Holden Arboretum, operating under the name Holden Forests & Gardens, is located in Kirtland, OH. The organization was established in 1953. According to its NTEE Classification (C41) the organization is classified as: Botanical Gardens & Arboreta, under the broad grouping of Environment and related organizations. As of 09/2021, Holden Forests & Gardens employed 134 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Holden Forests & Gardens is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 09/2021, Holden Forests & Gardens generated $10.8m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 5.2% each year. All expenses for the organization totaled $8.0m during the year ending 09/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
THE HOLDEN ARBORETUM CONNECTS PEOPLE WITH THE WONDER, BEAUTY, AND VALUE OF TREES AND PLANTS, TO INSPIRE ACTION FOR HEALTHY COMMUNITIES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
SEE SCHEDULE OTHE HOLDEN ARBORETUM IS A 3,500-ACRE OUTDOOR LIVING MUSEUM THAT PROMOTES THE BEAUTY AND IMPORTANCE OF TREES AND PLANTS TO CREATE SUSTAINABLE AND HEALTHY COMMUNITIES IN THE GREAT LAKES REGION. IN ADDITION, THE ARBORETUM HAS APPROXIMATELY 1,634 ACRES IN CONSERVATION EASEMENTS AND 29 ACRES AT THE LEACH RESEARCH STATION IN MADISON, OH. THE HOLDEN ARBORETUM IS INTEGRATED WITH THE CLEVELAND BOTANICAL GARDEN AS HOLDEN FORESTS & GARDENS ("HF&G"). THE CLEVELAND BOTANICAL GARDEN IS AN URBAN BOTANICAL GARDEN LOCATED 25 MILES FROM HOLDEN ARBORETUM IN THE CITY OF CLEVELAND. TOGETHER, THE INSTITUTIONS ARE ACCREDITED BY THE AMERICAN ALLIANCE OF MUSEUMS AND REPRESENT ONE OF THE LARGEST PUBLIC GARDENS IN THE COUNTRY. THE MISSION OF THE TWO ORGANIZATIONS IS TO CONNECT PEOPLE WITH THE WONDER, BEAUTY, AND VALUE OF TREES AND PLANTS, TO INSPIRE ACTION FOR HEALTHY COMMUNITIES. THE HOLDEN ARBORETUM FULFILS THIS MISSION THROUGH CORE PROGRAMMING THAT FOCUSES ON SCIENCE AND CONSERVATION, EDUCATION, HORTICULTURE, AND GUEST EXPERIENCE AND ENGAGEMENT. IN FISCAL YEAR 2021 ENDING SEPTEMBER 30, 2021 (FY21), HF&G BEGAN TO REBOUND FROM THE PRIOR YEAR'S LIMITATIONS CREATED BY THE COVID-19 PANDEMIC. DELIVERY OF KEY PROGRAMS CONTINUED AMIDST REQUIRED CAPACITY RESTRICTIONS, WHILE NEW PROGRAMS IMPLEMENTED DURING THE PANDEMIC GAINED POPULARITY. HF&G ALSO COMMENCED A COMPREHENSIVE SITE PLANNING PROCESS FOR BOTH CAMPUSES WITH THE GOALS OF CREATING WELCOMING, YEAR-ROUND DESTINATIONS FOR ALL GUESTS THAT MODEL AND CATALYZE ENVIRONMENTAL STEWARDSHIP. SCIENCE & CONSERVATION: ONGOING RESEARCH PROJECTS INCLUDE STUDIES ON BEECH LEAF DISEASE; BEECH BARK DISEASE; HEMLOCK WOOLY ADELGID; PLANT PHYSIOLOGY; PLANT PHENOLOGY; SOIL ECOLOGY; FOREST ECOLOGY; AND GENETICS. THE RESEARCH STAFF ANNUALLY SUPPORTS STUDENTS IN THEIR EDUCATIONAL CAREERS, INCLUDING 13 INTERNS AND SEVEN GRADUATE STUDENTS IN FY21. THE RESEARCH STAFF SHARES ITS LEARNING BY PUBLISHING PEER-REVIEWED PAPERS IN INDUSTRY JOURNALS (12 PUBLICATIONS IN FY21) AND GIVING PRESENTATIONS TO PROFESSIONAL AUDIENCES (24 IN FY21). THE RESEARCH TEAM RECEIVES GRANTS TO SUPPORT THIS WORK, TOTALING OVER $280K IN FY21. THE LEACH RESEARCH STATION SUBMITS APPLICATIONS FOR PLANT PATENTS FOR NEW HOLDEN RHODODENDRON, INCLUDING FOUR APPLICATIONS AND THE RECEIPT OF ONE PATENT IN FY21. THE COMMUNITY FORESTRY AND CONSERVATION TEAM MANAGES WORKING WOODS, A UNIQUE DEMONSTRATION SITE FOR LANDOWNERS. OFF CAMPUS, THE GROUP WORKS CLOSELY WITH COMMUNITY PARTNERS TO RAISE AWARENESS AND EDUCATION FOR THE IMPORTANCE OF TREES IN HEALTHY, THRIVING NEIGHBORHOODS. THE COMMUNITY FORESTRY AND CONSERVATION STAFF PLANTS AND GIVES AWAY TREES WITH COMMUNITY PARTNERS (600 IN FY21); CREATES AND PUBLISHES TREE RESOURCES (10 IN FY21); AND GIVES PRESENTATIONS (15) AND TREE WALKS (5) TO THE PUBLIC. THROUGH THE USFS, A FOREST HEALTH COORDINATOR EMBEDDED WITH THE CONSERVATION TEAM AT THE ARBORETUM IS ESTABLISHING A FOREST HEALTH COLLABORATIVE FOR THE GREAT LAKES REGION. THE COLLABORATIVE IS COORDINATING REGIONAL EFFORTS RELATED TO PEST AND DISEASE-RESISTANT TREE BREEDING. THE COMMUNITY FORESTRY PROGRAM ALSO LEADS THE TREE CORPS CREW PROGRAM, RE-LAUNCHED IN FY21 WITH A FOCUS ON HANDS-ON ARBORICULTURE SKILLS TO GROW THE GREEN INDUSTRY WORKFORCE IN NORTHEAST OHIO. THE GROUP RECEIVES GRANTS TO SUPPORT THIS WORK, TOTALING $250K IN FY21, AND PARTNERS WITH OTHER ORGANIZATIONS ON GRANTS, INCLUDING FIVE IN FY21. HORTICULTURE & COLLECTIONS: THE HORTICULTURE & COLLECTIONS STAFF MAINTAINS, CULTIVATES, AND CARES FOR OVER 16,000 ACCESSIONED PLANTS IN THE LIVING COLLECTION AT THE HOLDEN ARBORETUM. IN COLLABORATION WITH THE RESEARCH STAFF, THEY MANAGE ANOTHER 3,100 PRESERVED RESEARCH SPECIMENS AND ASSOCIATED DATA, AND NEARLY 5,700 TREES AND PLANTS IN TEMPORARY RESEARCH COLLECTIONS. THE HORTICULTURE TEAM MAINTAINS THE 233 ACRES OF DEVELOPED GROUNDS IN THE "CORE" VISITOR AREA OF THE ARBORETUM, ENSURING THAT GUESTS ENJOY A SENSE OF WONDER AND BEAUTY EVERY TIME THEY VISIT. ADDITIONAL WORK IN FY21 INCLUDES PHASED REFRESH AND REDESIGN OF SIGNATURE GARDENS AT THE ARBORETUM. THE HORTICULTURE TEAM WORKS CLOSELY WITH THE EXHIBITS & EXPERIENCES AND GUEST SERVICES STAFFS TO DEVELOP INTERPRETATION OPPORTUNITIES THAT SUPPORT INFORMAL EDUCATION AS WELL AS COLLABORATE ON SPECIAL EVENTS. THE RHODODENDRON COLLECTION PLAN, WRITTEN IN FY21 FOLLOWING THE COMPLETION OF THE COMPREHENSIVE COLLECTIONS MANAGEMENT POLICY, SUPPORTS THIS GOAL AND GUIDES STAFF WORK. THE HORTICULTURE TEAM ALSO WORKS CLOSELY WITH THE EXHIBITS & EXPERIENCES TEAM TO PRODUCE PLANT SALES (THREE ONLINE SALES GROSSED $18K IN FY21). GUEST EXPERIENCE: IN FY21, THE ARBORETUM SERVED 166,214 TOTAL VISITORS, ENGAGING THEM IN THE WONDER AND BEAUTY OF PLANTS AND SHARING THEIR GREAT VALUE TO OUR COMMUNITIES. STICKWORK, THE OUTDOOR SCULPTURE BY ARTIST PATRICK DOUGHERTY THAT DEBUTED IN 2020, REMAINS A VISITOR ATTRACTION. IN SUMMER 2021, THE ARBORETUM AND GARDEN HOSTED THE FIRST EXHIBIT ACROSS BOTH CAMPUSES, FAIRY DOORS: MAGICAL GARDEN GATEWAYS (JULY 9 AUGUST 29). TOGETHER WITH THE