2024-05-13T15:18:17-05:00 2022-06-30 410746749 CLIFTONLARSONALLEN LLP 20 EAST THOMAS ROAD SUITE 2300 PHOENIX AZ 85012 990PF 2021-07-01 880061520 BOYCE THOMPSON SOUTHWESTERN ARBORETUM BOYC 5206892723 37615 E ARBORETUM WAY SUPERIOR AZ 851735100 KIM GRAY EXECUTIVE DIRECTOR 5206892723 2024-05-07 1 KIM GRAY XXX-XX-XXXX MELISSA HANGSLEBEN P02087031 6022662248 2024-05-07 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z X X 10216302 X 767407 152709 152709 152709 47705 47705 47705 47705 493975 2797799 493975 0 622047 283543 338504 338504 1404411 0 1404411 3204711 694389 1943329 134615 0 134615 0 1500018 0 908806 499316 412339 0 245677 170978 34325 0 34325 0 16827 16827 0 0 11857 0 11857 0 161 0 161 0 205351 0 205351 130347 0 66201 64146 4297 0 2183 2115 24609 0 12498 12111 590050 0 321655 224411 3064796 16827 1943329 973077 0 0 3064796 16827 1943329 973077 139915 677562 0 991345 991345 1121083 241608 241608 199500 154900 199500 199500 49116 64620 64620 22532 12884 12884 4358544 2940409 2940409 1263792 1240541 1240541 115736 90697 90697 6998936 2564238 4088901 4434698 4434698 11174604 10216302 10216302 149825 272291 259535 327394 400000 400000 809360 999685 X 8924108 7746600 1441136 1470017 10365244 9216617 11174604 10216302 10365244 139915 0 10505159 1288542 9216617 PUBLICLY TRADED SECURITIES 2797799 2303824 493975 493975 493975 0 X 1986-01-10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 AZ 1 1 0 0 0 1 WWW.BTARBORETUM.ORG LESLIE BUNCHEK 5206892723 37615 E ARBORETUM WAY SUPERIOR AZ 851735100 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LYNNE NEMETH 37615 E ARBORETUM WAY SUPERIOR AZ 85173 EXECUTIVE DIRECTOR 40.00 134615 11638 0 SHELLY ESQUE 37615 E ARBORETUM WAY SUPERIOR AZ 85173 CHAIR 0.50 0 0 0 JOSEPH GIACOBAZZI 37615 E ARBORETUM WAY SUPERIOR AZ 85173 VICE CHAIR 0.50 0 0 0 KENT ENNIS 37615 E ARBORETUM WAY SUPERIOR AZ 85173 TREASURER 0.50 0 0 0 RICK GIBSON 37615 E ARBORETUM WAY SUPERIOR AZ 85173 SECRETARY 0.50 0 0 0 GEMA DURARTE LUNA 37615 E ARBORETUM WAY SUPERIOR AZ 85173 DIRECTOR 0.50 0 0 0 TAIMUR BURKI 37615 E ARBORETUM WAY SUPERIOR AZ 85173 DIRECTOR 0.50 0 0 0 VICTORIA BEVER 37615 E ARBORETUM WAY SUPERIOR AZ 85173 DIRECTOR 0.50 0 0 0 CAROLYN BAECKER 37615 E ARBORETUM WAY SUPERIOR AZ 85173 DIRECTOR 0.50 0 0 0 DR BOBBI LANCASTER 37615 E ARBORETUM WAY SUPERIOR AZ 85173 DIRECTOR 0.50 0 0 0 JARED LANGKILDE 37615 E ARBORETUM WAY SUPERIOR AZ 85173 DIRECTOR 0.50 0 0 0 CAROL PARROTT 37615 E ARBORETUM WAY SUPERIOR AZ 85173 DIRECTOR 0.50 0 0 0 MILA BESICH-LIRA 37615 E ARBORETUM WAY SUPERIOR AZ 85173 DIRECTOR 0.05 0 0 0 JAY REAM 37615 E ARBORETUM WAY SUPERIOR AZ 85173 DIRECTOR 0.05 0 0 0 ANNE SCHROCK 37615 E ARBORETUM WAY SUPERIOR AZ 85173 DIRECTOR 0.50 0 0 0 SHELBI STORMS 37615 E ARBORETUM WAY SUPERIOR AZ 85173 ASSISTANT DIRECTOR 40.00 68901 19422 0 LESLIE BUNCHEK 37615 E ARBORETUM WAY SUPERIOR AZ 85173 FINANCE MANAGER 40.00 