JOHN J TYLER ARBORETUM: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JOHN J TYLER ARBORETUM (EIN 23-1417540)
- Tax period
- 2022-02-01 to 2023-01-31
- Filed
- 2023-07-31
- IRS object ID
- 202322129349300837
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-31T14:48:41-05:00 | ReturnTs |
| Tax Period End | 2023-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 BATTERYMARCH PARK SUITE 100 | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231417540 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN J TYLER ARBORETUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 6105669134 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 PAINTER ROAD | AddressLine1Txt |
| City | MEDIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190634424 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANDRA LUTZ | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6105669134 | PhoneNum |
| Signature | 2023-07-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SANDRA | PersonFirstNm |
| Person Last | LUTZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIELLE NIHILL | PreparerPersonNm |
| PTIN | P01350943 | PTIN |
| Phone | 7819821001 | PhoneNum |
| Preparation | 2023-07-28 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATHRYN OMBAM | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 PAINTER ROAD | AddressLine1Txt |
| City | MEDIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190634424 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,257,819 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TYLERARBORETUM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1933 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO CONSERVE OUR HISTORIC LANDSCAPES AND CONNECT PEOPLE WITH THE NATURAL WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 37 | TotalEmployeeCnt |
| Total Volunteers | 207 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,650,194 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,395,721 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $341,399 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $285,088 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,093,467 | PYInvestmentIncomeAmt |
| CY Investment Income | $841,996 | CYInvestmentIncomeAmt |
| PY Other Revenue | $403,384 | PYOtherRevenueAmt |
| CY Other Revenue | $574,477 | CYOtherRevenueAmt |
| PY Total Revenue | $3,488,444 | PYTotalRevenueAmt |
| CY Total Revenue | $3,097,282 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,204,246 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,206,188 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $293,922 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $812,364 | PYOtherExpensesAmt |
| CY Other Expenses | $920,673 | CYOtherExpensesAmt |
| PY Total Expenses | $2,016,610 | PYTotalExpensesAmt |
| CY Total Expenses | $2,126,861 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,471,834 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $970,421 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,721,113 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,982,290 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,233,218 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,067,998 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,487,895 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,914,292 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO CONSERVE OUR HISTORIC LANDSCAPES AND CONNECT PEOPLE WITH THE NATURAL WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,257,736 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $285,088 | RevenueAmt |
| Desc | IN THIS FISCAL YEAR, TYLER WAS ABLE TO CONTINUE TO EXPAND ITS PROGRAMMING, EVENTS, WORKSHOPS AND VOLUNTEER OPPORTUNITIES. OUR LARGEST EVENTS, PLANT SALE, TYLER AT TWILIGHT, AND SEVERAL NEW EVENING EVENTS CALLED FIRESIDE EVENTS RETURNED WITH GREAT SUCCESS. IN PERSON PROGRAMMING RESUMED WITH DOCENT-LED TOURS, STORY TIMES, HEALTH AND WELLNESS CLASSES, AND SCOUTING ACTIVITIES. OUTREACHES AND OTHER EDUCATIONAL CLASSES RETURNED TO IN-PERSON THIS YEAR, INCLUDING STORY-TIMES FOR CHILDREN, SCHOOL TOURS, AND POP-UP EDUCATION STATIONS AT TYLER'S BUTTERFLY HOUSE, RAIN GARDEN, AND AT LUCILLE'S GARDEN. TYLER STARTED NEW WELLNESS ACTIVITIES LIKE YOGA CLASSES, WEEKEND WARM-UP HIKES, AND CONTINUED OUR POPULAR TRAIL RUN. (CONTINUED ON SCHEDULE O)TYLER RETURNED TO OFFERING REGULAR ADMISSION ENTRY, AND CONTINUED TO ALLOW ALL MEMBERS AND VISITORS ACCESS TO ITS 17 MILES OF HIKING TRAILS, STREAMS, AND NATURAL AREAS. BOTH SELF-GUIDED AND DOCENT-LED TOURS FOR ALL VISITORS INCLUDED WILDFLOWER WALKS, BIRD WALKS, HISTORY TOURS, POND AND STREAM-THEMED TOURS, AND TOURS OF TYLER'S PREMIER GARDENS, INCLUDING THE WISTER RHODODENDRON GARDEN, THE NATIVE WOODLAND WALK, THE STOPFORD MEADOW MAZE, THE SCENIC LOOP, LUCILLE'S GARDEN, THE FRAGRANT GARDEN, AND MORE THAN 550 ACRES OF NATURAL AREAS OUTSIDE TYLER'S DEER ENCLOSURE. | Desc |
