Hoyt Arboretum Friends ANNUAL REPORT

2017

Your support at work 2017 Accomplishments

Our Tree & Dear Hoyt Arboretum Friends, Plant Collections As our regular visitors know, Hoyt Arboretum is truly a world of trees • Continued the three-year renovation of our Red Pine collection with new for all seasons. 2017 was my first year at Hoyt Arboretum, where I am plantings of ponderosa pine fortunate to spend most of my weekdays. Now it seems so long ago, • Added 220 accessions, replanting but my first week at Hoyt was the week of the BIG SNOW of 2017. lost trees as well as developing new When staff was finally able to get up the hill (on foot from the MAX), planting areas we were greeted with spectacular beauty and quiet. As the day went • Added a new dwarf conifer collection on, neighbors stopped by to visit on skis and snowshoes while kids across from the Visitor Center sledded down all possible slopes. The snow was followed by ice, and • Planted a Port Orford cedar as part of a U.S. Forest Service program by the time it all melted, we had months of tree and trail clean-up to test resistance to P. lateralis, an ahead of us. That was followed by the incredible blooms of spring and invasive pest then the deep greens of summer. The yellows and reds of fall were • Planted a Pacific yew with sister city accompanied by mild weather, and we had record numbers of visitors. Ulsan, South Korea, the inaugural It was a memorable year. planting in a new Korean forest area along the Bristlecone Pine Trail Along with cleaning up storm damage, a top priority for 2017 was Education, Tours revitalizing our youth education program. We doubled the staff time & Classes devoted to youth education (and it still wasn’t enough), reached out • Doubled the number of children to schools across the Portland region, and managed to double the participating in school field trips from number of youth who visited Hoyt Arboretum to learn about trees the year prior and plants. We updated our curriculum to better align with science • Developed new partnerships with standards and sought feedback from teachers to ensure we were community groups to introduce children to the Arboretum helping them meet their classroom goals. We learned a lot. We needed • Introduced Family Forest Days with to invest in the recruitment and training of volunteer field trip leaders, 80 participants at the first event and we needed to devote even more staff time to these programs • Added public tours on Sundays as the year went on. But most of all, we learned that teachers and and increased the number of tours students love coming to Hoyt Arboretum on field trips and that this is a offered by 50% program worth investing in and that will continue to grow.

Hoyt Arboretum It is a real privilege to work at Hoyt Arboretum, and each season up Volunteers here is special in a different way. Probably the best part is the people • Managed over 1,000 volunteers with who are drawn to Hoyt Arboretum—from the regular visitors and 9,355 hours of service volunteers who are with us year-round, to the visitors who come from • Hosted more than 100 arborist volunteers for our 30th annual around the world to explore or visit a specific tree. They are as diverse Arborists in the Arboretum as our global collection of trees, and it never gets old to sit at the front • Added 674 vouchers to the Hoyt desk in the Visitor Center and chat with the people who come through Arboretum Herbarium (HAH) with the front door. volunteer archivists Our city and region are fortunate indeed to have this resource available Fundraising 365 days a year and free to the public. It wouldn’t be possible without & Stewardship your support. Thanks for all you do. • Hosted a record-setting annual Forage in the Forest event thanks to our generous supporters • Summer staff kept the visitor center open 7 days a week with expanded hours in 2017 resulting in increased revenue and improved Anna Goldrich visitor experiences Executive Director • Completed strategic plan for 2017–2021 We believe that Hoyt Arboretum is THE BEST place in Portland for children to learn about trees and Education plants. This is why our 2017 Strategic Plan devotes an entire section to the expansion of our education programs. It is also our goal to draw students from all around the city to visit Hoyt. In 2017, we IN 2017 expanded our outreach to area schools—by year end, we had doubled the number of students who visited Hoyt Arboretum on a school field trip from the previous year, many who were visiting for the first time.

3 Arboretum Vocabulary Accessioning: Process of making a plant part of the permanent collection by entering it into the Arboretum’s plant inventory (available at hoytarboretum.org). One accession can include several plants of the same species added at the same time.

De-accessioning: Process of permanently removing accession data from the plant inventory. The physical removal and disposal of a plant occurs after de-accessioning.

Bottom left: Snow during the winter of 2016-17. Top left: Staff and representatives from USFS and APGA planting root rot-resistent Port Orford cedar. Top right: Curator Martin Nicholson in Ulsan, South From the Curator Korea. Bottom right: Arborists busy at work in the Arboretum.

