Nonprofit · EIN 36-1505770
MORTON ARBORETUM
Tax-exempt · LISLE, IL 60532
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $57,793,716 | $58,286,620 | -$492,904 | $367,601,821 | $57,379,664 | $310,222,157 |
| December 31, 2023 | 990 | $45,149,282 | $52,201,196 | -$7,051,914 | $354,910,949 | $57,374,055 | $297,536,894 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $19,759,730
- of which government grants
- $4,114,035
- Membership dues
- $6,447,434
- Program service revenue
- $10,584,870
- Investment income
- $17,359,675
- Net rental income
- $1,721,640
- Net gain from sales of assets
- $13,926,044
- Net income from fundraising events
- -$123,170
- Net income from sales of inventory
- $8,490,971
- Other revenue
- $10,089,441
Expenses
- Grants and similar amounts paid
- $1,465,749
- Compensation of officers, directors and key employees
- $3,338,873
- Other salaries and wages
- $19,542,752
- Salaries, compensation and benefits (total)
- $28,091,465
- Professional fundraising fees
- $158,060
- Legal fees
- $92,970
- Accounting fees
- $923,779
- Occupancy
- $2,396,333
- Travel
- $502,310
- Depreciation
- $3,331,409
- Program services (functional)
- $48,114,237
- Management and general (functional)
- $6,188,994
- Fundraising (functional)
- $3,983,389
Balance sheet and other
- Total assets, start of year
- $354,910,949
- Total assets, end of year
- $367,601,821
- Total liabilities, end of year
- $57,379,664
- Net assets, end of year
- $310,222,157
- Land, buildings and equipment
- $59,822,044
- Publicly traded securities
- $167,722,973
- Net assets without donor restrictions
- $272,151,087
- Net assets with donor restrictions
- $38,071,070
- Gross unrelated business income
- $382,847
- Gross receipts
- $164,624,205
- Employees
- 561
- Volunteers
- 1,157
- Year formed
- 1922
- State of legal domicile
- IL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KOSKI JILL | PRESIDENT AND CEO Officer | 40 | $565,997 | $65,544 |
| DONNELLY GERARD | SPECIAL ADVISOR Key employee | 30 | $234,998 | $54,068 |
| LAVIRE ALICIA | VP-MARKETING AND GUEST EXPERIENCE Officer | 40 | $242,459 | $40,557 |
| SPIESS KATHLEEN | VP-DEVELOPMENT Officer | 40 | $247,048 | $31,715 |
| BACHTELL KRIS | VP-COLLECTIONS AND HORTICULTURE Officer | 40 | $215,561 | $58,043 |
| BAUTISTA PRESTON WONG | VP-LEARNING AND ENGAGEMENT Officer | 40 | $222,344 | $31,773 |
| BAILEY NARISSA | VP - PEOPLE AND CULTURE Officer | 40 | $199,264 | $38,608 |
| FAWLEY JAMES | VP-FINANCE AND CFO (THRU 4/2024) Officer | 40 | $209,326 | $10,529 |
| WESTWOOD MEREDITH | VP-SCIENCE AND CONSERVATION Officer | 40 | $199,010 | $16,144 |
| REESE MICHAEL M | VP- FINANCE (STARTING 9/2024) Officer | 40 | $170,423 | $35,792 |
| NOLAN KELLY | DIR-MAJOR GIFTS Key employee | 40 | $155,222 | $48,590 |
| MIDGLEY MEGHAN | DIR-CENTER FOR TREE SCIENCE Highest-paid employee | 40 | $146,941 | $29,718 |
| COSNER ANNA C | DIR-GUEST REVENUE PROGRAMS Key employee | 40 | $157,731 | $18,700 |
| DULCEAK RONALD | DIR-FACILITIES Highest-paid employee | 40 | $137,274 | $37,446 |
| GORTNER VINCENT | DIR-GUEST EXPERIENCE AND SAFETY Highest-paid employee | 40 | $135,018 | $38,960 |
27 more people on this return
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HIPP ANDREW L | DIR-HERBARIUM AND SENIOR SCIENTIST Highest-paid employee | 40 | $136,813 | $36,241 |
