2025-11-04T12:16:39-06:00 2024-12-31 331498605 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2024-01-01 361505770 THE MORTON ARBORETUM MORT 6309680074 4100 ILLINOIS ROUTE 53 LISLE IL 605321293 MICHAEL M REESE VICE PRESIDENT OF FINANCE 6307192405 2025-10-30 1 0 LU ANN TRAPP P01506476 3122071040 2025-10-28 2024 2025-03-06 01:10:19Z MICHAEL M REESE 4100 ILLINOIS ROUTE 53 LISLE IL 605321293 164624205 0 X WWW.MORTONARB.ORG X 1922 IL COLLECT, STUDY, DISPLAY AND GROW TREES; TO ENCOURAGE THE PLANTING AND CONSERVATION OF TREES. 22 22 561 1157 382847 67185 18150596 19759730 10675996 10584870 7791466 17359675 8531224 10089441 45149282 57793716 982437 1465749 0 0 25791158 28091465 146144 158060 3983389 25281457 28571346 52201196 58286620 -7051914 -492904 354910949 367601821 57374055 57379664 297536894 310222157 X TO COLLECT, STUDY, DISPLAY, AND CONSERVE TREES AND OTHER PLANTS FROM AROUND THE WORLD TO INSPIRE LEARNING, FOSTER ENJOYMENT, BENEFIT COMMUNITIES, ENCOURAGE ACTION, AND ENHANCE THE ENVIRONMENT. 0 0 19220812 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 106,714 SPECIMENS REPRESENTING 4,067 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. 4242937 1227139 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. BASED IN 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 117,000 ITEMS, CONTAINS PUBLICATIONS ON BOTANY, HORTICULTURE, NATURAL HISTORY, AND ECOLOGY; BOTANICAL ARTWORKS; RARE BOOKS, PERIODICALS, AND CATALOGS; INFORMATION IS ALSO ACCESSIBLE ONLINE. THE PLANT CLINIC ANSWERS INQUIRIES ABOUT PLANT SELECTION AND CARE. 8654692 1465749 SCIENCE AND CONSERVATION: THE CENTER FOR TREE SCIENCE GENERATES AND COMMUNICATES THE SCIENTIFIC KNOWLEDGE AND TECHNICAL EXPERTISE NECESSARY TO UNDERSTAND AND SUSTAIN TREES AND THEIR ECOSYSTEMS, IN ALL THEIR DIVERSITY, IN BUILT ENVIRONMENTS, NATURAL LANDSCAPES, AND LIVING COLLECTIONS. THE ARBORETUM HOUSES RESEARCH LABS AND A HERBARIUM WITH A COLLECTION OF 216,500 DRIED SPECIMENS FOR BOTANICAL RESEARCH. THROUGH THE GLOBAL TREE CONSERVATION PROGRAMS, THE ARBORETUM LEADS PARTNERSHIPS AND ASSISTS EFFORTS TO PREVENT TREE EXTINCTION AND SECURE THREATENED TREE SPECIES, WITH A FOCUS ON OAKS. THE CHICAGO REGION TREES INITIATIVE DEVELOPS STRATEGIES FOR URBAN TREE AND FOREST IMPROVEMENT, ADVOCATING FOR TREES IN COMMUNITIES THROUGHOUT THE CHICAGO REGION AND THE STATE OF ILLINOIS. ARBNET, FACILITATED BY THE MORTON ARBORETUM, IS AN INTERACTIVE PROFESSIONAL COMMUNITY OF ARBORETA AND AN ARBORETUM ACCREDITATION PROGRAM THAT FOSTERS ADVANCEMENTS AMONG TREE-FOCUSED GARDENS. 