2023-10-31T15:52:59-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2022-01-01 042104768 NATIVE PLANT TRUST INC NATI 5088777630 321 COMMONWEALTH ROAD SUITE 204 WAYLAND MA 01778 DEBBI EDELSTEIN EXECUTIVE DIRECTOR 5088777630 2023-10-26 1 DEBBI EDELSTEIN 999009999 0 DANIELLE NIHILL P01350943 7819821001 2023-10-26 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X DEBBI EDELSTEIN 321 COMMONWEALTH ROAD SUITE 204 WAYLAND MA 01778 6504133 0 X WWW.NATIVEPLANTTRUST.ORG X 1932 MA CONSERVE & PROMOTE NEW ENGLAND'S NATIVE PLANTS TO ENSURE HEALTHY, BIOLOGICALLY DIVERSE LANDSCAPES. 17 16 58 354 20922 0 2385123 3758735 672484 741593 418274 336968 653610 770120 4129491 5607416 0 0 0 0 2157396 2297895 0 0 262843 1160876 1308074 3318272 3605969 811219 2001447 18138902 18966553 591788 1331254 17547114 17635299 X THE ORGANIZATION'S MISSION IS TO CONSERVE AND PROMOTE NEW ENGLAND'S NATIVE PLANTS TO ENSURE HEALTHY, BIOLOGICALLY DIVERSE LANDSCAPES. 1 0 615694 66425 CONSERVATION - OUR WORK ON RARE AND ENDANGERED PLANTS ENCOMPASSED RESEARCH AND STRATEGY, ON-SITE CONSERVATION, AND SEED BANKING. BEGAN WRITING THE UPDATE TO "FLORA CONSERVANDA," IN COLLABORATION WITH THE SIX STATE NATURAL HERITAGE PROGRAMS. THE REPORT USES ANALYSIS OF SHARED FIELD DATA TO ESTABLISH THE TOP PRIORITIES FOR RARE PLANT MONITORING, HABITAT MANAGEMENT, AND SEED BANKING FOR THE NEXT TEN YEARS. THIS YEAR, 290 TRAINED VOLUNTEERS INVESTED 12,000 HOURS IN MONITORING POPULATIONS OF RARE AND ENDANGERED PLANTS IN LOCATIONS ACROSS THE REGION AND IN COLLECTING SEEDS OF 41 SPECIES FOR THE SEED BANK. GREW 6,000 PLANTS OF THE ENDANGERED ANNUAL ROSE GENTIAN (SABATIA STELLARIS) FOR AUGMENTATION AT ONE OF FEW REMAINING POPULATIONS IN CT, IN COLLABORATION WITH CT AUDUBON.COMPLETED MONITORING AND AUGMENTATION OF THE GLOBALLY RARE JESUP'S MILK VETCH, FOUND IN ONLY THREE NATURALLY-OCCURRING LOCATIONS ON EARTH. ALSO COMPLETED SEVERAL OBJECTIVES OUTLINED IN THE FEDERAL RECOVERY PLAN FOR THIS TAXON, INCLUDING A GENETIC ANALYSIS, SITE MANAGEMENT PLANS, AND CONSERVATION EASEMENTS AROUND KNOWN POPULATIONS.PARTNERED WITH THE HORTICULTURE DEPARTMENT TO LAUNCH THE NORTHEAST SEED NETWORK, A COLLABORATION WITH NURSERIES, FEDERAL AND STATE AGENCIES, AND CONSERVATION GROUPS TO BUILD A SUSTAINABLE SOURCE OF ECOTYPIC SEED FOR THIS REGION. RECEIVED FUNDING FROM US FISH & WILDLIFE SERVICE TO WORK ON SEED COLLECTION AND SEED INCREASE FOR HABITAT RESTORATION, AND TO PRODUCE A SYMPOSIUM TO ANNOUNCE THE NETWORK AND RECRUIT PARTNERS. 