JOHN J TYLER ARBORETUM: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: JOHN J TYLER ARBORETUM (EIN 23-1417540)
Tax period: 2016-02-01 to 2017-01-31
Filed: 2017-08-25
IRS object ID: 201702379349301000
Schema version: 2016v3.0
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule G
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-08-25T12:30:01-05:00	ReturnTs
Tax Period End	2017-01-31	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	610 W GERMANTOWN PIKE STE 400	AddressLine1Txt
City	PLYMOUTH MEETING	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19462	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2016-02-01	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	ELIZABETH BRIEN	PersonNm
Person Title	EXECUTIVE DIRECTOR	PersonTitleTxt
Phone	6105669134	PhoneNum
Signature	2017-08-18	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MICHAEL JOHNS	PreparerPersonNm
PTIN	P01964751	PTIN
Phone	2156433900	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	67.137.57.251	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2017-08-18	IPDt
IP Tm	14:08:38	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	9C578E09581E4D3CC0A0C4DA15C170AF2B1FBCFF	AtSubmissionCreationDeviceId
At Submission Filing Device Id	32764BF4C662348CAEDF47640EEEEA7523CD21E3	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	ELIZABETH BRIEN	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	$3,082,629	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 PRESERVE, ENHANCE, AND SHARE OUR HERITAGE, COLLECTIONS, AND LANDSCAPES, TO CREATE AND INSPIRE STEWARDS OF THE NATURAL WORLD.	ActivityOrMissionDesc
Voting Members Governing Body	20	VotingMembersGoverningBodyCnt
Voting Members Independent	20	VotingMembersIndependentCnt
Total Employee	55	TotalEmployeeCnt
Total Volunteers	274	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$936,578	PYContributionsGrantsAmt
CY Contributions Grants	$540,972	CYContributionsGrantsAmt
PY Program Service Revenue	$474,923	PYProgramServiceRevenueAmt
CY Program Service Revenue	$481,492	CYProgramServiceRevenueAmt
PY Investment Income	$350,049	PYInvestmentIncomeAmt
CY Investment Income	$229,067	CYInvestmentIncomeAmt
PY Other Revenue	$249,969	PYOtherRevenueAmt
CY Other Revenue	$307,070	CYOtherRevenueAmt
PY Total Revenue	$2,011,519	PYTotalRevenueAmt
CY Total Revenue	$1,558,601	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	$1,022,464	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,169,590	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$370,285	CYTotalFundraisingExpenseAmt
PY Other Expenses	$635,632	PYOtherExpensesAmt
CY Other Expenses	$631,640	CYOtherExpensesAmt
PY Total Expenses	$1,658,096	PYTotalExpensesAmt
CY Total Expenses	$1,801,230	CYTotalExpensesAmt
PY Revenues Less Expenses	$353,423	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$242,629	CYRevenuesLessExpensesAmt
Total Assets BOY	$10,014,381	TotalAssetsBOYAmt
Total Assets EOY	$11,364,634	TotalAssetsEOYAmt
Total Liabilities BOY	$733,209	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,572,779	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$9,281,172	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$9,791,855	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO PRESERVE, ENHANCE, AND SHARE OUR HERITAGE, COLLECTIONS, AND LANDSCAPES, TO CREATE AND INSPIRE STEWARDS OF THE NATURAL WORLD.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$997,565	ExpenseAmt
Revenue	$503,595	RevenueAmt
Desc	IN 2016, TYLER ARBORETUM OFFERED BOTH INFORMAL AND FORMAL PROGRAMS TO INDIVIDUALS INCLUDING: SCHOOLS (5,612 KIDS; 1,572 ADULTS), SCHOOL/YOUTH OUTREACH (194), SCOUTS (353 KIDS; 193 ADULTS), SUMMER CAMPERS (559), ADULTS (1,741), ADULT TOURS/OUTREACH (389) AND YOUTH AND FAMILY (1,419). OUR SCHOLARSHIP PROGRAM CONTINUED TO ALLOW LOW-INCOME SCHOOL GROUPS THE OPPORTUNITY TO EXPERIENCE NATURE IN AN IMMERSIVE, HANDS-ON WAY. 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 (506) AND FAMILY-ORIENTED FESTIVALS (2,589) WHICH PROVIDED NATURED-BASED EDUCATIONAL AND CRAFT ACTIVITIES. OUR VOLUNTEER PROGRAM GREATLY SUPPORTS THE ARBORETUM'S EFFORTS WITH 274 ACTIVE VOLUNTEERS GIVING 13,450 HOURS. 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.	Desc
Total Program Service Expenses	$997,565	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	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
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
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 With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (1)	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	19	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	55	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
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	20	GoverningBodyVotingMembersCnt
Independent Voting Member	20	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	Yes (1)	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	190634424	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd
GUY MESSICK