15995796 19570342 VISITOR PROGRAMS: WELCOMED 1,156,732 VISITORS, MAINTAINING THE INSTITUTION AS ONE OF THE MOST VISITED PUBLIC GARDENS IN NORTH AMERICA. SERVED MEMBERSHIP OF 55,269 HOUSEHOLDS. OPEN EVERY DAY OF THE YEAR THE ARBORETUM FEATURES 16 MILES OF HIKING TRAILS AND 9 MILES OF PAVED ROADS FOR DRIVING, BICYCLING, OR GUIDED TRAM TOURS. SPECIALTY GARDENS INCLUDE THE GRAND GARDEN, 4-ACRE CHILDREN'S GARDEN, 1-ACRE MAZE GARDEN. THE VISITOR CENTER HOUSES 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. 15995796 19570342 48114237 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 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 178 0 1 561 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X X MICHAEL M REESE 6307192405 4100 ILLINOIS ROUTE 53 LISLE IL 60532 ROBERT J SCHILLERSTROM CHAIR 8.00 X X 0 0 0 ANNA CAROLINE BALL VICE CHAIR 8.00 X X 0 0 0 E JAMES DONDLINGER TREASURER 8.00 X X 0 0 0 JAMAL J SCOTT SECRETARY 8.00 X X 0 0 0 KELLY POWERS BARIA 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 ROBERT L FEALY TRUSTEE 8.00 X 0 0 0 ASHESH GOEL TRUSTEE 8.00 X 0 0 0 MARK C GOSSETT TRUSTEE 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 8.00 X 0 0 0 ROBERT E KRESS TRUSTEE 8.00 X 0 0 0 CHARLES P MCQUAID TRUSTEE 8.00 X 0 0 0 MILAN MRKSICH TRUSTEE 8.00 X 0 0 0 CURTIS X REED TRUSTEE 8.00 X 0 0 0 STEPHEN C VAN ARSDELL TRUSTEE 8.00 X 0 0 0 KOSKI JILL PRESIDENT AND CEO 40.00 X 565997 0 65544 SPIESS KATHLEEN VP-DEVELOPMENT 40.00 X 247048 0 31715 LAVIRE ALICIA VP-MARKETING AND GUEST EXPERIENCE 40.00 X 242459 0 40557 BAUTISTA PRESTON WONG VP-LEARNING AND ENGAGEMENT 40.00 X 222344 0 31773 BACHTELL KRIS VP-COLLECTIONS AND HORTICULTURE 40.00 X 215561 0 58043 FAWLEY JAMES VP-FINANCE AND CFO (THRU 4/2024) 40.00 X 209326 0 10529 BAILEY NARISSA VP - PEOPLE AND CULTURE 40.00 X 199264 0 38608 WESTWOOD MEREDITH VP-SCIENCE AND CONSERVATION 40.00 X 199010 0 16144 REESE MICHAEL M VP- FINANCE (STARTING 9/2024) 40.00 X 170423 0 35792 STOVALL-LEONARD DEREK CFO (7/2024-9/2024) 40.00 X 53746 0 5626 DONNELLY GERARD SPECIAL ADVISOR 30.00 X 234998 0 54068 NOLAN KELLY DIR-MAJOR GIFTS 40.00 X 155222 0 48590 COSNER ANNA C DIR-GUEST REVENUE PROGRAMS 40.00 X 157731 0 18700 RAVICHANDRAN SAI P DIR-INFORMATION TECHNOLOGY 40.00 X 147471 0 25539 MIDGLEY MEGHAN DIR-CENTER FOR TREE SCIENCE 40.00 X 146941 0 29718 DULCEAK RONALD DIR-FACILITIES 40.00 X 137274 0 37446 HIPP ANDREW L DIR-HERBARIUM AND SENIOR SCIENTIST 40.00 X 136813 0 36241 GORTNER VINCENT DIR-GUEST EXPERIENCE AND SAFETY 40.00 X 135018 0 38960 3576646 0 623593 39 0 1 0 INTELLIGENT LIGHTING CREATIONS INC 2461 EAST OAKTON STREET ARLINGTON HEIGHTS IL 60004 EXHIBITION CONTRACTOR 1172470 ARAMARK CORPORATION 27310 NETWORK PLACE CHICAGO IL 60673 FOOD SERVICE CONTRACTOR 1111408 REED HILDERBRAND LLC 130 BISHOP ALLEN DRIVE CAMBRIDGE MA 02139 SITE PLANNING CONSULTANT 