2023-11-01T14:34:02-05:00 2022-12-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2022-01-01 361505770 THE MORTON ARBORETUM MORT 6309680074 4100 ILLINOIS ROUTE 53 LISLE IL 605321293 JAMES S FAWLEY VP OF FINANCE AND CFO 6307192405 2023-10-29 1 JAMES FAWLEY 999009999 0 LU ANN TRAPP P01506476 3122071040 2023-10-29 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAMES S FAWLEY 4100 ILLINOIS ROUTE 53 LISLE IL 605321293 100686439 0 X WWW.MORTONARB.ORG X 1922 IL COLLECT, STUDY, DISPLAY AND GROW TREES; TO ENCOURAGE THE PLANTING AND CONSERVATION OF TREES. 21 21 539 1164 232928 22664 30966948 20701830 9543344 9516460 18714455 15733088 5746658 7698953 64971405 53650331 289325 935489 0 0 20682639 23577597 66168 50955 3628258 19903629 23223722 40941761 47787763 24029644 5862568 374122908 339322232 57639348 58536298 316483560 280785934 X TO COLLECT AND STUDY TREES, SHRUBS, AND OTHER PLANTS FROM AROUND THE WORLD, TO DISPLAY THEM ACROSS NATURALLY BEAUTIFUL LANDSCAPES FOR PEOPLE TO STUDY AND ENJOY, AND TO LEARN HOW TO GROW THEM IN WAYS THAT ENHANCE OUR ENVIRONMENT. OUR GOAL IS TO ENCOURAGE THE PLANTING AND CONSERVATION OF TREES AND OTHER PLANTS FOR A GREENER, HEALTHIER, AND MORE BEAUTIFUL WORLD. 0 0 15914337 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 222,000 PLANT SPECIMENS REPRESENTING 4,100 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. 3275158 1235283 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. THROUGH 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 112,000 ITEMS, CONTAINS PUBLICATIONS ON BOTANY, HORTICULTURE, NATURAL HISTORY, AND ECOLOGY; RARE BOOKS, PERIODICALS, AND CATALOGS; AND BOTANICAL ARTWORKS; INFORMATION IS ALSO ACCESSIBLE ONLINE. THE PLANT CLINIC ANSWERS INQUIRIES ABOUT PLANT SELECTION AND CARE. 6094903 935488 SCIENCE AND CONSERVATION: THE CENTER FOR TREE SCIENCE FOCUSES ON AND BUILDS PROFESSIONAL COLLABORATIONS FOR PRACTICAL SCIENTIFIC STUDIES; KEY AREAS INCLUDE TREE HEALTH, TREE IMPROVEMENT, AND WOODLAND CONSERVATION.CO-LOCATED WITH RESEARCH LABS AT THE ARBORETUM IS A HERBARIUM WITH A COLLECTION OF 205,000 DRIED SPECIMENS FOR BOTANICAL RESEARCH. THROUGH GLOBAL TREE CONSERVATION PROGRAMS, THE ARBORETUM LEADS PARTNERSHIPS AND ASSISTS EFFORTS TO PREVENT TREE EXTINCTION AND SECURE THREATENED TREE SPECIES. THE CHICAGO REGION TREES INITIATIVE DEVELOPS STRATEGIES FOR URBAN TREE AND FOREST IMPROVEMENT, ADVOCATING FOR TREES IN 284 COMMUNITIES IN SEVEN COUNTIES. ARBNET, FACILITATED BY THE MORTON ARBORETUM, IS AN INTERACTIVE PROFESSIONAL COMMUNITY OF ARBORETA WITH PROGRAMS TO FOSTER ADVANCEMENTS AMONG TREE-FOCUSED GARDENS. 13244743 16089883 VISITOR PROGRAMS: WELCOMED 1,054,361 VISITORS, MAINTAINING THE INSTITUTION AS ONE OF THE MOST VISITED PUBLIC GARDENS IN NORTH AMERICA. SERVED MEMBERSHIP OF 57,534 HOUSEHOLDS. OPEN EVERY DAY OF THE YEAR FOR DRIVING/BICYCLING OR GUIDED TRAM TOURS. SPECIALTY GARDENS INCLUDE THE 4-ACRE CHILDREN'S GARDEN AND 1-ACRE MAZE. THE VISITOR CENTER COMPRISES 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. 