2023-11-01T11:40:26-05:00 2022-12-31 310800053 CLARK SCHAEFER HACKETT & CO 4449 EASTON WAY SUITE 400 COLUMBUS OH 43219 990 2022-01-01 521052547 HORTICULTURAL RESEARCH INSTITUTE INC HORT 6144871117 2130 STELLA CT COLUMBUS OH 43215 KAREN LIMBERT VICE PRESIDENT AMERICANHORTICULTURE 6144871117 2023-10-27 1 KAREN LIMBERT 999009999 0 NATOSHA CARR P01225377 6148852208 2023-10-27 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X KAREN LIMBERT 2130 STELLA CT COLUMBUS OH 43215 1205672 0 X WWW.HRIRESEARCH.ORG X 1975 DC TO DIRECT, FUND, PROMOTE, AND COMMUNICATE HORTICULTURAL RESEARCH WHICH INCREASES THE QUALITY AND VALUE OF PLANTS, IMPROVES THE PRODUCTIVITY AND PROFITABILITY OF THE NURSERY AND LANDSCAPE INDUSTRY, AND PROTECTS AND ENHANCES THE ENVIRONMENT. 18 18 0 95 0 0 1310189 823098 25200 18570 808188 321662 0 0 2143577 1163330 389700 450371 0 0 0 0 0 0 63289 434675 541235 824375 991606 1319202 171724 20650624 17374160 25460 26162 20625164 17347998 TO DIRECT, FUND, PROMOTE, AND COMMUNICATE HORTICULTURAL RESEARCH WHICH INCREASES THE QUALITY AND VALUE OF PLANTS, IMPROVES THE PRODUCTIVITY AND PROFITABILITY OF THE NURSERY AND LANDSCAPE INDUSTRY, AND PROTECTS AND ENHANCES THE ENVIRONMENT. 0 0 662615 450371 RESEARCH PROJECTS AND STUDENT SCHOLARSHIPS THAT FOCUS ON GREEN INDUSTRY PRIORITY ISSUES RESULTING IN PROBLEM SOLVING SOLUTIONS AND TECHNIQUES, INCLUDING STUDENT EDUCATION. 18575 18570 PUBLICATION: JOURNAL OF ENVIRONMENTAL HORTICULTURE PROVIDES A MEANS FOR RAPID COMMUNICATION OF IMPORTANT, RELEVANT AND CURRENT RESEARCH FINDINGS IN ENVIRONMENTAL HORTICULTURE TO LANDSCAPE, NURSERY, AND INDUSTRIES AND TO SCIENTISTS WORLDWIDE. THE JOURNAL HAS BEEN PUBLISHED SINCE 1983. 140225 LEADERSHIP: THE HRI LEADERSHIP ACADEMY GUIDES PARTICIPANTS THROUGH A CONCENTRATED CURRICULUM DESIGNED TO DEVELOP THE SKILLS THE FUTURE GREEN INDUSTRY WILL NEED TO PERFORM BETTER, GROW FASTER, AND PREPARE FOR THE FUTURE. THE ACADEMY ADDRESSES THE INDUSTRY'S NEED FOR A LEADERSHIP DEVELOPMENT PROGRAM THAT SERVES BOTH CURRENT AND FUTURE LEADERS THROUGH TRAINING, COACHING, AND ACCESS TO A GROWING NETWORK OF INDUSTRY LEADERS. 821415 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 4 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 X X X AMERICAN HORTICULTURE INDUSTRY ASSOCIATION 6144871117 2130 STELLA COURT COLUMBUS OH 43215 ALAN JONES PRESIDENT ELECT 1.00 X X 0 0 0 KEN MCVICKER PAST PRESIDENT 1.00 X X 0 0 0 DAN BATSON TREASURER 2.00 X X 0 0 0 JOHNATHAN BERRY TRUSTEE 1.00 X 0 0 0 HARVEY COTTEN TRUSTEE 3.00 X 0 0 0 BRIAN DECKER PRESIDENT ELECT 1.00 X X 0 0 0 LEIGH GESCHWILL TRUSTEE 1.00 X 0 0 0 MARK YELANICH