIONS AT GARDEN IN THE WOODS AND NASAMI FARM SERVE MEMBERS (WITH DISCOUNTS), VISITORS, AND WHOLESALE CUSTOMERS BY OFFERING A LARGE SELECTION OF KNOWN-PROVENANCE NATIVE PLANTS THEY COULD FIND NOWHERE ELSE, PLUS BOOKS AND MERCHANDISE RELATED TO BOTANY, HORTICULTURE, AND CONSERVATION. IN 2024, THE ORGANIZATION EXPANDED THE RETAIL NURSERY YARD AND SOLD OVER 106,000 INDIVIDUAL PLANTS. WITH A LIMITED SELECTION OF NATIVE PLANTS AT NURSERIES AND GARDEN CENTERS, AND FEW OF THESE OFFERING WILD-TYPE PLANTS OF KNOWN PROVENANCE, NATIVE PLANT SALES REMAIN A CRITICAL POINT OF DELIVERY ON THE ORGANIZATION'S MISSION.MEMBERSHIP - SERVED 6,651 MEMBER HOUSEHOLDS WITH A RANGE OF BENEFITS, INCLUDING E-COMMUNICATIONS, PUBLICATIONS, EDUCATION AND NURSERY DISCOUNTS, RECIPROCAL ADMISSIONS TO OTHER GARDENS, AND SPECIAL EVENTS. 1161743 0 1327627 3193573 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 49 0 1 66 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA CT ME NH RI X X TIMOTHY JOHNSON 7745195555 321 COMMONWEALTH ROAD SUITE 204 WAYLAND MA 01778 DEBBI EDELSTEIN EXECUTIVE DIRECTOR (UNTIL 03/24) 40.00 X X 32814 0 0 WILLIAM HUYETT CHAIR 10.00 X X 0 0 0 KENDY HESS VICE CHAIR 3.00 X X 0 0 0 SUSAN SCHADLER TREASURER 3.00 X X 0 0 0 CHARLES FAYWEATHER CLERK 3.00 X X 0 0 0 CHRISTINE BATTAT TRUSTEE 3.00 X 0 0 0 DAVID COUGHLAN TRUSTEE 3.00 X 0 0 0 ARABELLA DANE TRUSTEE 3.00 X 0 0 0 SUZANNE GROET TRUSTEE 3.00 X 0 0 0 ANDREW GUTTERMAN TRUSTEE 3.00 X 0 0 0 LISA KISSEL TRUSTEE 3.00 X 0 0 0 SHARON MALT TRUSTEE 3.00 X 0 0 0 DAVID MARTLAND TRUSTEE 3.00 X 0 0 0 JOHN NATOLI TRUSTEE 3.00 X 0 0 0 ELIZABETH ZIBBY PYLE TRUSTEE 3.00 X 0 0 0 AMIRA QURAISHI TRUSTEE 3.00 X 0 0 0 THOMAS STONE TRUSTEE 3.00 X 0 0 0 TIM JOHNSON CEO/EXECUTIVE DIRECTOR 40.00 X 211375 0 16595 GREG TILLEY DIRECTOR OF FINANCE & OPERATIONS ( AS OF 07/24) 40.00 X 53077 0 0 TRACEY WILLMOTT DIRECTOR OF PHILANTHROPY 40.00 X 140811 0 11498 438077 0 28093 2 0 1 0 NATHANIEL COK PO BOX 141 MONTAGUE MA 01351 CONSTRUCTION SERVICES 163461 KATHRYN ACERBO-BACHMANN 50 RIVER STREET ACTON MA 01720 MARKETING AND COMMUNICATIONS SERVICES 105407 2 7334 2653302 397465 2660636 PROGRAM SERVICE REVENUE 541900 705992 705549 443 ADMISSIONS 541900 136586 136586 842578 293994 293994 9382 9382 9110 0 9110 9110 9110 3047510 3047321 189 189 189 2154532 1147121 1007411 840702 166709 4823300 1682837 167152 312675 316861 60204 228139 28518 2059942 1618435 273956 167551 53904 40587 6198 7119 199704 144335 34930 20439 182685 123759 41868 17058 147520 147520 25479 25479 209455 111762 64380 33313 63127 62627 500 564020 494001 29072 40947 547423 305514 234032 7877 64477 49372 8533 6572 268118 236473 31645 73951 73951 10736 9131 1605 4787402 3193573 1263935 329894 1011103 1726791 1703089 431676 3434741 3444839 220626 323832 87413 106184 57526 41003 6803269 3342759 2646148 3460510 10458188 11563364 2593145 2110929 22211979 23209128 314179 285297 144684 157419 3033327 2986564 3492190 3429280 X 4857947 5235118 13861842 14544730 18719789 19779848 22211979 23209128 