13244743 16089883 38529141 1 1 0 1 0 0 0 1 0 1 1 1 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 151 0 1 539 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X X JAMES S FAWLEY 6307192405 4100 ILLINOIS ROUTE 53 LISLE IL 60532 STEPHEN C VAN ARSDELL CHAIR 8.00 X X 0 0 0 ROBERT J SCHILLERSTROM VICE CHAIR 8.00 X X 0 0 0 CHARLES P MCQUAID TREASURER 8.00 X X 0 0 0 MARK C GOSSETT SECRETARY 8.00 X X 0 0 0 ANNA CAROLINE BALL TRUSTEE 8.00 X 0 0 0 ROBERT A BARTLETT JR TRUSTEE 8.00 X 0 0 0 PAT A BASU TRUSTEE 8.00 X 0 0 0 WALTER W BECKY II TRUSTEE 8.00 X 0 0 0 BARBARA J BRADFORD TRUSTEE 8.00 X 0 0 0 CHRISTOPHER B BURKE TRUSTEE 8.00 X 0 0 0 MARY L BURKE TRUSTEE 8.00 X 0 0 0 MICHAEL CAHILL TRUSTEE 8.00 X 0 0 0 TRISHA L CONLEY TRUSTEE 8.00 X 0 0 0 E JAMES DONDLINGER TRUSTEE 8.00 X 0 0 0 ROBERT L FEALY TRUSTEE 8.00 X 0 0 0 ASHEESH GOEL TRUSTEE (ADDED 2022) 8.00 X 0 0 0 TROY D HAMMOND TRUSTEE 8.00 X 0 0 0 MATT HARRIS TRUSTEE 8.00 X 0 0 0 ANDREW O JOHNSON TRUSTEE (ADDED 2022) 8.00 X 0 0 0 ROBERT E KRESS TRUSTEE (ADDED 2022) 8.00 X 0 0 0 JAMAL J SCOTT TRUSTEE 8.00 X 0 0 0 KENNETH KORANDA TRUSTEE (LEFT IN 2022) 8.00 X 0 0 0 AMY LOUIS TRUSTEE (LEFT IN 2022) 8.00 X 0 0 0 CHANDRA N PRASAD TRUSTEE (LEFT IN 2022) 8.00 X 0 0 0 DONNELLY GERARD PRESIDENT AND CEO(THRU 10/2022) 40.00 X 927282 0 -21039 KOSKI JILL PRESIDENT AND CEO(STARTING 11/2022) 40.00 X 138898 0 3752 FAWLEY JAMES VP-FINANCE AND CFO 40.00 X 276142 0 48944 SPIESS KATHLEEN VP-DEVELOPMENT 40.00 X 236594 0 15741 BAUTISTA PRESTON WONG VP-LEARNING AND ENGAGEMENT 40.00 X 206804 0 21254 LAVIRE ALICIA VP-MARKETING AND COMMUNICATIONS 40.00 X 205682 0 38409 BACHTELL KRIS VP-COLLECTIONS AND FACILITIES 40.00 X 204896 0 25365 WESTWOOD MEREDITH VP-SCIENCE AND CONSERVATION 40.00 X 180439 0 18520 NOLAN KELLY DIR-MAJOR GIFTS 40.00 X 141178 0 44685 PESKE NANCY DIR-HUMAN RESOURCES 40.00 X 139531 0 41991 CANNON CHARLES DIR-CENTER FOR TREE SCIENCE 40.00 X 139074 0 42246 RAVICHANDRAN SAI P DIR-INFORMATION TECHNOLOGY 40.00 X 130652 0 43833 DULCEAK RONALD HEAD OF FACILITIES 40.00 X 122590 0 35813 3049762 0 359514 24 0 1 0 AIRPORT ELECTRIC CO 6342 S CENTRAL AVE CHICAGO IL 60638 CONSTRUCTION CONTRACTOR 1309993 RASCO MASON CONTRACTORS 400 S CURRAN RD GRAYSLAKE IL 60030 CONSTRUCTION CONTRACTOR 1257180 FEATHERSTONE INC 4610 ROSLYN ROAD DOWNERS GROVE IL 605155809 CONSTRUCTION CONTRACTOR 1199047 INTELLIGENT LIGHTING CREATIONS INC 2461 EAST OAKTON STREET ARLINGTON HEIGHTS IL 60004 ILLUMINATION CONTRACTOR 1117446 ELLIOT CONSTRUCTION CORPORATION 1101 HILL AVE GLEN ELLYN IL 60137 CONSTRUCTION MANAGER 1032745 42 5998065 522471 3176816 11004478 796356 20701830 VISITOR EVENTS 713990 5823377 5823377 ADMISSIONS 713990 2457800 2457800 EDUCATION 713990 1235283 1235283 9516460 3655128 232928 3422200 1290771 0 1290771 1290771 1290771 55892908 