PHD TRUSTEE 1.00 X 0 0 0 ED BEMIS TRUSTEE 1.00 X 0 0 0 MARK KRAUTMANN TRUSTEE 1.00 X 0 0 0 PETER MEZITT TRUSTEE 1.00 X 0 0 0 JOHN RAUSCH TRUSTEE 1.00 X 0 0 0 RYAN OVERDEVEST TRUSTEE 1.00 X 0 0 0 MARK REINER TRUSTEE 1.00 X 0 0 0 BEN ROUGH TRUSTEE 1.00 X 0 0 0 ED TANKARD TRUSTEE 1.00 X 0 0 0 BENNETT SAUNDERS TRUSTEE 1.00 X 0 0 0 MARIA ZAMPINI TRUSTEE 1.00 X 0 0 0 KENNETH FISHER EXECUTIVE DIRECTOR 3.00 40.00 X 0 372996 36129 CRAIG REGELBRUGGE EXECUTIVE VP AMERICANHORT 4.00 40.00 X 0 167728 24319 KAREN LIMBERT VICE PRESIDENT AMERICANHORT 2.00 40.00 X 0 148269 30790 0 688993 91238 0 0 1 0 AMERICAN HORTICULTURE INDUSTRY ASSOCIATI 2130 STELLA COURT COLUMBUS OH 43215 MANAGERIAL SERVICES 250000 1 15000 808098 823098 PUBLICATIONS 541700 18000 18000 EVENT REGISTRATION 900099 570 570 18570 323850 323850 40154 42342 -2188 -2188 -2188 1163330 18570 0 321662 383371 383371 27000 27000 40000 40000 250000 187500 37500 25000 18775 18775 38355 38355 6928 6928 3671 3671 12203 12203 12541 12541 2112 2112 LEADERSHIP ACADEMY 140225 140225 RECEPTION EXPENSES 31361 31361 JOURNAL DIRECT EXPENSES 18575 18575 GOVERNANCE 6489 6489 991606 821415 106902 63289 1922585 1928993 555352 439075 750 2350 2670 3196 18169267 15000546 20650624 17374160 25460 26162 25460 26162 X 225569 225600 20399595 17122398 20625164 17347998 20650624 17374160 171724 -3448890 0 X 0 1 X 0 0 X 458136 491098 527551 1310189 823098 3610072 458136 491098 527551 1310189 823098 3610072 1216829 2393243 283309 320628 336448 270799 323850 1535034 5145106 108570 0.46510 0.48120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19681844 708291 -3166922 450371 242240 16530602 17182664 749558 2379710 381354 248732 19681846 14771548 477936 2522097 363300 225617 17182664 12419039 339580 2727862 428700 286233 14771548 13230731 264697 -473999 327827 274563 12419039 0.81883 0.18117 0 0 0 -2323915 -3448890 -3448890 1124975 38355 38355 1163330 953251 0 953251 38355 38355 991606 PART V, LINE 4: THE ENDOWMENT FUND IS INTENDED TO BE USED TO SUPPORT HORTICULTURE RESEARCH. IT IS USED TO FUND RESEARCH PROJECTS AND SCHOLARSHIPS. THE ORGANIZATION CURRENTLY APPROPRIATES FUNDS FOR THE DISTRIBUTION OF PROGRAM SUPPORT ACTIVITIES BASED UPON THE DEMAND FOR THESE PURPOSES AND ON THE AVAILABILITY OF FUNDS DURING THE PARTICULAR YEAR. THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. 