719586 143278 HORTICULTURE - THE HORTICULTURE PROGRAM, BASED AT GARDEN IN THE WOODS AND NASAMI FARM, FOCUSES ON ECOLOGICAL HORTICULTURE AND NEW ENGLAND NATIVE PLANTS. THIS YEAR WE PREPARED FOR THE LAUNCH OF THE NEW NORTHEAST SEED NETWORK, A COLLABORATIVE EFFORT ACROSS THE REGION TO CREATE A SUSTAINABLE SUPPLY OF SEEDS OF NATIVE PLANTS FOR RETAIL AND RESTORATION MARKETS. NATIVE PLANT TRUST WILL RUN THE NETWORK AND WILL PROVIDE TRAINING AS WELL AS CLEANING AND STORAGE OF THE SEED GROWN BY PARTNERS. RECEIVED SIGNIFICANT FOUNDATION AND PRIVATE FUNDING TO CONSTRUCT NEW SEED FACILITIES AT NASAMI FARM.OUR NURSERY AT NASAMI FARM PRODUCED 53,600 SEED-GROWN PLUGS, 81% FROM WILD OR LOCAL ECOTYPE SEED, FOR SALE IN OUR RETAIL SHOPS AND BY CONTRACT FOR SPECIFIC PROJECTS, INCLUDING AN UNDERSTORY INSTALLATION AT HARVARD'S ARNOLD ARBORETUM, A SANDPLAIN/GRASSLAND RESTORATION ON MARTHA'S VINEYARD, AND AN URBAN PLANTING FOR THE CITY OF SOMERVILLE.IN ITS SIX-MONTH SEASON, GARDEN IN THE WOODS WELCOMED 18,000 LOCAL, NATIONAL, AND INTERNATIONAL VISITORS TO A NATURALISTIC GARDEN IN A WOODED LANDSCAPE WITH STEEP-SIDED VALLEYS, A POND, AND A STREAM.PUBLISHED THIS YEAR WERE THE BOOK THE NORTHEAST NATIVE PLANT PRIMER: 235 PLANTS FOR AN EARTH-FRIENDLY GARDEN BY THE DIRECTOR OF HORTICULTURE AND RESEARCH ARTICLES BY NURSERY STAFF IN NATIVE PLANTS JOURNAL AND THE BUTTERFLY GARDENER. 393725 180941 PUBLIC PROGRAMS - WE CONTINUED OUR SUCCESSFUL ONLINE PROGRAMMING WHILE RESUMING A ROBUST OFFERING OF IN-PERSON COURSES AND PUBLIC EVENTS. OFFERED 165 PROGRAMS THAT DREW PEOPLE FROM ACROSS NORTH AMERICA TO LEARN ABOUT BOTANY, CONSERVATION, HORTICULTURE, LANDSCAPE DESIGN, AND MORE. THE "NEED FOR SEED" SYMPOSIUM, WHICH FOCUSED ON THE NORTHEAST SEED NETWORK, WAS OUR MOST ATTENDED PROGRAM, AT 696 PARTICIPANTS. IN ADDITION TO IN-PERSON TOURS OF GARDEN IN THE WOODS, OFFERED A VIRTUAL TOUR TAKEN BY 5,500 PEOPLE, 81% OF WHOM WERE NEW VISITORS. 715328 1087996 RETAIL SHOPSTHE RETAIL SHOPS AT GARDEN IN THE WOODS AND NASAMI FARM SERVED MEMBERS (WITH DISCOUNTS), VISITORS, AND WHOLESALE CUSTOMERS BY OFFERING A LARGE SELECTION OF KNOWN-PROVENANCE NATIVE PLANTS THEY COULD FIND NOWHERE ELSE PLUS BOOKS RELATED TO BOTANY AND HORTICULTURE AND SELECTED GIFTS.MEMBERSHIP - SERVED 6,016 MEMBERS WITH A RANGE OF BENEFITS, INCLUDING E-COMMUNICATIONS, PUBLICATIONS, EDUCATION AND NURSERY DISCOUNTS, RECIPROCAL ADMISSIONS PROGRAMS, AND SPECIAL EVENTS. BEGAN TO MOVE EVENTS FROM REMOTE TO HYBRID MODELS AS COVID-19 CONCERNS DECREASED. 715328 1087996 2444333 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 51 0 1 58 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 1 1 1 1 0 MA CT ME NH RI MA CT ME NH RI X X DEBBI EDELSTEIN 5088777630 321 COMMONWEALTH ROAD SUITE 204 WAYLAND MA 01778 DEBBI EDELSTEIN EXECUTIVE DIRECTOR 40.00 X X 182841 0 11586 TRACEY WILLMOTT DIRECTOR OF PHILANTHROPY 40.00 X 128566 0 11586 ABBY COFFIN TRUSTEE 3.00 X 0 0 0 WILLIAM CONSTABLE TRUSTEE 3.00 X 0 0 0 ARABELLA DANE TRUSTEE 