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Environment : Botanical Gardens, Parks, and Nature Centers

The Morton Arboretum

Growing a green legacy

four stars

91.22

4100 Illinois Route 53 Lisle, IL 60532
tel: (630) 719-2453   Web Site
EIN: 36-1505770

Board Leadership
Christopher Burke
Chair

CEO
Gerard T. Donnelly
President & CEO

  Score
(out of 100)
Rating
Overall Score & Rating 91.22 four stars
  Financial 88.26 three stars
  Accountability & Transparency 96.00 four stars
This rating was published 05/01/2020 and includes data from FY2018, the most recent 990 received at that time.

Founded in 1922, The Morton Arboretum collects and studies trees, shrubs, and other plants from around the world, to display them across naturally beautiful landscapes for people to study and enjoy, and to learn how to grow them in ways that enhance our environment. Our goal is to encourage the planting and conservation of trees and other plants for a greener, healthier, and more beautiful world. The Morton Arboretum is an internationally recognized organization dedicated to the planting and conservation of trees. Its 1,700 acres hold collections of more than 4,000 kinds of trees, shrubs, and other plants from around the world. The Arboretum houses the renowned Sterling Morton Library, devoted to the literature and art of botany and horticulture.

Founded in 1922, The Morton Arboretum collects and studies trees, shrubs, and other plants from around the world, to display them across naturally beautiful landscapes for people to study and enjoy, and to learn how to grow them in ways that enhance our environment. Our goal is to encourage the planting and conservation of trees and other plants for a greener, healthier, and more beautiful world. The Morton Arboretum is an internationally recognized organization dedicated to the planting and conservation of trees. Its 1,700 acres hold collections of more than 4,000 kinds of trees, shrubs, and other plants from around the world. The Arboretum houses the renowned Sterling Morton Library, devoted to the literature and art of botany and horticulture.

Impact Information

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Financial

three stars

88.26

Accountability & Transparency

four stars

96.00

This rating was published 05/01/2020 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)
81.9%
  Administrative Expenses 9.4%
  Fundraising Expenses 8.6%
  Fundraising Efficiency $0.23
  Working Capital Ratio (years) 6.24
  Program Expenses Growth 6.7%
  Liabilities to Assets 19.4%
All data for Financial Performance Metrics calculations was provided by The Morton Arboretum on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by The Morton Arboretum on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
The Morton Arboretum (IL) 91.22 four stars
North Carolina Botanical Garden Foundation, Inc. (NC) 90.51 four stars
Bernheim Arboretum and Research Forest (KY) 88.89 three stars
Phipps Conservatory and Botanical Gardens (PA) 92.12 four stars
Ruth Bancroft Garden (CA) 88.80 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $7,945,362
   Federated Campaigns $0
   Membership Dues $5,394,062
   Fundraising Events $448,307
   Related Organizations $0
   Government Grants $1,372,390
Total Contributions $15,160,121
   Program Service Revenue $7,892,504
Total Primary Revenue $23,052,625
   Other Revenue $32,413,357
TOTAL REVENUE $55,465,982
   
EXPENSES  
   Program Expenses $32,080,696
   Administrative Expenses $3,578,689
   Fundraising Expenses $3,085,206
TOTAL FUNCTIONAL EXPENSES $38,744,591
   
Payments to Affiliates $0
Excess (or Deficit) for the year $16,721,391
   
Net Assets $233,000,558

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.

Program Name Amount Spent % of Program Expenses
Plant Collections $12,578,291 39.2%
Visitor Programs $11,609,891 36.2%
Science and Conservation $4,122,190 12.8%

Ratings History
The Morton Arboretum has received 6 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-12 05/01/2020 91.22 four stars
2017-12 08/01/2019 91.01 four stars
2016-12 05/01/2018 91.76 four stars
2015-12 06/01/2017 92.14 four stars
2014-12 06/01/2016 92.02 four stars
 
CN 2.0
2014-12 04/01/2016 91.59 four stars
2013-12 06/01/2015 90.55 four stars
2012-12 12/01/2013 85.60 three stars
2011-12 02/01/2013 82.92 three stars
2010-12 04/01/2012 85.41 three stars
2009-12 09/20/2011 87.51 three stars
 
CN 1.0
2009-12 03/01/2011 85.71 three stars
2008-12 05/01/2010 85.46 three stars
2007-12 08/01/2009 90.62 four stars
2006-12 07/01/2008 90.15 four stars
2005-12 12/15/2007 83.51 three stars
2004-12 05/01/2006 89.58 three stars
2003-12 01/05/2005 89.09 three stars
2002-12 01/01/2004 89.19 three stars
2001-12 02/05/2003 78.52 two 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 36-1505770
Name in IRS Master File MORTON ARBORETUM
NTEE Code C41
NTEE Classification Botanical Gardens, Arboreta and Botanical Organizations
NTEE Type Environmental Quality, Protection and Beautification
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (161) Scientific research (diseases)
(180) Contact or sponsored scientific research for industry
(350) Preservation of natural resources (conservation)
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 June, 1925
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • December, 2017
  • December, 2016
  • December, 2015
  • December, 2014
  • December, 2013
Compensation % of Expenses Paid to Title
$441,261 1.13% Gerard T. Donnelly President, CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
The Morton Arboretum (IL) 91.22 four stars
Descanso Gardens Guild, Inc. (CA) 87.23 three stars
The Horticultural Society of New York (NY) 89.24 three stars
Desert Botanical Garden (AZ) 85.61 three stars
Jenkins Arboretum & Gardens (PA) 87.19 three stars

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Charity Contact Info

The Morton Arboretum
4100 Illinois Route 53
Lisle, IL 60532
tel: (630) 719-2453
fax: (630) 719-7956
EIN: 36-1505770

Visit Web Site

Board Leadership

Christopher Burke
Chair

CEO

Gerard T. Donnelly
President & CEO

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