JOHN J TYLER ARBORETUM: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: JOHN J TYLER ARBORETUM (EIN 23-1417540)
Tax period: 2015-02-01 to 2016-01-31
Filed: 2016-09-12
IRS object ID: 201622569349300772
Schema version: 2015v2.1
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	2016-09-12T12:14:01-05:00	ReturnTs
Tax Period End	2016-01-31	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	2015-02-01	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	2016-09-09	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

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2017-02-10 21:41:12Z	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	$2,783,108	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 SHARE OUR HISTORIC SITE IN ORDER TO STIMULATE STEWARDSHIP AND UNDERSTAND OUR LIVING WORLD.	ActivityOrMissionDesc
Voting Members Governing Body	22	VotingMembersGoverningBodyCnt
Voting Members Independent	22	VotingMembersIndependentCnt
Total Employee	54	TotalEmployeeCnt
Total Volunteers	259	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,100,213	PYContributionsGrantsAmt
CY Contributions Grants	$936,578	CYContributionsGrantsAmt
PY Program Service Revenue	$463,044	PYProgramServiceRevenueAmt
CY Program Service Revenue	$474,923	CYProgramServiceRevenueAmt
PY Investment Income	$569,200	PYInvestmentIncomeAmt
CY Investment Income	$350,049	CYInvestmentIncomeAmt
PY Other Revenue	$273,223	PYOtherRevenueAmt
CY Other Revenue	$249,969	CYOtherRevenueAmt
PY Total Revenue	$2,405,680	PYTotalRevenueAmt
CY Total Revenue	$2,011,519	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	$883,271	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,022,464	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$352,670	CYTotalFundraisingExpenseAmt
PY Other Expenses	$595,372	PYOtherExpensesAmt
CY Other Expenses	$635,632	CYOtherExpensesAmt
PY Total Expenses	$1,478,643	PYTotalExpensesAmt
CY Total Expenses	$1,658,096	CYTotalExpensesAmt
PY Revenues Less Expenses	$927,037	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$353,423	CYRevenuesLessExpensesAmt
Total Assets BOY	$9,936,839	TotalAssetsBOYAmt
Total Assets EOY	$10,014,381	TotalAssetsEOYAmt
Total Liabilities BOY	$389,217	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$733,209	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$9,547,622	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$9,281,172	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO PRESERVE, DEVELOP, AND SHARE OUR DIVERSE HORTICULTURAL, HISTORIC, AND NATURAL SITE RESOURCES IN ORDER TO STIMULATE STEWARDSHIP AND AN UNDERSTANDING OF OUR LIVING WORLD.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$859,839	ExpenseAmt
Revenue	$496,887	RevenueAmt
Desc	IN 2015, TYLER ARBORETUM OFFERED BOTH INFORMAL AND FORMAL PROGRAMS TO INDIVIDUALS, INCLUDING: SCHOOLS (6,370), SCHOOL/YOUTH OUTREACH (928), SCOUTS (549), SUMMER CAMPERS (499), ADULTS (1,792), ADULT TOURS/OUTREACH (182) AND YOUTH AND FAMILIES (1,687). OUR NEW SCHOLARSHIP PROGRAM ALLOWED LOW-INCOME SCHOOL GROUPS THE OPPORTUNITY TO EXPERIENCE NATURE, HANDS-ON. OUR EDUCATION PROGRAMS COVERED A WIDE VARIETY OF TOPICS INCLUDING: BOTANICAL ARTS, NATURE STUDIES, GARDENING AND HORTICULTURE, AND HEALTH AND WELLNESS. WE OFFERED 4 MEMBERS-ONLY EVENTS, AND 3 FAMILY ORIENTED SPECIAL SUMMER DAYS (2,204 ATTENDED) WHICH PROVIDED NATURE-BASED EDUCATIONAL AND CRAFT ACTIVITIES. 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	$859,839	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	17	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	54	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	22	GoverningBodyVotingMembersCnt
Independent Voting Member	22	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 (24 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	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
VICE PRESIDENT & TRUSTEE	4.00	Yes (X)	$0	$0	$0	Yes (X)
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
VICE PRESIDENT & TRUSTEE	4.00	Yes (X)	$0	$0	$0	Yes (X)
DAVID C HENDERSON JR
TRUSTEE	4.00	Yes (X)	$0	$0	$0
HEATHER SAUNDERS
TRUSTEE	4.00	Yes (X)	$0	$0	$0
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
CRAIG SINGLE
TRUSTEE	4.00	Yes (X)	$0	$0	$0
ELIZABETH BRIEN
EXECUTIVE DIRECTOR	40.00		$74,000	$0	$244	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$74,000	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$244	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	$110,215	MembershipDuesAmt
Fundraising	$60,080	FundraisingAmt
All Other Contributions	$766,283	AllOtherContributionsAmt
Noncash Contributions	$68,000	NoncashContributionsAmt
Total Contributions	$936,578	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EDUCATIONAL PROGRAMS	611600	$195,084	$195,084
ADMISSIONS	611600	$167,741	$167,741
GUEST PASSES	611600	$112,098	$112,098

Field	Value	IRS element (for citing)
Total Program Service Revenue	$474,923	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$220,851	TotalRevenueColumnAmt
Exclusion	$220,851	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$145,419	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	$145,419	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$145,419	TotalRevenueColumnAmt
Exclusion	$145,419	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$806,919	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$677,721	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$129,198	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$129,198	TotalRevenueColumnAmt
Exclusion	$129,198	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$145,507	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$60,080	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$68,082	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$77,425	TotalRevenueColumnAmt
Exclusion	$77,425	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$47,750	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$25,786	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$21,964	TotalRevenueColumnAmt
Related Or Exempt Func Income	$21,964	RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS REVENUE	Desc
Business	900099	BusinessCd
Total Revenue Column	$5,161	TotalRevenueColumnAmt
Exclusion	$5,161	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$5,161	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,011,519	TotalRevenueColumnAmt
Related Or Exempt Func Income	$496,887	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$578,054	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$104,695	TotalAmt
Program Services	$31,408	ProgramServicesAmt
Management And General	$20,939	ManagementAndGeneralAmt
Fundraising	$52,348	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$802,568	TotalAmt
Program Services	$459,961	ProgramServicesAmt
Management And General	$130,907	ManagementAndGeneralAmt
Fundraising	$211,700	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$40,348	TotalAmt
Program Services	$32,248	ProgramServicesAmt
Fundraising	$8,100	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$74,853	TotalAmt
Program Services	$40,870	ProgramServicesAmt
Management And General	$12,434	ManagementAndGeneralAmt
Fundraising	$21,549	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$26,663	TotalAmt
Management And General	$26,663	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$34,013	TotalAmt
Management And General	$34,013	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$84,075	TotalAmt
Program Services	$7,904	ProgramServicesAmt
Management And General	$76,171	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$77,921	TotalAmt
Program Services	$4,915	ProgramServicesAmt
Management And General	$64,781	ManagementAndGeneralAmt
Fundraising	$8,225	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$40,298	TotalAmt
Management And General	$7,774	ManagementAndGeneralAmt
Fundraising	$32,524	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$27	TotalAmt
Management And General	$27	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$3,093	TotalAmt
Program Services	$1,438	ProgramServicesAmt
Management And General	$779	ManagementAndGeneralAmt
Fundraising	$876	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$2,613	TotalAmt
Management And General	$2,613	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$70,452	TotalAmt
Program Services	$69,013	ProgramServicesAmt
Management And General	$1,439	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$52,321	TotalAmt
Management And General	$52,321	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	FundraisingFundraisingAmt
BUILDING EXPENSE	$74,014	$74,014
GROUNDS EXPENSE	$60,633	$60,633
PROGRAM EXPENSES	$44,775	$44,775
DEVELOPMENT EXPENSE	$16,170		$16,170

