2024-05-14T16:40:25-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 20 EAST THOMAS ROAD SUITE 2300 PHOENIX AZ 85012 990PF 2022-07-01 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 1 MELISSA HANGSLEBEN P02087031 6022662248 2024-05-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 10400534 X 549232 140362 140362 140362 34115 34115 34115 34115 35662 1092792 35196 0 839189 371557 467632 467632 2031878 0 2031878 3258881 209673 2673987 143634 0 143634 0 1751261 0 1751261 0 451130 0 451130 0 2560 0 2560 0 13114 13114 13114 0 25321 0 25321 0 138 0 138 0 117519 0 117519 0 6874 0 0 6874 49351 0 0 49351 863387 0 169310 700631 3424289 13114 2673987 756856 0 0 3424289 13114 2673987 756856 -165408 196559 0 991345 202265 202265 241608 319278 319278 155183 199500 155183 155183 64620 83376 83376 12884 79224 79224 2940409 3034325 3034325 1240541 1476205 1476205 90697 96127 96127 7518789 2564238 4434698 4954551 4954551 10216302 10400534 10400534 272291 276658 327394 389595 400000 400000 999685 1066253 X 7746600 7723532 1470017 1610749 9216617 9334281 10216302 10400534 9216617 -165408 283072 9334281 0 9334281 PUBLICLY TRADED SECURITIES 1092326 1057130 35196 35196 35196 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 143634 11906 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 CAROLYN BAECKER 37615 E ARBORETUM WAY SUPERIOR AZ 85173 TREASURER 0.50 0 0 0 ANNE SCHROCK 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 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 RANDIE STEIN 37615 E ARBORETUM WAY SUPERIOR AZ 85173 DIRECTOR 0.50 0 0 0 ALLISON LESTER 37615 E ARBORETUM WAY SUPERIOR AZ 85173 DIRECTOR OF DEVELOPM 40.00 105846 0 0 SHELBI STORMS 37615 E ARBORETUM WAY SUPERIOR AZ 85173 ASSISTANT DIRECTOR 40.00 76673 23956 0 LESLIE H BUNCHEK 37615 E ARBORETUM WAY SUPERIOR AZ 85173 FINANCE DIRECTOR 40.00 71769 14822 0 SHARON ELLIOTT 37615 E ARBORETUM WAY SUPERIOR AZ 85173 DIR. OF MARKETING & 40.00 67865 9578 0 LYNNEA SPENCER 37615 E ARBORETUM WAY SUPERIOR AZ 85173 VISITOR CENTER MANAG 40.00 66077 0 0 8 GCON 1606 W WHISPERING WIND DR PHOENIX AZ 85085 CONSTRUCTION LABOR 273208 ARCADIA GLASSHOUSE INC 354 N LAKE ST MADISON OH 44057 INSTALLATION LABOR 64426 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. 3424289 0 4517192 605205 0 5122397 0 0 5122397 76836 5045561 252278 X 756856 0 756856 1975-08-18 X 0 0 0 0 0 0 0 0 0 0 756856 973077 473444 539086 2742463 0 0 0 0 0 756856 973077 473444 539086 2742463 0 0 168185 208955 202437 179285 758862 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 1266448 SUBSCRIPTION REVENUE 5408 OTHER INCOME 108803 651219 14 140362 16 34115 18 35662 467632 0 210139 2499510 2709649 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 CAROLYN BAECKER 6410 E FLAT IRON LOOP GOLD CANYON AZ 85118 5250 X 2 COVERT AND LEA BAILEY 2466 LEISURE WORLD MESA AZ 85206 10000 X 3 ESQUE FAMILY FUND 1443 E COLT RD TEMPE AZ 85284 10000 X 4 INTEL FOUNDATION 5000 W CHANDLER BLVD CHANDLER AZ 85226 59904 X 5 JEFFREY HEIMER AND LINDA BROCK 3412 E STARFORD DRIVE PARADISE VALLEY AZ 85253 12500 X 6 PEGGY AND GARY THOMPSON 65 E UNIVERSITY DR 2013 TEMPE AZ 85281 20000 X 7 RESOLUTION