2018-09-13T14:05:56-05:00 2018-01-31 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE STE 400 PLYMOUTH MEETING PA 19462 990 2017-02-01 231417540 THE JOHN J TYLER ARBORETUM JOHN 6105669134 515 PAINTER ROAD MEDIA PA 190634424 ELIZABETH BRIEN EXECUTIVE DIRECTOR 6105669134 2018-09-05 1 MICHAEL JOHNS P01964751 2156433900 67.137.57.251 2018-09-05 14:01:43 ED P 176E0DDB0ADBEEF1806F23B64525978F979EB107 9EB2786B3EC6AF35018D7997716D9ABE495A2698 2017 2018-06-14 16:35:46Z ELIZABETH BRIEN 515 PAINTER ROAD MEDIA PA 190634424 5970674 0 X WWW.TYLERARBORETUM.ORG X 1933 PA TO PRESERVE, ENHANCE, AND SHARE OUR HERITAGE, COLLECTIONS, AND LANDSCAPES, TO CREATE AND INSPIRE STEWARDS OF THE NATURAL WORLD. 18 18 63 237 0 0 540972 1263322 481492 604425 229067 547716 307070 349899 1558601 2765362 0 0 0 0 1169590 1258524 0 0 255976 631640 710843 1801230 1969367 -242629 795995 11364634 12879180 1572779 1534984 9791855 11344196 X TO PRESERVE, ENHANCE, AND SHARE OUR HERITAGE, COLLECTIONS, AND LANDSCAPES, TO CREATE AND INSPIRE STEWARDS OF THE NATURAL WORLD. 0 0 1260989 631799 IN 2017, TYLER ARBORETUM OFFERED BOTH INFORMAL AND FORMAL PROGRAMS TO INDIVIDUALS INCLUDING: SCHOOLS (4,707 KIDS; 1,364 ADULTS), SCHOOL/YOUTH OUTREACH (127 KIDS; 42 ADULTS), SCOUTS (424 KIDS; 212 ADULTS), SUMMER CAMPERS (583), ADULTS (1,397), ADULT GROUP TOURS/OUTREACH (317) AND YOUTH (619 KIDS; 542 ADULTS), AND FAMILY (304). OUR ECO-BIRTHDAY PARTIES (683 KIDS; 502 ADULTS) GAVE FAMILIES A UNIQUE PARTY EXPERIENCE INFUSED WITH ENVIRONMENTAL EDUCATION. OUR EDUCATION PROGRAMS COVERED A WIDE VARIETY OF TOPICS INCLUDING: BOTANICAL ARTS, NATURE STUDIES, GARDENING AND HORTICULTURE AND HEALTH AND WELLNESS. WE ALSO OFFERED SEVERAL MEMBERS EVENTS (875 ATTENDED) AND FAMILY-ORIENTED FESTIVALS (6001 ATTENDED) WHICH PROVIDED NATURED-BASED EDUCATIONAL AND CRAFT ACTIVITIES. OUR VOLUNTEER PROGRAM GREATLY SUPPORTS THE ARBORETUM'S EFFORTS WITH 237 ACTIVE VOLUNTEERS GIVING 9,347 HOURS. IN 2017 WE SAW OUR VISITATION GROW TO OVER 74,000 ANNUAL VISITORS. THE ARBORETUM CONTINUES TO USE THE HORTICULTURAL COLLECTIONS, HISTORIC STRUCTURES, AND OUR 650 ACRES OF NATURAL LANDSCAPES TO CONNECT OUR VISITORS TO NATURE, OUR HISTORY, AND TO INFORM AND EDUCATE THE PUBLIC ON HOW TO BECOME STEWARDS OF THE ENVIRONMENT. 1260989 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 22 0 63 1 0 0 0 0 0 1 1 0 0 0 0 X 18 18 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X THE ORGANIZATION 6105669134 515 PAINTER ROAD MEDIA PA 190634424 GUY MESSICK TRUSTEE 4.00 X 0 0 0 SHIPLEY A ALLINSON TRUSTEE & PAST PRESIDENT 4.00 X X 0 0 0 SANDRA LUTZ TREASURER & TRUSTEE 10.00 X X 0 0 0 BENJAMIN CARR TRUSTEE 4.00 X 0 0 0 LINDA CIAVARELLI DPM TRUSTEE 4.00 X 0 0 0 JOHN M EWING TRUSTEE 4.00 X 0 0 0 GENE S FERRARO VICE PRESIDENT & TRUSTEE 4.00 X X 0 0 0 JAMES R FLANDREAU TRUSTEE 4.00 X 0 0 0 LAURA GUERTIN PHD SECRETARY & TRUSTEE 4.00 X X 0 0 0 ANDREW W HAROBIN TRUSTEE 4.00 X 0 0 0 DON HELWIG TRUSTEE 4.00 X 0 0 0 ROBERT A KUNZ MD PHD TRUSTEE 4.00 X 0 0 0 JEANNIE K LIGGETT TRUSTEE 4.00 X X 0 0 0 DAVID C HENDERSON JR TRUSTEE 4.00 X 0 0 0 HEATHER SAUNDERS PRESIDENT & TRUSTEE 20.00 X X 0 0 0 VICTORIA K WILL TRUSTEE 4.00 X 0 0 0 KATY THORBAHN TRUSTEE 4.00 X 0 0 0 ERIC CHAPMAN TRUSTEE 4.00 X 0 0 0 JEFF WELSH TRUSTEE 4.00 X 0 0 0 RENA BARNETT TRUSTEE 4.00 X 0 0 0 ELIZABETH BRIEN EXECUTIVE DIRECTOR 40.00 X 114825 0 12948 114825 0 12948 1 0 0 0 0 117010 63454 1082858 1890 1263322 EDUCATIONAL PROGRAMS 611600 267853 267853 ADMISSIONS 611600 177295 177295 GUEST PASSES 611600 159277 159277 604425 223021 223021 195500 0 195500 195500 195500 3422031 3097336 324695 324695 324695 208145 63454 82545 125600 125600 52805 25431 27374 27374 MISCELLANEOUS REVENUE 900099 1425 1425 1425 2765362 631799 0 870241 132967 39890 26593 66484 948934 660607 163754 124573 88327 66442 5035 16850 88296 57350 15456 15490 28633 28633 34318 34318 60673 60673 34151 34151 22184 22184 14072 14072 5577 5577 116222 115222 1000 52839 52839 PROGRAM EXPENSES 100233 100233 BUILDING EXPENSE 94128 94128 GROUNDS AND HORTICULTUR 92217 92217 DEVELOPMENT EXPENSE 32579 32579 23017 749 22268 1969367 1260989 452402 255976 82618 124618 749498 1139127 158109 156193 5221 10254 8923 10991 22183 28350 3940808 1156896 2658679 2783912 7679403 8625735 11364634 12879180 119771 89429 1302966 1295636 150042 149919 1572779 1534984 X 1756995 2072139 719574 1071061 7315286 8200996 9791855 11344196 11364634 12879180 795995 756346 0 X 0 1 X 1 0 X 812808 1100213 936578 542072 1263322 4654993 812808 1100213 936578 542072 1263322 4654993 410590 4244403 331448 378187 366270 335294 418521 1829720 2479 16 5161 308 1425 9389 6494102 1860503 0.65360 0.66460 X X X X 0 7347674 4020 1210982 324447 8238230 6718692 55100 895901 322019 7347674 7263593 68216 -301173 311944 6718692 6987332 87368 466925 278032 7263593 6468925 115650 685437 282680 6987332 0.00500 0.99500 0 0 2963584 740490 2223094 343780 235601 108179 633444 180805 452639 2783912 ANNUITY PAYMENT LIABILITY 149919 149919 X 3595736 756346 370 107976 864692 2731044 34318 34318 2765362 2043395 370 107976 108346 1935049 34318 34318 1969367 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 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 25,431. FUNDRAISING EVENT DIRECT EXPENSES 82,545. PART XII, LINE 2D - OTHER ADJUSTMENTS: ARBORETUM SHOP MATERIALS & MERCHANDISE 25,431. FUNDRAISING EVENT DIRECT EXPENSES 82,545. TWILIGHT AUCTION 156202 55204 100998 30637 PLANT SALE 57782 57782 25792 3 57615 8250 49365 26116 271599 63454 208145 82545 82545 125600 FORM 990, PART VI, SECTION A, LINE 2 HEATHER SAUNDERS (TRUSTEE) AND ERIC CHAPMAN (TRUSTEE) ARE RELATED BY MARRIAGE. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S ASSET MANAGEMENT COMMITTEE REVIEWS AND APPROVES THE FORM 990 PRIOR TO FILING. THE ORGANIZATION PROVIDES A COPY TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE OFFICERS AND BOARD MEMBERS DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS. MANAGEMENT CONTINUOUSLY MONITORS AND ENFORCES THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15 INDEPENDENT BOARD MEMBERS REVIEW AND APPROVE COMPENSATION USING DATA OF SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. 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.