TRUSTEE & PAST PRESIDENT	4.00	Yes (X)	$0	$0	$0
SHIPLEY A ALLINSON
PRESIDENT & TRUSTEE	20.00	Yes (X)	$0	$0	$0	Yes (X)
SANDRA LUTZ
TREASURER & TRUSTEE	10.00	Yes (X)	$0	$0	$0	Yes (X)
BENJAMIN CARR
TRUSTEE	4.00	Yes (X)	$0	$0	$0
LINDA CIAVARELLI DPM
TRUSTEE	4.00	Yes (X)	$0	$0	$0
MATTHEW R DOYLE
TRUSTEE	4.00	Yes (X)	$0	$0	$0
JOHN M EWING
TRUSTEE	4.00	Yes (X)	$0	$0	$0
GENE S FERRARO
TRUSTEE	4.00	Yes (X)	$0	$0	$0
JAMES R FLANDREAU
TRUSTEE	4.00	Yes (X)	$0	$0	$0
LAURA GUERTIN PHD
SECRETARY & TRUSTEE	4.00	Yes (X)	$0	$0	$0	Yes (X)
ANDREW W HAROBIN
TRUSTEE	4.00	Yes (X)	$0	$0	$0
DON HELWIG
TRUSTEE	4.00	Yes (X)	$0	$0	$0
ROBERT A KUNZ MD PHD
TRUSTEE	4.00	Yes (X)	$0	$0	$0
JEANNIE K LIGGETT
TRUSTEE	4.00	Yes (X)	$0	$0	$0
DAVID C HENDERSON JR
TRUSTEE	4.00	Yes (X)	$0	$0	$0
HEATHER SAUNDERS
VICE PRESIDENT & TRUSTEE	4.00	Yes (X)	$0	$0	$0	Yes (X)
KEREN WHITE
TRUSTEE	4.00	Yes (X)	$0	$0	$0
VICTORIA K WILL
TRUSTEE	4.00	Yes (X)	$0	$0	$0
SUZANNE K CIONGOLI
TRUSTEE	4.00	Yes (X)	$0	$0	$0
KATY THORBAHN
TRUSTEE	4.00	Yes (X)	$0	$0	$0
ERIC CHAPMAN
TRUSTEE	4.00	Yes (X)	$0	$0	$0
JOHN P CONNORS
TRUSTEE	4.00	Yes (X)	$0	$0	$0
ELIZABETH BRIEN
EXECUTIVE DIRECTOR	40.00		$120,780	$0	$15,809	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$120,780	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$15,809	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1	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	$117,604	MembershipDuesAmt
Fundraising	$62,215	FundraisingAmt
All Other Contributions	$361,153	AllOtherContributionsAmt
Noncash Contributions	$41,512	NoncashContributionsAmt
Total Contributions	$540,972	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EDUCATIONAL PROGRAMS	611600	$226,355	$226,355
ADMISSIONS	611600	$138,353	$138,353
GUEST PASSES	611600	$116,784	$116,784

Field	Value	IRS element (for citing)
Total Program Service Revenue	$481,492	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$167,129	TotalRevenueColumnAmt
Exclusion	$167,129	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$168,165	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$168,165	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$168,165	TotalRevenueColumnAmt
Exclusion	$168,165	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$1,492,509	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$1,430,571	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$61,938	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$61,938	TotalRevenueColumnAmt
Exclusion	$61,938	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$186,714	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$62,215	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$70,220	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$116,494	TotalRevenueColumnAmt
Exclusion	$116,494	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$45,340	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$23,237	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$22,103	TotalRevenueColumnAmt
Related Or Exempt Func Income	$22,103	RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS REVENUE	Desc
Business	900099	BusinessCd
Total Revenue Column	$308	TotalRevenueColumnAmt
Exclusion	$308	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$308	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,558,601	TotalRevenueColumnAmt
Related Or Exempt Func Income	$503,595	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$514,034	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$137,477	TotalAmt
Program Services	$41,243	ProgramServicesAmt
Management And General	$27,495	ManagementAndGeneralAmt
Fundraising	$68,739	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$872,643	TotalAmt
Program Services	$499,666	ProgramServicesAmt
Management And General	$150,315	ManagementAndGeneralAmt
Fundraising	$222,662	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$75,139	TotalAmt
Program Services	$45,872	ProgramServicesAmt
Management And General	$9,910	ManagementAndGeneralAmt
Fundraising	$19,357	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$84,331	TotalAmt
Program Services	$45,932	ProgramServicesAmt
Management And General	$15,261	ManagementAndGeneralAmt
Fundraising	$23,138	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$26,944	TotalAmt
Management And General	$26,944	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$31,857	TotalAmt
Management And General	$31,857	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$80,439	TotalAmt
Program Services	$30,233	ProgramServicesAmt
Management And General	$50,206	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$7,791	TotalAmt
Management And General	$7,791	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$18,739	TotalAmt
Management And General	$18,739	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$16,291	TotalAmt
Management And General	$16,291	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$8	TotalAmt
Management And General	$8	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$8,487	TotalAmt
Management And General	$8,487	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$101,082	TotalAmt
