2014-05-15T16:03:06-05:00 2013-06-30 BDO USA LLP 1700 MARKET STREET 29TH FLOOR PHILADELPHIA PA 19103 990 2012-07-01 231352265 THE PENNSYLVANIA HORTICULTURAL SOCIETY % HEATHER FOOR PENN 2159888800 100 NORTH 20TH STREET - 5TH FLOOR Suite PHILADELPHIA PA 191031495 LISA MILLER 2156365500 2014-05-14 true BERNADETTE M DANIEL CPA 2156365500 2012 2015-11-30 17:44:51Z DAVID A BECHER 100 NORTH 20TH STREET - 5TH FL PHILADELPHIA PA 19103 41037344 false X WWW.PENNSYLVANIAHORTICULTURALSOCIETY.ORG X 1831 PA THE PENNSYLVANIA HORTICULTURAL SOCIETY MOTIVATES PEOPLE TO IMPROVE THE QUALITY OF LIFE AND CREATE A SENSE OF COMMUNITY THROUGH HORTICULTURE. 18 17 174 13400 150040 0 12224816 10416002 9061444 8953741 1733351 3459133 171887 190622 23191498 23019498 0 0 0 0 7678981 8168400 0 0 1401203 15777957 15346067 23456938 23514467 -265440 -494969 63843073 68638207 6426064 5423236 57417009 63214971 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 QUALITY OF LIFE AND CREATE A SENSE OF COMMUNITY THROUGH HORTICULTURE. false false 7518097 7382912 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. 8594898 862878 PHS'S Greening program has been a noted force in urban revitalization since 1974 and serves as a national model for greening organizations around the country. The Program has supported the development and ongoing care of community gardens, parks, vacant land, environmental initiatives, and high profile public green spaces in Philadelphia. 1807921 210121 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. 824124 RELEASE OF ENDOWMENT UNDER SPENDING RULES 24562 497830 PLANNED SPECIAL ACTIVITIES - changed 848686 497830 18769602 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 false false true false false false false false false false false true false false false false true false false false true 166 0 true 174 true true true false false false false true true false false false false X 18 17 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 FL PHILADELPHIA PA 19103 DAVID BECHER 35.0 X X 212151 0 16609 JOHN K BALL 1.0 X MORRIS CHESTON JR 1.0 X HOWARD L MEYERS 1.0 X X MELINDA C MORITZ 1.0 X THOMAS L BENNETT 1.0 X JULIA B FISHER 1.0 X X NICHOLAS J KOVICH 1.0 X MARGARET MCCARVILL 1.0 X LESLIE ANNE MILLER 1.0 X CHARLES A O'BRIEN 1.0 X MARGARET M SADLER 1.0 X PATRICIA L SMITH 1.0 X JASON VERMILLION 1.0 X KENNETH G WOOD 1.0 X X ETHNE CLARKE 1.0 X THOMAS J DOLL 1.0 X LINDA A GALANTE 1.0 X MERYL LEVITZ 1.0 X LESLIE ANNE MILLER 1.0 X LISA MILLER 35.0 X 122246 0 6284 Barrett Robinson 35.0 X 94603 0 10972 BETSIE BLODGETT 35.0 X 42354 8593 SAM LEMHENEY 35.0 X 101444 0 14726 Katrina Wilhelm Chimicles 35.0 X 116295 0 12428 ALISA STEPHANO 35.0 X 136660 0 11191 825753 0 80803 5 false true false ALL SEASONS LANDSCAPING 3915 MARKET STREET ASTON PA 19014 SITE IMPROVEMENT 527932 ARAMARK 1101 ARCH STREET PHILADELPHIA PA 19107 FOOD SERVICES 472017 ELLIOTT LEWIS 2900 BLACK LAKE PLACE PHILADELPHIA PA 19154 FLOWER SHOW LABOR 803320 THINKGREEN LANDSCAPE ARCHITECT PO BOX 528 GLENSIDE PA 19038 SITE IMPROVEMENT 593732 PHILADELPHIA MUSEUM OF ART 2525 