2026-03-04T13:38:44-06:00 2025-06-30 873758333 VAN BRUNT DUBIAGO & COMPANY 1100 SUMMER STREET STAMFORD CT 069055534 990 2024-07-01 066079591 BARTLETT ARBORETUM ASSOCIATION INC BART 2033226971 151 BROOKDALE ROAD STAMFORD CT 06903 TRACY KAY CEO 2038834052 2026-02-06 1 1 PAUL T MCCLANAHAN P02496210 2033590700 2026-02-06 2024 2025-03-06 01:10:19Z TRACY KAY 151 BROOKDALE ROAD STAMFORD CT 06903 1385361 0 X WWW.BARTLETTARBORETUM.ORG X 1965 CT TO CULTIVATE AND DEVELOP AN EXPANSIVE COLLECTION OF TREES, GARDENS, AND PLANTS FOR ALL TO EXPLORE, ENJOY AND STUDY; AND TO PROVIDE THROUGH EDUCATION AND STEWARDSHIP, A GREENER, HEALTHIER, MORE BEAUTIFUL ENVIRONMENT. 26 26 23 0 0 0 675576 1089912 156875 127137 19043 64232 122598 59373 974092 1340654 0 0 0 0 735604 740478 0 0 101398 662133 665353 1397737 1405831 -423645 -65177 2410566 2477116 317542 406392 2093024 2070724 TO CULTIVATE AND DEVELOP AN EXPANSIVE COLLECTION OF TREES, GARDENS, AND PLANTS FOR ALL TO EXPLORE, ENJOY AND STUDY; AND TO PROVIDE THROUGH EDUCATION AND STEWARDSHIP, A GREENER, HEALTHIER, MORE BEAUTIFUL ENVIRONMENT. 0 0 1124667 THE ORGANIZATION OFFERS A WIDE RANGE OF EDUCATIONAL PROGRAMS, INCLUDING LECTURES, WORKSHOPS, TRIPS AND TOURS ON GARDENING , HORTICULTURE, BOTANY, AND CRAFTS.THE ASSOCIATION IS PRESERVING A 93-ACRE SANCTUARY OF SOUTHWEST NEW ENGLAND NATURAL ECOSYSTEMS FOR GENERATIONS TO EXPLORE AND ENJOY AND IT IS MAINTAINING AN EXPANSIVE COLLECTION OF TREES, GARDENS AND PLANTS THAT CELEBRATE BIODIVERSITY AND REFLECT THE ECOLOGY AND CHARACTER OF THE REGION. 1124667 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 23 1 0 0 0 0 0 0 0 0 0 0 X 26 26 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X TRACY KAY 2033226971 151 BROOKDALE ROAD STAMFORD CT 06903 MARY BORBA DIRECTOR 3.00 X 0 0 0 PETER RUSSELL DIRECTOR 4.00 X 0 0 0 LEIGH SHEMITZ DIRECTOR 3.00 X 0 0 0 NICK ATTARD TREASURER 1.00 X X 0 0 0 BRANDON BOGARD DIRECTOR 1.00 X 0 0 0 RANDY SKIGEN CHAIR 2.00 X X 0 0 0 JANE CARLIN DIRECTOR 1.00 X 0 0 0 VALERIA WELLS DIRECTOR 2.00 X 0 0 0 LEE ANN FERNANDEZ DIRECTOR 1.00 X 0 0 0 JOHN VARAMO DIRECTOR 1.00 X 0 0 0 JAMES DEPONTE VICE CHAIR 1.00 X X 0 0 0 CYNTHIA MANIFOLD DOUGHERTY DIRECTOR 1.00 X 0 0 0 LEAH KAGAN DIRECTOR 1.00 X 0 0 0 BENJAMIN SMITH DIRECTOR 1.00 X 0 0 0 POLLY MORROW EX OFFICO 1.00 X 0 0 0 HONG PAN DIRECTOR 1.00 X 0 0 0 MARIANNE POLLAK DIRECTOR 1.00 X 0 0 0 BRENDAN BUSCHMAN DIRECTOR 1.00 X 0 0 0 MATTHEW FLIESSER DIRECTOR 1.00 X 0 0 0 EVE LAPINE SECRETARY 1.00 X X 0 0 0 JOSEPH TULLY DIRECTOR 1.00 X 0 0 0 DAWN FISS DIRECTOR 1.00 X 0 0 0 KATHERINE MCALLISTER DIRECTOR 1.00 X 0 0 0 PATRICK NOONAN DIRECTOR 1.00 X 0 0 0 ANDREEA PAMINT DIRECTOR 1.00 X 0 0 0 MICHAEL QUEALLY DIRECTOR 1.00 X 0 0 0 TRACY KAY