2014-10-06T11:15:12-05:00 2014-01-31 410746749 CLIFTONLARSONALLEN LLP 610 WGERMANTOWN PIKE STE400 PLYMOUTH MEETING PA 19462 990 2013-02-01 231417540 THE JOHN J TYLER ARBORETUM JOHN 6105669134 515 PAINTER ROAD MEDIA PA 190634424 RICHARD COLBERT EXECUTIVE DIRECTOR 6105669134 2014-09-22 1 BRUCE BRAUNEWELLCPA P00075336 2156433900 2013 2015-11-30 17:44:51Z RICHARD COLBERT 515 PAINTER ROAD MEDIA PA 190634424 3166872 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 51 551 0 0 565550 812808 262900 322560 156926 427861 172713 268368 1158089 1831597 0 0 0 0 851380 935178 0 0 243564 484942 501071 1336322 1436249 -178233 395348 8297012 9051531 370534 399254 7926478 8652277 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 828131 345746 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. 828131 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 10 0 1 51 1 0 0 0 0 0 1 1 0 0 0 0 X 22 22 0 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 PRESIDENT & TRUSTEE 4.00 X X 0 0 0 SHIPLEY A ALLINSON VICE PRESIDENT & TRUSTEE 4.00 X X 0 0 0 SANDRA LUTZ TREASURER & TRUSTEE 4.00 X X 0 0 0 ARALISHA NEWBOLD SECRETARY & TRUSTEE 4.00 X X 0 0 0 JEFFRY CADORETTE TRUSTEE 4.00 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 TRUSTEE 4.00 X 0 0 0 JAMES R FLANDREAU TRUSTEE 4.00 X 0 0 0 DAVID J FRANK TRUSTEE 4.00 X 0 0 0 LAURA GUERTIN PHD TRUSTEE 4.00 X 0 0 0 ANDREW W HAROBIN TRUSTEE 4.00 X 0 0 0 JOHN W INGLE TRUSTEE 4.00 X 0 0 0 ROBERT A KUNZ MD PHD TRUSTEE 4.00 X 0 0 0 JEANNIE K LIGGETT TRUSTEE 4.00 X 0 0 0 CRAIG SINGLE TRUSTEE 4.00 X 0 0 0 WILLIAM R TAYLOR TRUSTEE 4.00 X 0 0 0 KEREN WHITE TRUSTEE 4.00 X 0 0 0 TRINE VANDERWALL TRUSTEE 4.00 X 0 0 0 VICTORIA K WILL TRUSTEE 4.00 X 0 0 0 RICHARD A COLBERT EXECUTIVE DIRECTOR 48.00 X 79481 0 7437 79481 0 7437 0 0 0 0 0 191043 71245 550520 25631 812808 EDUCATIONAL PROGRAMS 611600 167340 167340 ADMISSIONS 611600 153402 153402 GUEST PASSES 611600 1818 1818 322560 191715 191715 139733 0 139733 139733 139733 1481943 1245797 236146 236146 236146 167136 71245 64166 102970 102970 48498 25312 23186 23186 MISCELLANEOUS REVENUE 900099 2479 2479 2479 1831597 345746 0 673043 88715 31050 35486 22179 713516 451698 92538 169280 3575 3575 47901 30324 6212 11365 81471 51576 10566 19329 19448 19448 30650 30650 6518 3078 3440 1950 1950 54543 54543 12888 12888 10347 10347 76 76 584 270 314 7361 7361 60551 58758 1793 44022 44022 BUILDING EXPENSE 62722 62722 GROUNDS EXPENSE 54020 54020 PROGRAM EXPENSE 42461 42461 MEMBERS EXPENSE 39692 39692 53238 31827 21411 1436249 828131 364554 243564 2961 59896 176953 235239 92259 88595 15628 22445 8406 7904 3274 8969 2150183 857594 1222725 1292589 6774806 7335894 8297012 9051531 73998 97218 137989 144562 158547 157474 370534 399254 X 1225006 1354686 232547 304574 6468925 6993017 7926478 8652277 8297012 9051531 395348 330451 0 X X 0 1 X 1 0 X 675096 688891 481696 565550 812808 3224041 675096 688891 481696 565550 812808 3224041 109508 3114533 184921 114227 121188 137720 331448 889504 31929 15125 21048 3159 2479 73740 4187285 1405792 0.74380 0.71120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 6468925 115650 685437 282680 6987332 6113173 616424 260672 6468925 6246283 47000 62404 242514 6113173 5386586 122500 994810 257613 6246283 4195512 1463859 272785 5386586 1.00000 0 0 1536639 468533 1068106 257910 238282 19628 355634 150779 204855 1292589 ANNUITY PAYMENT LIABILITY 157474 157474 X 2220876 330451 89478 419929 1800947 30650 30650 1831597 1495077 89478 89478 1405599 30650 30650 1436249 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. TWILIGHT AUCTION 129015 65375 63640 10288 676 6249 PUMPKIN DAYS 54262 4400 49862 6585 4693 3175 9207 3 55104 1470 53634 543 3025 1850 17875 238381 71245 167136 17416 8394 5025 33331 64166 102970 X MOWER 1 10700 FMV X EQUIPMENT 2 8708 FMV X HARDWARE 1 5850 FMV X BANNER 1 373 FMV 0 0 0 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.