PENNSYLVANIA CIRCLE PHILADELPHIA PA 19130 SITE IMPROVEMENT 423185 17 1641113 4727448 4047441 626743 10416002 FLOWER SHOW 900099 7382912 7382912 URBAN GREENING 900099 862878 862878 EDUCATION SERVICES 541800 210121 60081 150040 MISCELLANEOUS PROGRAM SERVICE REVENUE 900099 497830 497830 8953741 749125 749125 0 0 0 0 0 20148576 17438568 2710008 2710008 2710008 769900 579278 190622 0 0 0 23019498 8803701 150040 3459133 0 0 0 0 471354 471354 0 6089383 4454390 1076707 558286 0 1607663 1064952 408682 134029 0 0 0 0 0 0 0 367114 48118 179199 139797 615669 594657 13297 7715 771129 15550 754438 1141 0 0 914719 489057 326038 99624 0 0 0 0 0 245697 150605 72836 22256 216652 190484 18068 8100 STAGING 2531131 2531131 SUBSIDIES 1082289 1082289 LICENSE FEE 272000 272000 PROGRAM/PROJECT EXPENSES 8081737 7646291 9369 426077 247930 230078 13674 4178 23514467 18769602 3343662 1401203 226703 97613 2865299 1647764 3812707 2605195 256339 897241 0 0 0 0 0 0 0 20170 155685 88995 7691545 6246835 618785 1444710 32677145 31639103 21751793 28641548 0 0 0 0 1478617 1555868 63843073 68638207 5382546 4497437 0 0 1043518 925799 0 0 0 0 0 0 0 0 0 0 0 0 6426064 5423236 X 27746287 30365773 15652537 17553127 14018185 15296071 57417009 63214971 63843073 68638207 X -494969 6292930 X false true X true true true X 18533395 12056571 10924710 12224816 10416002 64155494 7909158 7974317 8940576 8924102 9573601 43321754 0 0 0 26442553 20030888 19865286 21148918 19989603 107477248 2375058 1113850 2281596 2105271 1030466 8906241 0 2375058 1113850 2281596 2105271 1030466 8906241 98571007 1385412 827620 1059703 1237621 749125 5259481 0 1385412 827620 1059703 1237621 749125 5259481 19975 19975 0 27827965 20858508 20924989 22386539 20758703 112756704 0.87419 0.86058 0.04664 0.05211 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 83236 false false 83236 false Part II-B, Ques 1g Direct contact Researching expenses for direct contact with legislators, their staff, government officials or a legislative body. X X X X false 55907555 827937 8625304 3399277 125000 61836519 58587834 1384270 -1565045 2340768 158736 55907555 46797797 2276817 11587235 1941399 132616 58587834 41783006 1424003 5638858 1892003 156066 46797798 47868820 4132135 -8339071 0 1736597 142281 41783006 0.48940 0.25910 0.25150 true false 2485522 2023881 461641 2730657 2443332 287325 2475366 1779622 695744 1444710 FIXED INCOME INVESTMENT FUND 10850087 F ALTERNATIVE INVESTMENT FUND 1625796 F VALUE INVESTMENT FUND 6411317 F GROWTH & EMERGING MARKETS FUND 9754348 F 28641548 0 0 29757022 5114674 2446974 7561648 22195374 824124 824124 23019498 25227233 2536891 2536891 22690342 824124 824124 23514466 COLLECTIONS 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 THE SOCIETY'S ENDOWMENT FUNDS INCLUDE BOTH DONOR RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE SOCIETY'S BOARD TO FUNCTION AS ENDOWMENTS. THE USE OF PERMANENTLY RESTRICTED NET ASSETS AND RELATED INCOME AND GAINS IS LIMITED BY PENNSYLVANIA STATUTE ACT 141. EACH YEAR, THE SOCIETY'S BOARD AUTHORIZES AMOUNTS THAT CAN BE SPENT FOR OPERATING