2023-11-08T08:49:18-06:00 2022-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2022-01-01 521257712 Friends of the National Arboretum Inc FRIE 2025448733 3501 New York Avenue NE Washington DC 20002 Michael Stevens Board Chair 2025448733 2023-11-07 1 Michael Stevens XXX-XX-XXXX 1 Yong Zhang CPA P01249785 7038930300 2023-10-23 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Michael Stevens 3501 New York Avenue NE Washington DC 20002 2300658 0 X www.fona.org X 1982 DC To enhance and support the U.S. National Arboretum in Washington DC. See Part III, Line 1 24 24 21 92 0 0 2298520 1898227 20792 69975 155945 69198 169398 140183 2644655 2177583 10777 0 0 0 1080615 1344748 0 0 399048 716415 777922 1807807 2122670 836848 54913 4172863 3631875 290084 256173 3882779 3375702 X The Friends of the National Arboretum (FONA) is an independent, non-profit organization established to enhance, through public and private sector resources, support for the U.S. National Arboretum. See Schedule O for Continuation 0 0 765188 12976 Washington Youth Garden: The Washington Youth Garden serves as the hub for FONA's youth and school outreach programs, targeting Title 1 schools in Wards 5, 7, and 8 of Washington, DC. The mission of our youth programs is to nurture curious minds and healthy bodies by connecting youth to food, the land, and each other. The WYG uniquely combines efficient food production, produce distribution, a welcoming visitor experience focused on children, youth education programs, teacher professional development, and support for school gardens at Title 1 schools. We intentionally orient our education programs and produce distribution to Black, low-income children and youth because of the documented disparities in access to and consumption of fruits and vegetables in the DC region, the location of the garden, and the historic purpose for the space. Over 156 different crops are grown at the WYG. In 2022, we grew and distributed 7,500 pounds of produce to school families and hunger relief organizations. 101105 Membership and outreach: FONA runs an active outreach program designed to broaden and expand the visibility of, and to provide public support for, the Arboretum locally, nationally, and internationally, as well as to increase the Arboretum's visitor base. For example, FONA hosts numerous public programs such as forest bathing, yoga classes, family programs, and community events. FONA also partners with other Arboretum stakeholders, interest groups, and community organizations for the betterment of the ArboretumFONA staff and board members continually reach out to the media, government officials, community leaders, and industry associations, and maintain ongoing relationships with these and other key decision-makers and influential organizations and citizens. FONA also maintains an active public presence via its website and through social media such as Facebook and Instagram. In addition, FONA runs a membership program to recruit and serve 1,000+ members and supporters each year with member events and activities, volunteer opportunities, a quarterly printed newsletter and weekly enewsletter with updates on Arboretum News, and other member benefits. 287765 56999 Projects and activities: FONA holds numerous temporary and permanently restricted funds given for various purposes to benefit the U.S. National Arboretum. Every year, in consultation with the Arboretum leadership and staff, FONA releases funds from these restricted assets or general operating funds to the Arboretum to achieve a designated purpose. FONA then works with the Arboretum staff, often over a multi-year period, to ensure that the donor's objective for each project or activity is fulfilled in a timely and cost-effective manner.See Schedule O for Continuation 93312 Annual Garden Fair and plant sale event: The Garden Fair is held in early spring and typically attracts 10,000 people to the grounds of the Arboretum. Traditionally, the National Arboretum curators serve as plant experts providing advice for novice as well as experienced gardeners. 