43814948 12077960 12077960 12077960 79000 522471 188753 -109753 -109753 9550342 3032407 6517935 6517935 53650331 17325166 232928 15390407 770131 770131 25217 25217 140141 140141 2527683 901368 1373980 252335 16765118 13420516 1722788 1621814 1016942 814065 104501 98376 1912442 1530914 196523 185005 1355412 1085011 139282 131119 345633 345633 124294 1728 122566 797203 386664 195154 215385 93000 93000 50955 50955 420707 420707 3725785 3096532 412963 216290 622032 610847 10224 961 4200269 3635662 11841 552766 829903 829903 2333108 2236938 94362 1808 328801 254329 65378 9094 398008 107160 105517 185331 1577049 1577049 3380866 3380866 610371 604639 5732 CONTRACT HELP 3040582 3040582 MEMBERSHIP DUES 137821 17742 61192 58887 STAFF DEVELOPMENT 105042 41248 56177 7617 UNRELATED BUSINESS INCO 6536 6536 146712 76916 35013 34783 47787763 38529141 5630364 3628258 3126227 3527624 6397182 2310625 3297775 2887262 5064831 5524315 385029 547833 335253 569203 116473136 56540564 49770244 59932572 206623594 152254851 99122773 111767947 374122908 339322232 5149680 3593166 2420328 3843667 50069340 50099465 1000000 57639348 58536298 X 299098419 268580000 17385141 12205934 316483560 280785934 374122908 339322232 5862568 -41560193 0 X 0 1 X 1 1 1 X 15160121 12370405 11866757 30966947 20701829 91066059 15160121 12370405 11866757 30966947 20701829 91066059 3853870 87212189 6672389 6408757 4095361 4676777 4945899 26799183 8431 74435 22664 105530 117970772 75505569 0.73930 0.69960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 93000 0 0 93000 0 PART II-B, LINE 1: HIRED A CONSULTANT TO (1) REPRESENT THE MORTON ARBORETUM BEFORE THE UNITED STATES CONGRESS AND EXECUTIVE BRANCH AGENCIES ON RELEVANT ISSUE AREAS: (2) DEVELOP A GOVERNMENT RELATIONS STRATEGY AND PLAN FOR THE ARBORETUM. HIRED AN ADDITIONAL CONSULTANT TO (1) REPRESENT THE MORTON ARBORETUM TO BUILD AND STRENGTHEN EXISTING RELATIONSHIPS WITH ELECTED OFFICIALS/STAFF AT STATE GOVERNMENT LEVELS, (2) IDENTIFY LEGISLATIVE, REGULATORY AND POLICY ISSUES THAT WOULD HAVE A POSITIVE OR NEGATIVE IMPACT ON THE MORTON ARBORETUM'S INTEREST AND PROVIDE COUNSEL AND SERVICES REGARDING THOSE ISSUES, (3) PROVIDE GOVERNMENT RELATIONS COUNSEL AND SERVICE TO HELP SECURE INFRASTRUCTURE FUNDING FOR THE MORTON ARBORETUM FROM STATE AND/OR FEDERAL SOURCES, (4) DETERMINE LEGISLATIVE/BUDGET/POLICY PATHWAYS THAT OFFER THE HIGHEST LIKELIHOOD TO SECURE FUNDING FOR THE MORTON ARBORETUM'S INFRASTRUCTURE NEEDS, (5) WORK WITH THE MORTON ARBORETUM TO DEFINE GOALS, REQUESTS, METRICS, AND PRIORITIES AS THE FOUNDATION FOR A PHASED APPROACH TO PROVIDE GOVERNMENT RELATIONS SERVICES TO HELP SECURE INFRASTRUCTURE FUNDING, (6) IDENTIFY PRIORITY STAKEHOLDER AND DECISION MAKERS TO SUPPORT THE MORTON ARBORETUM'S GOALS, (7) MONITOR LEGISLATION AND RULES, (8) PROVIDE POLITICAL COUNSEL PERTAINING TO ELECTIONS AND THEIR POSITIVE OR NEGATIVES EFFECTS ON THE MORTON