Klehm Arboretum & Botanic Garden 2015 ANNUAL REPORT

Our Mission: to maintain a living museum for the enjoyment, education, and inspiration of all people. KLEHM ARBORETUM & BOTANIC GARDEN | 2715 S. MAIN ST. | ROCKFORD, IL 61102 | klehm.org | 815.965.8146

Reflections 2015 Dear Friends of Klehm, This past year was a busy one at Klehm Arboretum and Botanic Garden. A new garden was added to the hill behind the Visitor Center. This Contemporary Perennial Garden, a mosaic of over 4,000 plants of 40 species, will welcome visitors as they enter the grounds from the Visitor Center. A generous grant from the CN Railroad funded this beautiful expansion. In addition, our Plant-a-Row Garden harvested one ton of fresh produce and we donated the bounty to the Rock River Valley Pantry. Klehm’s educational programing expanded with the establishment of a new Boy Scout merit badge program. The existing John and Pauline Cook Horticultural Lecture Series, the Young Explorers youth program and Neighborhood Naturalist adult summer programs were all well attended and will continue to provide for community involvement. Klehm was also deeply involved in representing Dan Riggs Rockford in the national ‘America in Bloom’ competition, which recognized Rockford Executive Directorwith honors in outstanding Urban Forestry and Residential Streetscapes, such as Harlem and Calvin Park Boulevards.

Access to Klehm has been greatly improved this year. Critical road and urban renewal projects, nearing completion along South Main Street, are facilitating Klehm’s contribution to the beautification of the city’s southern gateway and Rockford’s historic district. Along with the Board of Directors, we extend our sincere appreciation to the individuals, corporations, foundations and the Forest Preserves of Winnebago County who provided generous funding and support for Klehm’s ongoing operations. Collectively, we have planted a solid foundation for our community’s Living Museum.

Jane M. Wallace

Dan Riggs

Board President

Executive Director

Board Members - November 1, 2014 - October 31, 2015 Stephanie Jacobs, President David Greenlee, Vice President Greg Moore, Secretary Jane M. Wallace, Treasurer

Julie Buchanan Sharyn Castrogiovanni Sam Darby Alise Howlett Nancy Lundstrom

Jonathan Mays Devin Noble Susan Nunez Steve Penticoff Sharon Rudy Cover photo by Craig Michelsen

Staff - November 1, 2014 - October 31, 2015 Dan Riggs, Executive Director Sarah Lambert, Events & Constituency Manager John Moors, Director of Horticulture Dawn Pfluger, Office Manager & Rental Coordinator

Tami Pondelick, Bookkeeper Jim Rathke, Grounds Chris Sarna, Rental Coordinator Carrie Schommer, Marketing Manager

America in Bloom A giant volunteer planting effort took place on Saturday, June 13, 2015 at Klehm Arboretum. Over 50 volunteers started planting 4,000 perennials in a 13,000 square foot Contemporary Perennial Garden. The "Know Maintenance" site was planned for minimal weed invasion and optimal beauty by Roy Diblick, noted plantsman and designer. Funds to purchase the plant stock were received via a grant of $23,500 from CN EcoConnexions "From the Ground Up" program in the U.S. Grant recipients were chosen on the basis of criteria developed by America in Bloom and were based on planned positive outcomes in the community, community engagement and long-term sustainability of plants. The Forest City was a competitor in the 2015 America in Bloom event coordinated by Klehm.

It will take three years for the new garden to establish itself enough to choke out pesky weeds. After that, minimal maintenance will be needed to keep the garden looking its best and the varying perennial bloom times will keep the hill a breathtaking sight throughout the spring and summer months. This Contemporary Perennial Garden recently received Monarch Habitat Certification and should be elegantly dotted with butterflies in the spring!