| Total Program Service Expenses | $1,257,736 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 37 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6105669134 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 PAINTER ROAD | AddressLine1Txt |
| City | MEDIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19063 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| MANDY SANTIAGO | ||||||
| EXEC. DIRECTOR (RESIGNED JUNE 2022) | 10.00 | Yes (X) | $31,060 | $0 | $0 | |
| KATHRYN OMBAM | ||||||
| INTERIM E. DIRECTOR (AS OF JULY 2022) | 40.00 | Yes (X) | $35,606 | $0 | $0 | |
| HEATHER SAUNDERS | ||||||
| PRESIDENT | 20.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOHN M EWING | ||||||
| VICE PRESIDENT | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TRACY CLARK | ||||||
| SECRETARY | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SANDRA LUTZ | ||||||
| TREASURER | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RENA HARRINGTON BARNETT | ||||||
| TRUSTEE | 7.00 | $0 | $0 | $0 | Yes (X) | |
| ERIC CHAPMAN | ||||||
| TRUSTEE | 6.00 | $0 | $0 | $0 | Yes (X) | |
| DAVID M CHARLTON | ||||||
| TRUSTEE | 4.00 | $0 | $0 | $0 | Yes (X) | |
| JAMES R FLANDREAU | ||||||
| TRUSTEE | 4.00 | $0 | $0 | $0 | Yes (X) | |
| KELLY FROMUTH | ||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |
| DON HELWIG | ||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |
| MICHELLE LOWRY | ||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |
| SUE MRUGAL | ||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |
| FRANNIE REILLY | ||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |
| KEN ROSE | ||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |
| THAYER SCHROEDER | ||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |
| ROBERT W SCOTT | ||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |
| JESSICA STRINE | ||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |
| JEFFREY WELSH | ||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |
| DENNIS WESTLEY | ||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $66,666 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $186,545 | MembershipDuesAmt |
| Fundraising | $100,647 | FundraisingAmt |
| All Other Contributions | $1,108,529 | AllOtherContributionsAmt |
| Noncash Contributions | $1,038 | NoncashContributionsAmt |
| Total Contributions | $1,395,721 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| GUEST PASSES | 611600 | $145,186 | $145,186 |
| ADMISSIONS | 611600 | $115,250 | $115,250 |
| EDUCATIONAL PROGRAMS | 611600 | $24,652 | $24,652 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $285,088 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $262,776 | TotalRevenueColumnAmt |
| Exclusion | $262,776 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $501,487 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,619 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $492,868 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $492,868 | TotalRevenueColumnAmt |
| Exclusion | $492,868 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,657,521 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,078,301 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $579,220 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $579,220 | TotalRevenueColumnAmt |
| Exclusion | $579,220 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $118,160 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $100,647 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $57,131 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61,029 | TotalRevenueColumnAmt |
| Exclusion | $61,029 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $37,066 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $16,486 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,580 | TotalRevenueColumnAmt |
| Exclusion | $20,580 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,097,282 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $285,088 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,416,473 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,364 | TotalAmt |
| Program Services | $14,591 | ProgramServicesAmt |
| Management And General | $14,591 | ManagementAndGeneralAmt |
| Fundraising | $29,182 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $980,237 | TotalAmt |
| Program Services | $735,051 | ProgramServicesAmt |
| Management And General | $98,278 | ManagementAndGeneralAmt |
| Fundraising | $146,908 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,558 | TotalAmt |
| Program Services | $63,808 | ProgramServicesAmt |
| Management And General | $8,437 | ManagementAndGeneralAmt |
| Fundraising | $14,313 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,029 | TotalAmt |
| Program Services | $58,485 | ProgramServicesAmt |
| Management And General | $8,806 | ManagementAndGeneralAmt |