838391 BASIS GLOBAL TECHNOLOGIES INC 11 EAST MADISON 6TH FLOOR CHICAGO IL 60602 ADVERTISING CONTRACTOR 649238 IMPERIAL SERVICE SYSTEMS INC PO BOX 2938 GLEN ELLYN IL 60138 JANATORIAL SERVICE CONTRACTOR 557800 31 6447434 632928 4114035 8565333 486952 19759730 VISITOR EVENTS 713990 6395347 6395347 ADMISSIONS 713990 2962384 2962384 EDUCATION 713990 1227139 1227139 10584870 3433631 382847 3050784 1721640 0 1721640 1721640 1721640 117051481 6450 103131887 0 13919594 6450 13926044 13926044 67600 632928 190770 -123170 -123170 11998803 3507832 8490971 8490971 57793716 20797481 382847 16853658 X 1141395 1141395 324354 324354 3338873 1202322 1643975 492576 19542752 16209643 1689024 1644085 1168762 969424 101013 98325 2340864 1941619 202314 196931 1700214 1410234 146945 143035 539475 539475 92970 400 92570 923779 475409 200138 248232 181193 181193 158060 158060 813639 813639 6139996 5555019 327059 257918 668561 661055 7464 42 602932 169213 7248 426471 1147299 1147299 2396333 2392627 1152 2554 502310 374331 109592 18387 359775 112117 93960 153698 1564474 1564474 3331409 3331409 830309 824577 5732 CONTRACT SERVICES 3866956 3866956 SUPPLIES 3440352 3353175 -462 87639 EQUIPMENT RENTAL AND MA 541143 530598 10545 UNRELATED BUSINESS INCO 16897 16897 611544 350772 221613 39159 58286620 48114237 6188994 3983389 3446819 346709 3179714 13940010 1981631 1972764 293725 316015 458443 463920 1041980 748875 123147979 63325935 62209049 59822044 169205720 167722973 113093868 122268511 354910949 367601821 2419344 2835572 3825122 3448379 50129589 50159713 1000000 936000 57374055 57379664 X 284601079 272151087 12935815 38071070 297536894 310222157 354910949 367601821 X -492904 13178165 2 X 0 1 X 1 1 1 X 11866757 30966947 20701829 18150596 19759730 101445859 11866757 30966947 20701829 18150596 19759730 101445859 3153317 98292542 4095361 4676777 4945899 5253755 5155271 24127063 74435 22664 12731 67185 177015 125749937 86872242 0.78170 0.76020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 181193 0 0 181193 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 A 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. HIRED A CONSULTANT TO ASSIST THE ORGANIZATION IN LOBBYING AND CONSULTING BEFORE THE ILLINOIS DEPARTMENT OF CHILDREN AND FAMILY SERVICES, ILLINOIS GENERAL ASSEMBLY, GOVERNOR'S OFFICE, AND ANY OTHER AGENCY, OFFICE, OR COMMITTEE AS DEEMED APPROPRIATE OR PERTINENT. THIS INCLUDES FACILITATING MEETINGS, DRAFTING AND EXECUTING A LEGISLATIVE AGENDA, ANALYZING AND REVIEWING RULES, LEGISLATION, AND OTHER CODES TO CREATE A SOLUTION TO THE ORGANIZATION'S ISSUES. X X X X X CLASSROOM EDUCATION 0 35041100 794740 3430134 2200521 37065451 38612001 1410999 4092944 9074844 35041100 