CEO 40.00 X 159016 0 0 159016 0 0 1 0 1 0 0 45135 314000 730777 1089912 PROGRAM & EDUCATION 900099 127137 127137 127137 42022 42022 1425 0 1425 1425 1425 34119 11909 22210 22210 22210 62533 32798 29735 29735 786 0 786 786 MISCELLANEOUS 900099 27427 27427 27427 1340654 176774 0 73968 740478 647918 46280 46280 97729 68411 29318 44058 20160 11949 11949 8333 8333 176627 141302 35325 38883 34995 1944 1944 UTILITIES 129936 116942 6497 6497 SUPPLIES & GROUND MAINT 95551 95551 FACILITIES MAINTENANCE 33012 33012 DEVELOPMENT AND MARKETI 21913 17530 4383 19311 17257 1027 1027 1405831 1124667 179766 101398 1162785 1006691 21080 50415 11912 19976 4093672 3138410 872130 955262 342659 444772 2410566 2477116 61760 88844 255782 317548 317542 406392 X 1142794 825466 950230 1245258 2093024 2070724 2410566 2477116 -65177 42877 0 X 0 1 X 1 0 X 873132 894445 1191188 675576 1089912 4724253 873132 894445 1191188 675576 1089912 4724253 637405 4086848 3466 5788 5906 15962 42022 73144 4797397 0.85190 0.85580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 950230 435839 140811 1245258 1117300 85516 252586 950230 723955 406360 13015 1117300 529451 242500 47996 723955 566848 56946 94343 529451 0 0 150000 150000 3943672 3138410 805262 955262 INVESTMENTS 444772 C 444772 DEFERRED REVENUE -OTHER 146202 SBA LOAN PAYABLE 150000 OTHER 21346 317548 X 1383531 42877 42877 1340654 0 1340654 1405831 0 1405831 0 1405831 PART V, LINE 4: PERMANENTLY RESTRICTED NET ASSETS CONSIST OF NET ASSETS WHOSE USE IS LIMITED BY DONOR-IMPOSED STIPULATIONS THAT NEITHER EXPIRE BY PASSAGE OF TIME NOR CAN BE FULFILLED OR OTHERWISE REMOVED BY ACTIONS OF THE ASSOCIATION. PERMANENTLY RESTRICTED NET ASSETS CONSIST OF ENDOWMENT FUNDS, WHEREBY THE DONOR HAS STIPULATED THAT THE PRINCIPAL AMOUNT BE MAINTAINED INTACT IN PERPETUITY AND THAT ONLY THE INCOME FROM INVESTMENT THEREOF BE EXPENDED FOR PURPOSES SPECIFIED BY THE DONOR. PART X, LINE 2: BARTLETT ARBORETUM ASSOCIATION, INC. ACCOUNTS FOR UNCERTAINTY IN INCOME TAX POSITIONS IN THE FINANCIAL STATEMENTS BY APPLYING A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF JUNE 30, 2022, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PLANT SALE 39371 39371 20394 CONCERTS 6788 6788 9800 3 16374 16374 2604 62533 62533 32798 32798 29735 0 0 0 0 0 0 0 0 0 TRACY KAY CEO 159016 0 0 0 0 0 0 0 0 0 159016 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION HAS A BOARD OF DIRECTORS FORM 990, PART VI, SECTION A, LINE 7A BOARD OF DIRECTORS MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B COPY OF FORM 990 WAS PROVIDED TO BOARD MEMBERS FOR REVIEW BEFORE IT WAS FILED FORM 990, PART VI, SECTION B, LINE 12C BOARD OF DIRECTORS REVIEWS ALL BUSINESS TRANSACTIONS IN THE INTEREST OF