We will look back on 2017 mainly compliment a new stone masonry I was invited to visit our sister city with a memory of the winter of wall completed in April. A special of Ulsan, South Korea, representing 2016-17. Snow, wind, and cold planting of a root rot-resistant Port Portland Parks & Recreation at defined the winter, and it started Orford cedar along the Redwood their city’s Rose Festival and, in to seem like spring would never Trail served as a symbol of return, hosted staff from the City arrive. The high for the year was ongoing collaboration between the of Ulsan at the Arboretum to plant 105°F and the low was 11°F with Arboretum, the American Public a tree commemorating our 30th rainfall coming in about average Gardens Association (APGA), anniversary as sister cities. This (although we had some very wet and the U.S. Forest Service—the planting marked the creation of a months). It was a year in which planting was attended by staff Korean forest area as part of the we de-accessioned 200 plants, from all three organizations. A geographic collection along the most of which were lost to snow, few other interesting species Bristlecone Pine Trail. cold, and wind. We also planted added were Acer heptaphlebium, The Arboretum is supported extensively—with a total 220 Schefflera fengii, Adinandra by so many amazing staff and accessions added—replanting lost glischroloma and one of the best volunteers as we continue to work trees but also developing new looking birch trees, Betula insignis to improve the landscaped areas, planting areas. ssp. fansipansensis, from Vietnam. control invasive species, and add We continued work in the Red We hosted an APGA training to the diversity of the plantings Pine collection and expanded on plant pest identification at the Arboretum. Thank you for our ivy control area. Several new and monitoring for 30 public your support. areas were planted: Lot A near the garden employees from along Martin Nicholson Children’s Museum was upgraded the West Coast. We learned Curator with curbs and new planting beds, about monitoring techniques and a dwarf conifer area was planted pests of concern, and how public near the Steven’s Pavilion to gardens are important sentinels for pest monitoring. 4 Statement of Activities Statement of Financial Position

REVENUE ASSETS Individual Contributions* 291,375 Cash in Checking 120,878 Membership Contributions 18,365 Cash in Money Markets 251,038 Corporate Contributions 33,977 Cash in CD 301,062 In Kind Contributions 92,887 Endowment 232,212 2017 Financials Foundation Grants 5,500 Accounts Receivable 32,068 Government Grants 13,000 Prepaid Expenses 2,830 Rental Income 36,065 Merchandise Inventory 7,520 Fees for Service 9,941 Total Assets 947,609 Event Income 9,570 The year of 2017 was another one of Gift Shop Sales 62,683 LIABILITIES growth for Hoyt Arboretum Friends. Interest Income 3,305 Accounts Payable 918 Gain/ Loss on Investments 30,704 Payroll Liabilities & Accrued Vacation 3,505 Individual contributions led the way Total Revenue 607,372 Total Liabilities 4,423 with 51% of total revenues, while gift EXPENSES NET ASSETS shop sales increased 20% from the Personnel 184,240 Unrestricted: prior year. Personnel costs increased Accounting Services 10,893 Available for Operations: Collections & Landscape Services 6,900 Operations 530,798 7% as our team expanded to grow Computer & Website Services 3,332 Special Opportunities 5,000 education and volunteer offerings. Marketing and Public Relations 1,377 Total Available for Operations 535,798 Landscape and other Reserves 129,433 Landscape and other contract Contract Services 52,611 Endowment 232,212 Gift Shop Merchandise 31,904 Total Unrestricted Net Assets 885,008 services remain a significant Mileage and Travel 1,546 expense, which relate directly to Staff Training 160 Temporarily Restricted Net Assets: Meals and Entertainment 2,654 Signage, Maps and Collections 45,743 program activities. Unrestricted Office Supplies 3,766 Total Temporarily Restricted Net Assets 45,743 Gardening Supplies and Tools 1,775 net assets increased over 28% from Insurance 3,109 Permanently Restricted Net Assets the prior year, allowing HAF to Telecommunications 1,578 Donor Designated Permanent Endowment 12,435 Printing and Publications 17,848 strengthen its reserves and develop Total Permanently Restricted Net Assets 12,435 Postage and Delivery 4,706 new projects. Dues and Subscriptions 1,754 Total Net Assets 943,186 Recognition and Awards 3,726 Total Liabilities and Net Assets 947,609 Megan Whalen Miscellaneous Expenses 547 Misc. Fees and Taxes 377 Treasurer Bank Charges 5,149 Endowment Expenses 1,895 In Kind Expenses 92,887 Total Expenses 434,733 Change in Net Assets 172,639

* HAF received a bequest which was received in both 2016 and 2017.

