PLATINUM2024

Hoyt Arboretum Friends Foundation

Supporting Portland's museum of living trees

aka Hoyt Arboretum Friends Foundation   |   PORTLAND, OR   |  www.hoytarboretum.org
GuideStar Charity Check

Hoyt Arboretum Friends Foundation

EIN: 93-0919495


Mission

Hoyt Arboretum Friends brings people and trees together. We create meaningful learning experiences in a unique global tree collection that we nurture in partnership with Portland Parks & Recreation. Hoyt Arboretum serves 500,000 visitors annually from Portland, Oregon and around the world.

Ruling year info

1991

Executive Director

Ms. Anna Goldrich

Main address

4000 SW Fairview Blvd www.hoytarboretum.org

PORTLAND, OR 97221 USA

Show more contact info

EIN

93-0919495

Subject area info

Elementary and secondary education

Botanical gardens

Parks

Population served info

Children and youth

Adults

Seniors

NTEE code info

Botanical Gardens, Arboreta and Botanical Organizations (C41)

Elementary, Secondary Ed (B20)

Parks and Playgrounds (N32)

What we aim to solve

SOURCE: Self-reported by organization

Hoyt Arboretum Friends (HAF) is a member-supported, non-profit organization working in partnership with Portland Parks & Recreation to manage Hoyt Arboretum. Hoyt Arboretum Friends mission is to bring people and trees together. We create meaningful learning experiences in a unique global tree collection that we nurture in partnership with Portland Parks & Recreation. HAF manages the Visitor Center and volunteer resources, promotes the arboretum, plans special events, publishes visitor information, and provides critical financial support for Hoyt Arboretum operations, maintenance, and capital improvements. We were founded in 1986 to provide support for Hoyt Arboretum outside of the Portland Parks system. Today we focus on engaging the public at the Arboretum, reaching out to school children across the city to provide access to educational opportunities at Hoyt and provide financial support for projects at Hoyt Arboretum. We operate in partnership with Portland Parks & Recreation.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Education Programs

Provide 4,500 children each year with a hands-on exploration of Hoyt Arboretum. Our curriculum is aligned to grade level science standards. More than half of our trips are provided by scholarship to students from underserved schools in the region.

Population(s) Served
Children and youth
Adults

Hoyt Arboretum Friends funds capital projects, tree procurement and maintenance, the herbarium, and trail restoration and maintenance for 12 miles of trails. We are working to complete a two mile paved accessible trail through the forest.

Population(s) Served
Adults
Seniors
People with disabilities

The Visitor Center was built by HAF and is staffed by volunteers. It contains information and a gift shop as a source of earned revenue.

Population(s) Served
Adults

HAF recruits and manages 1,200 individual and corporate volunteers who give 12,000 hours annually.

Population(s) Served
Adults

Hoyt Arboretum grows and exhibits over 2,300 species of trees, including 67 species that are endangered or vulnerable in the wild. Each year we add collection trees and obtain seeds to germinate to enhance our collection.

Population(s) Served
Adults

Where we work

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of free participants on field trips

This metric is no longer tracked.
Totals By Year
Population(s) Served

Economically disadvantaged people

Related Program

Education Programs

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

51% of students who visited Hoyt Arboretum in 2023 on a school field trip came through our scholarship program that is offered free to Title 1 schools in the region.

Number of invasive species removed from managed area(s)

This metric is no longer tracked.
Totals By Year
Related Program

Enhance our global tree collection

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

We are focusing on removing English Ivy from about 30 acres in Hoyt Arboretum. Most areas have to worked several years in a row before the ivy is gone.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

In 1930, when John Duncan created a plan for Hoyt Arboretum, he imagined that someday the Arboretum might feature 40 plant families with up to 500 species of trees and plants. He couldn't have imagined today's Hoyt Arboretum, which is home to over 170 plant families and more than 2,000 species - 63 of which are vulnerable and endangered.

And visitorship has kept pace with the growth of trees and plants. Today, more than 350,000 people per year use the Arboretum as a place to exercise, learn and immerse themselves in nature. Our Visitor Center is a busy hive of activity and as we expand our plant collection and educational programs, this will continue.