| Fundraising | $13,738 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,825 | TotalAmt |
| Management And General | $97,825 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,170 | TotalAmt |
| Management And General | $55,170 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,114 | TotalAmt |
| Program Services | $465 | ProgramServicesAmt |
| Management And General | $121,649 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,770 | TotalAmt |
| Program Services | $50 | ProgramServicesAmt |
| Management And General | $6,720 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,257 | TotalAmt |
| Program Services | $7,393 | ProgramServicesAmt |
| Management And General | $38,707 | ManagementAndGeneralAmt |
| Fundraising | $40,157 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,790 | TotalAmt |
| Management And General | $9,090 | ManagementAndGeneralAmt |
| Fundraising | $12,700 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,095 | TotalAmt |
| Program Services | $37,688 | ProgramServicesAmt |
| Management And General | $29,151 | ManagementAndGeneralAmt |
| Fundraising | $8,256 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,919 | TotalAmt |
| Management And General | $5,919 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,648 | TotalAmt |
| Program Services | $183,742 | ProgramServicesAmt |
| Management And General | $1,672 | ManagementAndGeneralAmt |
| Fundraising | $234 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,289 | TotalAmt |
| Management And General | $70,289 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| GROUNDS & HORTICULTURE | $143,094 | $143,094 | ||
| LICENSES & FEES | $16,683 | $5,087 | $1,675 | $9,921 |
| PROGRAM MATERIALS | $4,493 | $4,493 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,526 | TotalAmt |
| Program Services | $3,789 | ProgramServicesAmt |
| Management And General | $7,224 | ManagementAndGeneralAmt |
| Fundraising | $18,513 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,126,861 | TotalAmt |
| Program Services | $1,257,736 | ProgramServicesAmt |
| Management And General | $575,203 | ManagementAndGeneralAmt |
| Fundraising | $293,922 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $590,656 | BOYAmt |
| EOY | $138,387 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $510,212 | BOYAmt |
| EOY | $903,997 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,500 | BOYAmt |
| EOY | $3,771 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000 | BOYAmt |
| EOY | $300 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,236 | BOYAmt |
| EOY | $8,236 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,483 | BOYAmt |
| EOY | $25,301 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,807,171 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,991,772 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,771,594 | BOYAmt |
| EOY | $3,815,399 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,806,432 | BOYAmt |
| EOY | $9,086,899 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,721,113 | BOYAmt |
| EOY | $13,982,290 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,096 | BOYAmt |
| EOY | $164,005 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $848,750 | BOYAmt |
| EOY | $654,570 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,000 | BOYAmt |
| EOY | $150,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,372 | BOYAmt |
| EOY | $99,423 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,233,218 | BOYAmt |
| EOY | $1,067,998 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,707,674 | BOYAmt |
| EOY | $4,364,186 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,780,221 | BOYAmt |
| EOY | $8,550,106 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,487,895 | BOYAmt |
| EOY | $12,914,292 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,721,113 | BOYAmt |
| EOY | $13,982,290 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $970,421 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,542,248 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | -$1,776 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $742,217 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $714,411 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $913,621 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,583,369 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,418,866 | CurrentTaxYearAmt |
| Total | $5,372,484 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $742,217 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $714,411 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $913,621 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,583,369 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,418,866 | CurrentTaxYearAmt |