Other Income Rental Plant Income Collections 7% Individual Program 6% Donations Services In Kind 25% Contributions

15% TOTAL TOTAL REVENUE 51% EXPENSES 49% Program Income 15% 2% 10% Management & General Services Retail 6% 11%

Corporate Donations Grants Fundraising 3% 5 Storytelling 13 Events 91 Community Science 345 Organization 419 Education 443

Visitor Services 3272

Learn more about donating your time or resources Stewardship 4772 at our website: www.hoytarboretum.org

2017 Volunteer 9355 Breakdown HOURS

Thank You — 2017 Donors

Individual Donors Phyllis Reynolds Kay Stepp and Garry Bullard Walter McMonies and Caroline Hall David and Anne Rosenberg Andrée Stevens Bob and Nancy Meyer $10,000 + Eric and Kayla Soleglad Franz and Marilee Vogt Don Moore Nancy Hebb Freeman Trust Bill and Susi Stevens Michael Wallace and Lisa Calef Bruce Nelson Jack and Lynn Loacker David and Christine Vernier Richard and Linda Ward Sarah Newhall Charlie and Darci Swindells Scott Weaver and Curvin Carbaugh Megan Whalen and Eric Peluschenko Jack and Erika Orchard Williamson Family Fund Clifton and Patty White Erik and Robin Peterson $5,000-$9,999 Mark Zornow and Marjorie Grafe Joe and Phyllis Whittington Michael and Nancy Phillips Goulder Family Foundation Thomas and Rebecca Wynne Rick Pope Henry and Marguerite Kendall Fund $500-$999 Scott and Teresa Pugliese of The Oregon Community John and Patricia Bentley $250-$499 Kyna Rubin and Barry Schumacher Foundation John and Suzanne Bishop Sharon Baker Alex Ruzicka and Melinda Hutson Brad and Nancy Miller J. Patrick Brooks Mort and Mary Bishop Patricia Schleuning Anne K. Millis Fund of The Oregon James and Claudia Cameron Robert Bonne Peggie Schwarz and Tom Nelson Community Foundation Richard and Michele Cohn Darol and Ann Brown Beverly Smith Alexander de Weese Andy and Nancy Bryant Milan and Jean Stoyanov $1,000-$4,999 Ken Denniston Anne Buckley Julie Tripp Steve and Janet Abel David and Jeanne Ellis Russell and Dawn Campbell Roger and Karen Vrilakas Gordon Allen and Janice Stewart Flowerree Foundation John and Lou Chapman R. Bastian and Barbara Wagner Robert A. Bartlett Jr. Robert and Lucinka Forster Gary and Cynthia Crose Bob Wilks Broughton and Mary Bishop Mort and Sue Fuller Bill Dieter and Martha Koerner Judd Williams and Anne Bonaparte Foundation Edwin Gerow and Cheryl Chevis David and Shannon DiLorenzo Greg Zarelli and John Bush Charles and Meg Bishop Greg and Mary Giersch Chris and Christine Edwardsen Bland Family Foundation Ted and Connie Gilbert Mary McKinney Ezell & $100-$249 Nell and Bob Bonaparte Carl Grice and Linda Buechler Flay Ezell Fund of The M. Mehdi Akhavein Doug de Weese Robert and Nancy Hinnen Wentworth Foundation Alan and Liz Ames Joseph and Emily DeCarlo Robert Jensen Zanley and Claire Galton Thomas and Linda Anable Gun Denhart Douglas and Kristen Johanson David and Martha Gardner John and Sally Anderson Allen Denison The George M. Joseph Family Jeanne Giordano Jeffrey Andrews David Deutsch and Gary Stutler Peter J. Kendall Anna Goldrich and Jim Middaugh Jonathan and Deanne Ater Lynne and John Eramo Jack and Susan Lane Greg Goodman and Susan Schnitzer Chuck and Kerry Aude Halton Foundation Roger and Rebecca Langdon David Goulder and Marlene Salon Arthur Bailey Gregory and Mary Hinckley Norbert and Christine Leupold Chris and Georgia Harker Anne Barbey Jane R. Kendall Family Fund of The Jonathan and Marilyn Lindner Nancy Hartounian Francis Barnwell