| RAVICHANDRAN SAI P | DIR-INFORMATION TECHNOLOGY Highest-paid employee | 40 | $147,471 | $25,539 |
| STOVALL-LEONARD DEREK | CFO (7/2024-9/2024) Officer | 40 | $53,746 | $5,626 |
| ROBERT J SCHILLERSTROM | CHAIR Trustee or director, Officer | 8 | $0 | $0 |
| ANNA CAROLINE BALL | VICE CHAIR Trustee or director, Officer | 8 | $0 | $0 |
| E JAMES DONDLINGER | TREASURER Trustee or director, Officer | 8 | $0 | $0 |
| JAMAL J SCOTT | SECRETARY Trustee or director, Officer | 8 | $0 | $0 |
| KELLY POWERS BARIA | TRUSTEE Trustee or director | 8 | $0 | $0 |
| ROBERT A BARTLETT JR | TRUSTEE Trustee or director | 8 | $0 | $0 |
| PAT A BASU | TRUSTEE Trustee or director | 8 | $0 | $0 |
| WALTER W BECKY II | TRUSTEE Trustee or director | 8 | $0 | $0 |
| BARBARA J BRADFORD | TRUSTEE Trustee or director | 8 | $0 | $0 |
| CHRISTOPHER B BURKE | TRUSTEE Trustee or director | 8 | $0 | $0 |
| MARY L BURKE | TRUSTEE Trustee or director | 8 | $0 | $0 |
| MICHAEL CAHILL | TRUSTEE Trustee or director | 8 | $0 | $0 |
| TRISHA L CONLEY | TRUSTEE Trustee or director | 8 | $0 | $0 |
| ROBERT L FEALY | TRUSTEE Trustee or director | 8 | $0 | $0 |
| ASHESH GOEL | TRUSTEE Trustee or director | 8 | $0 | $0 |
| MARK C GOSSETT | TRUSTEE Trustee or director | 8 | $0 | $0 |
| TROY D HAMMOND | TRUSTEE Trustee or director | 8 | $0 | $0 |
| MATT HARRIS | TRUSTEE Trustee or director | 8 | $0 | $0 |
| ANDREW O JOHNSON | TRUSTEE Trustee or director | 8 | $0 | $0 |
| ROBERT E KRESS | TRUSTEE Trustee or director | 8 | $0 | $0 |
| CHARLES P MCQUAID | TRUSTEE Trustee or director | 8 | $0 | $0 |
| MILAN MRKSICH | TRUSTEE Trustee or director | 8 | $0 | $0 |
| CURTIS X REED | TRUSTEE Trustee or director | 8 | $0 | $0 |
| STEPHEN C VAN ARSDELL | TRUSTEE Trustee or director | 8 | $0 | $0 |
990 for the year ended December 31, 2023: 34 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KOSKI JILL | PRESIDENT AND CEO Officer | 40 | $501,766 | $58,441 |
| DONNELLY GERARD | SPECIAL ADVISOR Key employee | 30 | $440,286 | $77,555 |
| FAWLEY JAMES | VP-FINANCE AND CFO Officer | 40 | $270,816 | $54,690 |
| BACHTELL KRIS | VP OF COLLECTIONS AND HORTICULTURE Officer | 40 | $206,336 | $64,672 |
| SPIESS KATHLEEN | VP-DEVELOPMENT Officer | 40 | $237,472 | $30,799 |
| PESKE NANCY | DIR-HUMAN RESOURCES Highest-paid employee | 40 | $231,274 | $30,542 |
| LAVIRE ALICIA | VP-MARKETING AND GUEST EXPERIENCE Officer | 40 | $213,529 | $39,771 |
| BAUTISTA PRESTON WONG | VP-LEARNING AND ENGAGEMENT Officer | 40 | $210,546 | $29,396 |
| WESTWOOD MEREDITH | VP-SCIENCE AND CONSERVATION Officer | 40 | $185,190 | $18,880 |
| NOLAN KELLY | DIR-MAJOR GIFTS Highest-paid employee | 40 | $148,756 | $47,458 |
| CANNON CHARLES | DIR-CENTER FOR TREE SCIENCE Highest-paid employee | 40 | $146,517 | $40,559 |
| ROSS SUSAN | ASSISTANT TO THE PRESIDENT Highest-paid employee | 40 | $150,234 | $24,874 |
| RAVICHANDRAN SAI P | DIR-INFORMATION TECHNOLOGY Highest-paid employee | 40 | $149,175 | $19,829 |
| ROBERT J SCHILLERSTROM | CHAIR Trustee or director, Officer | 8 | $0 | $0 |
| ANNA CAROLINE BALL | VICE CHAIR Trustee or director, Officer | 8 | $0 | $0 |
| E JAMES DONDLINGER | TREASURER Trustee or director, Officer | 8 | $0 | $0 |