41457094 3837589 -3591101 3091581 38612001 34192842 2730131 5787579 1253458 41457094 29190829 2799396 3147511 944894 34192842 0.68000 0.22000 0.10000 0 0 6451633 6451633 61654204 22827376 38826828 10636548 8449110 2187438 44405594 32049449 12356145 59822044 PRIVATE EQUITY 82326634 F HEDGE FUNDS 39941877 F 122268511 X 44132644 0 44132644 13661073 13661073 57793717 61165134 3692152 3692152 57472982 813638 813638 58286620 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 COLLECTIONS - THE ARBORETUM ENCOMPASSES 1700 ACRES OF PLANT COLLECTIONS AND GARDENS AMID NATURAL LANDSCAPES OF WOODLANDS, PRAIRIE, LAKES, AND STREAMS. A RICH DIVERSITY OF TREES, SHRUBS, AND OTHER PLANTS THAT ARE EVALUATED FOR THEIR SUITABILITY IN THE MIDWESTERN UNITED STATES. THESE LIVING COLLECTIONS INCLUDE 106,714 SPECIMENS REPRESENTING 4,067 DIFFERENT KINDS OF PLANTS. ARRANGED BY GEOGRAPHIC, TAXONOMIC, AND OTHER SPECIAL GROUPS, 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 TO THE MARKETPLACE. LIBRARY COLLECTION - THE STERLING MORTON LIBRARY COLLECTION, WITH 117,000 ITEMS, CONTAINS PUBLICATIONS ON BOTANY, HORTICULTURE, NATURAL HISTORY, AND ECOLOGY; BOTANICAL ARTWORKS; RARE BOOKS, PERIODICALS, AND CATALOGS; INFORMATION IS ALSO ACCESSIBLE ONLINE. 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 -3,507,832. FUNDRAISING EXPENSES -INCLUDED IN EXPENSES ON THE FINANCIAL STATEMENTS -190,770. NET INCOME FROM INVESTMENTS-INCLUDED IN OTHER CHANGES ON THE FINANCIAL STMTS 3,433,631. NET REALIZED GAINS ON INVESTMENTS-INCLUDED IN OTHER CHANGES ON FIN. STMTS 13,926,044. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES -INCLUDED IN EXPENSES ON THE FINANCIAL STATEMENTS 3,507,832. FUNDRAISING EXPENSES -INCLUDED IN EXPENSES ON THE FINANCIAL STATEMENTS 190,770. GAIN ON SALE OF ASSETS -INCLUDED IN EXPENSES ON THE FINANCIAL STATEMENTS -6,450. 0 CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS INVESTMENTS 46690680 NORTH AMERICA INVESTMENTS INVESTMENTS 4091504 EUROPE INVESTMENTS INVESTMENTS 11087763 CENTAL AMERICA AND THE CARIBBEAN PROGRAM SERVICES GLOBAL TREE CONSERVATION RESEARCH SUPPORT 134823 EAST ASIA AND THE PACIFIC PROGRAM SERVICES GLOBAL TREE CONSERVATION RESEARCH SUPPORT 17634 NORTH AMERICA PROGRAM SERVICES GLOBAL TREE CONSERVATION RESEARCH SUPPORT 180220 RUSSIA AND NEIGHBORING STATES PROGRAM SERVICES ARBNET GRANT 2500 SUB-SAHARAN AFRICA PROGRAM SERVICES ARBNET GRANT 1678 EUROPE PROGRAM SERVICES SPEAKER SPONSOR - TRAVEL 1639 CENTRAL AMERICA AND THE CARIBBEAN PROGRAM SERVICES ARBNET GRANT 4234 NORTH AMERICA PROGRAM SERVICES ARBNET GRANT 2500 0 0 0 0 0 0 62206802 8373 62215175 CENTAL AMERICA AND THE CARIBBEAN GLOBAL TREE CONSERVATION RESEARCH SUPPORT 17000 WIRE TRANSFER 