and Virginia Quinn Oregon Community Foundation Nancy Loeb Marshall and Happy Hieronimus Don and Doris Beard Ed and Margaret Kushner Edie and Mark Millar Josh Hinerfeld and Andrea Binder Henry and Greata Beatty Leslie and Randy Labbe David and Mary Mullen Sheri Horiszny Karl and Cindy Beeler Susan Jackson McAnulty Robert Nimmo and Linda Jensen Stephen and Kathryn Kelly Douglas Beers and Leslie Taylor McGraw Family Foundation, Inc. Ray and Carol North Amy and Charlie Kirschbaum Teri Bialosky Thomas Middaugh Claire Randall and Bob Kerr Susan Lamb Richard Bills Des and Kerma Murphy Andy Russell and Brigitte Robert Lefferts and Katherine Kuhn Jim and Sue Bisio John and McKay Nutt Kolloch-Russell Joanne Lilley Greg Block and Rosa Vila David James Pollock Jeremy Sherwood Mary and Holly Ludtke Ron and Sandra Bloom 6 Peter and Josephine Pope Al Solheim Matthew McCarter Lori Bocklund Alice Boehs Reuel Kurzet and John Moore Sarah Tennant In Kind Donors Janet Bonaparte Jerome and Mary LaBarre Brian Tesch Paul and Nancy Bragdon Ted Labbe and Kelly Rodgers Judith Teufel Artists Repertory Theater Kim Brater Helena Lankton J. Hayden and Shannon Thomas Baker & Spice Cakery Susan Brickey Dana Larson Sue and John Thomas Barre3 Angela Brown Milton and Jayne Lebsack Michael Traylor and Derek Charles and Meg Bishop Doug and Mary Ann Brucks Thomas and Marcia Lee Holmgren Blush Beauty Bar Matthew Buckon Richard Liebman and Sheryl Fuller Christian Trejbal and Peggy Allen BodyVox Morris and Elizabeth Button Michael Liska Thomas and Priscilla Turner Breakside Brewery Mark and Karen Butzer Ian and Shirley MacMillan Jay Uhlenhoff and Laurel Cameron Winery Kevin and Beth Carr Frank MacMurray Jr. Staton-Smith Columbia Sportswear Eloise Carson Michael Manuel Andrea Vargo and Edward Page Knudsen Cowles Bud Clark Kathleen Marquardt McNamara David Hill Winery Matthew and Francesca Coe Claudia Martin Jan E. Vreeland Rhonda Dorsett Stephen J. Corcoran David May and Tess Papas Martha Waldemar Graham and Lorraine Covington Donald H. McGraw Jr. Jarrett Walker Elk Cove Vineyards John and Georgia Crampton Laurie McKenzie-Carter Richard and Penny Walker Friends Of Chamber Music Christopher and Cynthia Bob McLaurin and Susan Studd Stephen and Mabel Walters Martine Hammond Cunningham Michael and Anne Miller Thomas Ward Headwaters Stephen Dale and Lillian Li Raymond and Wendy Mitchell The Swigert Warren Foundation Hood Rivers Distillers Wolf and Jan Dammers Deborah Neft and Salvatore Bill and Jennifer Waters Hot Diggity! Janna Davydova and Greg Fullem D’Auria Cameron Webb House Spirits Distillery Christopher Dolle John Noran Elizabeth Wehrli J. Frank Schmidt & Son. Co Robert and Linda Durham Michelle and Don Novosel Harold Weight Jim Kushman Photography Shirley Jean Edmison Eric and Shelia Orwoll M. Howard Weinstein Kells Irish Restaurant and Pub James Edwards and Michele Mass John Paul and Teri Wadsworth Randy Weisberg Knot Springs Spa Dick and Leslie Emery Tim and Elizabeth Petersen David Westby John and Jane Emrick Joel and Sierra Phillips David Winchester and Claudia Jack and Lynn Loacker Susan Faulkner Jan and Kay Pinkava Gallison Mani & Pedi Salon Eric and Robin Flamm Gary and Linda Pope James and Susan Winkler McMenamins Margo and Andrew Fowler Sally and Guy Pope Kevin and Anne Winthrop Meriwether’s Restaurant & Edmund Frank Robert H. Post David and Joan Witter Skyline Farm Ann French Wally and Bettsy Preble Carolyn Wood Munn’s Nursery Inc