| MARK C GOSSETT | SECRETARY Trustee or director, Officer | 8 | $0 | $0 |
| ROBERT A BARTLETT JR | TRUSTEE Trustee or director | 8 | $0 | $0 |
| PAT A BASU | TRUSTEE Trustee or director | 8 | $0 | $0 |
| WALTER W BECKY II | TRUSTEE Trustee or director | 8 | $0 | $0 |
| BARBARA J BRADFORD | TRUSTEE Trustee or director | 8 | $0 | $0 |
| CHRISTOPHER B BURKE | TRUSTEE Trustee or director | 8 | $0 | $0 |
| MARY L BURKE | TRUSTEE Trustee or director | 8 | $0 | $0 |
| MICHAEL CAHILL | TRUSTEE Trustee or director | 8 | $0 | $0 |
| TRISHA L CONLEY | TRUSTEE Trustee or director | 8 | $0 | $0 |
| ROBERT L FEALY | TRUSTEE Trustee or director | 8 | $0 | $0 |
| ASHESH GOEL | TRUSTEE Trustee or director | 8 | $0 | $0 |
| TROY D HAMMOND | TRUSTEE Trustee or director | 8 | $0 | $0 |
| MATT HARRIS | TRUSTEE Trustee or director | 8 | $0 | $0 |
| ANDREW O JOHNSON | TRUSTEE Trustee or director | 8 | $0 | $0 |
| ROBERT E KRESS | TRUSTEE Trustee or director | 8 | $0 | $0 |
| CHARLES P MCQUAID | TRUSTEE Trustee or director | 8 | $0 | $0 |
| JAMAL J SCOTT | TRUSTEE Trustee or director | 8 | $0 | $0 |
| STEPHEN C VAN ARSDELL | TRUSTEE Trustee or director | 8 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4100 ILLINOIS ROUTE 53, LISLE, IL 60532-1288
- In care of
- % MORT
- Principal officer (990 for 2024)
- MICHAEL M REESE, 4100 ILLINOIS ROUTE 53, LISLE, IL 605321293
- Signed the 990
- MICHAEL M REESE, VICE PRESIDENT OF FINANCE
- Phone
- (630) 968-0074
- Website
- WWW.MORTONARB.ORG
- Return prepared by
- PLANTE & MORAN PLLC
Mission
TO COLLECT, STUDY, DISPLAY, AND CONSERVE TREES AND OTHER PLANTS FROM AROUND THE WORLD TO INSPIRE LEARNING, FOSTER ENJOYMENT, BENEFIT COMMUNITIES, ENCOURAGE ACTION, AND ENHANCE THE ENVIRONMENT.
Program accomplishments
- PLANTS AND COLLECTIONS: THE ARBORETUM GROWS AND DISPLAYS A RICH DIVERSITY OF TREES, SHRUBS, AND OTHER PLANTS THAT ARE EVALUATED FOR THEIR SUITABILITY FOR THE MIDWESTERN UNITED STATES. THESE LIVING COLLECTIONS INCLUDE 106,714 SPECIMENS REPRESENTING 4,067 DIFFERENT KINDS OF PLANTS. ARRANGED BY GEOGRAPHIC, TAXONOMIC, AND OTHER SPECIAL GROUPINGS, THE COLLECTIONS ARE ENHANCED BY RESTORED NATURAL AREAS OF NATIVE PLANTS AND ECOSYSTEMS. THE ARBORETUM'S WORK IN DEVELOPMENT OF NEW PLANTS RESULTS IN USEFUL AND ATTRACTIVE TREES AND SHRUBS THAT ARE INTRODUCED IN THE MARKETPLACE.Expenses $19,220,812
- LEARNING AND ENGAGEMENT: PROGRAMS, SERVICES, AND OPPORTUNITIES ARE RELEVANT TO PUBLIC NEEDS AND INTERESTS IN LEARNING ABOUT PLANTS AND NATURE IN WAYS THAT PROVIDE MEANINGFUL EXPERIENCES AND IMPROVE THE WORLD. BASED IN THE THORNHILL EDUCATION CENTER, CLASSES AND OTHER OFFERINGS ON SITE, ONLINE, AND THROUGH OUTREACH PROGRAMS SERVE ADULTS, YOUTH AND FAMILY AUDIENCES, SCHOOLS, AND SCOUTS. ALSO AVAILABLE ARE TEACHER-TRAINING RESOURCES AND A COOPERATIVE BOTANY DEGREE PROGRAM WITH REGIONAL COLLEGES AND UNIVERSITIES. THE STERLING MORTON LIBRARY, WITH 117,000 ITEMS, CONTAINS PUBLICATIONS ON BOTANY, HORTICULTURE, NATURAL HISTORY, AND ECOLOGY; BOTANICAL ARTWORKS; RARE BOOKS, PERIODICALS, AND CATALOGS; INFORMATION IS ALSO ACCESSIBLE ONLINE. THE PLANT CLINIC ANSWERS INQUIRIES ABOUT PLANT SELECTION AND CARE.Expenses $4,242,937 · revenue $1,227,139