ARBORETUM'S SIGNATURE MURCH CANOPY WALK AND KALBERER EMERGENT TOWER EXPERIENCES, THESE SPECIAL EXHIBITS AND OTHER EVENTS INCREASE PAID VISITATION, HELPING TO SUSTAIN THE ORGANIZATION'S OPERATING BUDGET, WHILE ALSO DRAWING VISITORS, PIQUING INTEREST IN LEARNING MORE ABOUT THE IMPORTANCE OF NATURE AND THE OUTDOOR WORLD. THESE EXHIBITS HELP MAINTAIN BOTH ATTENDANCE AND REVENUE, SUSTAINING THE ORGANIZATION THROUGH CONTINUED PANDEMIC RESTRICTIONS. EDUCATION: THE ARBORETUM PROVIDES A SERIES OF EDUCATIONAL OPPORTUNITIES FOR THOSE WHO ARE INTERESTED IN DIGGING EVEN DEEPER, FROM YOUTH AND CLASSROOM-BASED PROGRAMS TO ADULT AND CONTINUING EDUCATION. THE EDUCATION TEAM CONTINUES THE SUCCESSFUL SUITE OF ONLINE PROGRAMMING DEVELOPED IN RESPONSE TO THE PANDEMIC, EDUCATING 2,210 INDIVIDUALS THROUGH 106 VIRTUAL PROGRAMS IN FY21. ADAPTING TO ONGOING PANDEMIC CONDITIONS, THE EDUCATION STAFF OFFERS ARBORETUM-BASED CLASSROOM PARTNERSHIPS, SUCH AS GROWING STUDENTS IN SCIENCE, VIRTUALLY. NATURE-BASED SCHOOL PROGRAMS, INCLUDING LIMITED ON-SITE AND OFFSITE PROGRAMMING, ADULT CLASSES, AND ONLINE LEARNING ACROSS EDUCATION, RESEARCH, AND CONSERVATION SERVE 17,898 TOTAL PARTICIPANTS. THE WORK OF THE EDUCATION TEAM IS GUIDED BY A THREE-YEAR STRATEGIC PLAN COMPLETED IN FY21.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Jill Koski President & CEO | Officer | 40 | $299,837 |
Kathleen Heflin CFO & Treasurer | Officer | 40 | $194,834 |
David Burke Vp, Science & Conservation | 40 | $134,324 | |
Caroline Tait Vp, Horticulture & Collections | 40 | $115,558 | |
Robert R Galloway Secretary | OfficerTrustee | 2 | $0 |
Thomas D Anderson Chair | OfficerTrustee | 4 | $0 |
Vendor Name (Service) | Service Year | Compensation |
---|---|---|
Nelson Byrd Woltz Landscape Consulting Services | 9/29/21 | $124,037 |
Ashton Technology Solutions Technology Services | 9/29/21 | $111,503 |
City Wide Facility Solutions Housekeeping Services | 9/29/21 | $102,451 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $652,698 |
Fundraising events | $0 |
Related organizations | $0 |
Government grants | $996,162 |
All other contributions, gifts, grants, and similar amounts not included above | $7,113,240 |
Noncash contributions included in lines 1a–1f | $71,363 |
Total Revenue from Contributions, Gifts, Grants & Similar | $8,762,100 |
Total Program Service Revenue | $701,592 |
Investment income | $441,073 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $69,998 |
Net Gain/Loss on Asset Sales | $740,182 |
Net Income from Fundraising Events | $19,769 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $68,319 |
Miscellaneous Revenue | $0 |
Total Revenue | $10,821,026 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $0 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $521,694 |
Compensation of current officers, directors, key employees. | $230,553 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $3,691,755 |
Pension plan accruals and contributions | $212,597 |
Other employee benefits | $198,623 |
