JOHN J TYLER ARBORETUM: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: JOHN J TYLER ARBORETUM (EIN 23-1417540)
Tax period: 2013-02-01 to 2014-01-31
Filed: 2014-10-06
IRS object ID: 201442799349300129
Schema version: 2013v3.0
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	2014-10-06T11:15:12-05:00	ReturnTs
Tax Period End	2014-01-31	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	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	610 WGERMANTOWN PIKE STE400	AddressLine1
City	PLYMOUTH MEETING	City
State	PA	State
ZIP Code	19462	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2013-02-01	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	BusinessNameLine1

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	AddressLine1
City	MEDIA	City
State	PA	State
ZIP Code	190634424	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	RICHARD COLBERT	PersonNm
Person Title	EXECUTIVE DIRECTOR	PersonTitleTxt
Phone	6105669134	PhoneNum
Signature	2014-09-22	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	BRUCE BRAUNEWELLCPA	PreparerPersonNm
PTIN	P00075336	PTIN
Phone	2156433900	PhoneNum

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	RICHARD COLBERT	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	515 PAINTER ROAD	AddressLine1
City	MEDIA	City
State	PA	State
ZIP Code	190634424	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	$3,166,872	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	51	TotalEmployeeCnt
Total Volunteers	551	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$565,550	PYContributionsGrantsAmt
CY Contributions Grants	$812,808	CYContributionsGrantsAmt
PY Program Service Revenue	$262,900	PYProgramServiceRevenueAmt
CY Program Service Revenue	$322,560	CYProgramServiceRevenueAmt
PY Investment Income	$156,926	PYInvestmentIncomeAmt
CY Investment Income	$427,861	CYInvestmentIncomeAmt
PY Other Revenue	$172,713	PYOtherRevenueAmt
CY Other Revenue	$268,368	CYOtherRevenueAmt
PY Total Revenue	$1,158,089	PYTotalRevenueAmt
CY Total Revenue	$1,831,597	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	$851,380	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$935,178	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$243,564	CYTotalFundraisingExpenseAmt
PY Other Expenses	$484,942	PYOtherExpensesAmt
CY Other Expenses	$501,071	CYOtherExpensesAmt
PY Total Expenses	$1,336,322	PYTotalExpensesAmt
CY Total Expenses	$1,436,249	CYTotalExpensesAmt
PY Revenues Less Expenses	-$178,233	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$395,348	CYRevenuesLessExpensesAmt
Total Assets BOY	$8,297,012	TotalAssetsBOYAmt
Total Assets EOY	$9,051,531	TotalAssetsEOYAmt
Total Liabilities BOY	$370,534	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$399,254	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$7,926,478	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$8,652,277	NetAssetsOrFundBalancesEOYAmt
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	$828,131	ExpenseAmt
Revenue	$345,746	RevenueAmt
Desc	IN 2013, TYLER ARBORETUM OFFERED BOTH INFORMAL AND FORMAL PROGRAMS TO INDIVIDUALS WHICH INCLUDED SCOUTS (320), SUMMER CAMP (471), SCHOOL FIELD TRIPS (7,555), ADULTS (3,744), AND YOUTH AND FAMILY (2,075). TOPICS INCLUDE A WIDE VARIETY OF SUBJECT MATTER INCLUDING: BOTANICAL ARTS, NATURAL STUDIES, GARDENING AND HORTICULTURE, AND HEALTH AND WELLNESS. WE ALSO OFFERED SEVERAL MINI-FESTIVALS (4,082 ATTENDED) WHICH PROVIDED BOTH EDUCATIONAL AND CRAFT ACTIVITIES. THE ARBORETUM CONTINUES TO UTILIZE THE HORTICULURAL AND ECOLOGICAL COLLECTIONS TO INFORM AND EDUCATE THE PUBLIC ON HOW TO BECOME BETTER STEWARDS OF OUR ENVIRONMENT.	Desc
Total Program Service Expenses	$828,131	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	10	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	51	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	0	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	BusinessNameLine1

Field	Value	IRS element (for citing)
Phone	6105669134	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	515 PAINTER ROAD	AddressLine1
City	MEDIA	City
State	PA	State
ZIP Code	190634424	ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
GUY MESSICK
PRESIDENT & TRUSTEE	4.00	Yes (X)	Yes (X)	$0	$0	$0
SHIPLEY A ALLINSON
VICE PRESIDENT & TRUSTEE	4.00	Yes (X)	Yes (X)	$0	$0	$0
SANDRA LUTZ
TREASURER & TRUSTEE	4.00	Yes (X)	Yes (X)	$0	$0	$0
ARALISHA NEWBOLD
SECRETARY & TRUSTEE	4.00	Yes (X)	Yes (X)	$0	$0	$0
JEFFRY CADORETTE
TRUSTEE	4.00	Yes (X)		$0	$0	$0
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
DAVID J FRANK
TRUSTEE	4.00	Yes (X)		$0	$0	$0
LAURA GUERTIN PHD
TRUSTEE	4.00	Yes (X)		$0	$0	$0
ANDREW W HAROBIN
TRUSTEE	4.00	Yes (X)		$0	$0	$0
JOHN W INGLE
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
CRAIG SINGLE
TRUSTEE	4.00	Yes (X)		$0	$0	$0
WILLIAM R TAYLOR
TRUSTEE	4.00	Yes (X)		$0	$0	$0
KEREN WHITE
TRUSTEE	4.00	Yes (X)		$0	$0	$0
TRINE VANDERWALL
TRUSTEE	4.00	Yes (X)		$0	$0	$0
VICTORIA K WILL
TRUSTEE	4.00	Yes (X)		$0	$0	$0
RICHARD A COLBERT
EXECUTIVE DIRECTOR	48.00		Yes (X)	$79,481	$0	$7,437