3.00 X 0 0 0 CHARLES FAYWEATHER TRUSTEE 3.00 X 0 0 0 SUZANNE GROET TRUSTEE 3.00 X 0 0 0 KENDY HESS TRUSTEE 3.00 X 0 0 0 WILLIAM HUYETT TRUSTEE 3.00 X 0 0 0 LITA NELSEN TRUSTEE 3.00 X 0 0 0 ELIZABETH ZIBBY PYLE TRUSTEE 3.00 X 0 0 0 SUSAN SCHADLER TRUSTEE 3.00 X 0 0 0 ALAN SMITH TRUSTEE 3.00 X 0 0 0 THOMAS STONE TRUSTEE 3.00 X 0 0 0 RALPH BROWN CHAIR 10.00 X X 0 0 0 RUAH DONNELLY VICE CHAIR 5.00 X X 0 0 0 RUTH SHELLEY CLERK 3.00 X X 0 0 0 CHARLES TONY WAIN TREASURER 3.00 X X 0 0 0 311407 0 23172 2 0 1 0 0 86565 472265 3199905 275256 3758735 PROGRAM SERVICE REVENUE 541900 613765 613765 ADMISSIONS 541900 127828 127828 741593 199461 199461 6051 6051 6100 0 6100 6100 6100 334970 197463 137507 137507 137507 1457223 699254 757969 737047 20922 5607416 1478640 20922 349119 194428 36941 139988 17499 1748306 1328183 276669 143454 38966 32732 6063 171 150535 112565 22099 15871 165660 117097 35149 13414 104348 104348 220005 179464 38853 1688 45873 45768 105 496712 288530 143602 64580 44489 36824 7665 147759 119643 23124 4992 22984 19746 2064 1174 203302 126840 76462 22602 22602 3605969 2444333 898793 262843 871195 1079456 3177157 3739047 210890 219786 69853 82554 53168 35296 5621075 3058590 2542343 2562485 10724124 10558610 490172 689319 18138902 18966553 162957 171890 138690 140903 0 290141 1018461 591788 1331254 X 4097369 4643776 13449745 12991523 17547114 17635299 18138902 18966553 X 2001447 -1818921 -94341 X 0 1 X 1 0 X 1827956 2296951 2379073 2385123 3758735 12647838 1827956 2296951 2379073 2385123 3758735 12647838 2571401 10076437 149023 78951 135351 160488 211612 735425 -12032 -28977 229 10706 20922 -9152 13374111 7384072 0.75340 0.81600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9463869 253602 -1541626 288858 7886987 8545852 165859 1048443 296285 9463869 7028688 904049 870479 257364 8545852 6046454 17273 1204174 239213 7028688 6459634 -288697 230401 6046454 0.77010 0.22990 0 0 962966 962966 3362073 1994974 1367099 681825 519163 162662 614211 544453 69758 2562485 ANNUITY PAYABLE 9963 LIABILITY UNDER UNITRUST AGREEMENT 995709 LEASE LIABILITIY 12789 1018461 X 4159812 -1818921 465658 -94341 -1447604 5607416 0 5607416 4071627 465658 465658 3605969 0 3605969 PART V, LINE 4: THE PRIMARY LONG-TERM FINANCIAL OBJECTIVE IS TO PRESERVE THE VALUE OF THE ENDOWMENT INVESTMENT PORTFOLIO. PART X, LINE 2: THE ORGANIZATION FOLLOWS THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES STANDARD, WHICH REQUIRES THE ORGANIZATION TO REPORT UNCERTAIN TAX POSITIONS, RELATED INTEREST AND PENALTIES, AND TO ADJUST ITS NET ASSETS AND LIABILITIES RELATED TO UNRECOGNIZED TAX BENEFITS AND ACCRUED INTEREST AND PENALTIES ACCORDINGLY. AS OF DECEMBER 31, 2022 AND 2021, THE ORGANIZATION DETERMINED THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS TO REPORT. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGES IN VALUE OF SPLIT-INTEREST AGREEMENTS -94,341. X X X X 0 0 0 0 0 0 0 0 0 DEBBI EDELSTEIN EXECUTIVE DIRECTOR 182841 0 0 0 0 0 5000 0 6586 0 194427 0 0 0 PART I, LINE 3 THE PROCESS FOR REVIEWING THE EXECUTIVE DIRECTOR'S COMPENSATION HAS TWO PARTS: AN ANNUAL REVIEW AND AN IN-DEPTH REVIEW AS PART OF A REVIEW OF ALL EMPLOYEE COMPENSATION AT REGULAR INTERVALS. THE ANNUAL PROCESS INCLUDES A REVIEW BY THE GOVERNANCE COMMITTEE OF EXECUTIVE COMPENSATION AT SIMILAR ORGANIZATIONS, GENERALLY AS PUBLISHED IN THEIR 990S. THE GOVERNANCE COMMITTEE, IN CONSULTATION WITH THE FINANCE COMMITTEE, RECOMMENDS ANY ADJUSTMENT TO THE EXECUTIVE DIRECTOR'S COMPENSATION. THAT RECOMMENDATION IS PRESENTED TO THE FULL BOARD FOR REVIEW AND VOTE AND IS DOCUMENTED IN THE MEETING MINUTES. THE LAST IN-DEPTH COMPENSATION REVIEW FOR THE EXECUTIVE DIRECTOR WAS IN 2022, AND INCLUDED EXAMINATION OF COMPREHENSIVE STUDIES COMPILED BY EXTERNAL ENTITIES. X 6 275256 FMV 0 0 1 0 SCHEDULE M, PART I, COLUMN B NUMBER OF CONTRIBUTIONS FORM 990, PART III, LINE 2 PLANNING AND SOFT LAUNCH OF NEW NORTHEAST SEED NETWORK, A REGIONAL COLLABORATION TO DEVELOP A SUSTAINABLE SUPPLY OF ECOTYPIC SEED FOR NURSERIES AND RESTORATION PROJECTS. NATIVE PLANT TRUST WILL LEAD THE NETWORK, DEVELOP PLOTS FOR GROWING SEED, AND PROVIDE SEED CLEANING AND STORAGE FOR PARTNERS. FOUNDATION GRANTS ARE UNDERWRITING NEW FACILITIES AND INITIAL STAFFING; FUNDING FROM US FISH & WILDLIFE SERVICE IS SUPPORTING SEED TEAMS FOR HABITAT RESTORATION. FORM 990, PART VI, SECTION A, LINE 1A FROM THE BYLAWS: "THERE SHALL BE AN EXECUTIVE COMMITTEE CONSISTING OF THE CHAIR, VICE CHAIR(S), TREASURER, CLERK, EXECUTIVE DIRECTOR, AND OTHER TRUSTEES AS DETERMINED FROM TIME TO TIME BY THE TRUSTEES. UNLESS THE TRUSTEES OTHERWISE DETERMINE, THE EXECUTIVE COMMITTEE SHALL HAVE ALL THE POWERS OF THE TRUSTEES DURING INTERVALS BETWEEN MEETINGS OF THE TRUSTEES, EXCEPT FOR THE POWERS SPECIFIED IN SECTION 55 OF CHAPTER 156B. UNLESS THE TRUSTEES OTHERWISE DESIGNATE, THE EXECUTIVE COMMITTEE SHALL CONDUCT ITS AFFAIRS AS NEARLY AS MAY BE FEASIBLE IN THE SAME MANNER AS IS PROVIDED IN THESE BYLAWS FOR THE TRUSTEES. THE MEMBERS OF ANY COMMITTEE SHALL REMAIN IN OFFICE AT THE PLEASURE OF THE TRUSTEES." FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR, TREASURER, AND MEMBERS OF THE FINANCE COMMITTEE REVIEW A DRAFT OF THE FORM 990. THE CHAIR OF THE BOARD AND THE TREASURER REVIEW SCHEDULE B. THE ENTIRE BOARD HAS THE OPPORTUNITY TO REVIEW THE FINAL VERSION BEFORE VOTING TO APPROVE IT FOR SUBMITTAL TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, ALL MEMBERS OF THE BOARD OF TRUSTEES AND ITS