0 0 0 0 0 0 0 0 0 0 EUROPE (INCLUDING ICELAND & GREENLAND) PRELIMINARY STUDY ON THE PARASITOID COMPLEX OF THE BOX TREE MOTH IN ASIA FOR A CLASSICAL BIOLOGICAL CONTROL PROGRAM IN NORTH AMERICA 40000 WIRE/ELECTRONIC TRANSFER 0 1 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 CLEMSON UNIVERSITY 105 SIKES HALL CLEMSON SC 29634 576000254 501(C)(3) 22500 0 STIMULATING ADVENTITIOUS ROOT FORMATION IN RECALCITRANT WOODY PLANTS WITH AGROBACTERIUM RHIZOGENES MICHIGAN STATE UNIVERSITY 426 AUDITORIUM ROAD EAST LANSING MI 48824 386005984 501(C)(3) 34900 0 IMAGES OF PEOPLE OR PLANTS: WHICH SELLS MORE PLANTS? TENNESSEE TECHNOLOGICAL UNIVERSITY 1 WILLIAM L JONES DR COOKEVILLE TN 38505 501(C)(3) 28636 0 PERIODICAL CICADA: STUDY OF POTENTIAL CONTROLS FOR THE TENNESSEE NURSERY INDUSTRY VIRGINIA POLYTECHNIC INSTITUTE AND STATE UNIVERSITY 330 SMYTH HALL BLACKSBURG VA 24061 501(C)(3) 29711 0 IMPROVING WATER MANAGEMENT IN PINE BARK SUBSTRATES VIA PORE SIZE CHARACTERIZATION AND INFILTRATION TESTING RUTGERS-THE STATE UNIVERSITY OF NEW JERSEY 59 DUDLEY ROAD NEW BRUNSWICK NJ 08901 501(C)(3) 30000 0 TULIPALINS: A NATURAL FUNGICIDE FOR GREENHOUSE HYDRANGEAS FROM A TULIP BULB WASTE STREAM AUBURN UNIVERSITY 101 FUNCHESS HALL AUBURN AL 36849 501(C)(3) 40519 0 IMPROVED IRRIGATION EFFICIENCY THROUGH MODELING AND SPATIAL DISTRIBUTION ANALYSIS TUFTS UNIVERSITY 97 TALBOT AVENUE MEDFORD MA 02155 501(C)(3) 35000 0 MEASURING THE BENEFITS OF PLANTS: IMPROVED CARDIOVASCULAR HEALTH AND WELL-BEING FROM VISUAL EXPOSURE TO PLANTS UNIVERSITY OF CALIFORNIA DAVIS 1 SHIELDS AVE DAVIS CA 95616 946036494 501(C)(3) 35000 0 PREVENTING DISEASE OUTBREAKS IN ORNAMENTAL NURSERIES: DETERMINING MOST EFFECTIVE DIAGNOSTICS TOOLS AND DEVELOPING A RAPID DIAGNOSTICS TEST FOR PHYTOPHTHORA SPECIES INFECTING ORNAMENTAL CROPS UNIVERSITY OF TENNESSEE 2621 MORGAN CIRCLE KNOXVILLE TN 37996 501(C)(3) 35000 0 ENHANCING MARKETPLACE ACCEPTANCE OF NATIVE PLANTS UNIVERSITY OF GEORGIA WARNELL SCHOOL CHAPEL HERTY DR ATHENS GA 30602 586001998 501(C)(3) 21900 0 CREATION OF EMERALD ASH BORER-RESISTANT "LINGERING ASH" CULTIVARS FOR RESTORATION OF ASH AS LANDSCAPE AND STREET TREES CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVE CLEVELAND OH 44106 501(C)(3) 34260 0 SOIL MICROBIOMES FOR PLANT HEALTH: EXPLORING MICROBES IN THE SOIL FOR CANDIDATES THAT PROTECT PLANTS AGAINST ROOT ROT DISEASE CAUSED BY PHYTOPHTHORA CINNAMOMIC UNIVERSITY OF MINNESOTA LANDSCAPE ARBORETUM (UMLA) 3675 ARBORETUM DRIVE CHASKA MN 55318 501(C)(3) 35945 0 MANAGEMENT OPTIONS FOR JUMPING WORMS IN PRIVATE & COMMERCIAL LANDSCAPES AND NATURAL AREAS 12 1 SCHOLARSHIPS 12 27000 PART I, LINE 2: GRANT APPLICATION CRITERIA SPECIFICALLY SEEKS BUDGET OUTLINE OF RESEARCH PROJECTS. THESE FUNDS WILL BE PAID FOLLOWING THE SIGNATURE OF A FINANCIAL AID AGREEMENT BY BOTH PARTIES. FUNDS MAY BE USED ONLY FOR THE DIRECT COSTS OF THE PROJECT, AND THE RESEARCHER SHALL NOT USE FUNDS TO PAY FOR GENERAL OR ADMINISTRATIVE EXPENSES. RESEARCHERS MUST COMPLETE REPORTING SUMMARY OF PROJECT OUTCOMES. 