93312 1247370 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 37 0 1 21 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MD VA DC X X The Organization 2025448733 3501 New York Avenue NE Washington DC 20002 Michael Stevens Chair 4.00 X X 0 0 0 Martha Dale Vice Chair 4.00 X X 0 0 0 John Cooney Secretary 4.00 X X 0 0 0 Virginia Kromm Treasurer 4.00 X X 0 0 0 Robert Bartlett Member 1.00 X 0 0 0 Mark Buscaino Member 1.00 X 0 0 0 Zandra Chestnut Member 1.00 X 0 0 0 Lynne Church Member 1.00 X 0 0 0 Elizabeth Dugan Member 1.00 X 0 0 0 Chandler Goule Member 1.00 X 0 0 0 Jennifer Hatcher Member 1.00 X 0 0 0 Grant Leslie Member 1.00 X 0 0 0 Anne MacMillan Member 1.00 X 0 0 0 Bill Matuszeski Member 1.00 X 0 0 0 Scot Medbury Member 1.00 X 0 0 0 Paul Meyer Member 1.00 X 0 0 0 Tim Petri Member 1.00 X 0 0 0 Pamela Raymont-Simpson Member 1.00 X 0 0 0 Lucy S Rhame Member 1.00 X 0 0 0 Barbara Shea Member 1.00 X 0 0 0 Louis Slade Member 1.00 X 0 0 0 Margaret Strand Member 1.00 X 0 0 0 Nzinga Tull Member 1.00 X 0 0 0 Tuckie Westfall Member 1.00 X 0 0 0 Craven Rand Executive Director 40.00 X 166300 0 10834 Catherine Kerkam Dir. of Philanthropy and Communications 40.00 X 108648 0 16892 274948 0 27726 2 0 1 0 0 72452 389860 514300 921615 26747 1898227 Family & Visitor Program 611710 56999 56999 Washington Youth Garden 611710 12976 12976 69975 66970 66970 218255 0 218255 218255 218255 2228 0 2228 2228 2228 38100 389860 123075 -84975 -84975 Other revenue 900099 6903 6903 6903 2177583 69975 0 209381 X 177134 100128 36882 40124 943522 560067 185888 197567 33189 20725 4670 7794 96152 60043 13528 22581 94751 47921 27966 18864 20010 20010 98681 98681 8952 8952 293561 175485 26287 91789 2951 2846 105 87439 61103 17419 8917 71254 34260 33350 3644 1726 1656 70 74769 63405 4300 7064 7582 6947 635 17945 7455 10490 Garden/program supplies 84747 81869 2349 529 Licenses and fees 5456 601 4855 Other Program Costs 2753 2753 Volunteer program 96 96 2122670 1247370 476252 399048 1219805 1208211 86395 42908 6260 34501 15095 10246 133872 106879 34574 26993 2810734 2309016 4172863 3631875 175742 121406 100250 122250 14092 12517 290084 256173 X 387504 318177 3495275 3057525 3882779 3375702 4172863 3631875 54913 -561990 0 X X 0 1 X 1 0 X 1163970 1382983 1395688 2310837 1898227 8151705 1163970 1382983 1395688 2310837 1898227 8151705 714886 7436819 140386 126517 98377 294686 285225 945191 45003 45003 9141899 468855 0.81350 0.81970 X Schedule A, Part II, Line 10, Explanation of Other Income: Other Income - 2022 Amount: $ 6,903. Fundraising income - 2022 Amount: $ 38,100. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2566806 -457762 2109044 2371545 195261 2566806 2067977 303568 2371545 2014202 367775 314000 2067977 2152936 -93734 45000 2014202 1.00000 0 0 25524 25524 0 108348 81355 26993 26993 X 1729716 -561990 123075 -438915 2168631 8952 8952 2177583 2236793 123075 123075 2113718 8952 8952 2122670 Part V, Line 4: The Heritage Collections Fund supports the Azalea, Boxwood and other heritage collections at the US National Arboretum; the second endowment, The Meyer Kidder Horticultural Fund, supports a horticulture student, recent graduate or visiting scientist with a special interest in taxonomy. Part X, Line 2: Management has evaluated FONA's tax positions and concluded that there are no significant uncertain tax positions that qualify for either recognition or disclosure in the financial statements. Part XI, Line 2d - Other Adjustments: Direct event expenses 123,075. Part XII, Line 2d - Other Adjustments: Direct event expenses 123,075. Annual Dinner/Dinner Under the Star 321883 298033 23850 28766 36200 4350 Washington Youth Garden 50th Annive 106077 91827 14250 17500 33134 3125 427960 389860 38100 46266 69334 7475 123075 -84975 X 0 0 0 0 0 0 0 0 0 Craven Rand Executive Director 157500 0 8800 0 0 0 0 0 10834 0 177134 0 0 0 X 2 9921 Fair market value X Supplies, Materials, Food, etc 16 16826 Fair Market Value 0 0 0 Form 990, Part III, Line 1, Description of Organization Mission: FONA provides valuable financial and volunteer support, especially for Arboretum internship programs, maintenance of the gardens and collections, youth educational programs, and many other projects. Form 990, Part III, Line 4c, Program Service Accomplishments: Projects and activities: (continued) For example, in recent years, FONA has collaborated with the Arboretum on the following projects and activities: " Updating the Arboretum's Master Plan and identifying follow-on campaigns and related