COMMITTEES, OFFICERS, THE EXECUTIVE DIRECTOR, MEMBERS OF SENIOR MANAGEMENT, AND EMPLOYEES WITH PURCHASING AND/OR HIRING RESPONSIBILITIES OR AUTHORITY SHALL COMPLETE A WRITTEN DISCLOSURE FORM LISTING ALL REPORTABLE CONFLICTS OR CONFIRMING THAT THERE ARE NO CONFLICTS TO REPORT. THE GOVERNANCE COMMITTEE SHALL REVIEW ALL FORMS COMPLETED BY THE TRUSTEES, OFFICERS, AND COMMITTEE MEMBERS AND THE EXECUTIVE DIRECTOR SHALL REVIEW ALL FORMS COMPLETED BY EMPLOYEES TO DETERMINE APPROPRIATE RESOLUTION IN ACCORDANCE WITH THE POLICY. IF A CONFLICT ARISES DURING THE YEAR, THE TRUSTEE, OFFICER, OR COMMITTEE MEMBER SHALL IMMEDIATELY NOTIFY THE CHAIR OF THE GOVERNANCE COMMITTEE, WHO WILL DETERMINE APPROPRIATE RESOLUTION; EMPLOYEES SHALL IMMEDIATELY NOTIFY THE EXECUTIVE DIRECTOR, WHO WILL DETERMINE APPROPRIATE RESOLUTION. THE GOVERNANCE COMMITTEE SHALL BE RESPONSIBLE FOR MAKING ALL DECISIONS CONCERNING RESOLUTIONS OF CONFLICTS INVOLVING TRUSTEES, OFFICERS, COMMITTEE MEMBERS, AND THE EXECUTIVE DIRECTOR. THE CHAIR OF THE GOVERNANCE COMMITTEE SHALL BE RESPONSIBLE FOR MAKING ALL DECISIONS CONCERNING RESOLUTIONS OF CONFLICTS INVOLVING MEMBERS OF THE GOVERNANCE COMMITTEE. THE CHAIR OF THE BOARD OF TRUSTEES SHALL BE RESPONSIBLE FOR MAKING ALL DECISIONS CONCERNING RESOLUTIONS OF CONFLICTS INVOLVING THE CHAIR OF THE GOVERNANCE COMMITTEE. THE EXECUTIVE DIRECTOR SHALL BE RESPONSIBLE FOR MAKING ALL DECISIONS CONCERNING RESOLUTIONS OF CONFLICTS INVOLVING EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR REVIEWING THE EXECUTIVE DIRECTOR'S COMPENSATION HAS TWO PARTS: AN ANNUAL REVIEW AND AN IN-DEPTH REVIEW AS PART OF A REVIEW OF ALL EMPLOYEE COMPENSATION AT REGULAR INTERVALS. THE ANNUAL PROCESS INCLUDES A REVIEW BY THE GOVERNANCE COMMITTEE OF EXECUTIVE COMPENSATION AT SIMILAR ORGANIZATIONS, GENERALLY AS PUBLISHED IN THEIR 990S. THE GOVERNANCE COMMITTEE, IN CONSULTATION WITH THE FINANCE COMMITTEE, RECOMMENDS ANY ADJUSTMENT TO THE EXECUTIVE DIRECTOR'S COMPENSATION. THAT RECOMMENDATION IS PRESENTED TO THE FULL BOARD FOR REVIEW AND VOTE AND IS DOCUMENTED IN THE MEETING MINUTES. THE LAST IN-DEPTH COMPENSATION REVIEW FOR THE EXECUTIVE DIRECTOR AND FULL STAFF WAS IN 2022, AND INCLUDED EXAMINATION OF COMPREHENSIVE STUDIES COMPILED BY EXTERNAL ENTITIES. FOR STAFF, A MORE INFORMAL COMPENSATION REVIEW OCCURS ANNUALLY AS PART OF THE BUDGETING PROCESS AND WHENEVER THERE ARE VACANCIES TO BE FILLED. SINCE 2013, INCREASES TO THE EXECUTIVE DIRECTOR'S SALARY HAVE MATCHED, BUT NOT EXCEEDED, THE PERCENTAGE INCREASE GIVEN TO THE FULL STAFF. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AND THROUGH VARIOUS THIRD-PARTY WEBSITES. FINANCIAL STATEMENTS ARE AVAILABLE ON OUR WEBSITE. FORM 990, PART XI, LINE 9: CHANGES IN VALUE OF SPLIT-INTEREST -94,341.