Program Services	$100,160	ProgramServicesAmt
Management And General	$922	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$47,544	TotalAmt
Management And General	$47,544	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	FundraisingFundraisingAmt
BUILDING EXPENSE	$97,488	$97,488
GROUNDS AND HORTICULTUR	$79,559	$79,559
PROGRAM EXPENSES	$57,201	$57,201
DEVELOPMENT EXPENSE	$29,221		$29,221

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$28,989	TotalAmt
Program Services	$211	ProgramServicesAmt
Management And General	$21,610	ManagementAndGeneralAmt
Fundraising	$7,168	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,801,230	TotalAmt
Program Services	$997,565	ProgramServicesAmt
Management And General	$433,380	ManagementAndGeneralAmt
Fundraising	$370,285	FundraisingAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part X	Yes (X)	InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$228,035	BOYAmt
EOY	$82,618	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$838,393	BOYAmt
EOY	$749,498	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$356,754	BOYAmt
EOY	$158,109	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$34,782	BOYAmt
EOY	$5,221	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$8,606	BOYAmt
EOY	$8,923	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$12,975	BOYAmt
EOY	$22,183	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$3,699,353	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,040,674	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$1,437,381	BOYAmt
EOY	$2,658,679	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$7,097,455	BOYAmt
EOY	$7,679,403	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$10,014,381	BOYAmt
EOY	$11,364,634	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$179,237	BOYAmt
EOY	$119,771	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$406,717	BOYAmt
EOY	$1,302,966	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$147,255	BOYAmt
EOY	$150,042	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$733,209	BOYAmt
EOY	$1,572,779	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,623,552	BOYAmt
EOY	$1,756,995	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$967,698	BOYAmt
EOY	$719,574	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$6,689,922	BOYAmt
EOY	$7,315,286	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$9,281,172	BOYAmt
EOY	$9,791,855	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$10,014,381	BOYAmt
EOY	$11,364,634	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$242,629	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$753,312	NetUnrlzdGainsLossesInvstAmt
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	$565,550	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$812,808	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,100,213	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$936,578	CurrentTaxYearMinus1YearAmt
Current Tax Year	$542,072	CurrentTaxYearAmt
Total	$3,957,221	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$565,550	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$812,808	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,100,213	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$936,578	CurrentTaxYearMinus1YearAmt
Current Tax Year	$542,072	CurrentTaxYearAmt
Total	$3,957,221	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$290,715	SubstantialContributorsTotAmt
Public Support Total170	$3,666,506	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$137,720	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$331,448	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$378,187	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$366,270	CurrentTaxYearMinus1YearAmt
Current Tax Year	$335,294	CurrentTaxYearAmt
Total	$1,548,919	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,159	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,479	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$16	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,161	CurrentTaxYearMinus1YearAmt
Current Tax Year	$308	CurrentTaxYearAmt
Total	$11,123	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$5,517,263	TotalSupportAmt
Gross Receipts Rltd Activities	$1,703,686	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.66460	PublicSupportCY170Pct
Public Support PY170	0.69170	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

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 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	$6,718,692	BeginningYearBalanceAmt
Contributions	$55,100	ContributionsAmt
Investment Earnings Or Losses	$895,901	InvestmentEarningsOrLossesAmt
Other Expenditures	$322,019	OtherExpendituresAmt
End Year Balance	$7,347,674	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$7,263,593	BeginningYearBalanceAmt
Contributions	$68,216	ContributionsAmt
Investment Earnings Or Losses	-$301,173	InvestmentEarningsOrLossesAmt
Other Expenditures	$311,944	OtherExpendituresAmt