ARBORETUM, (9) PROVIDE A REPORT ON ACTIVITIES DURING NON-LEGISLATIVE SESSION PERIODS AND ACTIVITIES AND RELEVANT INFORMATION DURING LEGISLATIVE SESSIONS ON SCHEDULE AS DETERMINED BY THE MORTON ARBORETUM AND THE SERVICES PROVIDER, (10) PROVIDE A PRE-LEGISLATIVE SESSION OUTLOOK REPORT AND A POST-LEGISLATIVE SESSION RECAP REPORT, AND (11) PROVIDE SUPPORT IN KEEPING THE MORTON ARBORETUM IN GOOD STANDING REGARDING LOBBYING REQUIREMENTS AND CAMPAIGN FINANCE LAWS, INCLUDING FILING NECESSARY REPORTS WITH THE STATE ON BEHALF OF THE MORTON ARBORETUM. X X X X X CLASSROOM EDUCATION 0 41457094 3837589 -3591101 3091581 38612001 34192842 2730131 5787579 1253458 41457094 29190829 2799396 3147511 944894 34192842 24161230 2600000 2859132 429533 29190829 21378638 5393562 -673407 1937563 24161230 0.78000 0.17000 0.05000 0 0 6451633 6451633 54011102 20383831 33627271 10053526 7843783 2209743 45956875 28312950 17643925 59932572 PRIVATE EQUITY 69596625 F HEDGE FUNDS 42171322 F 111767947 X 41138402 0 41138402 12511928 12511928 53650330 50588214 3221160 3221160 47367054 420703 6 420709 47787763 PART III, LINE 1A: CAPITALIZATION POLICY: ARBORETUM COLLECTIONS - THE MORTON ARBORETUM'S RARE BOOKS AND PRINT COLLECTIONS ARE NOT CAPITALIZED IN THE ACCOMPANYING AUDITED FINANCIAL STATEMENTS. LIVING WOODY PLANTS ARE ALSO NOT CAPITALIZED UNLESS THEY ARE A MAJOR PART OF A CAPITAL PROJECT. PURCHASES OF COLLECTION ITEMS THAT ARE NOT CAPITALIZED ARE RECORDED AS A DECREASE IN UNRESTRICTED NET ASSETS. PART III, LINE 4: DESCRIPTION OF COLLECTIONS AND FURTHERANCE OF EXEMPT PURPOSE: LIVING COLLECTION - WOODY PLANTS IN CATEGORIES OF TAXONOMIC, GEOGRAPHIC, SPECIAL HABITAT, HORTICULTURAL, RARE/ENDANGERED. 222,000 PLANT SPECIMENS REPRESENT 4,100 DIFFERENT KINDS OF TREES, SHRUBS AND OTHER PLANTS FROM 40 COUNTRIES IN THE NORTHERN TEMPERATE ZONE. DISPLAYED ACROSS 1,700 ACRES OF NATURAL LANDSCAPES. PROVIDED FOR BOTANICAL, HORTICULTURAL, AND ARTISTIC STUDY (EDUCATION AND RESEARCH PURPOSE) AND ENJOYMENT OF PLANT SPECIES (SPECIFIC RESEARCH PURPOSE). LIBRARY COLLECTION - 112,000 ITEMS OF BOTANY, HORTICULTURE, LANDSCAPE DESIGN, NATURAL HISTORY, ECOLOGY; CORRESPONDING RARE DOCUMENTS, AND OTHER PRINTED MATERIALS, BOTANICAL ARTWORKS, AND LANDSCAPE DRAWINGS. AVAILABLE FOR BOTANICAL, HORTICULTURAL, AND ARTISTIC STUDY OF PLANTS (EDUCATIONAL, RESEARCH, AND CULTURAL PURPOSES). PART V, LINE 4: THE TERM ENDOWMENTS ARE SPENT PER THE DONOR'S DIRECTIONS. THE PERMANENT ENDOWMENT IS MAINTAINED IN PERPETUITY TO SUPPORT THE MISSION AND OPERATIONS OF THE MORTON ARBORETUM. THE BOARD DESIGNATED ENDOWMENTS ARE APPLIED TO PURPOSES DEFINED BY THE BOARD IN SUPPORT OF THE MISSION AND OPERATIONS OF THE MORTON ARBORETUM. PART X, LINE 2: THE ARBORETUM IS A NOT-FOR-PROFIT ENTITY AND IS EXEMPT FROM TAX UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3). ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ARBORETUM AND RECOGNIZE A TAX LIABILITY IF THE ARBORETUM HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF SALES -INCLUDED IN EXPENSES ON THE FINANCIAL STATEMENTS -3,032,407. FUNDRAISING EXPENSES -INCLUDED IN EXPENSES ON THE FINANCIAL STATEMENTS -188,753. NET INCOME FROM INVESTMENTS-INCLUDED IN OTHER CHANGES ON THE FINANCIAL STMTS 3,655,128. NET REALIZED GAINS ON INVESTMENTS-INCLUDED IN OTHER CHANGES ON FIN. STMTS 12,077,960. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES -INCLUDED IN EXPENSES ON THE FINANCIAL STATEMENTS 3,032,407. FUNDRAISING EXPENSES -INCLUDED IN EXPENSES ON THE FINANCIAL STATEMENTS 188,753. PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 6. 1 NORTH AMERICA INVESTMENTS INVESTMENTS 12731610 CENTRAL AMERICA & CARIBBEAN INVESTMENTS INVESTMENTS 26679296 EUROPE INVESTMENTS INVESTMENTS 6455570 CENTRAL AMERICA AND THE CARIBBEAN PROGRAM SERVICES TESTING AND RESEACH 3728 CENTRAL AMERICA AND THE CARIBBEAN PROGRAM SERVICES OUTREACH 9966 EAST ASIA AND THE PACIFIC ADMINISTRATION ADMINISTRATION 5572 EAST ASIA AND THE PACIFIC PROGRAM SERVICES OUTREACH 7500 EAST ASIA AND THE PACIFIC PROGRAM SERVICES TESTING AND RESEARCH 18333 EUROPE PROGRAM SERVICES TESTING AND RESEARCH 4756 EUROPE PROGRAM SERVICES OUTREACH 11510 EUROPE ADMINISTRATION ADMINISTRATION 17057 EUROPE FUNDRAISING FUNDRAISING 22250 MIDDLE EAST AND NORTH AFRICA PROGRAM SERVICES TESTING AND RESEARCH 15 NORTH AMERICA ADMINISTRATION ADMINISTRATION 36 NORTH AMERICA PROGRAM SERVICES OUTREACH 48194 NORTH AMERICA PROGRAM SERVICES TESTING AND RESEARCH 95219 RUSSIA AND NEIGHBORING STATES PROGRAM SERVICES TESTING AND RESEARCH 2497 SOUTH AMERICA PROGRAM SERVICES TESTING AND RESEARCH 238 SUB-SAHARAN AFRICA PROGRAM SERVICES TESTING AND RESEARCH 2499 0 0 0 0 0 0 45911575 204271 46115846 NORTH AMERICA RESEARCH - GLOBAL TREE CONSERVATION 9000 0 NORTH AMERICA RESEARCH - GLOBAL TREE CONSERVATION 22120 0 2 EAST ASIA AND THE PACIFIC 1 15000 WIRE TRANSFER CENTRAL AMERICA AND THE CARIBBEAN 1 9966 WIRE TRANSFER NORTH AMERICA 4 84055 WIRE TRANSFER 1 0 1 1 1 0 PART III ACCOUNTING METHOD: X X X X X X X 1 LEMASTER MARKETING GROUP INC 7700 LEESBURG PIKE STE 239 FALLS CHURCH VA 22043 TELEMARKETING 0 156221 50955 105266 LAMARCA HEINRICH STRATEGIC CONSULTING 1441 HAWTHORNE TERRACE BERKELEY CA 94708 CONSULTING 0 0 27166 -27166 SSB CONSULTING GROUP 7600 E ORCHARD RD 3305 GREENWOOD VILLAGE CO 80111 CONSULTING AND ANALYTIC SUPPORT 0 0 13500 -13500 156221 91621 64600 IL GALA 601471 522471 79000 12280 93532 9500 73441 601471 522471 79000 12280 93532 9500 73441 188753 -109753 1 ATLANTA BOTANICAL GARDEN 1345 PIEDMONT AVE NE ATLANTA GA 30309 581313284 501(C)(3) 50233 0 CONSERVATION OF LIVING COLLECTIONS BOTANIC GARDENS - HUNTINGTON 1151 OXFORD ROAD SAN MARINO CA 91108 650815620 501(C)(3) 13458 0 CONSERVATION OF LIVING COLLECTIONS CONSERVATION FOUNDATION (THE) 10S404 KNOCH KNOLLS RD NAPERVILLE IL 60565 237221206 501(C)(3) 10525 0 PRESERVING OAK ECOSYSTEMS