2024-09-04T13:37:36-05:00 2023-12-31 310800053 CLARK SCHAEFER HACKETT & CO 4449 EASTON WAY SUITE 400 COLUMBUS OH 43219 990 2023-01-01 521052547 HORTICULTURAL RESEARCH INSTITUTE INC HORT 6144871117 2130 STELLA CT COLUMBUS OH 43215 KAREN LIMBERT VP AMERICAN HORTICULTURE 6144871117 2024-08-29 1 0 ANNAMARIE B REILLY P00431897 6148852208 2024-08-29 2023 2024-08-08 14:25:15Z KAREN LIMBERT 2130 STELLA CT COLUMBUS OH 43215 1452303 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. 21 21 0 95 0 0 823098 1004275 18570 27600 321662 400735 0 0 1163330 1432610 450371 431848 0 0 0 0 0 0 66515 541235 652349 991606 1084197 171724 348413 17374160 20184335 26162 49108 17347998 20135227 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 646404 431848 RESEARCH PROJECTS AND STUDENT SCHOLARSHIPS THAT FOCUS ON GREEN INDUSTRY PRIORITY ISSUES RESULTING IN PROBLEM SOLVING SOLUTIONS AND TECHNIQUES, INCLUDING STUDENT EDUCATION. 28713 27600 PUBLICATION: JOURNAL OF ENVIRONMENTAL HORTICULTURE PROVIDES A MEANS FOR RAPID COMMUNICATION OF IMPORTANT, RELEVANT, AND CURRENT RESEARCH FINDINGS IN ENVIRONMENTAL HORTICULTURE TO THE GREEN INDUSTRY AND TO SCIENTISTS WORLDWIDE. THE JOURNAL HAS BEEN PUBLISHED SINCE 1983. 234258 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. 909375 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 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 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 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 KENNETH FISHER EXECUTIVE DIRECTOR 3.00 40.00 X 0 347837 52469 KAREN LIMBERT VP & CONTROLLER, AMERICAN HORT 2.00 40.00 X 0 150267 40800 JONATHAN BERRY TRUSTEE 1.00 X 0 0 0 HARVEY COTTEN TRUSTEE 3.00 X 0 0 0 MARK YELANICH PHD TRUSTEE 1.00 X 0 0 0 ED BEMIS TRUSTEE 1.00 X 0 0 0 PETER MEZITT TRUSTEE 1.00 X 0 0 0 RYAN OVERDEVEST TRUSTEE 1.00 X 0 0 0 JOHN RAUSCH 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 SHANE BROCKSHUS TRUSTEE 1.00 X 0 0 0 JIM EASON TRUSTEE 1.00 X 0 0 0 MIKE HILLER TRUSTEE 1.00 X 0 0 0 MATT SAWYER TRUSTEE 1.00 X 0 0 0 LLOYD TRAVEN TRUSTEE 1.00 X 0 0 0 ALAN JONES PAST PRESIDENT 1.00 X X 0 0 0 BRIAN DECKER PRESIDENT 1.00 X X 0 0 0 LEIGH GESCHWILL PRESIDENT ELECT 1.00 X X 0 0 0 DAN BATSON TREASURER 2.00 X X 0 0 0 0 498104 93269 0 0 1 0 AMERICAN HORTICULTURE INDUSTRY ASSOCIATI 2130 STELLA COURT COLUMBUS OH 43215 MANAGERIAL SERVICES 250000 1 236108 15000 753167 23075 1004275 PUBLICATIONS 541700 27600 27600 27600 403678 403678 16750 19693 -2943 -2943 -2943 1432610 27600 0 400735 402348 402348 29500 29500 250000 187500 37500 25000 17320 17320 41325 41325 8797 8797 2794 2794 14813 14813 10243 10243 2112 2112 LEADERSHIP ACADEMY 234258 234258 RECEPTION EXPENSES 32718 32718 JOURNAL DIRECT EXPENSES 28713 28713 GOVERNANCE 7256 7256 2000 2000 1084197 909375 108307 66515 1928993 2221099 439075 143305 2350 2050 3196 12843 15000546 17805038 17374160 20184335 26162 21241 0 27867 26162 49108 X 225600 225599 17122398 19909628 17347998 20135227 17374160 20184335 348413 2438816 0 X 0 1 X 0 0 X 491098 527551 1310189 823098 1004275 4156211 491098 