2016-09-12T12:14:01-05:00 2016-01-31 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE STE 400 PLYMOUTH MEETING PA 19462 990 2015-02-01 231417540 THE JOHN J TYLER ARBORETUM JOHN 6105669134 515 PAINTER ROAD MEDIA PA 190634424 ELIZABETH BRIEN EXECUTIVE DIRECTOR 6105669134 2016-09-09 1 MICHAEL JOHNS P01964751 2156433900 2015 2017-02-10 21:41:12Z ELIZABETH BRIEN 515 PAINTER ROAD MEDIA PA 190634424 2783108 0 X WWW.TYLERARBORETUM.ORG X 1933 PA TO SHARE OUR HISTORIC SITE IN ORDER TO STIMULATE STEWARDSHIP AND UNDERSTAND OUR LIVING WORLD. 22 22 54 259 0 0 1100213 936578 463044 474923 569200 350049 273223 249969 2405680 2011519 0 0 0 0 883271 1022464 0 0 352670 595372 635632 1478643 1658096 927037 353423 9936839 10014381 389217 733209 9547622 9281172 X 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. 0 0 859839 496887 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. 859839 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 1 0 0 0 0 0 0 0 0 1 17 0 1 54 1 0 0 0 0 0 1 1 0 0 0 0 X 22 22 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 PRESIDENT & TRUSTEE 20.00 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 MATTHEW R DOYLE 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 VICE PRESIDENT & TRUSTEE 4.00 X X 0 0 0 DAVID C HENDERSON JR TRUSTEE 4.00 X 0 0 0 HEATHER SAUNDERS TRUSTEE 4.00 X 0 0 0 KEREN WHITE TRUSTEE 4.00 X 0 0 0 VICTORIA K WILL TRUSTEE 4.00 X 0 0 0 SUZANNE K CIONGOLI 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 JOHN P CONNORS TRUSTEE 4.00 X 0 0 0 CRAIG SINGLE TRUSTEE 4.00 X 0 0 0 ELIZABETH BRIEN EXECUTIVE DIRECTOR 40.00 X 74000 0 244 74000 0 244 0 0 0 0 0 110215 60080 766283 68000 936578 EDUCATIONAL PROGRAMS 611600 195084 195084 ADMISSIONS 611600 167741 167741 GUEST PASSES 611600 112098 112098 474923 220851 220851 145419 0 145419 145419 145419 806919 677721 129198 129198 129198 145507 60080 68082 77425 77425 47750 25786 21964 21964 MISCELLANEOUS REVENUE 900099 5161 5161 5161 2011519 496887 0 578054 104695 31408 20939 52348 802568 459961 130907 211700 40348 32248 8100 74853 40870 12434 21549 26663 26663 34013 34013 84075 7904 76171 77921 4915 64781 8225 40298 7774 32524 27 27 3093 1438 779 876 2613 2613 70452 69013 1439 52321 52321 BUILDING EXPENSE 74014 74014 GROUNDS EXPENSE 60633 60633 PROGRAM EXPENSES 44775 44775 DEVELOPMENT EXPENSE 16170 16170 48564 32660 14726 1178 1658096 859839 445587 352670 129971 228035 461449 838393 411507 356754 1288 34782 9802 8606 3265 12975 2376973 939592 1272320 1437381 7647237 7097455 9936839 10014381 73783 179237 163253 406717 152181 147255 389217 733209 X 1488935 1623552 771521 967698 7287166 6689922 9547622 9281172 9936839 10014381 353423 -619873 0 X X 0 1 X 1 0 X 481696 565550 812808 1100213 936578 3896845 481696 565550 812808 1100213 936578 3896845 255940 3640905 121188 137720 331448 378187 366270 1334813 21048 3159 2479 16 5161 31863 5263521 1632694 0.69170 0.71900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 7263593 68216 -301173 311944 6718692 6987332 87368 466925 278032 7263593 6468925 115650 685437 282680 6987332 6113173 616424 260672 6468925 6246283 47000 62404 242514 6113173 0.00500 0.99500 0 0 1634068 574868 1059200 234885 188105 46780 508020 176619 331401 1437381 ANNUITY PAYMENT LIABILITY 147255 147255 X 1452121 -619873 620 93868 -525385 1977506 34013 34013 2011519 1718571 620 93868 94488 1624083 34013 34013 1658096 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. TWILIGHT AUCTION 107715 52830 54885 6487 588 249 11631 PUMPKIN DAYS 32439 6500 25939 1113 2675 15457 3 65433 750 64683 29882 205587 60080 145507 6487 1701 2924 56970 68082 77425 X 300 YEAR OLD IPSWICH HOUSE (KIT) - UNASSEMBLED 1 68000 FMV OF THE DONATED P 0 0 0 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.