Payroll taxes | $316,304 |
Fees for services: Management | $0 |
Fees for services: Legal | $13,350 |
Fees for services: Accounting | $23,050 |
Fees for services: Lobbying | $38,490 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $0 |
Fees for services: Other | $318,466 |
Advertising and promotion | $101,807 |
Office expenses | $70,813 |
Information technology | $162,455 |
Royalties | $0 |
Occupancy | $230,216 |
Travel | $0 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $79,620 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $872,283 |
Insurance | $120,787 |
All other expenses | $156,723 |
Total functional expenses | $8,000,926 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $7,149,871 |
Savings and temporary cash investments | $0 |
Pledges and grants receivable | $370,658 |
Accounts receivable, net | $0 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $7,198,000 |
Inventories for sale or use | $20,429 |
Prepaid expenses and deferred charges | $87,269 |
Net Land, buildings, and equipment | $24,210,164 |
Investments—publicly traded securities | $154,881,366 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $0 |
Total assets | $193,917,757 |
Accounts payable and accrued expenses | $866,371 |
Grants payable | $0 |
Deferred revenue | $121,365 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $94,109 |
Total liabilities | $1,081,845 |
Net assets without donor restrictions | $62,831,875 |
Net assets with donor restrictions | $130,004,037 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $193,917,757 |
Over the last fiscal year, we have identified 3 grants that Holden Arboretum has recieved totaling $206,600.
Awarding Organization | Amount |
---|---|
Hillier Family Foundation Akron, OH PURPOSE: EDUCATION | $200,000 |
William M Weiss Foundation Russell Twp, OH PURPOSE: CHARITABLE | $5,000 |
Nancy Andrews Family Foundation Richfield, OH PURPOSE: SUPPORT PARK AND NATURE PROGRAMS | $1,600 |
Beg. Balance | $32,509,826 |
Earnings | $8,937,170 |
Net Contributions | $981,206 |
Other Expense | $1,600,287 |
Ending Balance | $40,827,915 |
Organization Name | Assets | Revenue |
---|---|---|
Spring Grove Cemetery And Arboretum Cincinnati, OH | $191,924,626 | $28,116,391 |
Phipps Conservatory And Botanical Gardens Inc Pittsburgh, PA | $77,535,021 | $14,561,463 |
Holden Arboretum Kirtland, OH | $193,917,757 | $10,821,026 |
Cleveland Botanical Garden Cleveland, OH | $35,890,779 | $5,647,210 |
The Dawes Arboretum Heath, OH | $86,881,855 | $4,280,700 |
Holden Arboretum Trust Brooklyn, OH | $70,979,176 | $2,444,577 |
John J Tyler Arboretum Media, PA | $14,721,113 | $3,488,444 |
Aline And Edgar Igleheart Foundation Inc Evansville, IN | $77,304,816 | $7,418,048 |
Wellfield Botanic Gardens Inc Elkhart, IN | $16,109,169 | $9,384,636 |
Awbury Arboretum Association Inc Philadelphia, PA | $1,466,230 | $1,055,916 |
Greener Partners Norristown, PA | $477,388 | $839,071 |
Evergreen Memorial Gardens Greensburg, PA | $2,643,917 | $457,761 |