527551 1310189 823098 1004275 4156211 1398909 2757302 320628 336448 270799 323850 403678 1655403 5811614 119370 0.47440 0.46510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16530602 973443 2779917 431848 232245 19619869 19681844 708291 -3166922 450371 242240 16530602 17182664 749558 2379710 381354 248732 19681846 14771548 477936 2522097 363300 225617 17182664 12419039 339580 2727862 428700 286233 14771548 0.75380 0.24620 0 0 0 RELATED PARTY PAYABLE 27867 27867 3830101 2438816 2438816 1391285 41325 41325 1432610 1042872 0 1042872 41325 41325 1084197 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. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 1 OREGON STATE UNIVERSITY A312 KERR ADMINISTRATION BUILDING CORVALLIS OR 97331 936022772 501(C)(3) 55000 0 COORDINATING A NATIONAL RESPONSE TO LOW FERTILITY CULTIVARS OF INVASIVE NURSERY CROPS. "PULSE ELECTRICITY AS A FUMIGANT ALTERNATIVE. NONCHEMICAL PREEMERGENCE WEED CONTROL NORTH CAROLINA STATE UNIVERSITY 2601 WOLF VILLAGE WAY STE 240 RALEIGH NC 27695 371764421 501(C)(3) 26000 0 CATEGORIZING AND SUMMARIZING THE ENVIRONMENTAL AND ECOLOGICAL BENEFITS OF PLANTS THE OHIO STATE UNIVERSITY 281 W LANE AVE COLUMBUS OH 43210 316025986 501(C)(3) 31400 0 BEAUTY IS ONLY SKIN-DEEP TENNESSEE TECHNOLOGICAL UNIVERSITY PO BOX 5037 COOKEVILLE TN 38505 591777911 501(C)(3) 35000 0 PERIODICAL CICADA: STUDY OF POTENTIAL CONTROLS FOR THE TENNESSEE NURSERY INDUSTRY. UNIVERSITY OF MARYLAND COLLEGE PARK 7809 REGENTS DR COLLEGE PARK MD 20742 522197313 501(C)(3) 35000 0 "USE OF DRONES IN NURSERY IPM PROGRAMS FOR AGRO CHEMICAL APPLICATION AND MONITORING TEXAS A&M AGRILIFE RESEARCH 400 HARVEY MITCHELL PARKWAY S SUITE 300 COLLEGE STATION TX 77845 741238434 501(C)(3) 35000 0 CREATING NEW GENETIC RESOURCES TOWARD PREVENTING ROSE ROSETTE VIRUS INFECTING ROSES. REGENTS OF THE UNIVERSITY OF MINNESOTA PO BOX 1450 MINNEAPOLIS MN 55485 501(C)(3) 33800 0 ASSESSING MOUSE EAR DISORDER OF EMERGING NURSERY CROPS THE UNIVERSITY OF ARKANSAS 371 W ALTHEIMER DR FAYETTEVILLE AR 72704 716056774 501(C)(3) 35000 0 COMBATING THE VECTOR OF ROSE ROSETTE DISEASE UNIVERSITY OF TENNESSEE 2621 MORGAN CIRCLE KNOXVILLE TN 37996 582045038 501(C)(3) 35000 0 ASSESSING THE EFFECTIVENESS OF MARKETING STRATEGIES OF NATIVE PLANTS UNIVERSITY OF CALIFORNIA DAVIS HUTCHISON HALL ROOM 253 DAVIS CA 95616 946036494 501(C)(3) 37700 0 CLIMATE READY LANDSCAPE PLANTS FOR CALIFORNIA UNIVERSITY OF CONNECTICUT 352 MANSFIELD RD STORRS CT 06269 066070722 501(C)(3) 29900 0 COPPER-BASED NANOPARTICLES (CU-NPS) IN THE MANAGEMENT OF BOXWOOD BLIGHT SCHOLARSHIPS 29500 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 347837 0 0 0 0 0 30423 0 22046 0 400306 0 0 KAREN LIMBERT VP & CONTROLLER, AMERICAN HORT 0 136267 0 14000 0 0 0 14043 0 26757 0 191067 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 AMERICANHORT SERVICES INC 2130 STELLA COURT SUITE 200 COLUMBUS OH 43215 311171287 HORTICULTURE OH N/A C 0 0 0 1 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 AMERICAN HORTICULTURE INDUSTRY ASSOCIATION C 236108 FAIR MARKET VALUE