X 35898 981279 42882 X 0 1 X 1 0 X 2379073 2385123 3758735 1946688 2660636 13130255 2379073 2385123 3758735 1946688 2660636 13130255 2471957 10658298 135351 160488 211612 284357 312486 1104294 229 10706 20922 51586 166709 250152 14484701 10749057 0.73580 0.74290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9372451 96940 1242731 329319 10382803 7886987 340170 1455923 310629 9372451 9463869 253602 -1541626 288858 7886987 8545852 165859 1048443 296285 9463869 7028688 904049 870479 257364 8545852 0.00000 0.63200 0.36800 0 0 995066 995066 4912286 2723268 2189018 895917 619491 276426 3460510 DEVELOPMENT OF WEBSITES, NET 266894 RIGHT OF USE ASSET, NET OF AMORTIZATION 1727434 BENEFICIAL INTEREST IN THIRD PARTY 116601 2110929 ANNUITY PAYABLE 8553 LIABILITY UNDER UNITRUST AGREEMENT 1176656 LEASE LIABILITIY 1801355 2986564 X 6193100 981279 371118 42882 1395279 4797821 25479 25479 4823300 5133041 371118 371118 4761923 25479 25479 4787402 PART V, LINE 4: THE LONG-TERM FINANCIAL OBJECTIVE IS TO GENERATE RETURNS TO SUPPORT OUR MISSION WHILE PRESERVING THE REAL VALUE OF THE ENDOWMENT INVESTMENT PORTFOLIO. PART X, LINE 2: THE ORGANIZATION FOLLOWS THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES STANDARD, WHICH REQUIRES THE ORGANIZATION TO REPORT UNCERTAIN TAX POSITIONS, RELATED INTEREST AND PENALTIES, AND TO ADJUST ITS NET ASSETS AND LIABILITIES RELATED TO UNRECOGNIZED TAX BENEFITS AND ACCRUED INTEREST AND PENALTIES ACCORDINGLY. AS OF DECEMBER 31, 2024 AND 2023, THE ORGANIZATION DETERMINED THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS TO REPORT. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGES IN VALUE OF SPLIT-INTEREST AGREEMENTS 42,882. X X X X 0 0 0 0 0 0 0 0 0 TIM JOHNSON CEO/EXECUTIVE DIRECTOR 211375 0 0 0 0 0 0 0 16595 0 227970 0 0 0 TRACEY WILLMOTT DIRECTOR OF PHILANTHROPY 140811 0 0 0 0 0 5000 0 6498 0 152309 0 0 0 X 7 397465 FMV 0 0 1 0 PART I, COLUMN (B): COLUMN B IS BASED ON THE NUMBER OF CONTRIBUTORS FORM 990, PART VI, SECTION A, LINE 1A THE BYLAWS STATE: "THERE SHALL BE AN EXECUTIVE COMMITTEE CONSISTING OF THE CHAIR, VICE CHAIR(S), TREASURER, CLERK, EXECUTIVE DIRECTOR, AND OTHER TRUSTEES AS DETERMINED FROM TIME TO TIME BY THE TRUSTEES. UNLESS THE TRUSTEES OTHERWISE DETERMINE, THE EXECUTIVE COMMITTEE SHALL HAVE ALL THE POWERS OF THE TRUSTEES DURING INTERVALS BETWEEN MEETINGS OF THE TRUSTEES, EXCEPT FOR THE POWERS SPECIFIED IN SECTION 55 OF CHAPTER 156B. UNLESS THE TRUSTEES OTHERWISE DESIGNATE, THE EXECUTIVE COMMITTEE SHALL CONDUCT ITS AFFAIRS AS NEARLY AS MAY BE FEASIBLE IN THE SAME MANNER AS IS PROVIDED IN THESE BYLAWS FOR THE TRUSTEES. THE MEMBERS OF ANY COMMITTEE SHALL REMAIN IN OFFICE AT THE PLEASURE OF THE TRUSTEES." FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR, TREASURER, AND MEMBERS OF THE FINANCE COMMITTEE REVIEW A DRAFT OF THE FORM 990. THE CHAIR OF THE BOARD AND THE TREASURER REVIEW SCHEDULE B. THE ENTIRE BOARD HAS THE OPPORTUNITY TO REVIEW THE FINAL VERSION BEFORE VOTING TO APPROVE IT FOR SUBMITTAL TO THE IRS. FORM 990, PART VI, SECTION B, LINE 11B A FULL COPY OF THE FORM 990 IS PROVIDED TO THE BOARD AND IS ALSO POSTED ON THE ORGANIZATION'S WEBSITE. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, ALL MEMBERS OF THE BOARD OF TRUSTEES AND ITS COMMITTEES, OFFICERS, THE EXECUTIVE DIRECTOR, MEMBERS OF SENIOR MANAGEMENT, AND EMPLOYEES WITH PURCHASING AND/OR HIRING RESPONSIBILITIES OR AUTHORITY SHALL COMPLETE A WRITTEN DISCLOSURE FORM LISTING ALL REPORTABLE CONFLICTS OR CONFIRMING THAT THERE ARE NO CONFLICTS TO REPORT. THE GOVERNANCE COMMITTEE SHALL REVIEW ALL FORMS COMPLETED BY THE TRUSTEES, OFFICERS, AND COMMITTEE MEMBERS AND THE EXECUTIVE DIRECTOR SHALL REVIEW ALL FORMS COMPLETED BY EMPLOYEES TO DETERMINE APPROPRIATE RESOLUTION IN ACCORDANCE WITH THE POLICY. IF A CONFLICT ARISES DURING THE YEAR, THE TRUSTEE, OFFICER, OR COMMITTEE MEMBER SHALL IMMEDIATELY NOTIFY THE CHAIR OF THE GOVERNANCE COMMITTEE, WHO WILL DETERMINE APPROPRIATE RESOLUTION; EMPLOYEES SHALL IMMEDIATELY NOTIFY THE EXECUTIVE DIRECTOR, WHO WILL DETERMINE APPROPRIATE RESOLUTION. THE GOVERNANCE COMMITTEE SHALL BE RESPONSIBLE FOR MAKING ALL DECISIONS CONCERNING RESOLUTIONS OF CONFLICTS INVOLVING TRUSTEES, OFFICERS, COMMITTEE MEMBERS, AND THE EXECUTIVE DIRECTOR. THE CHAIR OF THE GOVERNANCE COMMITTEE SHALL BE RESPONSIBLE FOR MAKING ALL DECISIONS CONCERNING RESOLUTIONS OF CONFLICTS INVOLVING MEMBERS OF THE GOVERNANCE COMMITTEE. THE CHAIR OF THE BOARD OF TRUSTEES SHALL BE RESPONSIBLE FOR MAKING ALL DECISIONS CONCERNING RESOLUTIONS OF CONFLICTS INVOLVING THE CHAIR OF THE GOVERNANCE COMMITTEE. THE EXECUTIVE DIRECTOR SHALL BE RESPONSIBLE FOR MAKING ALL DECISIONS CONCERNING RESOLUTIONS OF CONFLICTS INVOLVING EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR REVIEWING THE EXECUTIVE DIRECTOR'S COMPENSATION HAS TWO PARTS: AN ANNUAL REVIEW AND AN IN-DEPTH REVIEW AS PART OF A REVIEW OF ALL EMPLOYEE COMPENSATION AT REGULAR INTERVALS. THE ANNUAL PROCESS INCLUDES A REVIEW BY THE GOVERNANCE COMMITTEE OF EXECUTIVE COMPENSATION AT SIMILAR ORGANIZATIONS, GENERALLY AS PUBLISHED IN THEIR 990S. THE GOVERNANCE COMMITTEE, IN CONSULTATION WITH THE FINANCE COMMITTEE, RECOMMENDS ANY ADJUSTMENT TO THE EXECUTIVE DIRECTOR'S COMPENSATION. THAT RECOMMENDATION IS PRESENTED TO THE FULL BOARD FOR REVIEW AND VOTE AND IS DOCUMENTED IN THE MEETING MINUTES. THE LAST IN-DEPTH COMPENSATION REVIEW FOR THE EXECUTIVE DIRECTOR AND FULL STAFF WAS IN 2023, AND INCLUDED EXAMINATION OF COMPREHENSIVE STUDIES COMPILED BY EXTERNAL ENTITIES. FOR STAFF, A MORE INFORMAL COMPENSATION REVIEW OCCURS ANNUALLY AS PART OF THE BUDGETING PROCESS AND WHENEVER THERE ARE VACANCIES TO BE FILLED. SINCE 2013, INCREASES TO THE EXECUTIVE DIRECTOR'S SALARY HAVE MATCHED, BUT NOT EXCEEDED, THE PERCENTAGE INCREASE GIVEN TO THE FULL STAFF. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AND THROUGH VARIOUS THIRD-PARTY WEBSITES. FINANCIAL STATEMENTS ARE AVAILABLE ON OUR WEBSITE. FORM 990, PART XI, LINE 9: CHANGES IN VALUE OF SPLIT-INTEREST 42,882.