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Environment : Botanical Gardens, Parks, and Nature Centers

The Holden Arboretum

Connecting People with Nature

three stars

88.38

9500 Sperry Road Kirtland, OH 44094
tel: (440) 946-4400   Web Site
EIN: 34-0750346

Board Leadership
Bradley E. Turner
Chairman

CEO
Jill Koski
President, CEO

  Score
(out of 100)
Rating
Overall Score & Rating 88.38 three stars
  Financial 91.42 four stars
  Accountability & Transparency 86.00 three stars
This rating was published 02/01/2020 and includes data from FY2018, the most recent 990 received at that time.

Established in 1931, The Holden Arboretum connects people with nature for inspiration and enjoyment, fosters learning and promotes conservation. Covering 3,600 acres, The Holden Arboretum is among the largest arboreta in the United States. Documenting more than 120,000 plants, Holden's horticultural focus is on a recognized collection of trees and shrubs, which are displayed in gardens accompanied by groundcovers and perennials, and in themed collections. Named as an Important Bird Area by the Audubon Society, with more than 20 miles of hiking trails, Holden is a haven for bird watchers as well hikers, gardeners and nature enthusiasts.

Established in 1931, The Holden Arboretum connects people with nature for inspiration and enjoyment, fosters learning and promotes conservation. Covering 3,600 acres, The Holden Arboretum is among the largest arboreta in the United States. Documenting more than 120,000 plants, Holden's horticultural focus is on a recognized collection of trees and shrubs, which are displayed in gardens accompanied by groundcovers and perennials, and in themed collections. Named as an Important Bird Area by the Audubon Society, with more than 20 miles of hiking trails, Holden is a haven for bird watchers as well hikers, gardeners and nature enthusiasts.

Impact Information

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Financial

four stars

91.42

Accountability & Transparency

three stars

86.00

This rating was published 02/01/2020 and includes data from FY2018, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
78.7%
  Administrative Expenses 15.3%
  Fundraising Expenses 5.9%
  Fundraising Efficiency $0.07
  Working Capital Ratio (years) 7.32
  Program Expenses Growth 5.7%
  Liabilities to Assets 0.7%
All data for Financial Performance Metrics calculations was provided by The Holden Arboretum on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by The Holden Arboretum on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
The Holden Arboretum (OH) 88.38 three stars
The Atlanta Botanical Garden (GA) 90.32 four stars
Lewis Ginter Botanical Garden (VA) 92.08 four stars
Olbrich Botanical Society (WI) 89.02 three stars
Naples Botanical Garden (FL) 91.49 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $6,478,606
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $45,155
   Related Organizations $0
   Government Grants $1,253
Total Contributions $6,525,014
   Program Service Revenue $590,384
Total Primary Revenue $7,115,398
   Other Revenue $1,771,938
TOTAL REVENUE $8,887,336
   
EXPENSES  
   Program Expenses $6,989,860
   Administrative Expenses $1,120,720
   Fundraising Expenses $476,979
TOTAL FUNCTIONAL EXPENSES $8,587,559
   
Payments to Affiliates $0
Excess (or Deficit) for the year $299,777
   
Net Assets $165,001,428

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Due to an error on this organization's Form 990, we are unable to display program information.

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-09 02/01/2020 88.38 three stars
2017-09 02/01/2019 91.14 four stars
2016-09 03/01/2018 90.66 four stars
2015-09 02/01/2017 88.00 three stars
2014-09 06/01/2016 85.69 three stars
 
CN 2.0
2014-09 12/22/2015 84.68 three stars
2013-09 07/01/2015 88.62 three stars
2012-09 03/01/2014 89.08 three stars
2011-09 11/06/2012 77.65 two stars
2010-09 03/01/2012 81.26 three stars
2009-09 09/20/2011 89.18 three stars
 
CN 1.0
2009-09 12/22/2010 78.93 two stars
2008-09 12/01/2009 92.48 four stars
2007-09 04/01/2009 90.61 four stars
2006-09 07/01/2008 85.49 three stars
2005-09 12/01/2006 82.76 three stars
2004-09 11/01/2005 89.91 three stars
2003-09 07/01/2004 84.59 three stars
2002-09 06/09/2003 95.38 four stars
2000-09 10/15/2002 98.32 four stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 34-0750346
Name in IRS Master File HOLDEN ARBORETUM
NTEE Code C41
NTEE Classification Botanical Gardens, Arboreta and Botanical Organizations
NTEE Type Environmental Quality, Protection and Beautification
Classification Educational Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (161) Scientific research (diseases)
(180) Contact or sponsored scientific research for industry
(59) Other school related activities
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date December, 1953
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End September
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • September, 2018
  • September, 2017
  • September, 2016
  • September, 2015
  • September, 2014
Compensation % of Expenses Paid to Title
$39,776 0.46% Jill Koski President & CEO
Other Salaries of Note
$269,729 3.14% Clement W. Hamilton Former President &CEO
$158,544 1.84% Paul R. Abbey Interim President & CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
The Holden Arboretum (OH) 88.38 three stars
Bernheim Arboretum and Research Forest (KY) 88.89 three stars
San Antonio Botanical Garden Society (TX) 90.41 four stars
The Polly Hill Arboretum (MA) 88.94 three stars
Worcester County Horticultural Society (MA) 87.47 three stars

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

The Holden Arboretum
9500 Sperry Road
Kirtland, OH 44094
tel: (440) 946-4400
EIN: 34-0750346

Visit Web Site

Board Leadership

Bradley E. Turner
Chairman

CEO

Jill Koski
President, CEO

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