0 FMV NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES GLOBAL TREE CONSERVATION RESEARCH SUPPORT 26981 WIRE TRANSFER 0 FMV NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES GLOBAL TREE CONSERVATION RESEARCH SUPPORT 13675 WIRE TRANSFER 0 FMV EAST ASIA AND THE PACIFIC CONFERENCE SPONSORSHIP 9270 WIRE TRANSFER 0 FMV CENTAL AMERICA AND THE CARIBBEAN GLOBAL TREE CONSERVATION RESEARCH SUPPORT 21368 WIRE TRANSFER 0 FMV CENTAL AMERICA AND THE CARIBBEAN GLOBAL TREE CONSERVATION RESEARCH SUPPORT 46900 WIRE TRANSFER 0 FMV CENTAL AMERICA AND THE CARIBBEAN GLOBAL TREE CONSERVATION RESEARCH SUPPORT 33951 WIRE TRANSFER 0 FMV 7 GLOBAL TREE CONSERVATION RESEARCH SUPPORT CENTAL AMERICA AND THE CARIBBEAN 1 8950 WIRE TRANSFER FMV GLOBAL TREE CONSERVATION RESEARCH SUPPORT EAST ASIA AND THE PACIFIC 1 8175 WIRE TRANSFER FMV GLOBAL TREE CONSERVATION RESEARCH SUPPORT NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES - CANADA AND 7 138084 WIRE TRANSFER FMV 1 0 1 1 1 0 X X X X X X X 1 LEMASTER MARKETING GROUP INC 7700 LEESBURG PIKE STE 239 FALLS CHURCH VA 22043 TELEMARKETING 0 279420 79899 199521 LAMARCA HEINRICH STRATEGIC CONSULTING 1441 HAWTHORNE TERRACE BERKELEY CA 94708 CONSULTING 0 0 60011 -60011 MARTS & LUNDY INC 160 CHUBB AVE SUITE 303 LYNDHURST NJ 07071 CONSULTING 0 0 18150 -18150 279420 158060 121360 IL GALA 700528 632928 67600 9157 95810 14100 71703 700528 632928 67600 9157 95810 14100 71703 190770 -123170 1 ATLANTA BOTANICAL GARDEN 1345 PIEDMONT AVE NE ATLANTA GA 30309 581313284 501(C)(3) 5650 0 MANAGING GENETIC DIVERSITY IN BOTANIC GARDEN COLLECTIONS BELVIDERE TOWNSHIP PARK DISTRICT 1006 WEST LINCOLN AVENUE BELVIDERE IL 61008 366005793 GOVT 27933 0 URBAN AND COMMUNITY FORESTRY CHICAGO HORTICULTURAL SOCIETY 1000 LAKE COOK ROAD GLENCOE IL 60022 362225482 501(C)(3) 70494 0 MANAGING GENETIC DIVERSITY IN BOTANIC GARDEN COLLECTIONS CITY OF BELVIDERE 401 WHITNEY BLVD BELVIDERE IL 61008 366005792 GOVT 11162 0 URBAN AND COMMUNITY FORESTRY CITY OF BLUE ISLAND 13051 GREENWOOD AVENUE BLUE ISLAND IL 60406 366005798 GOVT 22460 0 URBAN AND COMMUNITY FORESTRY CITY OF CHICAGO PO BOX 71630 CHICAGO IL 60694 366005820 GOVT 75000 0 COOPERATIVE FORESTRY ASSISTANCE CITY OF COLLINSVILLE 10 GATEWAY DRIVE COLLINSVILLE IL 62234 376001398 GOVT 10049 0 URBAN AND COMMUNITY FORESTRY CITY OF MOLINE 3635 4TH AVE MOLINE IL 61265 366005999 GOVT 6000 0 URBAN AND COMMUNITY FORESTRY CITY OF NAPERVILLE 400 S EAGLE ST NAPERVILLE IL 60540 366006013 GOVT 30000 0 URBAN AND COMMUNITY FORESTRY CITY OF OTTAWA 301 W MADISON STREET OTTAWA IL 61350 366006037 GOVT 25000 0 URBAN AND COMMUNITY FORESTRY CITY OF ROCKFORD CUSTOMER SERVICE CENTER 1ST FLOOR 425 EAST STATE STREET ROCKFORD IL 61104 