2024-11-12T11:12:18-06:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990 2023-01-01 392002821 OLBRICH BOTANICAL SOCIETY FOUNDATION INC OLBR 6082464550 3330 ATWOOD AVENUE MADISON WI 53704 SANDRA DOLISTER PRESIDENT 6082464550 2024-11-12 1 1 TROY MARINE CPA P00187863 4147775500 2024-11-12 2023 2024-10-15 13:58:12Z TANYA ZASTROW 3330 ATWOOD AVENUE MADISON WI 53704 3079065 0 X WWW.OLBRICH.ORG X 2000 WI OLBRICH BOTANICAL SOCIETY FOUNDATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATION PURPOSES WITHIN THE MEANING OF SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE, OR THE CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE. SUCH PURPOSES SHALL INCLUDE THE RECEIPT BY GIFT, GRANT, DEVISE OR BEQUEST OF PROPERTY OF ALL KINDS: THE ADMINISTRATION, INVESTMENT AND REINVESTMENT OF SUCH PROPERTY IN STOCKS, BONDS AND OTHER FORMS OF INVESTMENT; AND THE USE OF SUCH PROPERTY EXCLUSIVELY FOR THE BENEFIT OF THE OLBRICH BOTANICAL SOCIETY, A NOT FOR PROFIT CORPORATION CREATED UNDER THE LAWS OF THE STATE OF WISCONSIN. 11 7 0 10 0 0 56577 385554 0 0 186397 242694 0 0 242974 628248 312084 325651 0 0 0 0 0 0 0 34784 36364 346868 362015 -103894 266233 7010797 8323139 0 23198 7010797 8299941 OLBRICH BOTANICAL SOCIETY FOUNDATION, INC. PROVIDES GRANTS THAT PROMOTE THE GROWTH OF OLBRICH BOTANICAL SOCIETY, INC. 0 0 325651 325651 OLBRICH BOTANICAL SOCIETY FOUNDATION, INC. PROVIDES GRANTS THAT PROMOTE THE GROWTH OF OLBRICH BOTANICAL SOCIETY, INC. 325651 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 7 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X X TANYA ZASTROW 6082464586 3330 ATWOOD AVENUE MADISON WI 53704 TANYA ZASTROW OBS EXECUTIVE DIRECTOR 1.00 40.00 X X 0 101246 8383 SANDRA DOLISTER PRESIDENT 1.00 0.00 X X 0 0 0 TIM SHERRY VICE PRESIDENT 1.00 1.00 X X 0 0 0 DENNIS BIRKE SECRETARY/TREASURER 1.00 0.00 X X 0 0 0 DAN MATSON DIRECTOR 1.00 0.00 X 0 0 0 JEFF LEVY DIRECTOR 1.00 0.00 X 0 0 0 JOHN BOLZ DIRECTOR 1.00 0.00 X 0 0 0 ANN CASEY DIRECTOR 1.00 0.00 X 0 0 0 ALNISA ALLGOOD DIRECTOR/EX OFFICIO 1.00 3.00 X 0 0 0 PHIL BRADBURY DIRECTOR/EX OFFICIO 1.00 1.00 X 0 0 0 LAURA PETERSON DIRECTOR/EX OFFICIO 1.00 1.00 X 0 0 0 0 101246 8383 0 0 0 0 0 8000 377554 385554 190559 190559 2502952 2450817 52135 52135 52135 628248 0 0 242694 325651 325651 36364 36364 362015 325651 36364 0 3000 0 7007797 8323139 7010797 8323139 0 23198 0 23198 X 4732968 5980249 2277829 2319692 7010797 8299941 7010797 8323139 266233 1022911 0 X 0 1 X 1 0 X X 1 OLBRICH BOTANICAL SOCIETY INC 391357247 7 1 325651 0 1 325651 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3996800 385554 1013526 325651 5070229 5250496 56577 -998189 312084 3996800 4459320 229400 856496 294720 5250496 4024238 708502 273420 4459320 3327778 945492 249032 4024238 0.89190 0.10810 0 0 0 DUE TO OLBRICH BOTANICAL SOCIETY 23198 23198 X PART V, LINE 4: THE THREE DONORS ESTABLISHED PERMANENT ENDOWMENT FUNDS ARE RESTRICTED FOR USE OF A SPEAKERS FUND, THE GIFT SHOP, AND THE CONSERVATORY. THE BOARD QUASI-ENDOWS ANY UNRESTRICTED AMOUNTS HELD BY THE FOUNDATION FOR FUTURE FUNDING OF OLBRICH BOTANICAL SOCIETY. PART X, LINE 2: OLBRICH BOTANICAL SOCIETY FOUNDATION, INC. IS AN EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THEREFORE IS NOT SUBJECT TO FEDERAL OR STATE INCOME AND FRANCHISE TAX. THE FOUNDATION MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITION WILL BE SUSTAINED. THE FOUNDATION DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT DID NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO INCOME TAX REGULATIONS IN THE UNITED STATES FEDERAL JURISDICTION AND THE STATE OF WISCONSIN. TAX REGULATIONS WITHIN EACH JURISDICTION ARE SUBJECT TO THE INTERPRETATION OF THE RELATED TAX LAWS AND REGULATIONS AND REQUIRE SIGNIFICANT JUDGEMENT TO APPLY. 1 OLBRICH BOTANICAL SOCIETY INC 3330 ATWOOD AVENUE MADISON WI 53704 391357247 501(C)(3) 325651 0 TO ASSIST THE SOCIETY WITH ITS EXEMPT PURPOSE 1 0 PART I, LINE 2: THE ORGANIZATION MAKES A SINGLE GRANT TO AN ORGANIZATION UNDER COMMON CONTROL WITH MANAGEMENT OVERLAP, SO MONITORING ACTIVITIES ARE MINIMAL. FORM 990, PART VI, SECTION A, LINE 3 THE EXECUTIVE DIRECTOR OF OLBRICH BOTANICAL SOCIETY ALSO SERVES AS A DIRECTOR OF OLBRICH BOTANICAL SOCIETY FOUNDATION AND PERFORMS ALL DUTIES CUSTOMARILY PERFORMED BY OR UNDER SUPERVISION OF AN ORGANIZATION'S TOP MANAGEMENT OFFICIAL. THE EXECUTIVE DIRECTOR IS AN EMPLOYEE OF THE CITY OF MADISON AND HER COMPENSATION IS DETERMINED BY THE CITY. SHE DOES NOT RECEIVE ANY ADDITIONAL COMPENSATION FROM EITHER OLBRICH BOTANICAL SOCIETY OR OLBRICH BOTANICAL SOCIETY FOUNDATION FOR SERVING AS THE DIRECTOR FOR THESE ORGANIZATIONS. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS EMAILED TO ALL MEMBERS OF THE BOARD OF DIRECTORS FOR THEIR REVIEW AND SUGGESTED CHANGES. WHEN ALL APPROVED CHANGES ARE MADE, A VOTE TO APPROVE THE FORM 990 FOR FILING IS HELD BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION CIRCULATES AN ANNUAL CONFLICT DISCLOSURE QUESTIONNAIRE TO BOARD MEMBERS AND OFFICERS ASKING THEM TO IDENTIFY ANY INTERESTS WHICH MAY GIVE RISE TO CONFLICTS OF INTEREST. BOARD MEMBERS ARE ENCOURAGED TO NOTIFY THE BOARD CHAIR AS SOON AS A CONFLICT ARISES RATHER THAN WAIT UNTIL THE ANNUAL QUESTIONNAIRE. THE ORGANIZATION ALSO HAS DOCUMENTED PROCEDURES FOR DEALING WITH CONFLICTS OF INTEREST AS THEY ARISE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION B, LINES 13-14: THE ORGANIZATION DOES NOT HAVE A WRITTEN WHISTLEBLOWER POLICY OR DOCUMENT RETENTION AND DESTRUCTION POLICY, BUT FOLLOWS SUCH POLICIES IN PLACE AT OLBRICH BOTANICAL SOCIETY. OLBRICH BOTANICAL SOCIETY INC 3330 ATWOOD AVENUE MADISON WI 53704 391357247 ADVANCE THE SCIENCE OF HORTICULTURE AND PROMOTE THE FINE ART OF GROWING WI 501(C)(3) LINE 7 N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 OLBRICH BOTANICAL SOCIETY INC B 325651 % OF ASSET BALANCE OLBRICH BOTANICAL SOCIETY INC C 8000 CASH