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Environment : Botanical Gardens, Parks, and Nature Centers

The Holden Arboretum

Connecting People with Nature

four stars

91.14

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

Board Leadership
Bradley E. Turner
Chairman

CEO
Jill C. Koski
President, CEO

 
 
  Score
(out of 100)
Rating
Overall Score & Rating 91.14 four stars
  Financial 92.46 four stars
  Accountability & Transparency 90.00 four stars
This rating was published 02/01/2019 and includes data from FY2017, 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

92.46

Accountability & Transparency

four stars

90.00

This rating was published 02/01/2019 and includes data from FY2017, 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)
77.6%
  Administrative Expenses 16.6%
  Fundraising Expenses 5.7%
  Fundraising Efficiency $0.06
  Working Capital Ratio (years) 7.36
  Program Expenses Growth 7.1%
  Liabilities to Assets 0.8%
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) 91.14 four stars
Jenkins Arboretum & Gardens (PA) 87.19 three stars
Friends of the National Arboretum (DC) 92.93 four stars
The Morton Arboretum (IL) 91.01 four stars
Santa Barbara Botanic Garden (CA) 90.80 four stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $8,362,051
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $199,267
   Related Organizations $0
   Government Grants $0
Total Contributions $8,561,318
   Program Service Revenue $847,794
Total Primary Revenue $9,409,112
   Other Revenue $1,986,772
TOTAL REVENUE $11,395,884
   
EXPENSES  
   Program Expenses $6,940,604
   Administrative Expenses $1,536,817
   Fundraising Expenses $624,222
TOTAL FUNCTIONAL EXPENSES $9,101,643
   
Payments to Affiliates $0
Excess (or Deficit) for the year $2,294,241
   
Net Assets $160,301,886

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
The Holden Arboretum has received 2 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
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, 2017
  • September, 2016
  • September, 2015
  • September, 2014
  • September, 2013
Compensation % of Expenses Paid to Title
Not compensated -- Paul Abbey Interim President, CEO
Other Salaries of Note
$230,125 2.52% Clement Hamilton Former President, CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
The Holden Arboretum (OH) 91.14 four stars
Missouri Botanical Garden (MO) 87.76 three stars
Naples Botanical Garden (FL) 87.78 three stars
Frederik Meijer Gardens & Sculpture Foundation (MI) 91.46 four stars
American Horticultural Society (VA) 86.89 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 C. Koski
President, CEO

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