65115 13493 0 LYNNEA SPENCER 37615 E ARBORETUM WAY SUPERIOR AZ 85173 VISITOR CENTER MANAG 40.00 56112 14836 0 SHARON ELLIOTT 37615 E ARBORETUM WAY SUPERIOR AZ 85173 DIR. OF MARKETING & 40.00 61304 9387 0 LEONARD DRAYTON 37615 E ARBORETUM WAY SUPERIOR AZ 85173 FACILITIES DIRECTOR 40.00 57535 9237 0 2 NONE 0 THE BOYCE THOMPSON SOUTHWESTERN ARBORETUM (BTSA) IS ARIZONA'S OLDEST AND LARGEST BOTANICAL INSTITUTION. IT WAS ESTABLISHED IN 1924 BY THE FOUNDER OF MAGMA MINING COMPANY, WILLIAM BOYCE THOMPSON, FOR THE PURPOSE OF "INSTILLING IN PEOPLE AN APPRECIATION OF PLANTS." BTSA IS NOW VISITED BY OVER 120,000 PEOPLE ANNUALLY.LOCATED AN HOUR EAST OF ARIZONA'S STATE CAPITAL, BTSA COVERS 350 ACRES WITH 135 ACRES OF CULTIVATED GARDENS FROM DESERTS AROUND THE WORLD ENCOMPASSING 4,025 TAXA AND 20,000 PLANTS.BTSA'S ACTIVITIES WERE COOPERATIVELY MANAGED BY BOYCE THOMPSON SOUTHWESTERN ARBORETUM, INC., ARIZONA STATE PARKS, AND THE UNIVERSITY OF ARIZONA; THAT ARRANGEMENT CEASED TO EXIST BY THE CLOSE OF FISCAL YEAR 2019. BTSA IS NOW MANAGED SOLELY BY THE NONPROFIT BTSA. 3064796 0 5757363 606752 0 6364115 0 0 6364115 95462 6268653 313433 X 973077 0 973077 1975-08-18 X 0 0 0 0 0 0 0 0 0 0 973077 473444 539086 912590 2898197 0 0 0 0 0 973077 473444 539086 912590 2898197 0 0 208955 202437 179285 188086 778763 0 0 0 0 ALLISON LESTER 37615 E ARBORETUM WAY SUPERIOR AZ 851735100 5206894588 LETTER NONE LIMITED TO FREE OR REDUCED ADMISSION 0 0 ADMISSIONS 800724 SUBSCRIPTION REVENUE 5517 OTHER INCOME 55334 542836 14 152709 16 47705 18 493975 338504 0 694389 1742915 2437304 1A REVENUE GENERATED FROM ADMISSION FEES CHARGED TO VISIT THE ARBORETUM. 1B REVENUE GENERATED FROM THE SALES OF DESERT PLANT MAGAZINES. 1C OTHER REVENUE GENERATED IN FURTHERANCE OF THE TAX-EXEMPT PURPOSE. 2 MEMBERSHIP DUES CHARGED TO MEMBERS OF THE ORGANIZATION. 10 SALE OF EDUCATIONAL ITEMS AND ITEMS THAT ENCOURAGE THE PUBLIC'S 10 EXPLORATION OF, AND INTERACTION WITH, PLANT LIFE. 0 0 0 0 0 0 0 0 0 0 X X 1 ARIZONA COMMUNITY FOUNDATION 2201 E CAMELBACK RD SUITE 405B PHOENIX AZ 85016 5000 X 2 CAROLYN BAECKER 6410 E FLAT IRON LOOP GOLD CANYON AZ 85118 5060 X 3 CLIFF DOUGLAS 3311 N HAWES RD MESA AZ 85207 5000 X 4 CONNIE AND RONALD THOMAS 3401 E FAIRFIELD ST MESA AZ 85213 10000 X 5 COVERT AND LEA BAILEY 2466 LEISURE WORLD MESA AZ 85206 20000 X 6 ESQUE FAMILY FUND 1443 E COLT RD TEMPE AZ 85284 10000 X 7 GREGORY J SCAVEN FAMILY CHARITABLE FUND AT FIDELITY PO BOX 770001 CINCINNATI OH 45277 5000 X 8 INTEL FOUNDATION 3100 NE SHUTE RD RS5-110 HILSBORO OR 97124 19618 X 9 JAMES A NAFZIGER 2115 E EVERETT DR PHOENIX AZ 85022 5000 X 10 JEFFREY HEIMER AND LINDA BROCK 3412 E STARFORD DRIVE PARADISE VALLEY AZ 85253 27000 X 11 JOSEPH AND GAIL GIACOBAZZI 127 206TH AVE NE SAMMAMISH WA 98074 11000 X 12 MELISSA AND PAUL VANCE 6 W 28TH WAY DURANGO CO 81301 10000 X 13 PEGGY AND GARY THOMPSON 65 E UNIVERSITY DR 2013 TEMPE