366006082 GOVT 25000 0 URBAN AND COMMUNITY FORESTRY CITY OF WEST CHICAGO 475 MAIN ST WEST CHICAGO IL 60185 366006144 GOVT 25000 0 URBAN AND COMMUNITY FORESTRY CRYSTAL LAKE PARK DISTRICT 1 E CRYSTAL LAKE AVE CRYSTAL LAKE IL 60014 366005841 GOVT 15000 0 URBAN AND COMMUNITY FORESTRY VILLAGE OF DEER PARK 23680 W CUBA ROAD DEER PARK IL 60010 362789608 GOVT 15000 0 URBAN AND COMMUNITY FORESTRY SUPPORT IN CHICAGO REGION DEERFIELD PARK DISTRICT 836 JEWETT PARK DR DEERFIELD IL 60015 366008337 GOVT 11250 0 URBAN AND COMMUNITY FORESTRY FAITH IN PLACE 1100 E 55TH ST AC-1 CHICAGO IL 60615 364540756 501(C)(3) 16382 0 COOPERATIVE FORESTRY ASSISTANCE FOREST PRESERVE DISTRICT OF COOK COUNTY 536 N HARLEM AVENUE RIVER FOREST IL 60305 366006543 GOVT 55000 0 URBAN AND COMMUNITY FORESTRY SUPPORT IN CHICAGO REGION FOREST PRESERVE DISTRICT OF DUPAGE COUNTY 3S580 NAPERVILLE ROAD WHEATON IL 60189 366006552 GOVT 25000 0 URBAN AND COMMUNITY FORESTRY SUPPORT IN CHICAGO REGION UNITED STATES GEOLOGICAL SURVEY 12201 SUNRISE VLY DR RESTON VA 20192 530196958 GOVT 10928 0 DIMENSIONS US-CHINA: COLLABORATIVE RESEARCH GLENCOE PARK DISTRICT 999 GREEN BAY ROAD GLENCOE IL 60022 366005902 GOVT 7250 0 URBAN AND COMMUNITY FORESTRY VILLAGE OF GRAYSLAKE 10 S SEYMOUR AVENUE GRAYSLAKE IL 60030 366005911 GOVT 25000 0 URBAN AND COMMUNITY FORESTRY HAWTHORN WOODS 2 LAGOON DRIVE HAWTHORN WOODS IL 60047 362726116 GOVT 40000 0 URBAN AND COMMUNITY FORESTRY SUPPORT IN CHICAGO REGION HENRY E HUNTINGTON LIBRARY AND ART GALLERY 1151 OXFORD ROAD SAN MARINO GA 91108 951644589 501(C)(3) 18324 0 MANAGING GENETIC DIVERSITY IN BOTANIC GARDEN COLLECTIONS VILLAGE OF LAKE BLUFF 40 E CENTER AVE LAKE BLUFF IL 60044 366005956 GOVT 25000 0 URBAN AND COMMUNITY FORESTRY MICHIGAN STATE UNIVERSITY 426 AUDITORIUM ROAD EAST LANSING MI 48824 386005984 GOVT 7402 0 FOREST HEALTH PROGRAM OPENLANDS 25 E WASHINGTON ST SUITE 1650 CHICAGO IL 60602 362649603 501(C)(3) 51414 0 EXPANDING TREE CANOPY TO REDUCE STORMWATER IMPACTS OSWEGOLAND PARK DISTRICT 313 E WASHINGTON ST OSWEGO IL 60543 366009398 GOVT 13000 0 URBAN AND COMMUNITY FORESTRY VILLAGE OF PALATINE 200 EAST WOOD STREET PALATINE IL 60067 366006038 GOVT 25000 0 URBAN AND COMMUNITY FORESTRY SUPPORT IN CHICAGO REGION PROSPECT HEIGHTS PARK DISTRICT 110 WEST CAMP MCDONALD RD PROSPECT HEIGHTS IL 60070 362643018 GOVT 10500 0 URBAN AND COMMUNITY FORESTRY ROSELLE PARK DISTRICT 555 WEST BRYN MAWR ROSELLE IL 60172 362589191 GOVT 73443 0 URBAN AND COMMUNITY FORESTRY VILLAGE OF SCHILLER PARK 9526 IRVING PARK ROAD SCHILLER PARK IL 60176 366006096 GOVT 10000 0 URBAN AND COMMUNITY FORESTRY CITY OF SPRINGFIELD 300 S 7TH STREET SPRINGFIELD IL 62701 376002037 GOVT 24750 0 URBAN AND COMMUNITY