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Environment : Botanical Gardens, Parks, and Nature Centers

The Holden Arboretum

Connecting People with Nature

88.72

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

Board Leadership
Tom Anderson
Chairman

CEO
Jill Koski
President, CEO

Charity Navigator

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  Score
(out of 100)
Rating
Overall Score & Rating 88.72
  Financial 85.67
  Accountability & Transparency 93.00
This rating was published 04/01/2022 and includes data from FY2020, 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.

Financial

85.67

Accountability & Transparency

93.00

This rating was published 04/01/2022 and includes data from FY2020, 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)
78.6%
  Administrative Expenses 16.6%
  Fundraising Expenses 4.6%
  Fundraising Efficiency $0.05
  Working Capital Ratio (years) 18.72
  Program Expenses Growth -3.5%
  Liabilities to Assets 1.0%
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) 88.72
Arboretum Foundation (WA) 87.65
Missouri Botanical Garden (MO) 86.06
Denver Botanic Gardens (CO) 95.41
Fairchild Tropical Botanic Garden (FL) 96.95

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $6,834,127
   Federated Campaigns $0
   Membership Dues $672,501
   Fundraising Events $0
   Related Organizations $0
   Government Grants $162,706
Total Contributions $7,669,334
   Program Service Revenue $661,242
Total Primary Revenue $8,330,576
   Other Revenue $777,412
TOTAL REVENUE $9,107,988
   
EXPENSES  
   Program Expenses $6,237,349
   Administrative Expenses $1,458,653
   Fundraising Expenses $352,416
TOTAL FUNCTIONAL EXPENSES $8,048,418
   
Payments to Affiliates $0
Excess (or Deficit) for the year $1,059,570
   
Net Assets $163,445,429

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
2020-09 04/01/2022 88.72
2019-09 02/01/2021 88.61
2018-09 02/01/2020 88.38
2017-09 02/01/2019 91.14
2016-09 03/01/2018 90.66
2015-09 02/01/2017 88.00
2014-09 06/01/2016 85.69
 
CN 2.0
2014-09 12/22/2015 84.68
2013-09 07/01/2015 88.62
2012-09 03/01/2014 89.08
2011-09 11/06/2012 77.65
2010-09 03/01/2012 81.26
2009-09 09/20/2011 89.18
 
CN 1.0
2009-09 12/22/2010 78.93
2008-09 12/01/2009 92.48
2007-09 04/01/2009 90.61
2006-09 07/01/2008 85.49
2005-09 12/01/2006 82.76
2004-09 11/01/2005 89.91
2003-09 07/01/2004 84.59

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
$319,612 3.97% Jill Koski President & CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
The Holden Arboretum (OH) 88.72
The Morton Arboretum (IL) 90.57
Naples Botanical Garden (FL) 93.08
Fairchild Tropical Botanic Garden (FL) 96.95
Huntsville Botanical Garden (AL) 89.92

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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

Tom Anderson
Chairman

CEO

Jill Koski
President, CEO

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