| Total | $5,372,484 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $345,367 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,027,117 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $508,460 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $485,475 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $370,651 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $572,087 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $764,263 | CurrentTaxYearAmt |
| Total | $2,700,936 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $117,036 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $102,976 | CurrentTaxYearMinus3YearsAmt |
| Total | $220,012 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,444 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,359 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,230 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,066 | CurrentTaxYearAmt |
| Total | $117,123 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,410,555 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,114,949 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.59770 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61970 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | GROSS SALES OF MERCHANDISE - 2019 AMOUNT: $ 35,605. 2020 AMOUNT: $ 12,355. 2021 AMOUNT: $ 31,230. 2022 AMOUNT: $ 37,066. MISCELLANEOUS REVENUE - 2018 AMOUNT: $ 24. 2019 AMOUNT: $ 839. 2020 AMOUNT: $ 4. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $2,000 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $2,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | JOHN J. TYLER ARBORETUM SPENT $2,000 FOR THE PA PUBLIC HORTICULTURE COALITION DUES, WHICH ADVOCATES FOR PA PUBLIC GARDENS BY CONTACTING STATE REPRESENTATIVES. TYLER'S FORMER EXECUTIVE DIRECTOR SPENT 2 HOURS A WEEK FOR 20 WEEKS IN FY23 PREPARING AGENDAS/MINUTES AND CO-CHAIRING VIRTUAL MEETINGS AND EVENTS FOR THE PA PUBLIC HORTICULTURE COALITION. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,571,873 | BeginningYearBalanceAmt |
| Contributions | $449,709 | ContributionsAmt |
| Investment Earnings Or Losses | -$742,885 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $409,976 | OtherExpendituresAmt |
| End Year Balance | $8,868,721 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,846,955 | BeginningYearBalanceAmt |
| Contributions | $267,200 | ContributionsAmt |
| Investment Earnings Or Losses | $811,192 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $353,474 | OtherExpendituresAmt |
| End Year Balance | $9,571,873 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,202,874 | BeginningYearBalanceAmt |
| Contributions | $36,000 | ContributionsAmt |
| Investment Earnings Or Losses | $958,163 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $350,082 | OtherExpendituresAmt |
| End Year Balance | $8,846,955 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,607,352 | BeginningYearBalanceAmt |
| Contributions | $15,365 | ContributionsAmt |
| Investment Earnings Or Losses | $893,515 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $313,358 | OtherExpendituresAmt |
| End Year Balance | $8,202,874 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,238,230 | BeginningYearBalanceAmt |
| Contributions | $8,600 | ContributionsAmt |
| Investment Earnings Or Losses | -$304,913 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $334,565 | OtherExpendituresAmt |
| End Year Balance | $7,607,352 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.06042 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.93958 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1 | OtherCostOrOtherBasisAmt |
| Book Value | $1 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,230,979 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,581,036 | DepreciationAmt |
| Book Value | $3,649,943 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $422,077 | OtherCostOrOtherBasisAmt |
| Depreciation | $306,228 | DepreciationAmt |
| Book Value | $115,849 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $154,114 | OtherCostOrOtherBasisAmt |
| Depreciation | $104,508 | DepreciationAmt |
| Book Value | $49,606 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,815,399 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY PAYMENT LIABILITY | Desc |
| Amt | $99,423 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $99,423 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,582,100 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,542,248 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $82,236 | OtherRevenueAmt |