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$48,564	TotalAmt
Program Services	$32,660	ProgramServicesAmt
Management And General	$14,726	ManagementAndGeneralAmt
Fundraising	$1,178	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,658,096	TotalAmt
Program Services	$859,839	ProgramServicesAmt
Management And General	$445,587	ManagementAndGeneralAmt
Fundraising	$352,670	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$129,971	BOYAmt
EOY	$228,035	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$461,449	BOYAmt
EOY	$838,393	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$411,507	BOYAmt
EOY	$356,754	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,288	BOYAmt
EOY	$34,782	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$9,802	BOYAmt
EOY	$8,606	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$3,265	BOYAmt
EOY	$12,975	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$2,376,973	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$939,592	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$1,272,320	BOYAmt
EOY	$1,437,381	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$7,647,237	BOYAmt
EOY	$7,097,455	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$9,936,839	BOYAmt
EOY	$10,014,381	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$73,783	BOYAmt
EOY	$179,237	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$163,253	BOYAmt
EOY	$406,717	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$152,181	BOYAmt
EOY	$147,255	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$389,217	BOYAmt
EOY	$733,209	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,488,935	BOYAmt
EOY	$1,623,552	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$771,521	BOYAmt
EOY	$967,698	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$7,287,166	BOYAmt
EOY	$6,689,922	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$9,547,622	BOYAmt
EOY	$9,281,172	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$9,936,839	BOYAmt
EOY	$10,014,381	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$353,423	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$619,873	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
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	$481,696	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$565,550	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$812,808	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,100,213	CurrentTaxYearMinus1YearAmt
Current Tax Year	$936,578	CurrentTaxYearAmt
Total	$3,896,845	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$481,696	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$565,550	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$812,808	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,100,213	CurrentTaxYearMinus1YearAmt
Current Tax Year	$936,578	CurrentTaxYearAmt
Total	$3,896,845	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$255,940	SubstantialContributorsTotAmt
Public Support Total170	$3,640,905	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$121,188	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$137,720	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$331,448	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$378,187	CurrentTaxYearMinus1YearAmt
Current Tax Year	$366,270	CurrentTaxYearAmt
Total	$1,334,813	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$21,048	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,159	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,479	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$16	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,161	CurrentTaxYearAmt
Total	$31,863	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$5,263,521	TotalSupportAmt
Gross Receipts Rltd Activities	$1,632,694	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.69170	PublicSupportCY170Pct
Public Support PY170	0.71900	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	$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$6,246,283	BeginningYearBalanceAmt
Contributions	$47,000	ContributionsAmt
Investment Earnings Or Losses	$62,404	InvestmentEarningsOrLossesAmt
Other Expenditures	$242,514	OtherExpendituresAmt
End Year Balance	$6,113,173	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	$1,634,068	OtherCostOrOtherBasisAmt
Depreciation	$574,868	DepreciationAmt
Book Value	$1,059,200	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$234,885	OtherCostOrOtherBasisAmt
Depreciation	$188,105	DepreciationAmt
Book Value	$46,780	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$508,020	OtherCostOrOtherBasisAmt
Depreciation	$176,619	DepreciationAmt
Book Value	$331,401	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$1,437,381	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	ANNUITY PAYMENT LIABILITY	Desc
Amt	$147,255	Amt

Field	Value	IRS element (for citing)
Total Liability	$147,255	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$1,452,121	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$619,873	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$620	DonatedServicesAndUseFcltsAmt
Other Revenue	$93,868	OtherRevenueAmt
Revenue Not Reported	-$525,385	RevenueNotReportedAmt
Revenue Subtotal	$1,977,506	RevenueSubtotalAmt
Investment Expenses Not Incld	$34,013	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$34,013	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$2,011,519	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$1,718,571	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$620	DonatedServicesUseFcltsAmt
Other Expenses Included	$93,868	OtherExpensesIncludedAmt
Expenses Not Reported	$94,488	ExpensesNotReportedAmt
Expenses Subtotal	$1,624,083	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$34,013	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$34,013	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$1,658,096	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 25,786. FUNDRAISING EVENT DIRECT EXPENSES 68,082.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	ARBORETUM SHOP MATERIALS & MERCHANDISE 25,786. FUNDRAISING EVENT DIRECT EXPENSES 68,082.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	TWILIGHT AUCTION	Event1Nm
Gross Receipts Event1	$107,715	GrossReceiptsEvent1Amt
Charitable Contri Event1	$52,830	CharitableContriEvent1Amt
Gross Revenue Event1	$54,885	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$6,487	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$588	FoodAndBeverageEvent1Amt
Entertainment Event1	$249	EntertainmentEvent1Amt
Other Direct Expenses Event1	$11,631	OtherDirectExpensesEvent1Amt
Event2	PUMPKIN DAYS	Event2Nm
Gross Receipts Event2	$32,439	GrossReceiptsEvent2Amt
Charitable Contri Event2	$6,500	CharitableContriEvent2Amt
Gross Revenue Event2	$25,939	GrossRevenueEvent2Amt
Food And Beverage Event2	$1,113	FoodAndBeverageEvent2Amt
Entertainment Event2	$2,675	EntertainmentEvent2Amt
Other Direct Expenses Event2	$15,457	OtherDirectExpensesEvent2Amt
Other Events Total	3	OtherEventsTotalCnt
Gross Receipts Other Events	$65,433	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$750	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$64,683	GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events	$29,882	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$205,587	GrossReceiptsTotalAmt
Charitable Contributions Tot	$60,080	CharitableContributionsTotAmt
Gross Revenue Total Events	$145,507	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$6,487	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$1,701	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$2,924	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$56,970	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$68,082	DirectExpenseSummaryEventsAmt
Net Income Summary	$77,425	NetIncomeSummaryAmt

Schedule M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	300 YEAR OLD IPSWICH HOUSE (KIT) - UNASSEMBLED	Desc
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$68,000	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 11	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.
FORM 990, PART XII, LINE 2C	THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OF THE AUDIT OR SELECTION PROCESS OF THE INDEPENDENT ACCOUNTANT.