FAITH IN PLACE 1100 E 55TH ST AC-1 CHICAGO IL 60615 364540756 501(C)(3) 14282 0 COMMUNITY GROWTH THROUGH URBAN AGRICULTURE MONTGOMERY BOTANICAL CENTER 11901 OLD CUTLER ROAD MIAMI FL 33156 136153649 501(C)(3) 37541 0 CONSERVATION OF LIVING COLLECTIONS OPENLANDS PROJECT 25 E WASHINGTON ST SUITE 1650 CHICAGO IL 60602 362649603 501(C)(3) 48418 0 PRESERVING OAK ECOSYSTEMS THE LAND CONSERVANCY OF MCHENRY COUNTY PO BOX 352 WOODSTOCK IL 60098 363727476 501(C)(3) 33034 0 PRESERVING OAK ECOSYSTEMS BENSENVILLE PARK DISTRICT 1000 W WOOD STREET BENSENVILLE IL 60106 362470580 GOVT 20000 0 INCREASE URBAN FORESTRY RESOURCES BERWYN PARK DISTRICT 3701 SCOVILLE AVE BERWYN IL 60402 366005797 GOVT 8775 0 INCREASE URBAN FORESTRY RESOURCES CITY OF BERWYN PUBLIC WORKS DEPT 1 PUBLIC WORKS DRIVE BERWYN IL 60402 369005796 GOVT 20000 0 INCREASE URBAN FORESTRY RESOURCES CITY OF CHICAGO FMPS PO BOX 71630 CHICAGO IL 60694 366005820 GOVT 66500 0 IMPROVING TREE CANOPY IN UNDER-RESOURCED NEIGHBORHOODS CITY OF JOLIET 150 W JEFFERSON JOLIET IL 60432 366088568 GOVT 20000 0 INCREASE URBAN FORESTRY RESOURCES CITY OF MACOMB PO BOX 377 MACOMB IL 61455 376001536 GOVT 10000 0 INCREASE URBAN FORESTRY RESOURCES CITY OF OTTAWA 301 W MADISON STREET OTTAWA IL 61350 366006037 GOVT 18000 0 INCREASE URBAN FORESTRY RESOURCES CITY OF PRINCETON 2 SOUTH MAIN STREET PRINCETON IL 61356 366006056 GOVT 10000 0 INCREASE URBAN FORESTRY RESOURCES CITY OF SPRINGFIELD RM 201 MUNICIPAL CENTER WEST SPRINGFIELD IL 62701 376002037 GOVT 20000 0 INCREASE URBAN FORESTRY RESOURCES COMMUNITY PARK DISTRICT OF LAGRANGE PARK 1501 BARNSDALE ROAD LAGRANGE PARK IL 60526 366008476 GOVT 8265 0 INCREASE URBAN FORESTRY RESOURCES FOREST PRESERVE COOK COUNTY 536 N HARLEM AVENUE RIVER FOREST IL 60305 366006543 GOVT 10000 0 INCREASE URBAN FORESTRY RESOURCES KENDALL COUNTY FOREST PRESERVE DISTRICT 110 W MADISON STREET YORKVILLE IL 60560 366006598 GOVT 50000 0 PRESERVING OAK ECOSYSTEMS LAKE COUNTY FOREST PRESERVES 1899 W WINCHESTER RD LIBERTYVILLE IL 60048 366009339 GOVT 60000 0 PRESERVING OAK ECOSYSTEMS MCHENRY COUNTRY CONSERVATION DISTRICT 18410 US HIGHWAY 14 WOODSTOCK IL 60098 362728209 GOVT 16761 0 PRESERVING OAK ECOSYSTEMS PARK DISTRICT OF LA GRANGE 536 EAST AVENUE LAGRANGE IL 60525 366005953 GOVT 10050 0 INCREASE URBAN FORESTRY RESOURCES PLAINFIELD PARK DISTRICT 23729 W OTTAWA ST PLAINFIELD IL 60544 362643956 GOVT 10925 0 INCREASE URBAN FORESTRY RESOURCES PROSPECT HEIGHTS PARK DISTRICT 110 WEST CAMP MCDONALD RD PROSPECT HEIGHTS IL 60070 362643018 GOVT 11375 0 INCREASE URBAN FORESTRY RESOURCES VILLAGE OF CAROL STREAM 500 N GARY AVE CAROL STREAM IL 60188 362510906 GOVT 20000 0 INCREASE URBAN FORESTRY RESOURCES VILLAGE OF FOREST PARK 517 DESPLAINES AVENUE FOREST PARK IL 60130 366005875 GOVT 9375 0 INCREASE URBAN FORESTRY RESOURCES VILLAGE OF GLENCOE 675 VILLAGE COURT GLENCOE IL 60022 366005899 GOVT 15000 0 INCREASE URBAN FORESTRY RESOURCES