AZ 85281 10000 X 14 PERRY AND TERESA PEARSON 5553 S MOHAVE SAGE GOLD CANYON AZ 85118 15000 X 15 RESOLUTION COPPER COMPANY PO BOX 1944 SUPERIOR AZ 85173 15000 X 16 RICHARD FRIES 2625 E SOUTHERN AVE C-72 TEMPE AZ 85282 15000 X 17 RUSTY WILKINSON 2533 E LYNWOOD ST MESA AZ 85213 5000 X 18 SHEILA WELLINGTON 249 E 48TH STREET 16C NEW YORK NY 10017 10000 X 19 STATE OF ARIZONA 1700 W WASHINGTON STREET PHOENIX AZ 85207 162544 X 20 THOMAS C ROGERS 3111 BEL AIR DR STE 203 LAS VEGAS NV 89109 10000 X 21 TIMM SHELLY AND JACQUE ESQUE 1443 E COLT RD TEMPE AZ 85284 10000 X AMENDMENT SUMMARY FORM 990-PF THE RETURN IS BEING AMENDED TO REFLECT CHANGES RESULTING FROM THE AUDITED FINANCIAL STATEMENT THAT WAS FINALIZED AFTER THE FILING OF THE ORIGINAL FORM 990-PF FOR 2022. CHANGES INCLUDE ADJUSTMENTS TO PART I, COLUMNS A, C, AND D EXPENSE LINE ITEMS WITH NO CHANGE TO THE TOTAL FOR COLUMN C. THERE WERE ADDITIONAL CHANGES TO PARTS II AND III. WHILE THERE WERE CHANGES TO PART XIII, THE ORGANIZATION CONTINUES TO PASS THE PRIVATE OPERATING FOUNDATION TEST. NO OTHER ASPECTS OF THE RETURN WERE MATERIALLY IMPACTED. MFO FRANKLIN TEMP EMERGING MKTS DEBT OPP 53994 53994 MFB NORTHERN FDS BD INDEX FD 466810 466810 MFO BLACKROCK FDS V HIGH YIELD BD PORT INSTLCL 216338 216338 MFC FLEXSHARES TR TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD 47139 47139 MFC FLEXSHARES TRUST HIGH YIELD VALUE SCORED BOND INDEX FUND 176706 176706 MFC ISHARES TRUST ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 279554 279554 MFB NORTHERN FUNDS EMERGING MARKETS EQUITY INDEX 79295 79295 MFO DFA INVT DIMENSIONS GROUP INC, EMERGING MKTS CORE EQUITY PORT 150300 150300 MFB NORTHERN EQUITY INDEX FUNDS, INTL EQT INDEX 237255 237255 MFB NORTHERN FUNDS STK INDEX FD 299302 299302 MFB NORTHERN MULTI MANAGER GLOBAL LISTED INFRASTRUCTURE FUND 85778 85778 MFO DFA INVESTMENT DIMENSIONS GROUP INC, US SMALL CAP 168287 168287 MFO DFA INVT DIMENSIONS GROUP INC U.S., CORE EQUITY 1 PORT 423696 423696 MFC FLEXSHARES TR MORNINGSTAR GLOBAL, UPSTREAM NAT RES INDEX FD 275707 275707 MFC FLEXSHARES TR MORNINGSTAR DEVELOPED MARKETS EX US FACTOR TILT INDEX FD 539215 539215 MFC FLEXSHARES TR MORNINGSTAR US MKT, FACTOR TILT INDEX FD 511901 511901 MFC ISHARES CORE S&P MID-CAP ETF 169673 169673 MFB NORTHERN FDS GLOBAL, REAL ESTATE AT COST 90697 90697 LEGAL FEES 34325 0 34325 0 UNREALIZED LOSS ON INVESTMENTS 1278541 PRIOR PERIOD ADJUSTMENT 10001 ADVERTISING 47415 0 24081 23334 OFFICE EXPENSES 136125 0 69135 32654 INFORMATION TECHNOLOGY 52398 0 26612 16138 INSURANCE 87145 0 44259 42886 SPECIAL EVENT EXPENSES 22416 0 22416 0 VEHICLE EXPENSES 55831 0 28355 27476 SUPPLIES 166470 0 84547 81923 EDUCATION EXPENSES 22250 0 22250 0 ADMISSIONS 800724 800724 SUBSCRIPTION REVENUE 5517 5517 OTHER INCOME 55334 55334 MEMBERSHIP DUES AND ASSESSMENTS 542836 542836 INVESTMENT MANAGEMENT FEES 16827 16827 0 0 SALES TAXES 161 0 161 0