- SCIENCE AND CONSERVATION: THE CENTER FOR TREE SCIENCE GENERATES AND COMMUNICATES THE SCIENTIFIC KNOWLEDGE AND TECHNICAL EXPERTISE NECESSARY TO UNDERSTAND AND SUSTAIN TREES AND THEIR ECOSYSTEMS, IN ALL THEIR DIVERSITY, IN BUILT ENVIRONMENTS, NATURAL LANDSCAPES, AND LIVING COLLECTIONS. THE ARBORETUM HOUSES RESEARCH LABS AND A HERBARIUM WITH A COLLECTION OF 216,500 DRIED SPECIMENS FOR BOTANICAL RESEARCH. THROUGH THE GLOBAL TREE CONSERVATION PROGRAMS, THE ARBORETUM LEADS PARTNERSHIPS AND ASSISTS EFFORTS TO PREVENT TREE EXTINCTION AND SECURE THREATENED TREE SPECIES, WITH A FOCUS ON OAKS. THE CHICAGO REGION TREES INITIATIVE DEVELOPS STRATEGIES FOR URBAN TREE AND FOREST IMPROVEMENT, ADVOCATING FOR TREES IN COMMUNITIES THROUGHOUT THE CHICAGO REGION AND THE STATE OF ILLINOIS. ARBNET, FACILITATED BY THE MORTON ARBORETUM, IS AN INTERACTIVE PROFESSIONAL COMMUNITY OF ARBORETA AND AN ARBORETUM ACCREDITATION PROGRAM THAT FOSTERS ADVANCEMENTS AMONG TREE-FOCUSED GARDENS.Expenses $8,654,692 · grants $1,465,749
- VISITOR PROGRAMS: WELCOMED 1,156,732 VISITORS, MAINTAINING THE INSTITUTION AS ONE OF THE MOST VISITED PUBLIC GARDENS IN NORTH AMERICA. SERVED MEMBERSHIP OF 55,269 HOUSEHOLDS. OPEN EVERY DAY OF THE YEAR THE ARBORETUM FEATURES 16 MILES OF HIKING TRAILS AND 9 MILES OF PAVED ROADS FOR DRIVING, BICYCLING, OR GUIDED TRAM TOURS. SPECIALTY GARDENS INCLUDE THE GRAND GARDEN, 4-ACRE CHILDREN'S GARDEN, 1-ACRE MAZE GARDEN. THE VISITOR CENTER HOUSES INTERPRETIVE DISPLAYS, THE ARBORETUM STORE, AND THE GINGKO RESTAURANT. SPECIAL EVENTS AND THEMATIC EXHIBITIONS ARE OFFERED THROUGHOUT THE YEAR. CONFERENCE AND BANQUET FACILITIES ARE AVAILABLE FOR RENTAL.Expenses $15,995,796 · revenue $19,570,342
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 36-1505770
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1925
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Environment (C410)
- Assets (IRS master file)
- $367,601,821
- Income (IRS master file)
- $164,624,205
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $57,793,716 | $58,286,620 | $367,601,821 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $45,149,282 | $52,201,196 | $354,910,949 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $53,650,331 | $47,787,763 | $339,322,232 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about MORTON ARBORETUM
- What is the EIN of MORTON ARBORETUM?
- The employer identification number (EIN) of MORTON ARBORETUM is 36-1505770.
- Is MORTON ARBORETUM tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1925.
- Are donations to MORTON ARBORETUM tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MORTON ARBORETUM file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MORTON ARBORETUM due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MORTON ARBORETUM last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of MORTON ARBORETUM?
- The 990 for the year ended December 31, 2024 names MICHAEL M REESE.
- Who are the officers and directors of MORTON ARBORETUM?
- The 990 for the year ended December 31, 2024 lists 42 people; 18 received compensation from the organization, the highest $565,997 (KOSKI JILL, PRESIDENT AND CEO).
- How much revenue does MORTON ARBORETUM have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $57,793,716, expenses of $58,286,620 and total assets of $367,601,821 at year end.
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