FORESTRY THE BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN OFFICE FOR RESEARCH SPONSORED PROGRAMS MILWAUKEE WI 53278 396006492 GOVT 23960 0 FOREST HEALTH PROGRAM VILLAGE OF TROUT VALLEY PO BOX 621 CARY IL 60013 364092424 GOVT 11738 0 URBAN AND COMMUNITY FORESTRY SUPPORT IN CHICAGO REGION VILLAGE OF ALSIP 12221 ORCHARD ST ALSIP IL 60803 366005767 GOVT 13000 0 URBAN AND COMMUNITY FORESTRY VILLAGE OF BANNOCKBURN 2275 TELEGRAPH ROAD BANNOCKBURN IL 60015 366005781 GOVT 25000 0 URBAN AND COMMUNITY FORESTRY VILLAGE OF BECKEMEYER PO BOX 278 BECKEMEYER IL 62219 371011989 GOVT 27331 0 URBAN AND COMMUNITY FORESTRY VILLAGE OF BROOKFIELD 8820 BROOKFIELD AVE BROOKFIELD IL 60513 366005807 GOVT 18500 0 URBAN AND COMMUNITY FORESTRY VILLAGE OF BUFFALO GROVE 50 RAUPP BLVD BUFFALO GROVE IL 60089 362525051 GOVT 11000 0 URBAN AND COMMUNITY FORESTRY VILLAGE OF DEERFIELD 850 WAUKEGAN RD DEERFIELD IL 60015 366005842 GOVT 25000 0 URBAN AND COMMUNITY FORESTRY VILLAGE OF GLENDALE HEIGHTS 300 CIVIC CENTER PLAZA GLENDALE HEIGHTS IL 60139 366009547 GOVT 25000 0 URBAN AND COMMUNITY FORESTRY VILLAGE OF HILLSIDE 425 HILLSIDE AVE HILLSIDE IL 60162 366005929 GOVT 19784 0 URBAN AND COMMUNITY FORESTRY VILLAGE OF MOKENA 11004 CARPENTER ST MOKENA IL 60448 366009004 GOVT 25000 0 URBAN AND COMMUNITY FORESTRY VILLAGE OF OSWEGO 100 PARKERS MILL OSWEGO IL 60543 366006036 GOVT 25000 0 URBAN AND COMMUNITY FORESTRY VILLAGE OF RIVER FOREST 400 PARK AVENUE RIVER FOREST IL 60305 366006070 GOVT 7651 0 URBAN AND COMMUNITY FORESTRY VILLAGE OF WESTCHESTER 10300 W ROOSEVELT ROAD WESTCHESTER IL 60154 366006142 GOVT 40000 0 URBAN AND COMMUNITY FORESTRY VILLAGE OF WESTERN SPRINGS 10300 W ROOSEVELT ROAD WESTCHESTER IL 60154 366006142 GOVT 25000 0 URBAN AND COMMUNITY FORESTRY WINNEBAGO COUNTY FOREST PRESERVE DISTRICT 5500 NORTHROCK DRIVE ROCKFORD IL 61103 366005676 GOVT 5042 0 URBAN AND COMMUNITY FORESTRY 48 0 PART I, LINE 2: ON A QUARTERLY BASIS, GRANTEES ARE ASKED TO REPORT ON PROJECT PROGRESS USING A TEMPLATE PROVIDED IN 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 1 0 0 0 0 0 0 1 0 KOSKI JILL PRESIDENT AND CEO 520492 0 45505 0 0 0 23782 0 41762 0 631541 0 0 0 DONNELLY GERARD SPECIAL ADVISOR 234998 0 0 0 0 0 54068 0 0 0 289066 0 0 0 LAVIRE ALICIA VP-MARKETING AND GUEST EXPERIENCE 242459 0 0 0 0 0 13786 0 26771 0 283016 0 0 0 SPIESS KATHLEEN VP-DEVELOPMENT 247048 0 0 0 0 0 12756 0 18959 0 278763 0 0 0 BACHTELL KRIS VP-COLLECTIONS AND HORTICULTURE 215561 0 0 0 0 0 27209 0 30834 0 273604 0 0 0 BAUTISTA PRESTON WONG VP-LEARNING AND ENGAGEMENT 222344 0 0 0 0 0 20789 0 10984 0 254117 0 0 0 BAILEY NARISSA VP - PEOPLE AND CULTURE 199264 0 0 0 0 0 12185 0 26423 0 237872 0 0 0 FAWLEY JAMES VP-FINANCE