0 0 0 0 0 0 0 0 0 KENNETH FISHER EXECUTIVE DIRECTOR 0 339360 0 33636 0 0 0 27410 0 8719 0 409125 0 0 CRAIG REGELBRUGGE EXECUTIVE VP AMERICANHORT 0 167728 0 0 0 0 0 16773 0 7546 0 192047 0 0 KAREN LIMBERT VICE PRESIDENT AMERICANHORT 0 133269 0 15000 0 0 0 13327 0 17463 0 179059 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF TRUSTEES OF THE FUND DELEGATES CONTROL TO AN EXECUTIVE COMMITTEE WHICH CONSISTS OF THOSE TRUSTEES THAT ARE OFFICERS FOR THE FUND. THE COMMITTEE IS AUTHORIZED TO EXERCISE THE POWERS OF THE BOARD BETWEEN THE MEETINGS. FORM 990, PART VI, SECTION A, LINE 3 MANAGEMENT FEES WERE PAID TO AMERICAN HORTICULTURE INDUSTRY ASSOCIATION, THE RELATED PARTY, FOR STAFF SERVICES PROVIDED TO HRI, INCLUDING OVERSIGHT FOR THE DAY-TO-DAY OPERATIONS. CRAIG REGELBRUGGE AND KENNETH FISHER ARE EMPLOYEES OF AMERICAN HORTICULTURE INDUSTRY ASSOCIATION AND ARE NOT DIRECTLY COMPENSATED BY HRI. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR BEFORE FILING. EACH BOARD MEMBER IS FURNISHED A COPY OF THE FORM 990 AND GIVEN TIME TO REVIEW AND COMMENT PRIOR TO FILING FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND THE EXECUTIVE DIRECTOR REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY. IF AN INDIVIDUAL HAS A REAL OR POTENTIAL CONFLICT OF INTEREST IN CONNECTION WITH ANY HRI MATTER, S/HE SHOULD IMMEDIATELY NOTIFY THE PRESIDENT AND ADMINISTRATOR AND DISCLOSE ALL THE MATERIAL FACTS CONCERNING THE MATTER. IF THE CONFLICT OF INTEREST ARISES IN CONNECTION WITH THE ACTIVITIES OF ANY DELIBERATIVE BODY (E.G., BOARD OF TRUSTEES), THE CONFLICT SHOULD BE DISCLOSED TO THE OTHER MEMBERS OF THE BODY AND THE INDIVIDUAL MAY PARTICIPATE IN THE CONSIDERATION BUT SHOULD NOT PARTICIPATE IN THE DECISION ON THE MATTER AT ISSUE. IF THE CONFLICT OF INTEREST ARISES IN CONNECTION WITH A CLINIC OR OTHER SUCH PROGRAM, THE INDIVIDUAL MAY PARTICIPATE, PROVIDED THAT HE OR SHE AGREES TO DISCLOSE TO THE OTHER PARTICIPANTS AND ATTENDEES THE FACTS GIVING RISE TO THE CONFLICT AND CLEARLY IDENTIFIES REMARKS AS PERSONAL OPINION. IF THE CONFLICT ARISES IN CONNECTION WITH AN HRI PUBLICATION, THE MATERIAL MAY BE PUBLISHED WITH AN APPROPRIATE DISCLOSURE STATEMENT TO THE READER. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. AMERICAN HORTICULTURE INDUSTRY ASSOCIATION 2130 STELLA COURT COLUMBUS OH 43215 464411915 HORTICULTRAL TRADE ASSOCIATION OH 501(C)(6) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 AMERICAN HORTICULTURE INDUSTRY ASSOCIATION M 250000 FAIR MARKET VALUE