COPPER COMPANY PO BOX 1944 SUPERIOR AZ 85173 20000 X 8 RICHARD FRIES 2625 E SOUTHERN AVE C-72 TEMPE AZ 85282 15000 X 9 GILA RIVER INDIAN COMMUNITY PO BOX 97 SACATON AZ 85147 75000 X 10 PINAL COUNTY WATER AUGMENTATION AUTHORITY PO BOX 12684 CASA GRANDE AZ 851302684 25000 X 11 MARY JANE GRABOWSKI 6601 E US HIGHWAY 60 345 GOLD CANYON AZ 85118 20000 X 12 FIDELITY CHARITABLE PO BOX 770001 CINCINNATI OH 45277 15150 X 13 DAN BURTON 25875 N 106TH WAY SCOTTSDALE AZ 85255 13623 X 14 TOM AND KATE HEYN 6243 E MONTERREY WAY SCOTTSDALE AZ 85251 11916 X 15 CHRISTIAN AND NORA HOHENLOHE 3050 MILITARY RD NW 2303 WASHINGTON DC 20015 10000 X 16 ELIZABETH HOUCK 804 W PAMPA AVE MESA AZ 85210 10000 X 17 PINAL COUNTY PO BOX 827 FLORENCE AZ 85132 9500 X 18 SCHWAB CHARITABLE FUND 211 MAIN STREET SAN FRANCISCO CA 94105 6650 X 19 VICKI BEVER AND CIPRIANO TRILLO PO BOX 470 LAVEEN AZ 85339 6550 X 20 BSJ PLUMBING 211 E 10TH ST STE 1 MESA AZ 85210 6000 X 21 DANICE HENREHAN 759 E LAUREL DR CASA GRANDE AZ 85122 6000 X 22 CATHERINE FREEMAN PO BOX 209 CUMMING GA 30028 5200 X 23 DEREK HATFIELD 4720 BAYWIND DR PENSACOLA FL 32514 5000 X 24 THE GREATER CINCINNATI FOUNDATION 720 E PETE ROSE WAY 120 CINCINNATI OH 45202 5000 X 25 HOREJSI CHARITABLE FOUNDATION INC 2121 E CRAWFORD PL SALINA KS 674013719 5000 X 26 GCON 1606 W WHISPERING WIND DR PHOENIX AZ 85085 24799 X 20 2007 GMC "NEW SIERRA AND ATTACHED LADDER RACK AND TOOLBOXES 6000 2022-12-29 SALE OF ASSETS DONATED 466 COST 0 466 MFB NORTHERN FDS BD INDEX FD 332374 332374 MFO BLACKROCK FDS V HIGH YIELD BD PORT INSTLCL 284992 284992 MFC FLEXSHARES TR TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD 142357 142357 MFC FLEXSHARES TRUST HIGH YIELD VALUE SCORED BOND INDEX FUND 238596 238596 MFC ISHARES TRUST ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 477886 477886 MFB NORTHERN FUNDS EMERGING MARKETS EQUITY INDEX 46585 46585 MFO DFA INVT DIMENSIONS GROUP INC, EMERGING MKTS CORE EQUITY PORT 185838 185838 MFB NORTHERN EQUITY INDEX FUNDS, INTL EQT INDEX 284531 284531 MFB NORTHERN FUNDS STK INDEX FD 216559 216559 MFO DFA INVESTMENT DIMENSIONS GROUP INC, US SMALL CAP 190033 190033 MFO DFA INVT DIMENSIONS GROUP INC U.S., CORE EQUITY 1 PORT 481214 481214 MFC FLEXSHARES TR MORNINGSTAR GLOBAL, UPSTREAM NAT RES INDEX FD 324567 324567 MFC FLEXSHARES TR MORNINGSTAR DEVELOPED MARKETS EX US FACTOR TILT INDEX FD 579254 579254 MFC FLEXSHARES TR MORNINGSTAR US MKT, FACTOR TILT INDEX FD 434068 434068 MFC ISHARES CORE S&P MID-CAP ETF 196110 196110 MFC FLEXSHARES TRUST STOXX GLOBAL BROAD INFRASTRUCTURE IDX 95566 95566 MFB NORTHERN FDS GLOBAL, REAL ESTATE FMV 96127 96127 LEGAL FEES 2560 0 2560 0 ADVERTISING 55261 0 0 55261 OFFICE EXPENSES 261297 0 0 251239 INFORMATION TECHNOLOGY 47578 0 0 64190 INSURANCE 93399 0 0 93399 SPECIAL EVENT EXPENSES 47979 0 47979 0 VEHICLE EXPENSES 37747 0 0 37747 SUPPLIES 248883 0 50088 198795 EDUCATION EXPENSES 71243 0 71243 0 ADMISSIONS 1266448 1266448 SUBSCRIPTION REVENUE 5408 5408 OTHER INCOME 108803 108803 MEMBERSHIP DUES AND ASSESSMENTS 651219 651219 UNREALIZED GAIN ON INVESTMENTS 283072 INVESTMENT MANAGEMENT FEES 13114 13114 13114 0 SALES TAX 138 0 138 0