John Gale and Sandra Joos Alpha Protist Mark and Paula Young Nature’s Pet Market NW Portland Darlene Geiger Suzanne Rague Bruce Zabel Nel Centro Corinne Gentner Guido and Lee Rahr Ivan Zackheim and Miriam Hecht New Seasons Richard Gilbert Jacob and Betty Reiss Suzanne Zarling Oregon Symphony Edward Glenn Paul and Susan Riley Dennis and Claudia Zerba Patagonia Portland Andy Glew Nancy D. Robinson Please Louise Pizzeria Katherine Goeddel Alfred Roe Arborist Partners Restaurants Daniel and Hannah Goldrich Charles and Judith Rooks Bartlett Tree Experts Portland Art Museum Scott Gray and Jason Wells Kurt Rosenberg Emerald Tree Portland Center Stage Jane Grecco William Rutherford General Tree Service Portland Nursery Bruce M. Hall Michael and Marie Ryan Oregon Tree Care Portland Opera Tori and Mark Hanna Breah and Steve Salas Teragan & Associates Portland Pet Company Thomas Hansen and Kim Manley John and Gail Saltveit Treecology Profile Theatre Jim Harris Dan Saltzman Tree Solutions Q Restaurant Fred and Anna Hasle Lisa Sambora Urban Forest Pro REI Karen Henell Mark and Claudia Sanzone SakéOne Clayton and Sudee Hering Randy and Beth Scherman Corporate & Small Randy Scherman Christine Herman Dorothy Dottie Schoonmaker Business Donors Schramsberg Vineyards & Cellars Edward Hershberg and Valerie Poris Jeanne Schramm $10,000+ Steve and Felicia Holgate Jack and Barbara Schwartz Sniff Dog Hotel Intel Keith Holmes John and Rosemary Schwimmer Stash Tea Company Salesforce Stuart Hopkins William Sefler Talbot Benefit Auctions Restaurants Jeff Hoppert and Allison Duncan Peter and Penny Serrurier $1,000-$4,999 Fredrick and Joan Horstkotte Gary Shaw The Meadow Apple John and Jeanne Howard Torin Shepard Third Angle Ensemble Columbia Bank Daniel and Janet Huffman Paul and Dana Shigley Topgolf First Interstate Bank Marilyn L Hughes J. Bradford Shiley Trader Joe’s GreenPrint LLC Preston Hunt and Aimee Green Mike Siegel and Kristina Alman Treecology Perkins & Co Hal and Bernice Hurwitz Gary Sink and Terri Griffith Voicebox Karaoke Jason Wells Hank Itkin Jim Sjulin and Gay Greger $250-$999 Sherry Johnston Betsy Sleeper White Bird Columbia Sportswear Chris Jones Melanie and Gail Smith Judd Williams and Anne Bonaparte Overlook Tree Preservation Molly Jones Michael Spillane Zupan’s Market WJR, LLC David and Dolores Judkins Brett Stacey and Kelly Ragan Bill Kaltenthaler and Lisa Fratianni James Stevens Foundation Donors Susan Kem John and Martha Stewart William Kinsey and Arlena Barnes Carl R. Swett J. Frank Schmidt Family Charitable Jim and Morley Knoll Charles and Caroline Swindells Foundation Rudy Kohnle and Krista Larson Charles and Melba Swope Native Plant Society of Oregon Molly Kohnstamm Dave and Ann Taylor Portland Parks Foundation Michael and Linda Kozar Lloyd and Catherine Taylor WCR / Economy Data Foundation Tom Kuffner and Ervin Czimskey Bradley Tebo and Margo Haygood 7 2017

Board of Directors Advisory Board Steve Abel, President May-Dec 2017 Meg Bishop Keith Dubanevich, President Jan-May 2017 David Ellis Edie Millar, Vice President Susan Koe Megan Whalen, Treasurer Lynn Loacker Nell Bonaparte, Secretary Charlie Swindells Wendy Carlton Scott Gray Brad Miller Claire Randall Anna Richter Taylor Jay Uhlenhoff

THANK YOU to all of the volunteers who keep Hoyt Arboretum growing.

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Hoyt Arboretum Friends 4000 SW Fairview Boulevard Portland, OR 97221 www.hoytarboretum.org