| Revenue Not Reported | -$1,460,012 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,042,112 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $55,170 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $55,170 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,097,282 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,155,703 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,776 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $82,236 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $84,012 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,071,691 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $55,170 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $55,170 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,126,861 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE ARBORETUM HAS A MUSEUM OF ANTIQUE FURNITURE THAT IS HELD FOR EDUCATIONAL, RESEARCH AND CURATORIAL PURPOSES. THE COLLECTION IS NOT CAPITALIZED. EACH OF THE ITEMS IS PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUALLY. |
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE INTENDED TO BE USED TO DEFRAY A PORTION OF THE ORGANIZATION'S OPERATING EXPENSES. |
| PART X, LINE 2: | THE ARBORETUM IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ARBORETUM FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE APPLICATION OF THIS STANDARD HAS NO IMPACT ON THE ARBORETUM'S FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | ARBORETUM SHOP MATERIALS & MERCHANDISE 16,486. FACILITY RENTAL EXPENSES 8,619. SPECIAL EVENT EXPENSES 57,131. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | ARBORETUM SHOP MATERIALS & MERCHANDISE 16,486. FACILITY RENTAL EXPENSES 8,619. SPECIAL EVENT EXPENSES 57,131. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | TYLER AT TWILIGHT | Event1Nm |
| Gross Receipts Event1 | $151,014 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $99,147 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $51,867 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $18,066 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $9,588 | OtherDirectExpensesEvent1Amt |
| Event2 | PLANT SALE | Event2Nm |
| Gross Receipts Event2 | $67,793 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $1,500 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $66,293 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $29,477 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $218,807 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $100,647 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $118,160 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $18,066 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $39,065 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $57,131 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $61,029 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | HEATHER SAUNDERS (PRESIDENT) AND ERIC CHAPMAN (TRUSTEE) HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE ASSET MANAGEMENT COMMITTEE REVIEWS AND APPROVES THE FORM 990 PRIOR TO FILING. THE ORGANIZATION PROVIDES A COPY, WITHOUT THE NAMES AND ADDRESSES OF ANONYMOUS DONORS ON SCHEDULE B (TO HONOR THE ANONYMOUS DONORS' PREFERENCE), TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY COVERS THE ARBORETUM'S OFFICERS, TRUSTEES, AND EXECUTIVE DIRECTOR. THE PERSONS COVERED BY THIS POLICY WILL ANNUALLY DISCLOSE TO THE PRESIDENT OF THE BOARD OF TRUSTEES THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST, SUCH AS WITH FAMILY MEMBERS, SUBSTANTIAL BUSINESS OR INVESTMENT HOLDINGS, AND OTHER TRANSACTIONS OR AFFILIATIONS WITH BUSINESSES AND OTHER ORGANIZATIONS OR THOSE OF FAMILY MEMBERS. FOR EACH INTEREST DISCLOSED TO THE PRESIDENT OF THE BOARD OF TRUSTEES, THE PRESIDENT WILL DETERMINE WHETHER TO: (A) TAKE NO ACTION; (B) ASSURE FULL DISCLOSURE TO THE BOARD OF TRUSTEES AND OTHER INDIVIDUALS COVERED BY THIS POLICY; (C) ASK THE PERSON TO RECUSE FROM PARTICIPATION IN RELATED DISCUSSIONS OR DECISIONS WITHIN THE ARBORETUM; OR (D) ASK THE PERSON TO RESIGN FROM HIS OR HER POSITION IN THE ARBORETUM OR, IF THE PERSON REFUSES TO RESIGN, BECOME SUBJECT TO POSSIBLE REMOVAL IN ACCORDANCE WITH THE ARBORETUM'S REMOVAL PROCEDURES. THE ARBORETUM'S EXECUTIVE DIRECTOR AND ASSET MANAGEMENT COMMITTEE WILL MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND DISCLOSE THEM TO THE PRESIDENT OF THE BOARD OF TRUSTEES IN ORDER TO DEAL WITH POTENTIAL OR ACTUAL CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | INDEPENDENT BOARD MEMBERS ANNUALLY REVIEW AND APPROVE COMPENSATION USING FEDERAL FORM 990 DATA OF SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE BOARD DISCUSSES THE EXECUTIVE DIRECTOR'S COMPENSATION WHEN THE BUDGET IS REVIEWED. THIS WOULD BE DONE IN EXECUTIVE SESSION. THE ASSET MANAGEMENT COMMITTEE WOULD FIRST REVIEW AND MAKE A RECOMMENDATION TO THE BOARD. THE DELIBERATION AND FINAL DECISION ARE TIMELY DOCUMENTED ANNUALLY DURING THE BUDGET PROCESS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION B, LINE 15B: NO OTHER COMPENSATED INDIVIDUAL MEETS THE INTERNAL REVENUE SERVICE DEFINITION OF OFFICER OR KEY EMPLOYEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ARBORETUM'S ADMINISTRATIVE OFFICE DURING NORMAL BUSINESS HOURS. |
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