Thank You Donors - November 1, 2014 - October 31, 2015 Commemorative Gift Honorees

Sponsors (cont’d)

Clyde & Marge Anderson Sally Baker Tom Bartels Aileen Bennett-Murphy Harry Blough Dorothy Boyer Don Busch Mandy & Jeff Cismesia Lisa Coole Joseph Coyle Eric Dickerson Anna L. Francik Andrea Guntharp Ron Haskell Lester Hill Jan Johnson Richard Lundberg John & Angie Mcgee Aileen Bennett-Murphy Steve Penticoff Pat Pepe Mary J. Phillips Lorraine Sauer Richard Seiter Harry & Lucia Skurski Mary Ann Soehnlen John Sype Robert J. Thornton Matt Totorici

Fitzgerald Funeral Homes J. Carlson Growers Pierce Distribution Services Co. Rockford Park District Rockford Orthopedic Associates Winnebago County Forest Preserves of Winnebago County WNIJ

Gift Bricks Rosellen Engstrom Monter John McGee Barbara Lundberg Charlene Cismesia Dan & Dawn Pfluger Denise Weinstein

Legacy Gift Bricks William Skurski

Benches Satyaprakash & Jennifer Krishnarao Ted McCarron John Phillips Vietnow

Trees Ingenium Technologies Donna Haskell

Sponsors Alpine Bank Balsley Printing BMO Harris Bank Chicagoland Gardening Magazine Dean Alan Olson Foundation Eckburg Insurance Agency

Donors ABC Catering, Ltd. Doug & Florine Adams Alpine Bank Amazon Smile Sandra Anderson Robb & Susan Anderson Chuck & Marcia Anderson Jerry & Sue Antczak Joyce Apitz Robert & Sharon Ash Assured Dental Lab Paul & Teri Baits Dorothy Baits James & Vickie Baker Richard & Sally Baker III Barrett D. & Kristin K. Baker Fund Dr. & Mrs. William Baskin Michael & Marcia Beaumont Rev. David Beauvais Lynn Berg Dorothy Bergstrom Linda Berner Ron & Nancy Blomquist Imogene Blough Peter & Ann Boline John & Jan Bowman Stan & Pam Bradford Robert & Karen Brown John D. Brubaker Jim & Julie Buchanan Dianne Butler Campbell Supply Company Sally Canfield Lynell Cannell Jean Castle Joseph & Sharyn Castrogiovanni Derek & Bridgett Coleman Community Foundation of Northern Illinois John R. Cook Associates Bill & Nancy Coole Rosie Cooper & Rebecca Swick Janice Cooper Daphne Cooper Council of Rockford Gardeners Bill & Kris Craig Kathy Crandall Samuel Darby Jesus Diaz Ron & Audrey Dierks

Philip & Kathryn Dierstein Steve & Kris Dieter Marjorie Doll Evelyn Doty Dan & Kirby Doyle Dean & Karen Eickman Sylvia Emerson Lana & Rick Engen Eric & Gretchen Ericson Estwing Mfg. Co. Inc. John & Joann Faulhaber Dr.& Mrs. Terrance Fisher Barry & Diane Fitz Five Forks Market Jey & Patricia Flick Loren & Jan Floto Gerry & Nancy Follmar Dorothy Forman Lanny & Mary Forrester Paul & Katherine Frawert Franchesco's James & Laurie Freeman Ken & Carol Frey Peter & Martha Frisk Lori Froehlich Edward & Jean Fujimoto Lois Fulkerson Stephen & Linda Gard James & MaryLou Gault Jeanette Jess Geraghty Adam & Barrie Gibby Joe Gibler Miles Gillott Gerald & Colleen Gilmore Gloyd Family Foundation Grainger Matching Charitable Gifts Program Susan Grans Mike & Gretchen Grant David Greenlee Steve & Ann Guedet Gene & Lola Gustafson Robert & Crystal Haddad Paul & April Haeflinger John & Karin Hagberg Dr. & Mrs. Norm Hagman Half Price Books Dick & Rita Hall Robert & Nadine Hallstrom Robert Ham Brett & Margret Hanson The Ben Harding Foundation Bernard & Ann Healey Rev. Troy & Janis Hedrick Allan & Frances Heggblom Chuck Helsten Mark & Julie Hepworth David & Ellen Hinde Bill & Elizabeth A Hoelting Hoffie Nursery Inc. Ethel Johnson Jack & Colleen Holmbeck

Commemorative, In-Kind, & Donations Donors (cont’d) Frank & Jean Holmes Milton & Nancy Hoskins Dr. & Mrs. Daniel Houlihan Steve & Alise Howlett Thomas & Suzanne Humphris Stephanie Jacobs Tom & Anita Jacobson Patricia Jeffers Dr. & Mrs. Kurt Jensen J.C. & C.R. Jersild Elinor Johne-Nelson Richard & Elvy Johnson Mark & Rhonda Johnson Mr. & Mrs. Dave & Barb Johnson Coe & Ada Johnson Amy Johnson & Laurent Crawford Mark & Nancy Kalchbrenner Kristine Kammerer Jim & Pam Keeling Mark Keister Nathan & Maureen Kirschmann Kjellstrom Family Foundation Herb & Jo Klunk Art Kneller Barbara Kober Lloyd & Diane Koch Roger & Alice Kopanski Marie Krist Jane Krogh Rose Kruchten Richard & Myrna Lake Bob & Jennie Lamp Phyllis Lee Betty Leeson Mary Lou Lindroth George & Therese Linsky Dan & Amy Loescher Hal & Judith Look Debra Luke Ron & Jane Lundstrom Roger & Nancy Lundstrom Bob & Diane Lutmer Mr. Donald Mack John & Terri Maier, Jr. Marge Malachowski Kenneth & Barbara Mannino John & Cindy Maville Jonathan Mays Brian & Barbara McConnell, Sr. Thomas and Deborah McEnaney John & Angie McGee McHenry County College Food Service Dept. Nina McKinney Carrie Meyer Craig Michelsen Terry & Betty Moore Greg & Christy Moore David Moore & Catherine Weightman Patrick J Murray Scott & Valerie Mutton

Denise Speracino & Eileen Newcomer Shane Nicholson Devin Noble Dean & Jackie Norem North Central Illinois Orinthological Society Northwind Perennial Farm, Inc. Susan Nunez Bill & Ruthann Nystrom Jim & Kathy O'Brien LaVerne & Marilyn Ohlwine James & Pat Olson Dean & Amy Olson The Olympic Tavern John & Sandra O'Rorke Herb & Marianna Page Alice Pampe Ray & Jo Marie Paul Ken & Brenda Paulson Gregg Pearson & Lucy McCoy Pearson Kevin & Shelley Peifer Steve & Judy Penticoff Ronald Peterson PG Architecture Design Build Drs. Peter & Karen Phelan Barbara Phillip Jim & Shirley Philon PI Coffee Roasters Michael & Norma Pierce Pinnon Meats Steve & Susan Pitkin Dr. & Mrs. Joseph Pittman Eugene & Mara Pocs John & Ann Politic Mark & Tami Pondelick Roger Primm Marcia Mueller & Charles Prorok Judy Puckett Jean Reese Venita Rehfeldt Roger & Mary Reithmeier Kevin & Karen Retzke Lois Riggs Daniel & April Riggs Andrew & Connie Riggs Patricia Rinnan James & Diane Robinson Rockford Brewing Company Michael & Jill Rohner Lou & Caryl Rohs Carole Rose Roxy Carmichael Lillie L. Rude Sherri Rudy Brad & Judy Salley Nick & Gayle Scheuer Deb Schiller Dr. & Mrs. Milton Schmitt Carrie Schommer Seedling Garden Club Tim & Nancy Seiter Mary Jo Shickles

Peggy & Steven Showers Jack & Barbara Simon Sjostrom & Sons, Inc. Foundation Mary Lib Skerkoske Mike & Jan Sloan Robert P. Smith William & Julie Snively John & Jane Sohner Edward & Petrinella Sowell Chris Mullins & Fred Speer Mike & Connie Spoden Constance St. Angel St. Aubin Nursery Freddie Sterling David Stern SWIFTT Steve & Sue Symes Jim & Cathie Szymanski Steve & Marcia Terrill Tavern on Clark William & Cathie Thiede John & Mary Thiesing Dr. & Mrs. Dean Thomas Bert & Kathy Thomas, III Sheldon & Karen Thompson Kurt & LaVonne Thompson James & Mary E. Thompson Eric & Terrie Thorstad James & Wilma Tracy Treecare Inc. Jay & Cathy Trost Helen Tucker George Tures Phil & Paula Turner Urban Farm Girl Howard & Mildred Van Valzah Village Green Don & Kathleen Walker Jane M. Wallace Doug & Jaime Wallace Tom & Karen Walsh Wayne's Feed Store Evelyn Weber Roland & Kay Wenig Paul & Sharon Werther David & Rosalie Whitehouse William Miller Charitable Trust Daniel & Barbara Williams Stoddard & Dona Wisner Jim Wojtowicz & Gene Forster Lucy Wojtowicz Women of Wealth Investment Club Dr. & Mrs. John F. Wonderlick Carolyn Wetzel & Walter Woodrick Christopher & Sandra Wrate Rhee Ellen Wright Dan & Laura Wyatt Helen Yetterberg Bob & Carol Youngren Steve & Le Ann Zarembski William & Joyce Zartman

Financial Overview Support and Revenue Support and Revenue

Expenses

Amount

Expenses

Amount

Government Funding Member Programs & Rental Special Events Income Contributions Grants and Other

$266,000 $161,521 $104,180 $140,984 $30,145

Management and General Arboretum Improvements Educational Services Special Event Expenses Resource Development

$219,191 $217,662 $60,229 $64,465 $48,254

Total

$702,830

Total

$609,801

Member Programs & Rentals 23% Government Funding 38%

Grants & Other 4%

Arboretum Improvements 35% Special Events Income 15%

Management & General 36% Resource Development 8%

Contributions 20%

Educational Services 10% Special Event Expenses 11%

FY2014 vs. FY2013 Government Funding - 3%

Management & General - 4%

Member Programs & Rental +11%

Arboretum Improvements +11%

Special Events Income +1%

Educational Services -5%

Contributions +45%

Special Event Expenses +19%

Grants & Other +375%

Resource Development -8%

Financial numbers were obtained from the last audit - October 31, 2014. Copies of the audited financial statements and related notes are available upon request from the Klehm Arboretum & Botanic Garden, Inc., Business Office.

Klehm Arboretum Foundation, Inc. BUR OAK ENDOWMENT FUND

Trustees - November 1, 2014- October 31, 2015 Steve Symes, President Sally Baker, Secretary Pat Olson, Treasurer

Gary Ecklund Karen Harding Sue Nunez

Dan Pfluger John Richards Jane M. Wallace

The mission of the Klehm Arboretum Foundation, Inc. is to ensure the long term growth and stability of Klehm Arboretum & Botanic Garden by providing sustained funding support through the proceeds of the Bur Oak Fund, established in 2007. The goal of Klehm Arboretum Foundation is to endow one million dollars through the acceptance of donations and legacy gifts via trusts, wills, and other legal documents. Since its inception, the Bur Oak Endowment Fund has grown to approximately $300,000 with the help of The Community Foundation of Northern Illinois, generous donors and participation in two Carroll H. Starr Endowment Challenges. The second of the Carroll H. Starr Endowment Challenge campaigns (2013) yielded $30,714 in charitable donations earning a $10,000 grant from the Community Foundation of Northern Illinois. The Bur Oak Fund is held and managed by The Community Foundation of Northern Illinois. An endowment gift permanently restricts the principal of the gift. A distribution of the earnings are made annually to support general operations, programs or campaigns.

$1,000,000 Goal

28% to goal Balance 2015

$273,800

2013 Carroll Starr 2 Balance 2013

$260,820 $250,800

2009 Carroll Starr 1 Balance 2009

$193,500 $153,500

2007

Fund Established

Donors - November 1, 2014 - October 31, 2015 Assured Dental Lab Richard Baker III The Dean Alan Olson Foundation Gary Ecklund Dan & Amy Loescher Susan Nunez John & Anita Richards William Skurski Steve & Sue Symes

$16,202

Thank You Volunteers! Everybody can be great. Because anybody can serve. You don't have to have a college degree to serve. You don't have to make your subject and your verb agree to serve.... You don't have to know the second theory of thermodynamics in physics to serve. You only need a heart full of grace. A soul generated by love. ~Martin Luther King, Jr.

President’s Award Steve Symes Above & Beyond Award Rosie Cooper Seedling Award Mark Wirfs

KLEHM ARBORETUM & BOTANIC GARDEN 2715 S. MAIN ST. ROCKFORD, IL 61102

NON-PROFIT ORG. U.S. POSTAGE PAID ROCKFORD, IL PERMIT NO. 768

Botanica Luncheon at Klehm Fri., April 8 Arbor Dash 5K Fri., April 29 Plant Sale Fri. - Sat., May 6, 7

Garden Fair Weekend Flowers, Antiques & Art! Sat. - Sun. June 4, 5

Woodsong Outdoor Concerts Sun. June 19, July 17, Aug. 21 Autumn @ the Arboretum Sun., Oct. 2 Hiking for Hounds Sun., Oct. 16

815.965.8146 | klehm.org

Klehm Arboretum & Botanic Garden operates in partnership with the Forest Preserves of Winnebago County