Our new strategic plan (2017 - 2022) will help us keep pace with this growth - through five areas of focus:
Engaging educational opportunities
Caring for and expanding our tree collection
Expanding awareness of Hoyt Arboretum in the community
Creating exceptional visitor experiences
Ensuring long-term sustainanability of Hoyt

A few strategies from our strategic plan include:

Designing educational programs for diverse audiences, e.g. family programs, self-guided tours and tours in multiple languages.
Developing funding sources to underwrite program costs for all students
Increasing plant families in our collection from 172 to 200 over the long term
Remove invasive ivy from the Arboretum by 2020
Create a plan to track use of Hoyt and measure visitor satisfaction
Keep our Visitor Center open seven days per week
Make full use of space to improve the visitor experience
Complete ADA access from the MAX station to the far end of the Arboretum
Continue to build strong donor relationships
Increase earned income from programs, rentals and gift shop revenue by 25%

Board: We are investing the the ongoing development of our board of directors to ensure effective governance and organizational support
by increasing members and expanding the diversity of skill sets and backgrounds to better reflect our community.

Staff: The Hoyt Arboretum Friends has a staffing structure that ensures the recruitment, retention and development of competent, professional staff. Our staff has increased from 2.5 FTE to almost 4 FTE in 2019 to provide capacity to increase programming.

Volunteers: Hoyt Arboretum relies on volunteers for all aspects of our prgramming and maintenance. We will continue to increase resources to support our volunteer recruitment, training and recognition.

In 2019, we increased the number of students visiting Hoyt Arboretum on a field trip from the previous year, serving over 4,200 students up from just 600 in 2016. More than 60% of students who came in 2019 were from high-poverty schools with the support of our school bus scholarships.

In 2021, we will continue efforts to remove about 30 acres of English Ivy from Hoyt Arboretum.

In 2020 and 2021 we completed upgrades of the Overlook Trail, an accessible trail of approximately 1/2 a mile from the public transit station (MAX) up to the Hoyt Arboretum Visitor Center.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We demonstrated a willingness to learn more by reviewing resources about feedback practice.
done We shared information about our current feedback practices.
  • How is your organization using feedback from the people you serve?

    To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals

  • Which of the following feedback practices does your organization routinely carry out?

    We collect feedback from the people we serve at least annually, We take steps to get feedback from marginalized or under-represented people, We take steps to ensure people feel comfortable being honest with us, We act on the feedback we receive, We tell the people who gave us feedback how we acted on their feedback

  • What challenges does the organization face when collecting feedback?

    Many people use the park but don't come to the Visitor Center and/or aren't on our email lists.

Financials

Hoyt Arboretum Friends Foundation
Fiscal year: Jan 01 - Dec 31

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2022 info

SOURCE: IRS Form 990

72.87

Average of 112.69 over 10 years

Months of cash in 2022 info

SOURCE: IRS Form 990

16

Average of 26.7 over 10 years

Fringe rate in 2022 info

SOURCE: IRS Form 990

15%

Average of 15% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Hoyt Arboretum Friends Foundation

Revenue & expenses

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

Hoyt Arboretum Friends Foundation

Balance sheet

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

Hoyt Arboretum Friends Foundation

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

This snapshot of Hoyt Arboretum Friends Foundation’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

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Business model indicators

Profitability info 2018 2019 2020 2021 2022
Unrestricted surplus (deficit) before depreciation $95,310 $52,972 $158,896 $237,630 $42,860
As % of expenses 21.8% 10.4% 37.1% 48.1% 6.3%
Unrestricted surplus (deficit) after depreciation $95,310 $52,972 $158,896 $237,630 $42,860
As % of expenses 21.8% 10.4% 37.1% 48.1% 6.3%
Revenue composition info
Total revenue (unrestricted & restricted) $543,794 $622,736 $836,542 $685,202 $740,641
Total revenue, % change over prior year 10.8% 14.5% 34.3% -18.1% 8.1%
Program services revenue 9.3% 10.7% 4.0% 12.9% 12.9%
Membership dues 0.0% 0.0% 0.0% 0.0% 0.0%
Investment income 2.4% 1.9% 1.7% 1.3% 0.3%
Government grants 2.4% 2.1% 1.6% 1.9% 1.8%
All other grants and contributions 77.6% 78.3% 91.5% 69.6% 76.6%
Other revenue 8.3% 7.1% 1.3% 14.4% 8.5%
Expense composition info
Total expenses before depreciation $436,296 $507,336 $427,989 $493,725 $679,837
Total expenses, % change over prior year 28.8% 16.3% -15.6% 15.4% 37.7%
Personnel 49.0% 52.2% 67.6% 59.6% 64.0%
Professional fees 7.5% 8.9% 14.4% 10.7% 7.7%
Occupancy 0.0% 0.0% 0.0% 0.0% 0.0%
Interest 0.0% 0.0% 0.0% 0.0% 0.0%
Pass-through 0.0% 0.0% 0.0% 0.0% 0.0%
All other expenses 43.5% 38.9% 18.0% 29.6% 28.3%
Full cost components (estimated) info 2018 2019 2020 2021 2022
Total expenses (after depreciation) $436,296 $507,336 $427,989 $493,725 $679,837
One month of savings $36,358 $42,278 $35,666 $41,144 $56,653
Debt principal payment $0 $0 $0 $0 $0
Fixed asset additions $0 $0 $0 $0 $0
Total full costs (estimated) $472,654 $549,614 $463,655 $534,869 $736,490

Capital structure indicators

Liquidity info 2018 2019 2020 2021 2022
Months of cash 27.6 27.9 46.7 44.0 16.0
Months of cash and investments 27.6 27.9 46.7 44.0 26.7
Months of estimated liquid unrestricted net assets 27.0 24.4 33.4 34.8 26.0
Balance sheet composition info 2018 2019 2020 2021 2022
Cash $1,005,101 $1,178,893 $1,665,772 $1,811,873 $908,629
Investments $0 $0 $0 $0 $601,359
Receivables $44,895 $24,304 $21,510 $52,046 $78,881
Gross land, buildings, equipment (LBE) $0 $0 $0 $0 $0
Accumulated depreciation (as a % of LBE) 0.0% 0.0% 0.0% 0.0% 0.0%
Liabilities (as a % of assets) 0.5% 1.7% 4.1% 0.4% 1.1%
Unrestricted net assets $980,318 $1,033,290 $1,192,186 $1,429,816 $1,472,676
Temporarily restricted net assets $65,033 N/A N/A N/A N/A
Permanently restricted net assets $12,435 N/A N/A N/A N/A
Total restricted net assets $77,468 $164,515 $440,136 $440,321 $421,326
Total net assets $1,057,786 $1,197,805 $1,632,322 $1,870,137 $1,894,002

Key data checks

Key data checks info 2018 2019 2020 2021 2022
Material data errors No No No No No

Operations

The people, governance practices, and partners that make the organization tick.

Documents
Form 1023/1024 is not available for this organization

Executive Director

Ms. Anna Goldrich

Number of employees

Source: IRS Form 990

Hoyt Arboretum Friends Foundation

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation
Other
Related
Show data for fiscal year
Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

Hoyt Arboretum Friends Foundation

Board of directors
as of 01/22/2024
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board co-chair

Mr. Doug de Weese


Board co-chair

Eric Mitchell

Brad Miller

Claire Randall

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Doug De Weese

Andy Russell

Lyn Cameron

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Erin Cherry

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Gerald Scrutchions

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James Lee

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Ryan Kunkle

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Pam Wiley

Isaac Jones

Perkins & Co

Shannon Thomas

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 9/20/2022

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Female, Not transgender
Sexual orientation
Heterosexual or Straight
Disability status
Person without a disability

Race & ethnicity

Gender identity

Transgender Identity

Sexual orientation

Disability

We do not display disability information for organizations with fewer than 15 staff.

Equity strategies

Last updated: 09/20/2022

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

Data
  • We review compensation data across the organization (and by staff levels) to identify disparities by race.
  • We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders.
  • We have long-term strategic plans and measurable goals for creating a culture such that one’s race identity has no influence on how they fare within the organization.
Policies and processes
  • We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
  • We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability.
  • We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization.