2016-05-16T12:18:28-05:00 2015-06-30 GRANT THORNTON LLP 2001 MARKET STREET SUITE 700 PHILADELPHIA PA 19103 990 2014-07-01 231352265 The Pennsylvania Horticultural Society % HEATHER FOOR PENN 2159888800 100 North 20th Street - 5th Floor Philadelphia PA 191031495 Matthew P Rader President 2159888800 2016-05-16 true Frank Giardini P00532355 2155614200 2016-05-16 2014 2016-08-17 19:52:53Z Matthew P Rader 100 North 20th street 5th fl philadelphia PA 19103 34080134 false X www.pennsylvaniahorticulturalsociety.org X 1831 PA The Pennsylvania Horticultural Society connects people with horticulture and together create beautiful, healthy and sustainable communities. 24 19 187 13400 58577 -30099 9735637 9339610 7498600 8587798 1929351 2832264 196034 334711 19359622 21094383 756022 718365 0 0 6626960 6655248 0 0 1440878 13857155 15910587 21240137 23284200 -1880515 -2189817 74878603 72037322 5167633 9171980 69710970 62865342 X FOUNDED IN 1827, THE PENNSYLVANIA HORTICULTURAL SOCIETY (PHS) PRODUCES THE WORLD'S LARGEST ANNUAL INDOOR FLOWER SHOW AND DELIVERS THE NATION'S MOST COMPREHENSIVE URBAN GREENING PROGRAM, PHILADELPHIA GREEN. PHS ALSO OFFERS A WIDE ARRAY OF COMMUNITY EDUCATION AND TRAINING OPPORTUNITIES TO PEOPLE THROUGHOUT THE PHILADELPHIA REGION AND BEYOND. PHS INSPIRES AND MOTIVATES PEOPLE TO IMPROVE THE QUALTIY OF LIFE AND CREATE A SENSE OF COMMUNITY THROUGH HORTICULTURE. false false 8390999 8128110 The Philadelphia Flower Show is a nine-day event featuring horticultural exhibits and educational programs. It is the oldest and largest annual indoor flower show in the world attracting over 250,000 people. Proceeds from the show help support the society's greening programs. 8355150 346668 PHS's greening program has been a noted force in urban revitalization since 1974 and serves as a national model for transforming communities through horticulture. Together we create beautiful, healthy and sustainable communities. We engage urban gardeners and entrepreneurial growers at 140 gardens to make fresh nutritious produce available for neighbors in need. We've trained 2,224 Garden Tenders and 797 educators to start community gardens and school greening projects as well as build the community and networks needed for sustained stewardship. We clean, green and maintain over 12,000 lots across the City, turning blighted lots into neighborhood assets. Through training and networking, we've helped over 73 people find meaningful employment when returning to the community after incarceration. We've trained 4,397 Tree Tenders to plant and take care of trees. Together with our partners, we've planted over 505,000 trees in the region. We connect people with horticulture by creating and maintaining organic gardens in public landscapes and parks across the City. 1182147 113020 PHS's educational programs provide horticultural information and training to members, volunteers and other constituents in the Philadelphia region through workshops, lectures, tours, events and publications. It includes one of the largest horticultural libraries in the country with nearly 15,000 volumes. 718365 Release of Endowment Under Spending Rules 182181 Planned Special Activities 718365 182181 18646661 true true false true false false false true false true true true false false false true false true false false false false false false true false false true false true false false false false false false false true true false false false false true false false false true 211 0 true 187 true true true false false false false true true false false false false X 24 19 false false false false false false false true true false false true true true true true true true true false NJ PA X X HEATHER FOOR 2159888800 100 N 20TH ST 5TH FLOOR Philadelphia PA 19103 MARGARET M SADLER CHAIR 1.0 1.0 X X 0 0 0 LESLIE ANNE MILLER VICE-CHAIR 1.0 1.0 X X 0 0 0 PATRICIA L SMITH VICE-CHAIR 1.0 1.0 X X 0 0 0 KENNETH G WOOD VICE-CHAIR 1.0 1.0 X X 0 0 0 JOHN K BALL BOARD MEMBER 1.0 1.0 X 0 0 0 THOMAS L BENNETT BOARD MEMBER 1.0 1.0 X 0 0 0 JACK BLANDY BOARD MEMBER 1.0 1.0 X 0 0 0 JENNA ROSE CAREY BOARD MEMBER 1.0 1.0 X 0 0 0 ETHNE CLARKE BOARD MEMBER 1.0 1.0 X 0 0 0 EDWARD M D'ALBA BOARD MEMBER 1.0 1.0 X 0 0 0 THOMAS J DOLL BOARD MEMBER 1.0 1.0 X 0 0 0 JULIA B FISHER BOARD MEMBER 1.0 1.0 X 0 0 0 LINDA A GALANTE BOARD MEMBER 1.0 0.0 X 0 0 0 LAURA IACONA BOARD MEMBER 1.0 1.0 X 0 0 0 NICHOLAS J KOVICH BOARD MEMBER 1.0 1.0 X 0 0 0 MERYL LEVITZ BOARD MEMBER 1.0 1.0 X 0 0 0 HOWARD L MEYERS BOARD MEMBER 1.0 1.0 X 0 0 0 STEPHEN L MOSTARDI BOARD MEMBER 1.0 1.0 X 0 0 0 CHARLES A O'BRIEN BOARD MEMBER 1.0 1.0 X 0 0 0 ROBIN POTTER BOARD MEMBER 1.0 0.0 X 0 0 0 REGINA O THOMAS BOARD MEMBER 1.0 0.0 X 0 0 0 JASON VERMILLION BOARD MEMBER 1.0 1.0 X 0 0 0 MARGARET McCARVILL INTERIM EXECUTIVE DIRECTOR 40.0 0.0 X X 0 0 0 DREW BECHER PRESIDENT 40.0 1.0 X X 221344 0 16964 BETSIE BLODGETT SECRETARY 40.0 0.0 X 54145 0 10463 DEAN DORTONE CFO, SECRETARY, TREASURER 39.0 1.0 X 7500 0 0 NANCY GOLDENBERG CHIEF OF STAFF 40.0 0.0 X 142376 0 13790 SAM LEMHENEY SR VP SHOWS/ EVENTS 40.0 0.0 X 132656 0 15609 ALISA STEPHANO SENIOR DIRECTOR MARKETING 40.0 0.0 X 103745 0 13581 HEATHER FOOR FINANCE DIRECTOR 40.0 0.0 X 120039 0 972 susan wooley HR Director 40.0 0.0 X 99320 0 17385 881125 0 88764 5 false true false All Seasons Landscaping 3915 Market Street ASTON PA 19014 Site Improvements 571212 Aramark 1101 Arch Street PHILADELPHIA PA 19107 Food Services 513755 Elliott Lewis 2900 Black Lake Place PHILADELPHIA PA 19154 Flower Show Labor 1294706 Artwen Associates 1811 Delancey Street PHILADELPHIA PA 19103 Rent - Office 514433 Spectrum Herman-Miller 1003 W 9th Avenue KING OF PRUSSIA PA 19406 Office Equipment 388710 37 1759363 28470 5243219 2308558 26952 9339610 FLOWER SHOW 900099 8128110 8128110 URBAN GREENING 900099 346668 346668 EDUCATIONAL SERVICES 541800 113020 54443 58577 8587798 767147 767147 0 0 0 0 0 14382285 200 12265218 52150 2117067 -51950 2065117 2065117 647574 28740 668383 -20809 -20809 0 0 INSURANCE PROCEEDS 900099 355520 355520 355520 21094383 8529221 58577 3166975 718365 718365 0 0 0 325364 325364 0 4967766 3692608 741193 533965 0 885477 631663 191744 62070 476641 300262 133245 43134 0 91981 91981 68859 68859 78000 78000 0 0 511514 86342 221599 203573 596533 586103 7475 2955 1116902 22531 1092875 1496 0 0 746822 434115 204178 108529 0 0 0 0 0 636406 494415 92294 49697 213771 187006 19181 7584 STAGING 2569669 2569669 EXHIBITOR COST REIMBURSEMENTS 1183832 1183832 LICENSE FEE 272000 272000 PROGRAM/PROJECT EXPENSES 7482133 7057144 424989 342165 332606 6673 2886 23284200 18646661 3196661 1440878 572113 896794 1942 0 2748575 2692215 829218 165671 0 0 0 0 0 0 10306 28221 281307 116861 6966704 3363793 1603856 3602911 39286744 33015531 27807398 29841011 0 0 0 0 1737144 1678107 74878603 72037322 4323206 5370588 0 0 844427 2501392 0 0 0 0 0 0 0 0 0 1300000 0 0 5167633 9171980 X 33634338 27663086 19844072 17825720 16232560 17376536 69710970 62865342 74878603 72037322 X -2189817 -3666973 -988838 X false true X true true true X 10924710 12224816 10416002 9735637 9339610 52640775 0 0 10924710 12224816 10416002 9735637 9339610 52640775 2422427 50218348 1059703 1237621 749125 661972 767147 4475568 19975 19975 798020 785155 769900 775312 1003067 4131454 61267772 42377291 0.81965 0.88430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 78000 false false 78000 false DIRECT CONTACT Schedule C, Part II-B, Line 1g The Pennsylvania Horticultural Society, through its agents, engages in advocacy and educational outreach to governmental agencies and officials in the Commonwealth of Pennsylvania in an attempt to advance its tax exempt purposes. The agents introduced Pennsylvania Horticultural Society representatives in person, by written communication or by telephone, to appropriate government elected or non-elected officials. X X X X false 51670877 -352462 3053077 268294 47997044 61108590 397317 10587408 3750550 388961 67953804 55907555 827937 8169885 3671786 125000 61108591 58587834 1384270 -1565045 2340768 158736 55907555 46797797 2276817 11587235 1941399 132616 58587834 0.48800 0.23900 0.27300 true false 2675139 853082 1822057 2271006 1400136 870870 2020559 1110575 909984 3602911 FIXED INVESTMENT FUND 5487696 F ALTERNATE INVESTMENT FUND 5046017 F VALUE INVESTMENT FUND 8001102 F GROWTH & EMERGING MARKETS FUND 11306196 F 29841011 0 0 X COLLECTION OF ART OR HISTORICAL TREASURES Schedule D, Part III, Line 4 HISTORICAL, RARE GARDENING BOOKS AND SEED CATALOGS FROM THE 16TH - 20TH CENTURIES IN THE LIBRARY ARE USED TO FURTHER THE MISSION OF THE SOCIETY THROUGH PUBLIC EXHIBITION, SCHOLARLY RESEARCH, PRESERVATION FOR FUTURE GENERATIONS AND LOAN/EXCHANGE PROGRAMS WITH OTHER ORGANIZATIONS. ENDOWMENT FUNDS SCHEDULE D PART V LINE 4 DURING FISCAL YEAR 2015, THE SOCIETY IDENTIFIED CERTAIN DONOR RESTRICTED FUNDS WERE INACCURATELY CLASSIFIED AS ENDOWMENT FUNDS IN THE 2014 SCHEDULE D PART V. MANAGEMENT'S REVIEW OF DOCUMENTATION CONCLUDED THE DONOR RESTRICTED FUNDS WERE EXPENDED IN ACCORDANCE WITH DONOR RESTRICTED PURPOSE. THERE WAS NO EFFECT ON THE CHANGE IN NET ASSETS FOR THE YEAR ENDED JUNE 30, 2014. IN THE 2015 CURRENT YEAR COLUMN OF SCHEDULE D PART V, THE SOCIETY REDUCED THE BEGINNING OF YEAR BALANCE BY THE VALUE OF DONOR RESTRICTED FUNDS INACCURATELY CLASSIFIED AS ENDOWMENT FUNDS. Organizations MAINTAINING COLLECTIONS OF ART SCHEDULE D PART III LINE 1A THE SOCIETY DOES NOT CAPITALIZE ITS COLLECTIONS ALL COLLECTIONS ARE PROTECTED AND PRESERVED AND ARE HELD FOR EXHIBITION TO THE PUBLIC FOR EDUCATIONAL PURPOSES AND NOT FINANCIAL GAIN IT IS THE SOCIETY'S POLICY TO RESTRICT PROCEEDS FROM THE SALE OF COLLECTIONS ITEMS FOR THE PURCHASE OF OTHER COLLECTION ITEMS. THE COLLECTIONS ARE MATERIAL TO THE FINANCIAL STATEMENTS AND INCLUDE LIBRARY, ART AND EDUCATIONAL ASSETS. THE PURCHASE OF ADDITIONAL COLLECTIONS AND PROCEEDS FROM THE SALE OF COLLECTIONS ARE REFLECTED ON THE CONSOLIDATED STATEMENT OF ACTIVITIES AS A CHANGE IN NET ASSETS. FIN 48 FOOTNOTE As of June 30, 2015, PHS did not identify any uncertain tax positions taken or expected to be taken in a tax return which would require adjustment to or disclosure in its consolidated financial statements. The Society, Meadowbrook Farm and PFSI are potentially subject to federal examinations for years subsequent to June 30, 2011. PREVIEW DINNER 556916 28470 528446 613256 Pheast 99883 99883 32583 1 19245 19245 22544 676044 28470 647574 668383 668383 -20809 Meadowbrook Farm 100 N 20th St 5th Fl Philadelphia PA 19103 200966236 501(c)(3) 718365 operating support 1 0 X X X X false false false false false false false false false DREW BECHER PRESIDENT 221344 0 0 0 0 0 8935 0 8029 0 238308 0 0 0 NANCY GOLDENBERG CHIEF OF STAFF 142376 0 0 0 0 0 5776 0 8014 0 156166 0 0 0 Stoney Bank Nurseries J. Blandy current BOD 163857 Note 1 false Schedule L Part IV Line 1 - Note 1 In the year ended June 30, 2015, PHS paid $163,857 to an independent landscape design company, a more than 35% owned by a family member and current voting member of the Board of Directors. Payment is primarily attributed to partial reimbursement for costs to design, install, maintain and remove two garden exhibits at the 2015 Philadelphia Flower Show. PHS establishes a standard reimbursement value per square foot to all garden exhibitors. X 6 26952 NYSE Value false true true SECURITIES RECEIVED SCHEDULE M PART 1 LINE 32A THE PENNSYLVANIA HORTICULTURAL SOCIETY USES AN UNRELATED FIRM TO SELL SECURITIES RECEIVED. FORM 990 PART VI SECTION A, LINE 6 AND 7A THE PENNSYLVANIA HORTICULTURAL SOCIETY'S GOVERNING BODY IS THE BOARD OF DIRECTORS CONSISTING OF NOT MORETHAN 18 NOR LESS THAN 12 MEMBERS. THE BOARD SHALL CONSIST OF THE CHAIR, THE VICE CHAIRS, THE PRESIDENT AND SUCH OTHER PERSONS ELECTED BY THE BOARD FROM AMONG THE CANDIDATES NOMINATED BYTHE GOVERNANCE AND NOMINATING COMMITTEE GOVERNANCE AND NOMINATING COMMITTEE CONSISTING OF AT LEAST SIX MEMBERS OF THE BOARD, SHALL NOMINATE CANDIDATES FOR ELECTION AS DIRECTORS. AT THE ANNUAL MEETING OF THE BOARD. Form 990, Part VI,SECTION B, Line 11 PENNSYLVANIA HORTICULTURAL SOCIETY engages an independent tax preparation firm to assist in the preparation and review of the form 990. PHS management reviews the form 990 for completeness and accuracy. Prior to filing the form 990 the BOARD DESIGNATED THE AUDIT COMMITTEE reviews the FORM 990. After approval by the audit committee the return is provided to the full board for review before filing. Form 990, Part VI,SECTION B, Line 12c EACH MEMBER OF THE BOARD, EACH MEMBER OF SPECIFIED COMMITTEES AND EACH OFFICER EXECUTE A STATEMENT EACH YEAR SETTING FORTH ANY POSSIBLE CONFLICTS OF INTEREST OR STATING THAT NO SUCH CONFLICTS EXIST. COUNSEL TO THE PENNSYLVANIA HORTICULTURAL SOCIETY REVIEW SUCH STATEMENTS AND INFORM THE BOARD OF ANY POTENTIAL MATERIAL CONFLICTS. ANY STAFF MEMBER WHO HAS A CONFLICT OR A POTENTIAL CONFLICT OF INTEREST MUST DISCLOSE SUCH CONFLICT ON INTEREST IN WRITING TO THE DIRECTOR OF HUMAN RESOURCES. A VIOLATION OF THIS POLICY MAY RESULT IN DISCIPLINARY ACTION UP TO AND INCLUDING DISCHARGE FROM EMPLOYMENT. Form 990, Part VI,SECTION B, Line 15a THE EXECUTIVE COMPENSATION COMMITTEE SHALL ANNUALLY REVIEW AND APPROVE GOALS AND OBJECTIVES RELEVANT TO THE COMPENSATION OF THE PRESIDENT AND SHALL EVALUATE THE PERFORMANCE OF THE PRESIDENT IN LIGHT OF THOSE GOALS AND OBJECTIVES. BASED ON SUCH EVALUATION, THE COMMITTEE SHALL RECOMMEND THE COMPENSATION OF THE PRESIDENT FOR REVIEW AND APPROVAL BY THE BOARD. THE BOARD'S EXECUTIVE COMPENSATION COMMITTEE: 1. IS AN INFORMED, INDEPENDENT COMMITTEE OF DISINTERESTED (NON-CONFLICTED) MEMBERS OF THE BOARD THAT MAKE DECISIONS IMPACTING OFFICERS AND KEY EMPLOYEES; 2. HAS BOTH A FORMAL CHARTER AND PHILOSOPHY STATEMENT; 3. CAREFULLY EVALUATES COMPETITIVE INFORMATION FOR SIMILARLY QUALIFIED INDIVIDUALS IN COMPARABLE POSITIONS AT LIKE SIZED AND SITUATED ORGANIZATIONS AND HAS THE OPPORTUNITY TO ASK QUESTIONS OF THE QUALIFIED PERSON WHO ANALYZES THE INFORMATION, AND, 4. CONTEMPORANEOUSLY RECORDS DECISIONS AND ACTIONS, CLEARLY DEMONSTRATING THAT ALL APPROVALS ARE SECURED BEFORE PAY ACTIONS ARE UNDERTAKEN. Form 990, Part VI,SECTION C, Line 15b IN CONSULTATION WITH THE PRESIDENT, THE EXECUTIVE COMPENSATION COMMITTEE SHALL ANNUALLY REVIEW AND APPROVE GOALS AND OBJECTIVES RELEVANT TO THE COMPENSATION OF THE EXECUTIVE OFFICERS AND SHALL EVALUATE THE PERFORMANCE OF THE EXECUTIVE OFFICERS IN LIGHT OF THOSE GOALS AND OBJECTIVES. THE COMMITTEE SHALL ALSO REVIEW AND APPROVE ALL COMPENSATION, INCLUDING BASE SALARY AND INCENTIVE COMPENSATION AWARDS, FOR ANY NEW SENIOR MANAGEMENT POSITION PROPOSED BY THE PRESIDENT THAT THE BOARD HAS AUTHORIZED MANAGEMENT TO CREATE. THE COMMITTEE SHALL RECOMMEND APPROPRIATE ACTION FOR REVIEW AND APPROVAL BY THE BOARD ON ANY PROPOSED RECOMMENDATIONS FOR THE EXECUTIVE OFFICERS WHICH DEPART FROM ESTABLISHED POLICIES AND PRACTICES. THE COMMITTEE SHALL REVIEW AND RECOMMEND FOR APPROVAL OVERALL COMPENSATION GUIDELINES THAT APPLY TO ALL OTHER OFFICERS OR SENIOR MANAGERS THE BOARDS EXECUTIVE COMPENSATION COMMITTEE: 1. IS AN INFORMED, INDEPENDENT COMMITTEE OF DISINTERESTED (NONCONFLICTED)MEMBERS OF THE BOARD THAT MAKE DECISIONS IMPACTING OFFICERS AND KEY EMPLOYEES; 2. HAS BOTH A FORMAL CHARTER AND PHILOSOPHY STATEMENT; 3. CAREFULLY EVALUATES COMPETITIVE INFORMATION FOR SIMILARLY QUALIFIED INDIVIDUALS IN COMPARABLE POSITIONS AT LIKE SIZED AND SITUATED ORGANIZATIONS AND HAS THE OPPORTUNITY TO ASK QUESTIONS OF THE QUALIFIED PERSON WHO ANALYZES THE INFORMATION, AND; 4. CONTEMPORANEOUSLY RECORDS DECISIONS AND ACTIONS, CLEARLY DEMONSTRATING THAT ALL APPROVALS ARE SECURED BEFORE PAY ACTIONS ARE UNDERTAKEN. Form 990, Part VI,SECTION C, Line 19 PENNSYLVANIA HORTICULTURAL SOCIETY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES UNRECOGNIZED PENSION GAINS -988,838 MEADOWBROOK FARM 100 N 20TH STREET 5TH FLOOR PHILADELPHIA PA 19103 230966236 GARDEN CENTER PA 501(c)(3) 11A PHS true PHILADELPHIA FLOWer SHOW INC 100 N 20TH STREET 5TH FLOOR PHILADELPHIA PA 19103 230970900 FLOWER SHOW PA 501(c)(5) PHS true NEIGHBORHOOD GARDENS ASSOCIATION 100 N 20TH STREET 5TH FLOOR PHILADELPHIA PA 19103 222741750 LAND TRUST PA 501(c)(3) 07 NA false false true false false false false false false false false false false false false false false false false false MEADOWBROOK FARM b 718365 FMV