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$79,481	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$7,437	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	$191,043	MembershipDuesAmt
Fundraising	$71,245	FundraisingAmt
All Other Contributions	$550,520	AllOtherContributionsAmt
Noncash Contributions	$25,631	NoncashContributionsAmt
Total Contributions	$812,808	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EDUCATIONAL PROGRAMS	611600	$167,340	$167,340
ADMISSIONS	611600	$153,402	$153,402
GUEST PASSES	611600	$1,818	$1,818

Field	Value	IRS element (for citing)
Total Program Service Revenue	$322,560	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$191,715	TotalRevenueColumnAmt
Exclusion	$191,715	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$139,733	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	$139,733	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$139,733	TotalRevenueColumnAmt
Exclusion	$139,733	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$1,481,943	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$1,245,797	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$236,146	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$236,146	TotalRevenueColumnAmt
Exclusion	$236,146	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$167,136	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$71,245	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$64,166	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$102,970	TotalRevenueColumnAmt
Exclusion	$102,970	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$48,498	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$25,312	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$23,186	TotalRevenueColumnAmt
Related Or Exempt Func Income	$23,186	RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS REVENUE	Desc
Business	900099	BusinessCd
Total Revenue Column	$2,479	TotalRevenueColumnAmt
Exclusion	$2,479	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$2,479	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,831,597	TotalRevenueColumnAmt
Related Or Exempt Func Income	$345,746	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$673,043	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$88,715	TotalAmt
Program Services	$31,050	ProgramServicesAmt
Management And General	$35,486	ManagementAndGeneralAmt
Fundraising	$22,179	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$713,516	TotalAmt
Program Services	$451,698	ProgramServicesAmt
Management And General	$92,538	ManagementAndGeneralAmt
Fundraising	$169,280	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$3,575	TotalAmt
Management And General	$3,575	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$47,901	TotalAmt
Program Services	$30,324	ProgramServicesAmt
Management And General	$6,212	ManagementAndGeneralAmt
Fundraising	$11,365	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$81,471	TotalAmt
Program Services	$51,576	ProgramServicesAmt
Management And General	$10,566	ManagementAndGeneralAmt
Fundraising	$19,329	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$19,448	TotalAmt
Management And General	$19,448	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$30,650	TotalAmt
Management And General	$30,650	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$6,518	TotalAmt
Program Services	$3,078	ProgramServicesAmt
Management And General	$3,440	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,950	TotalAmt
Management And General	$1,950	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$54,543	TotalAmt
Management And General	$54,543	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$12,888	TotalAmt
Management And General	$12,888	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$10,347	TotalAmt
Program Services	$10,347	ProgramServicesAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$76	TotalAmt
Management And General	$76	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$584	TotalAmt
Program Services	$270	ProgramServicesAmt
Management And General	$314	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$7,361	TotalAmt
Management And General	$7,361	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$60,551	TotalAmt
Program Services	$58,758	ProgramServicesAmt
Management And General	$1,793	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$44,022	TotalAmt
Management And General	$44,022	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
BUILDING EXPENSE	$62,722	$62,722
GROUNDS EXPENSE	$54,020	$54,020
PROGRAM EXPENSE	$42,461	$42,461
MEMBERS EXPENSE	$39,692		$39,692