AND CFO (THRU 4/2024) 55765 0 0 0 153561 0 2976 0 7553 0 219855 0 0 0 WESTWOOD MEREDITH VP-SCIENCE AND CONSERVATION 199010 0 0 0 0 0 12061 0 4083 0 215154 0 0 0 REESE MICHAEL M VP- FINANCE (STARTING 9/2024) 170423 0 0 0 0 0 10474 0 25318 0 206215 0 0 0 NOLAN KELLY DIR-MAJOR GIFTS 155222 0 0 0 0 0 10207 0 38383 0 203812 0 0 0 MIDGLEY MEGHAN DIR-CENTER FOR TREE SCIENCE 146941 0 0 0 0 0 9095 0 20623 0 176659 0 0 0 COSNER ANNA C DIR-GUEST REVENUE PROGRAMS 127415 0 0 0 30316 0 7160 0 11540 0 176431 0 0 0 DULCEAK RONALD DIR-FACILITIES 137274 0 0 0 0 0 8769 0 28677 0 174720 0 0 0 GORTNER VINCENT DIR-GUEST EXPERIENCE AND SAFETY 135018 0 0 0 0 0 8632 0 30328 0 173978 0 0 0 HIPP ANDREW L DIR-HERBARIUM AND SENIOR SCIENTIST 136813 0 0 0 0 0 8670 0 27571 0 173054 0 0 0 RAVICHANDRAN SAI P DIR-INFORMATION TECHNOLOGY 147471 0 0 0 0 0 9162 0 16377 0 173010 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 4A AS INDICATED IN SCHEDULE J, PART II, THE PRIOR VICE PRESIDENT AND CFO RECEIVED A SEVERANCE/CHANGE OF CONTROL PAYMENT BASED ON 10 YEARS OF SERVICE TO THE ORGANIZATION. THIS AMOUNT WAS PAID AS A LUMP SUM AND WAS APPROVED BY THE PRESIDENT. AS INDICATED ON FORM 990, PART VII, THE PRIOR CFO RECEIVED A SEVERANCE/CHANGE OF CONTROL PAYMENT BASED ON 3 MONTHS OF SERVICE TO THE ORGANIZATION. THIS AMOUNT WAS PAID AS A LUMP SUM AND WAS APPROVED BY THE PRESIDENT. AS INDICATED IN SCHEDULE J, PART II, THE PRIOR DIRECTOR OF GUEST REVENUE PROGRAMS RECEIVED A SEVERANCE/CHANGE OF CONTROL PAYMENT BASED ON 12 YEARS OF SERVICE TO THE ORGANIZATION. THIS AMOUNT WAS PAID AS A LUMP SUM AND WAS APPROVED BY THE PRESIDENT. 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 19 486952 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 AND EFFECTIVE 11/19/2024 ROOM RENTAL 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 THE 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. FORM 990, PART IX, LINE 11G ILLUMINATION - EXHIBITION: PROGRAM SERVICE EXPENSES 1,566,782. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,566,782. SCIENCE AND CONSERVATION SUPPORT: PROGRAM SERVICE EXPENSES 1,290,560. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,290,560. SITE PLANNING: PROGRAM SERVICE EXPENSES 1,010,441. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,010,441. OTHER - EXHIBITION SUPPORT: PROGRAM SERVICE EXPENSES 559,202. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 559,202. COLLECTIONS SUPPORT: PROGRAM SERVICE EXPENSES 462,875. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 462,875. OTHER: PROGRAM SERVICE EXPENSES 665,159. MANAGEMENT AND GENERAL EXPENSES 327,059. FUNDRAISING EXPENSES 257,918. TOTAL EXPENSES 1,250,136. FORM 990, PART XI, LINE 9: ROUNDING 2.