activities. " Cleanup and restoration as well as ongoing monitoring of Springhouse Run along with monitoring of Hickey Run, two crucial watercourses that traverse the Arboretum, emptying into the Anacostia River and ultimately into the Chesapeake Bay. " Completion of the Flowering Tree Walk, a universal access walkway providing magnificent views of the Arboretum's great meadow and Capitol Columns. " Preservation and maintenance of the Arboretum's heritage collections, which include the azalea, boxwood, and associated collections; and for general support of all the Arboretum gardens and collections, including funding for interpretive signage. " Funding support for many internships, including: those working in the azalea, boxwood, Asia valley, introduction garden, and other heritage collections and on research. " Luncheon and plant sales as well as promotional support for the annual Lahr Native Plant Symposium. " Curator's wish list, to raise funds and procure plant material specifically selected by the curators of the Arboretum's collections. " Evaluating opportunities to support repair of the Capitol Columns and fund their care in perpetuity. Form 990, Part VI, Section B, line 11b The Form 990 is completed by the outside accountants with the involvement of the Executive Director and the accountant. After the draft is reviewed by the Executive Director and accountant, it is presented to and reviewed by the Finance Committee of the Board, which can approve the Form on behalf of the Board, or require further adjustments to the Form before formally accepting the Form for submission to the IRS. Before filing, a copy of the 990 is reviewed by the entire Board of Directors. Form 990, Part VI, Section B, line 12c All Board members and key employees are asked to review and sign a copy of FONA's conflict of interest policy annually. If a potential or actual conflict of interest arises, any conflicted individual is provided an opportunity to disclose all material facts to the Executive Committee or governance body assigned with investigating the conflict. The individual does not participate in the resulting decision-making deliberations. After receiving information about an actual or potential conflict of interest, the Executive Committee or other assigned governance body has their responsibility to exercise due diligence to determine whether FONA can obtain, with reasonable efforts, a more advantageous transaction or arrangement from a person or entity that would not give rise to a conflict of interest. If not, the Executive Committee or governance body determines by a majority vote whether any related transaction or arrangement is in FONA's best interest, for its own benefit, and whether it is fair and reasonable. A written record of the proceedings that identifies the person(s) with the potential or actual conflict of interest, the nature of the conflict itself, the names of the members of the committee present for deliberations, and the date(s) and nature of the discussion and resolution(s) are kept. This record is included in the minutes of the next meeting of the Executive Committee or Board of Directors. Form 990, Part VI, Section B, line 15a The Executive Director is subject to an annual review by the Board Chair on behalf of the Board. The Board Chair presents the performance review to the full Board in executive session, and incorporates any comments from the board in the final review. Any adjustments in compensation are presented and established in the executive session. The Board Chair reviews performance with the Executive Director orally and in writing. Form 990, Part VI, Section C, line 19 FONA's governing documents and conflict of interest policy are provided by the Executive Director upon request. FONA's audited financial statements, tax return and related documents are posted on its website, www.fona.org, as well as made available on request. Form 990, Part IX, line 11g Other professional services: Program service expenses 175,485. Management and general expenses 26,287. Fundraising expenses 91,789. Total expenses 293,561. Form 990, Part XII, Line 2c: FONA's Finance Committee is responsible for oversight of the audit, including selection of the independent accountant. This process has not changed from previous years.