AND DONOR RESTRICTED PURPOSES. ORGANIZATIONS MAINTAINING COLLECTIONS OF ART OR HISTORICAL TREASURES 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 PART X, LINE 2 FOR THE YEARS ENDED JUNE 30, 2013 AND 2012, THE PENNSYLVANIA HORTICULTURAL SOCIETY DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN AN INFORMATION RETURN WHICH WOULD REQUIRE ADJUSTMENT TO OR DISCLOSURE IN ITS CONSOLIDATED FINANCIAL STATEMENST. THE SOCIETY, MEADOWBROOK FARM AND THE PHILADELPHIA FLOWER SHOW, INCORPORATED ARE POTENTIALLY SUBJECT TO FEDERAL EXAMINATIONS FOR YEARS SUBSEQUENT TO JUNE 30,2008. RECONCILIATION OF CHANGE IN NET ASSETS SCHEDULE D PART XI LINE 2D MEADOWBROOK FARMS INCOME $1,867,696 FUNDRAISING EXPENSES $ 579,278 TOTAL $2,446,974 PART XI LINE 4B RELEASE OF ENDOWMENT UNDER SPECIAL RULE $824,124 PART XII LINE 2D MEADOWBROOK FARMS EXPENSE $1,957,613 FUNDRAISING EXPENSES $ 579,278 TOTAL $2,536,891 PART XII LINE 4B RELEASE OF ENDOWMENT UNDER SPECIAL RULE $824,124 PREVIEW DINNER 784062 14162 769900 0 784062 14162 769900 769900 X X X X false false false false false false false false false DAVID BECHER 212151 0 0 0 0 0 9270 0 7339 0 228760 0 0 0 COMPENSATION INFORMATION SCHEDULE J PART 1 LINE 4A-C X 20 626743 DAILY AVERAGE OF FMV false true true NON-CASH CONTRIBUTIONS SCHEDULE M PART 1 LINE 32A THE PENNSYLVANIA HORTICULTURAL SOCIETY USES AN UNRELATED FIRM TO SELL SECURITIES RECEIVED. GOVERNANCE, MANAGEMENT AND DISCLOSURE FORM 990 PART VI SECTION A LINES 6 AND 7A THE PENNSYLVANIA HORTICULTURAL SOCIETY'S GOVERNING BODY IS THE BOARD OF DIRECTORS CONSISTING OF NOT MORE THAN 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 BY THE 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. POLICIES - REVIEW OF FORM 990 FORM 990 PART VI SECTION B LINE 11B PENNSYLVANIA HORTICULTURAL SOCIETY'S BOARD DESIGNATED THE AUDIT COMMITTEE TO REVIEW FORM 990 BEFORE IT IS FILED. ADDITIONALLY, THE FORM 990 TO BE FILED WAS PROVIDED TO THE BOARD PRIOR TO FILING. POLICIES - CONFLICT OF INTEREST 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. POLICIES - PRESIDENT'S COMPENSATION 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. POLICIES - EXECUTIVE COMPENSATION FORM 990 PART VI SECTION B 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 ONJECTIVES. 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 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. DISCLOSURE 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. RECONCILIATION OF NET ASSETS PART XI, LINE 5 OTHER CHANGES IN NET ASSETS OR FUND BALANCES: UNREALIZED GAINS 5,114,674 UNRECOGNIZED PENSION GAINS 1,178,256 MEADOWBROOK FARM 100 N 20TH STREET 5TH FLOOR PHILADELPHIA PA 19103 230966236 GARDEN CENTER PA 501C(3) 11a NA false PHILADELPHIA FLOWER SHOW INC 100 N 20TH STREET 5TH FLOOR PHILADELPHIA PA 19103 230970990 FLOWER SHOW PA 501C(5) NA false Neighborhood Gardens Association 100 North 20th Stret 5th Floor Philadelphia PA 19103 222741750 Land Trust PA 501C(3) 7 NA false false false false false false false false false false false false false false false false false true false