VILLAGE OF GLENVIEW 2500 E LAKE AVE GLENVIEW IL 60026 366005905 GOVT 8000 0 INCREASE URBAN FORESTRY RESOURCES VILLAGE OF HAWTHORN WOODS 2 LAGOON DRIVE HAWTHORN WOOD IL 60047 362726116 GOVT 6000 0 INCREASE URBAN FORESTRY RESOURCES VILLAGE OF LA GRANGE PARK 447 NORTH CATHERINE AVE LAGRANGE PARK IL 60526 366005954 GOVT 20000 0 INCREASE URBAN FORESTRY RESOURCES VILLAGE OF ORLAND PARK 14700 RAVINIA AVE ORLAND PARK IL 60462 366006035 GOVT 10125 0 INCREASE URBAN FORESTRY RESOURCES VILLAGE OF PARK FOREST 350 VICTORY DRIVE PARK FOREST IL 60466 366006040 GOVT 20000 0 INCREASE URBAN FORESTRY RESOURCES VILLAGE OF RANTOUL 333 S TANNER RANTOUL IL 61866 376000510 GOVT 20000 0 INCREASE URBAN FORESTRY RESOURCES VILLAGE OF RICHTON PARK 4455 SAUK TRAIL RICHTON PARK IL 60471 366009187 GOVT 17700 0 INCREASE URBAN FORESTRY RESOURCES UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLEGE PO BOX 1389 WILLISTON VT 05495 030179440 GOVT 45788 0 EXPANDING RESILIENCE IN THE URBAN FOREST IN THE CHICAGO REGION 35 FELLOWSHIP 1 5000 CONSERVING TREE GENETIC DIVERSITY 1 5000 EXPANDING RESILIENCE IN THE URBAN FOREST IN THE CHICAGO REGION 1 15217 PART I, LINE 2: ON A QUARTERLY BASIS, GRANTEES ARE ASKED TO REPORT ON PROJECT PROGRESS USING A TEMPLATE PROVIDED WITH THE APPLICATION PROCESS. FAILURE TO COMPLY MAY RESULT IN THE CANCELLATION OF THE GRANT. A FINAL REPORT IS REQUIRED WITH A FINAL BUDGET FORM AND MATCH DOCUMENTATION WORKSHEET. PAYMENT IS MADE ONLY TO THE CONTRACTED ENTITY FOR INVOICES PAID BY THE GRANT RECIPIENTS AFTER THE COMPLETED REIMBURSEMENT REQUEST FORMS HAVE BEEN RECEIVED ALONG WITH VALID INVOICES AND/OR CANCELED CHECKS. ONLY ONE REIMBURSEMENT PAYMENT WILL BE MADE TO THE CONTRACTED COMMUNITY UPON COMPLETION OF ALL PHASES OF THE GRANT PROJECTS. X 1 1 X X X X X 0 0 0 0 0 0 0 1 0 DONNELLY GERARD PRESIDENT AND CEO(THRU 10/2022) 612197 0 315085 0 0 0 -35737 0 14698 0 906243 0 0 0 FAWLEY JAMES VP-FINANCE AND CFO 269142 0 7000 0 0 0 17207 0 31737 0 325086 0 0 0 SPIESS KATHLEEN VP-DEVELOPMENT 229594 0 7000 0 0 0 14591 0 1150 0 252335 0 0 0 LAVIRE ALICIA VP-MARKETING AND COMMUNICATIONS 198682 0 7000 0 0 0 13299 0 25110 0 244091 0 0 0 BACHTELL KRIS VP-COLLECTIONS AND FACILITIES 197896 0 7000 0 0 0 -3684 0 29049 0 230261 0 0 0 BAUTISTA PRESTON WONG VP-LEARNING AND ENGAGEMENT 199804 0 7000 0 0 0 10930 0 10324 0 228058 0 0 0 WESTWOOD MEREDITH VP-SCIENCE AND CONSERVATION 173439 0 7000 0 0 0 11550 0 6970 0 198959 0 0 0 NOLAN KELLY DIR-MAJOR GIFTS 141178 0 0 0 0 0 9265 0 35420 0 185863 0 0 0 PESKE NANCY DIR-HUMAN RESOURCES 139531 0 0 0 0 0 9145 0 32846 0 181522 0 0 0 CANNON CHARLES DIR-CENTER FOR TREE SCIENCE 139074 0 0 0 0 0 8974 0 33272 0 181320 0 0 0 RAVICHANDRAN SAI P DIR-INFORMATION TECHNOLOGY 130652 0 0 0 0 0 8614 0 35219 0 174485 0 0 0 DULCEAK RONALD HEAD OF FACILITIES 122590 0 0 0 0 0 7921 0 27892 0 158403 0 0 0 PART I, LINE 1A AN ON-SITE RESIDENCE IS PROVIDED FOR THE PRESIDENT AND