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$53,238	TotalAmt
Program Services	$31,827	ProgramServicesAmt
Fundraising	$21,411	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,436,249	TotalAmt
Program Services	$828,131	ProgramServicesAmt
Management And General	$364,554	ManagementAndGeneralAmt
Fundraising	$243,564	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$2,961	BOYAmt
EOY	$59,896	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$176,953	BOYAmt
EOY	$235,239	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$92,259	BOYAmt
EOY	$88,595	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$15,628	BOYAmt
EOY	$22,445	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$8,406	BOYAmt
EOY	$7,904	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$3,274	BOYAmt
EOY	$8,969	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$2,150,183	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$857,594	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$1,222,725	BOYAmt
EOY	$1,292,589	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$6,774,806	BOYAmt
EOY	$7,335,894	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$8,297,012	BOYAmt
EOY	$9,051,531	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$73,998	BOYAmt
EOY	$97,218	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$137,989	BOYAmt
EOY	$144,562	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$158,547	BOYAmt
EOY	$157,474	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$370,534	BOYAmt
EOY	$399,254	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,225,006	BOYAmt
EOY	$1,354,686	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$232,547	BOYAmt
EOY	$304,574	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$6,468,925	BOYAmt
EOY	$6,993,017	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$7,926,478	BOYAmt
EOY	$8,652,277	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$8,297,012	BOYAmt
EOY	$9,051,531	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$395,348	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$330,451	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	$675,096	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$688,891	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$481,696	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$565,550	CurrentTaxYearMinus1YearAmt
Current Tax Year	$812,808	CurrentTaxYearAmt
Total	$3,224,041	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$675,096	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$688,891	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$481,696	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$565,550	CurrentTaxYearMinus1YearAmt
Current Tax Year	$812,808	CurrentTaxYearAmt
Total	$3,224,041	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$109,508	SubstantialContributorsTotAmt
Public Support Total170	$3,114,533	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$184,921	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$114,227	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$121,188	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$137,720	CurrentTaxYearMinus1YearAmt
Current Tax Year	$331,448	CurrentTaxYearAmt
Total	$889,504	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$31,929	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$15,125	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$21,048	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,159	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,479	CurrentTaxYearAmt
Total	$73,740	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$4,187,285	TotalSupportAmt
Gross Receipts Rltd Activities	$1,405,792	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.74380	PublicSupportCY170Pct
Public Support PY170	0.71120	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	$6,468,925	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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$5,386,586	BeginningYearBalanceAmt
Contributions	$122,500	ContributionsAmt
Investment Earnings Or Losses	$994,810	InvestmentEarningsOrLossesAmt
Other Expenditures	$257,613	OtherExpendituresAmt
End Year Balance	$6,246,283	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$4,195,512	BeginningYearBalanceAmt
Investment Earnings Or Losses	$1,463,859	InvestmentEarningsOrLossesAmt
Other Expenditures	$272,785	OtherExpendituresAmt
End Year Balance	$5,386,586	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Prmnnt Endowment Balance EOY	1.00000	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	$1,536,639	OtherCostOrOtherBasisAmt
Depreciation	$468,533	DepreciationAmt
Book Value	$1,068,106	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$257,910	OtherCostOrOtherBasisAmt
Depreciation	$238,282	DepreciationAmt
Book Value	$19,628	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$355,634	OtherCostOrOtherBasisAmt
Depreciation	$150,779	DepreciationAmt
Book Value	$204,855	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$1,292,589	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	ANNUITY PAYMENT LIABILITY	Desc
Amt	$157,474	Amt

Field	Value	IRS element (for citing)
Total Liability	$157,474	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$2,220,876	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$330,451	NetUnrealizedGainsInvstAmt
Other Revenue	$89,478	OtherRevenueAmt
Revenue Not Reported	$419,929	RevenueNotReportedAmt
Revenue Subtotal	$1,800,947	RevenueSubtotalAmt
Investment Expenses Not Incld	$30,650	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$30,650	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$1,831,597	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$1,495,077	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$89,478	OtherExpensesIncludedAmt
Expenses Not Reported	$89,478	ExpensesNotReportedAmt
Expenses Subtotal	$1,405,599	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$30,650	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$30,650	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$1,436,249	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. THE TAX RETURNS FOR FISCAL YEARS 2011 THROUGH 2013 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	ARBORETUM SHOP MATERIALS & MERCHANDISE 25,312. FUNDRAISING EVENT DIRECT EXPENSES 64,166.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	ARBORETUM SHOP MATERIALS & MERCHANDISE 25,312. FUNDRAISING EVENT DIRECT EXPENSES 64,166.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Name Of Event1	TWILIGHT AUCTION	NameOfEvent1Amt
Gross Receipts Event1	$129,015	GrossReceiptsEvent1Amt
Charitable Contri Event1	$65,375	CharitableContriEvent1Amt
Gross Revenue Event1	$63,640	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$10,288	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$676	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$6,249	OtherDirectExpensesEvent1Amt
Name Of Event2	PUMPKIN DAYS	NameOfEvent2Amt
Gross Receipts Event2	$54,262	GrossReceiptsEvent2Amt
Charitable Contri Event2	$4,400	CharitableContriEvent2Amt
Gross Revenue Event2	$49,862	GrossRevenueEvent2Amt
Rent Facility Costs Event2	$6,585	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$4,693	FoodAndBeverageEvent2Amt
Entertainment Event2	$3,175	EntertainmentEvent2Amt
Other Direct Expenses Event2	$9,207	OtherDirectExpensesEvent2Amt
Other Events Total	3	OtherEventsTotalCnt
Gross Receipts Other Events	$55,104	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$1,470	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$53,634	GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events	$543	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$3,025	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$1,850	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$17,875	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$238,381	GrossReceiptsTotalAmt
Charitable Contributions Tot	$71,245	CharitableContributionsTotAmt
Gross Revenue Total Events	$167,136	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$17,416	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$8,394	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$5,025	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$33,331	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$64,166	DirectExpenseSummaryEventsAmt
Net Income Summary	$102,970	NetIncomeSummaryAmt

Schedule M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	MOWER	1	$10,700	FMV
Yes (X)	EQUIPMENT	2	$8,708	FMV
Yes (X)	HARDWARE	1	$5,850	FMV
Yes (X)	BANNER	1	$373	FMV

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 (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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.