End Year Balance	$6,718,692	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$6,987,332	BeginningYearBalanceAmt
Contributions	$87,368	ContributionsAmt
Investment Earnings Or Losses	$466,925	InvestmentEarningsOrLossesAmt
Other Expenditures	$278,032	OtherExpendituresAmt
End Year Balance	$7,263,593	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$6,468,925	BeginningYearBalanceAmt
Contributions	$115,650	ContributionsAmt
Investment Earnings Or Losses	$685,437	InvestmentEarningsOrLossesAmt
Other Expenditures	$282,680	OtherExpendituresAmt
End Year Balance	$6,987,332	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$6,113,173	BeginningYearBalanceAmt
Investment Earnings Or Losses	$616,424	InvestmentEarningsOrLossesAmt
Other Expenditures	$260,672	OtherExpendituresAmt
End Year Balance	$6,468,925	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.00500	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.99500	PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,949,142	OtherCostOrOtherBasisAmt
Depreciation	$652,201	DepreciationAmt
Book Value	$2,296,941	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$275,125	OtherCostOrOtherBasisAmt
Depreciation	$221,181	DepreciationAmt
Book Value	$53,944	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$475,086	OtherCostOrOtherBasisAmt
Depreciation	$167,292	DepreciationAmt
Book Value	$307,794	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$2,658,679	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	ANNUITY PAYMENT LIABILITY	Desc
Amt	$150,042	Amt

Field	Value	IRS element (for citing)
Total Liability	$150,042	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$2,374,613	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$753,312	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$1,100	DonatedServicesAndUseFcltsAmt
Other Revenue	$93,457	OtherRevenueAmt
Revenue Not Reported	$847,869	RevenueNotReportedAmt
Revenue Subtotal	$1,526,744	RevenueSubtotalAmt
Investment Expenses Not Incld	$31,857	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$31,857	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$1,558,601	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$1,863,930	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$1,100	DonatedServicesUseFcltsAmt
Other Expenses Included	$93,457	OtherExpensesIncludedAmt
Expenses Not Reported	$94,557	ExpensesNotReportedAmt
Expenses Subtotal	$1,769,373	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$31,857	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$31,857	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$1,801,230	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 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 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 23,237. FUNDRAISING EVENT DIRECT EXPENSES 70,220.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	ARBORETUM SHOP MATERIALS & MERCHANDISE 23,237. FUNDRAISING EVENT DIRECT EXPENSES 70,220.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	TWILIGHT AUCTION	Event1Nm
Gross Receipts Event1	$138,710	GrossReceiptsEvent1Amt
Charitable Contri Event1	$53,465	CharitableContriEvent1Amt
Gross Revenue Event1	$85,245	GrossRevenueEvent1Amt
Other Direct Expenses Event1	$23,172	OtherDirectExpensesEvent1Amt
Event2	PLANT SALE	Event2Nm
Gross Receipts Event2	$56,587	GrossReceiptsEvent2Amt
Gross Revenue Event2	$56,587	GrossRevenueEvent2Amt
Other Direct Expenses Event2	$25,765	OtherDirectExpensesEvent2Amt
Other Events Total	3	OtherEventsTotalCnt
Gross Receipts Other Events	$53,632	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$8,750	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$44,882	GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events	$21,283	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$248,929	GrossReceiptsTotalAmt
Charitable Contributions Tot	$62,215	CharitableContributionsTotAmt
Gross Revenue Total Events	$186,714	GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events	$70,220	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$70,220	DirectExpenseSummaryEventsAmt
Net Income Summary	$116,494	NetIncomeSummaryAmt

Schedule M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	BARN TERRACE ROOM RENOVATIONS	Desc
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$38,144	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV OF THE DONATED P	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	0	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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.
PART X LINE 19	THE ARBORETUM RECEIVED $1,100,000 IN CASH ADVANCES FROM ITS EXCLUSIVE CATERER TO FUND RENOVATIONS TO THE ARBORETUM'S 200 YEAR-OLD BANK BARN. THESE CASH ADVANCES ARE REPORTED AS DEFERRED REVENUE ON THE BALANCE SHEET. SEE CORRESPONDING INCREASE IN LAND, BUILDINGS, AND EQUIPMENT. THE DEFERRED REVENUE WILL BE AMORTIZED TO REVENUE PRO-RATABLY OVER THE TEN-YEAR TERM OF THE EXCLUSIVE RENTAL AGREEMENT BEGINNING ON APRIL 1, 2017. THE CASH ADVANCES ENABLED TYLER TO TRANSFORM THE BARN TO A HIGH QUALITY PROGRAM AND EVENT SPACE TO FURTHER TYLER'S MISSION.