James M Cox Jr Arboretum Foundation
- Assets
- $2.9m
- Revenue
- $261.8k
- Investments
- $0.0
- Employees
- 0
- Location
- Dayton, OH
- Founding
- 12/1965
- Data as of
- 12/2021
- EIN
- 31-0711248
Organization Overview
James M Cox Jr Arboretum Foundation is located in Dayton, OH. The organization was established in 1965. According to its NTEE Classification (C41) the organization is classified as: Botanical Gardens & Arboreta, under the broad grouping of Environment and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. James M Cox Jr Arboretum Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, James M Cox Jr Arboretum Foundation generated $261.8k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 0.8% each year. All expenses for the organization totaled $247.8k during the year ending 12/2021. While expenses have increased by 0.6% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
PROVIDE EDUCATIONAL, SCIENTIFIC, CIVIC AND CULTURAL PROGRAMS AND ACTIVITIES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
ANNUAL PLANTINGS, CAPITAL IMPROVEMENTS AND SPECIAL EDUCATIONAL PROGRAMS AND ACTIVITIES RELATED TO HORTICULTURE AND ARBORICULTURE AT COX ARBORETUM.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jason Eckert Vice Preside | OfficerTrustee | 2 | $0 |
Alan Brown President | OfficerTrustee | 2 | $0 |
Melinda Moore Secretary | OfficerTrustee | 2 | $0 |
Kathy Sperry Treasuer | OfficerTrustee | 2 | $0 |
Jana Collier Board Member | Trustee | 2 | $0 |
Becky Benna Board Member | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $43,155 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $87,030 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $130,185 |
| Total Program Service Revenue | $0 |
| Investment income | $122,325 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $9,305 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $261,815 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $116,353 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $17,150 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $10,754 |
| Fees for services: Other | $0 |
| Advertising and promotion | $4,432 |
| Office expenses | $12,992 |
| Information technology | $827 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $247,781 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $78,730 |
| Savings and temporary cash investments | $339,400 |
| Pledges and grants receivable | $2,500 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $9 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $2,497,688 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $2,918,327 |
| Accounts payable and accrued expenses | $29,276 |
| Grants payable | $0 |
| Deferred revenue | $25,850 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $55,126 |
| Net assets without donor restrictions | $197,503 |
| Net assets with donor restrictions | $2,665,698 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $2,918,327 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that James M Cox Jr Arboretum Foundation has recieved totaling $15,005.
| Awarding Organization | Amount |
|---|---|
The Virginia W Kettering Foundation Chicago, IL PURPOSE: GENERAL | $15,000 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $5 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Spring Grove Cemetery And Arboretum Cincinnati, OH | $191,924,626 | $28,116,391 |
Phipps Conservatory And Botanical Gardens Inc Pittsburgh, PA | $77,535,021 | $14,561,463 |
Holden Arboretum Kirtland, OH | $193,917,757 | $10,821,026 |
Cleveland Botanical Garden Cleveland, OH | $35,890,779 | $5,647,210 |
The Dawes Arboretum Heath, OH | $86,881,855 | $4,280,700 |
Holden Arboretum Trust Brooklyn, OH | $70,979,176 | $2,444,577 |
John J Tyler Arboretum Media, PA | $14,721,113 | $3,488,444 |
Aline And Edgar Igleheart Foundation Inc Evansville, IN | $77,304,816 | $7,418,048 |
Wellfield Botanic Gardens Inc Elkhart, IN | $16,109,169 | $9,384,636 |
Awbury Arboretum Association Inc Philadelphia, PA | $1,466,230 | $1,055,916 |
Greener Partners Norristown, PA | $477,388 | $839,071 |
Evergreen Memorial Gardens Greensburg, PA | $2,643,917 | $457,761 |