CEO OF THE MORTON ARBORETUM, CURRENTLY JILL KOSKI, AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE MORTON ARBORETUM. THE VALUE OF THIS RESIDENCE IS NOT TREATED AS TAXABLE COMPENSATION. PART I, LINE 7 AS INDICATED IN SCHEDULE J, PART II, CERTAIN INDIVIDUALS RECEIVED BONUSES BASED ON THE PERFORMANCE AND FINANCIAL RESULTS OF THE ORGANIZATION. THESE BONUSES WERE APPROVED BY THE BOARD OF TRUSTEES. A THE COUNTY OF DUPAGE ILLINOIS 366006551 262668AE6 2020-07-30 50554899 SEE PART VI 0 0 0 A 50554899 535899 50019000 1 0 1 1 A 0 0 0 0 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 FORM 990, SCHEDULE K, PART I, LINE A, COLUMN F: THE PROCEEDS OF THE BONDS WERE USED TO (I) REFUND THE OUTSTANDING SERIES 2003 BONDS ISSUED ON DECEMBER 17, 2003; (II) REFUND THE OUTSTANDING SERIES 2017 BONDS ISSUED ON MAY 18, 2017; (III) TERMINATE THE SWAP AGREEMENT ISSUED WITH THE SERIES 2017 BONDS; AND (IV) PAY CERTAIN INCURRED COSTS WITH THE AUTHORIZATION AND ISSUANCE OF THE BOND. X 24 796356 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING IN PART I, COLUMN (B) THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 3 THE MORTON ARBORETUM CONTRACTS WITH ARAMARK CORPORATION TO MANAGE AND OPERATE FOOD SERVICES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY THE MORTON ARBORETUM'S ACCOUNTANTS, REVIEWED BY THE AUDIT COMMITTEE AND DISTRIBUTED TO THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE MORTON ARBORETUM REQUIRES THAT ALL TRUSTEES, EMPLOYEES, AND VOLUNTEERS DISCLOSE AND DECLARE ANY PERSONAL, FAMILIAL, OR BUSINESS RELATIONSHIPS, SITUATIONS, OR ACTIVITIES THAT HAVE POTENTIAL TO CREATE A CONFLICT OF INTEREST. FOR TRUSTEES AND EMPLOYEES, THE DECLARATION MUST BE RENEWED ANNUALLY AND WHEN APPLICABLE CHANGES OCCUR. THE MORTON ARBORETUM SUPPLIES A CONFLICT OF INTEREST DECLARATION FORM TO ALL TRUSTEES AND EMPLOYEES FOR THIS PURPOSE. VOLUNTEERS ARE INFORMED OF THIS POLICY AT THE ONSET OF THEIR SERVICE, IN THE PUBLISHED VOLUNTEER HANDBOOK, AND IN PERIODIC COMMUNICATIONS. FOR ALL TRUSTEES, EMPLOYEES, AND VOLUNTEERS, RELATIONSHIPS OR SITUATIONS THAT ARISE THAT MAY CREATE OR APPEAR TO CREATE CONFLICT OF INTEREST MUST BE BROUGHT TO THE ATTENTION OF THE PRESIDENT OR THE CHAIRMAN OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION OF OFFICERS AND KEY EMPLOYEES INCLUDES A MARKET ANALYSIS OF COMPARABLE POSITIONS FROM PEER GARDENS AND OTHER SIMILAR ORGANIZATIONS FOR BENCHMARKING PURPOSES, AS WELL AS, AN OUTSIDE MANAGEMENT CONSULTING FIRM. THIS INFORMATION IS REVIEWED BY INTERNAL HUMAN RESOURCES PROFESSIONALS AND THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE BOARD OF TRUSTEES. THE FULL BOARD REVIEWS AND APPROVES RECOMMENDATIONS OF COMPENSATION MATTERS FOR THE PRESIDENT AND CEO. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON THE MORTON ARBORETUM'S WEBSITE (WWW.MORTONARB.ORG) AND ANNUAL REPORT. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.