AVOIDING SELF DEALING, PERSONAL BENEFIT, AND ANY OTHER FORM OF ACTUAL OR APPARENT CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMPENSATION POLICY THE CEO OF THE BARTLETT ARBORETUM & GARDENS ("BARTLETT") IS THE PRINCIPAL REPRESENTATIVE OF THE ORGANIZATION, AND THE PERSON RESPONSIBLE FOR ITS EFFICIENT OPERATION. THEREFORE, IT IS THE DESIRE OF THE BAG TO PROVIDE A FAIR YET REASONABLE AND NOT EXCESSIVE COMPENSATION FOR THE CEO (AND ANY OTHER HIGHLY COMPENSATED EMPLOYEES AND CONSULTANTS). THE ANNUAL PROCESS FOR DETERMINING COMPENSATION IS AS FOLLOWS: THE BARTLETT BOARD SHALL ANNUALLY EVALUATE THE CEO ON HIS/HER PERFORMANCE AND ASK FOR HIS/HER INPUT ON MATTERS OF PERFORMANCE. BOARD APPROVAL. THE HUMAN RESOURCE COMMITTEE WILL OBTAIN RESEARCH AND INFORMATION TO EVALUATE THE CEO'S COMPENSATION AND MAKE A RECOMMENDATION TO THE FULL BOARD FOR THE COMPENSATION (SALARY AND BENEFITS) OF THE CEO (AND OTHER HIGHLY COMPENSATED EMPLOYEES OR CONSULTANTS) BASED ON A REVIEW OF COMPARABILITY DATA. FOR EXAMPLE, THE HUMAN RESOURCES COMMITTEE WILL SECURE DATA THAT DOCUMENTS COMPENSATION LEVELS AND BENEFITS FOR SIMILARLY QUALIFIED INDIVIDUALS IN COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS. THIS DATA MAY INCLUDE THE FOLLOWING: 1. SALARY AND BENEFIT COMPENSATION STUDIES BY INDEPENDENT SOURCES; 2. INFORMATION OBTAINED FROM THE IRS FORM 990 FILINGS OF SIMILAR ORGANIZATIONS. CONCURRENT DOCUMENTATION. TO APPROVE THE COMPENSATION FOR THE CEO (AND OTHER HIGHLY COMPENSATED EMPLOYEES AND CONSULTANTS) THE BOARD WILL DOCUMENT HOW IT REACHED ITS DECISIONS, INCLUDING THE DATA ON WHICH IT RELIED, IN MINUTES OF THE MEETING DURING WHICH THE COMPENSATION WAS APPROVED. DOCUMENTATION WILL INCLUDE: A) A DESCRIPTION OF THE COMPENSATION AND BENEFITS AND THE DATE IT WAS APPROVED; B) THE MEMBERS OF THE BOARD WHO WERE PRESENT DURING THE DISCUSSION ABOUT COMPENSATION AND BENEFITS, AND THE RESULTS OF THE VOTE; C) A DESCRIPTION OF THE COMPARABILITY DATA RELIED UPON AND HOW THE DATA WAS OBTAINED; AND D) ANY ACTIONS TAKEN (SUCH AS ABSTAINING FROM DISCUSSION AND VOTE) WITH RESPECT TO CONSIDERATION OF THE COMPENSATION BY ANYONE WHO IS OTHERWISE A MEMBER OF THE BOARD BUT WHO HAD A CONFLICT OF INTEREST WITH RESPECT TO THE DECISION ON THE COMPENSATION AND BENEFITS. INDEPENDENCE IN SETTING COMPENSATION. THE CHAIR OF THE BOARD OF DIRECTORS AND MEMBERS OF THE HUMAN RESOURCES COMMITTEE, WHO ARE VOLUNTEERS AND NOT COMPENSATED BY THE BARTLETT, WILL OPERATE INDEPENDENTLY WITHOUT UNDUE INFLUENCE FROM THE CEO. NO MEMBER OF THE HUMAN RESOURCES COMMITTEE WILL BE A STAFF MEMBER, THE RELATIVE OF A STAFF MEMBER, OR HAVE ANY RELATIONSHIP WITH STAFF THAT COULD PRESENT A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST