Hoyt Arboretum Friends Foundation

Supporting Portland's museum of living trees

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

GuideStar Charity Check

EIN: 93-0919495

Contributions tax deductible
as of March 2023

IRS BMF 509(a)(1)
as of March 13, 2023

View summary

Charity Check report

Mission

The mission of Hoyt Arboretum Friends (HAF), a membership-based non-profit, is to maintain and improve Hoyt Arboretum and its collection for all people through advocacy, resources, awareness and education. 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)

IRS subsection

501(c)(3) Public Charity

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Tax forms

Show Forms 990

Communication

Blog

Programs and results

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. HAF's mission is to maintain and improve Hoyt Arboretum and its collections for all people through advocacy, resources, awareness and education. 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

Trail Building and Maintenance

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

Visitor Center and Gift Shop

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

Volunteer Development

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

Population(s) Served

Adults

Enhance our global tree collection

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

External reviews

Photos

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

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

52% of students who visited Hoyt Arboretum in 2022 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)

Totals By Year

Population(s) Served

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.

What is the organization aiming to accomplish?

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

What are the organization's key strategies for making this happen?

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%

What are the organization's capabilities for doing this?

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.

What have they accomplished so far and what's next?

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.

We demonstrated a willingness to learn more by reviewing resources about feedback practice.

We shared information about our current feedback practices.

Who are the people you serve with your mission?

We collect feedback from program participants. Teachers fill out evaluations at the end of each school field trip. Class participants are sent an evaluation after each class. We do member surveys a couple of times a year to help solicit input and set priorities.
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
What significant change resulted from feedback?

We've installed waste cans at several trail intersections due to input from park users. We've re-paved an accessible trail due to input from park visitors with mobility challenges with more to come. In response to teacher surveys in our recent strategic planning, we've updated the curriculum and delivery of field trips to include more images and fewer spoken words to address language obstacles.
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

NET GAIN/LOSS: in

Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2020

SOURCE: IRS Form 990

24.18

Average of 89.45 over 10 years

Months of cash in 2020

SOURCE: IRS Form 990

46.7

Average of 22 over 10 years

Fringe rate in 2020

SOURCE: IRS Form 990

16%

Average of 13% over 10 years

Funding sources

Source: IRS Form 990

Assets & liabilities

Source: IRS Form 990

Financial data

Source: IRS Form 990

Digitizing IRS form 990 data

Hoyt Arboretum Friends Foundation

Revenue & expenses

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990

Fiscal year ending: Download Data

Revenue
Contributions	$361,607
Program Services	$10,450
Investments	$15,433
Special Events	$0
Sales	$8,871
Other	$175
Total Revenue	$396,536

Expenses
Grants	$0
Salaries & Employee Benefits	$165,110
Professional Fees	$246,259
Occupancy	$0
Printing, Publications, Postage, etc.	$17,856
Other Expenses	$24,340
Total Expenses	$453,565
Net Gain/Loss	($57,029)

Revenue
Contributions	$181,632
Government Grants	$13,000
Program Services	$30,782
Investments	$4,030
Special Events	$0
Sales	$15,025
Other	$0
Total Revenue	$244,469

Expenses
Program Services	$134,686
Administration	$58,093
Fundraising	$74,451
Total Expenses	$267,230
Net Gain/Loss	($22,761)

Functional expenses
Accounting Fees	$12,772
Advertising & Promotion	$1,580
Information Technology Expenses	$0
Insurance Expenses	$2,515
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$232,494
Government Grants	$13,000
Program Services	$27,242
Investments	$8,233
Special Events	($27,143)
Sales	$16,912
Other	$0
Total Revenue	$270,738

Expenses
Program Services	$167,055
Administration	$41,120
Fundraising	$56,568
Total Expenses	$264,743
Net Gain/Loss	$5,995

Functional expenses
Accounting Fees	$13,669
Advertising & Promotion	$2,567
Information Technology Expenses	$0
Insurance Expenses	$2,172
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$252,266
Government Grants	$13,000
Program Services	$28,423
Investments	$7,019
Special Events	($34,102)
Sales	$19,894
Other	$14
Total Revenue	$286,514

Expenses
Program Services	$154,275
Administration	$46,433
Fundraising	$48,735
Total Expenses	$249,443
Net Gain/Loss	$37,071

Functional expenses
Accounting Fees	$12,023
Advertising & Promotion	$1,782
Information Technology Expenses	$0
Insurance Expenses	$3,234
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$1,325
Professional Fundraising Expenses	$0

Revenue
Contributions	$327,179
Government Grants	$13,000
Program Services	$29,280
Investments	($56)
Special Events	($41,569)
Sales	$25,259
Other	$0
Total Revenue	$353,093

Expenses
Program Services	$147,731
Administration	$50,522
Fundraising	$112,804
Total Expenses	$311,057
Net Gain/Loss	$42,036

Functional expenses
Accounting Fees	$12,167
Advertising & Promotion	$1,567
Information Technology Expenses	$0
Insurance Expenses	$3,322
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$1,136
Professional Fundraising Expenses	$0

Revenue
Contributions	$624,956
Government Grants	$13,000
Program Services	$45,113
Investments	$3,963
Special Events	($39,210)
Sales	$27,137
Other	$3,527
Total Revenue	$678,486

Expenses
Program Services	$195,893
Administration	$61,110
Fundraising	$82,538
Total Expenses	$339,541
Net Gain/Loss	$338,945

Functional expenses
Accounting Fees	$11,781
Advertising & Promotion	$2,619
Information Technology Expenses	$3,037
Insurance Expenses	$3,465
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$1,646
Professional Fundraising Expenses	$0

Revenue
Contributions	$419,550
Government Grants	$13,000
Program Services	$46,006
Investments	$4,077
Special Events	($22,831)
Sales	$30,778
Other	$0
Total Revenue	$490,580

Expenses
Program Services	$249,012
Administration	$51,618
Fundraising	$38,198
Total Expenses	$338,828
Net Gain/Loss	$151,752

Functional expenses
Accounting Fees	$0
Advertising & Promotion	$1,377
Information Technology Expenses	$3,332
Insurance Expenses	$3,109
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$1,059
Professional Fundraising Expenses	$0

Revenue
Contributions	$411,745
Government Grants	$13,000
Program Services	$50,488
Investments	$16,704
Special Events	$10,036
Sales	$41,821
Other	$0
Total Revenue	$543,794

Expenses
Program Services	$333,853
Administration	$46,577
Fundraising	$55,866
Total Expenses	$436,296
Net Gain/Loss	$107,498

Functional expenses
Accounting Fees	$0
Advertising & Promotion	$1,988
Information Technology Expenses	$19,656
Insurance Expenses	$3,498
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$2,725
Professional Fundraising Expenses	$0

Revenue
Contributions	$467,534
Government Grants	$13,000
Program Services	$66,530
Investments	$12,452
Special Events	$20,116
Sales	$42,859
Other	$245
Total Revenue	$622,736

Expenses
Program Services	$381,423
Administration	$59,534
Fundraising	$66,379
Total Expenses	$507,336
Net Gain/Loss	$115,400

Functional expenses
Accounting Fees	$0
Advertising & Promotion	$3,704
Information Technology Expenses	$15,452
Insurance Expenses	$4,312
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$3,424
Professional Fundraising Expenses	$0

Revenue
Contributions	$765,166
Government Grants	$13,000
Program Services	$33,205
Investments	$17,637
Special Events	$0
Sales	$7,527
Other	$7
Total Revenue	$836,542

Expenses
Program Services	$299,807
Administration	$52,286
Fundraising	$75,896
Total Expenses	$427,989
Net Gain/Loss	$408,553

Functional expenses
Accounting Fees	$0
Advertising & Promotion	$2,788
Information Technology Expenses	$13,187
Insurance Expenses	$2,525
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$3,988
Professional Fundraising Expenses	$0

Hoyt Arboretum Friends Foundation

Balance sheet

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990

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: Download Data

Assets	Jan 01, 2008	Dec 31, 2008	Change
Contributions	$361,607
Cash & Equivalents	$719,303	$564,554	($154,749)
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$44,985	$118,700	$73,715
Total Assets	$764,288	$683,254	($81,034)

Liabilities	Jan 01, 2008	Dec 31, 2008	Change
Total Liabilities	$15,161	$21,816	$6,655

Fund balance	Jan 01, 2008	Dec 31, 2008	Change
Net Assets	$749,127	$661,438	($87,689)

Assets	Jan 01, 2012	Dec 31, 2012	Change
Contributions	$181,632
Cash & Equivalents	$287,273	$295,535	$8,262
Accounts Receivable	$39,414	$23,162	($16,252)
Pledges & Grants Receivable	$0	$0	$0
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$3,131	$5,813	$2,682
Investment, Securities	$0	$0	$0
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$2,877	$2,693	($184)
Total Assets	$332,695	$327,203	($5,492)

Liabilities	Jan 01, 2012	Dec 31, 2012	Change
Accounts Payable	$1,732	$3,382	$1,650
Grants Payable	$0	$0	$0
Deferred Revenue	$0	$0	$0
Loans and Notes	$0	$0	$0
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$0	$0	$0
Total Liabilities	$1,732	$3,382	$1,650

Fund balance	Jan 01, 2012	Dec 31, 2012	Change
Temporarily Restricted Net Assets	$66,477	$64,598	-$1,879
Permanently Restricted Net Assets	$12,435	$12,435	$0
Total Restricted Net Assets	$78,912	$77,033	($1,879)
Unrestricted Net Assets	$252,051	$246,788	($5,263)
Net Assets	$330,963	$323,821	($7,142)

Assets	Jan 01, 2013	Dec 31, 2013	Change
Contributions	$232,494
Cash & Equivalents	$295,535	$304,946	$9,411
Accounts Receivable	$23,162	$31,844	$8,682
Pledges & Grants Receivable	$0	$0	$0
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$5,813	$7,638	$1,825
Investment, Securities	$0	$0	$0
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$2,693	$2,890	$197
Total Assets	$327,203	$347,318	$20,115

Liabilities	Jan 01, 2013	Dec 31, 2013	Change
Accounts Payable	$3,382	$4,283	$901
Grants Payable	$0	$0	$0
Deferred Revenue	$0	$0	$0
Loans and Notes	$0	$0	$0
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$0	$0	$0
Total Liabilities	$3,382	$4,283	$901

Fund balance	Jan 01, 2013	Dec 31, 2013	Change
Temporarily Restricted Net Assets	$64,598	$36,388	-$28,210
Permanently Restricted Net Assets	$12,435	$12,435	$0
Total Restricted Net Assets	$77,033	$48,823	($28,210)
Unrestricted Net Assets	$246,788	$294,212	$47,424
Net Assets	$323,821	$343,035	$19,214

Assets	Jan 01, 2014	Dec 31, 2014	Change
Contributions	$252,266
Cash & Equivalents	$304,946	$354,087	$49,141
Accounts Receivable	$31,844	$21,070	($10,774)
Pledges & Grants Receivable	$0	$0	$0
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$7,638	$7,162	($476)
Investment, Securities	$0	$0	$0
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$2,890	$3,085	$195
Total Assets	$347,318	$385,404	$38,086

Liabilities	Jan 01, 2014	Dec 31, 2014	Change
Accounts Payable	$4,283	$3,861	($422)
Grants Payable	$0	$0	$0
Deferred Revenue	$0	$0	$0
Loans and Notes	$0	$0	$0
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$0	$0	$0
Total Liabilities	$4,283	$3,861	($422)

Fund balance	Jan 01, 2014	Dec 31, 2014	Change
Temporarily Restricted Net Assets	$36,388	$21,054	-$15,334
Permanently Restricted Net Assets	$12,435	$12,435	$0
Total Restricted Net Assets	$48,823	$33,489	($15,334)
Unrestricted Net Assets	$294,212	$348,054	$53,842
Net Assets	$343,035	$381,543	$38,508

Assets	Jan 01, 2015	Dec 31, 2015	Change
Contributions	$327,179
Cash & Equivalents	$354,087	$393,839	$39,752
Accounts Receivable	$21,070	$27,157	$6,087
Pledges & Grants Receivable	$0	$0	$0
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$7,162	$6,549	($613)
Investment, Securities	$0	$0	$0
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$3,085	$3,634	$549
Total Assets	$385,404	$431,179	$45,775

Liabilities	Jan 01, 2015	Dec 31, 2015	Change
Accounts Payable	$3,861	$7,376	$3,515
Grants Payable	$0	$0	$0
Deferred Revenue	$0	$1,160	$1,160
Loans and Notes	$0	$0	$0
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$0	$0	$0
Total Liabilities	$3,861	$8,536	$4,675

Fund balance	Jan 01, 2015	Dec 31, 2015	Change
Temporarily Restricted Net Assets	$21,054	$53,169	$32,115
Permanently Restricted Net Assets	$12,435	$12,435	$0
Total Restricted Net Assets	$33,489	$65,604	$32,115
Unrestricted Net Assets	$348,054	$357,039	$8,985
Net Assets	$381,543	$422,643	$41,100

Assets	Jan 01, 2016	Dec 31, 2016	Change
Contributions	$624,956
Cash & Equivalents	$393,839	$743,816	$349,977
Accounts Receivable	$27,157	$27,918	$761
Pledges & Grants Receivable	$0	$0	$0
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$6,549	$7,014	$465
Investment, Securities	$0	$0	$0
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$3,634	$2,799	($835)
Total Assets	$431,179	$781,547	$350,368

Liabilities	Jan 01, 2016	Dec 31, 2016	Change
Accounts Payable	$7,376	$11,000	$3,624
Grants Payable	$0	$0	$0
Deferred Revenue	$1,160	$0	($1,160)
Loans and Notes	$0	$0	$0
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$0	$0	$0
Total Liabilities	$8,536	$11,000	$2,464

Fund balance	Jan 01, 2016	Dec 31, 2016	Change
Temporarily Restricted Net Assets	$53,169	$66,783	$13,614
Permanently Restricted Net Assets	$12,435	$12,435	$0
Total Restricted Net Assets	$65,604	$79,218	$13,614
Unrestricted Net Assets	$357,039	$691,329	$334,290
Net Assets	$422,643	$770,547	$347,904

Assets	Jan 01, 2017	Dec 31, 2017	Change
Contributions	$419,550
Cash & Equivalents	$743,816	$905,190	$161,374
Accounts Receivable	$27,918	$32,068	$4,150
Pledges & Grants Receivable	$0	$0	$0
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$7,014	$7,520	$506
Investment, Securities	$0	$0	$0
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$2,799	$2,831	$32
Total Assets	$781,547	$947,609	$166,062

Liabilities	Jan 01, 2017	Dec 31, 2017	Change
Accounts Payable	$11,000	$4,423	($6,577)
Grants Payable	$0	$0	$0
Deferred Revenue	$0	$0	$0
Loans and Notes	$0	$0	$0
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$0	$0	$0
Total Liabilities	$11,000	$4,423	($6,577)

Fund balance	Jan 01, 2017	Dec 31, 2017	Change
Temporarily Restricted Net Assets	$66,783	$45,743	-$21,040
Permanently Restricted Net Assets	$12,435	$12,435	$0
Total Restricted Net Assets	$79,218	$58,178	($21,040)
Unrestricted Net Assets	$691,329	$885,008	$193,679
Net Assets	$770,547	$943,186	$172,639

Hoyt Arboretum Friends Foundation

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990

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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Fiscal year: Jan 01 - Dec 31 View full report Download data

Business model indicators

Profitability	2016	2017	2018	2019	2020
Unrestricted surplus (deficit) before depreciation	$334,290	$193,679	$95,310	$52,972	$158,896
As % of expenses	98.5%	57.2%	21.8%	10.4%	37.1%
Unrestricted surplus (deficit) after depreciation	$334,290	$193,679	$95,310	$52,972	$158,896
As % of expenses	98.5%	57.2%	21.8%	10.4%	37.1%

Revenue composition
Total revenue (unrestricted & restricted)	$678,486	$490,580	$543,794	$622,736	$836,542
Total revenue, % change over prior year	92.2%	-27.7%	10.8%	14.5%	34.3%
Program services revenue	6.6%	9.4%	9.3%	10.7%	4.0%
Membership dues	0.0%	0.0%	0.0%	0.0%	0.0%
Investment income	0.3%	0.5%	2.4%	1.9%	1.7%
Government grants	1.9%	2.6%	2.4%	2.1%	1.6%
All other grants and contributions	86.3%	80.9%	77.6%	78.3%	91.5%
Other revenue	4.8%	6.6%	8.3%	7.1%	1.3%

Expense composition
Total expenses before depreciation	$339,541	$338,828	$436,296	$507,336	$427,989
Total expenses, % change over prior year	9.2%	-0.2%	28.8%	16.3%	-15.6%
Personnel	50.9%	52.4%	49.0%	52.2%	67.6%
Professional fees	14.2%	9.8%	7.5%	8.9%	14.4%
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	34.9%	37.8%	43.5%	38.9%	18.0%

Full cost components (estimated)	2016	2017	2018	2019	2020
Total expenses (after depreciation)	$339,541	$338,828	$436,296	$507,336	$427,989
One month of savings	$28,295	$28,236	$36,358	$42,278	$35,666
Debt principal payment	$0	$0	$0	$0	$0
Fixed asset additions	$0	$0	$0	$0	$0
Total full costs (estimated)	$367,836	$367,064	$472,654	$549,614	$463,655

Capital structure indicators

Liquidity	2016	2017	2018	2019	2020
Months of cash	26.3	32.1	27.6	27.9	46.7
Months of cash and investments	26.3	32.1	27.6	27.9	46.7
Months of estimated liquid unrestricted net assets	24.4	31.3	27.0	24.4	33.4

Balance sheet composition	2016	2017	2018	2019	2020
Cash	$743,816	$905,190	$1,005,101	$1,178,893	$1,665,772
Investments	$0	$0	$0	$0	$0
Receivables	$27,918	$32,068	$44,895	$24,304	$21,510
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)	1.4%	0.5%	0.5%	1.7%	4.1%
Unrestricted net assets	$691,329	$885,008	$980,318	$1,033,290	$1,192,186
Temporarily restricted net assets	$66,783	$45,743	$65,033	N/A	N/A
Permanently restricted net assets	$12,435	$12,435	$12,435	N/A	N/A
Total restricted net assets	$79,218	$58,178	$77,468	$164,515	$440,136
Total net assets	$770,547	$943,186	$1,057,786	$1,197,805	$1,632,322

Key data checks

Key data checks	2016	2017	2018	2019	2020
Material data errors	No	No	No	No	No

Operations

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

Documents

Letter of Determination

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

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 03/03/2023

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

Grand Central Bakery

Doug De Weese

Andy Russell

Lyn Cameron

DA Davidson

Erin Cherry

NAVEX

Gerald Scrutchions

Grant High School

James Lee

Community Development Partners

Ryan Kunkle

Stoel Rives

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

Candid has made improvements to the race and ethnicity options.

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 (cisgender)

Sexual orientation

Heterosexual or straight

Disability status

Person without a disability

Race & ethnicity

Gender 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.

Hoyt Arboretum Friends Foundation

Supporting Portland's museum of living trees

Mission

Is this your nonprofit?

Programs and results

What we aim to solve

Our programs

Education Programs

Trail Building and Maintenance

Visitor Center and Gift Shop

Volunteer Development

Enhance our global tree collection

Where we work

Our results

Evaluation documents

Number of free participants on field trips

Totals By Year

Population(s) Served

Related Program

Type of Metric

Direction of Success

Context Notes

Number of invasive species removed from managed area(s)

Totals By Year

Population(s) Served

Related Program

Type of Metric

Direction of Success

Context Notes

Goals & Strategy

Charting impact

What is the organization aiming to accomplish?

What are the organization's key strategies for making this happen?

What are the organization's capabilities for doing this?

What have they accomplished so far and what's next?

How we listen

Financials

Revenue vs. expenses: breakdown

Liquidity in 2020 info

24.18

Months of cash in 2020 info

46.7

Fringe rate in 2020 info

16%

Funding sources info

Assets & liabilities info

Financial data

Digitizing IRS form 990 data

Hoyt Arboretum Friends Foundation

Hoyt Arboretum Friends Foundation

Hoyt Arboretum Friends Foundation

Business model indicators

Capital structure indicators

Key data checks

Operations

Documents

Executive Director

Ms. Anna Goldrich

Number of employees

Hoyt Arboretum Friends Foundation

Compensation data

Hoyt Arboretum Friends Foundation

Board of directors data

Mr. Doug de Weese

Eric Mitchell

Board leadership practices

Board orientation and education

CEO oversight

Ethics and transparency

Board composition

Board performance

Organizational demographics

Leadership

Race & ethnicity

Gender identity

Sexual orientation

Disability

Equity strategies

Liquidity in 2020

Months of cash in 2020

Fringe rate in 2020

Funding sources

Assets & liabilities