2024-07-24T15:11:06-05:00 2024-01-31 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2023-02-01 231417540 THE JOHN J TYLER ARBORETUM JOHN 6105669134 515 PAINTER ROAD MEDIA PA 190634424 MIKE SKUJA EXECUTIVE DIRECTOR 6105669134 2024-07-23 1 MIKE SKUJA 999009999 0 MALLORY GOOD P01704765 2156433900 2024-07-18 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z TYLER ARBORETUM MIKE SKUJA 515 PAINTER ROAD MEDIA PA 190634424 8053219 0 X WWW.TYLERARBORETUM.ORG X 1933 PA TO CONSERVE OUR HISTORIC LANDSCAPES AND CONNECT PEOPLE WITH THE NATURAL WORLD. 18 18 41 202 0 0 1395721 1330029 285088 325638 841996 361995 574477 639902 3097282 2657564 0 0 0 0 1206188 1429331 0 0 431565 920673 1323634 2126861 2752965 970421 -95401 13982290 14243562 1067998 833584 12914292 13409978 X THE MISSION OF TYLER ARBORETUM IS TO CONSERVE OUR HISTORIC LANDSCAPES AND CONNECT PEOPLE WITH THE NATURAL WORLD. 0 0 1744587 325638 IN 2023, TYLER RETURNED TO AN EMPHASIS IN CHILDREN'S PROGRAMMING, REINTRODUCING SCHOOL FIELD TRIPS. TYLER WELCOMED SCHOOL CHILDREN FOR NATURE IMMERSION AND STEM-THEMED ACTIVITIES THROUGHOUT THE PROPERTY. TYLER CONTINUES TO REFINE ITS PROGRAMMING, WELCOMING LARGER NUMBERS OF PARTICIPANTS TO ITS ANNUAL PLANT SALE, EVENING FIRESIDE EVENTS, AND ITS POPULAR TOURS. NEW BEFORE AND AFTER HOURS FEATURES LIKE OWL PROWLS AND FULL MOON HIKES HAVE GIVEN MEMBERS AND VISITORS NEW OPPORTUNITIES TO VIEW WILDLIFE NOT NORMALLY VISIBLE DURING REGULAR HOURS. DOCENT LED-TOURS, POP-UP EDUCATION STATIONS AT TYLER'S POLLINATOR PRESERVE AND LUCILLE'S GARDEN HAVE SPARKED THE CURIOSITY OF FAMILIES AND PEOPLE OF ALL AGES (CONTINUED ON SCHEDULE O).WELLNESS ACTIVITIES LIKE HIKES AND YOGA CONTINUE TO PROVIDE HEALTHY-LIVING PROGRAMMING FOR A WIDE VARIETY OF PARTICIPANTS.TYLER WAS ABLE TO REOPEN ITS HIKING TRAILS AFTER THE EMERALD ASH BORER DESTROYED MORE THAN 1,500 TREES ON THE PROPERTY. THE TRAIL REOPENING PRIORITIZED RETURNING MEMBERS AND VISITORS TO OUR POPULAR TRAIL RUN, 11.5 MILES OF HIKING TRAILS, AND NEAR-PRISTINE STREAMS. ALL VISITORS WERE INVITED TO PARTICIPATE IN WILDFLOWER WALKS, BIRD WALKS, HISTORY TOURS, POND AND STREAM-THEMED TOURS, AND TOURS OF TYLER'S PREMIER GARDENS, INCLUDING THE WISTER RHODODENDRON GARDEN, THE NATIVE WOODLAND WALK, THE STOPFORD MEADOW MAZE, THE SCENIC LOOP, LUCILLE'S GARDEN, THE FRAGRANT GARDEN, AND MORE THAN 550 ACRES OF NATURAL AREAS OUTSIDE TYLER'S DEER EXCLUSION FENCE. 1744587 1 1 0 1 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 0 0 0 0 0 0 0 0 0 1 15 0 41 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 1 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 19063 MICHAEL SKUJA EXECUTIVE DIRECTOR (AS OF MAY 2023) 40.00 X 85234 0 2777 KATHRYN OMBAM INTERIM E.D. FEB 2023 - MAY 2023 40.00 X 45219 0 935 HEATHER SAUNDERS PRESIDENT 20.00 X X 0 0 0 JOHN M EWING VICE PRESIDENT 4.00 X X 0 0 0 SANDRA LUTZ TREASURER 10.00 X X 0 0 0 MICHELLE LOWRY SECRETARY 4.00 X 0 0 0 RENA HARRINGTON BARNETT TRUSTEE 7.00 X 0 0 0 ERIC CHAPMAN TRUSTEE 6.00 X 0 0 0 DAVID M CHARLTON TRUSTEE (RESIGNED MAY 2023) 4.00 X 0 0 0 TRACY CLARK TRUSTEE 4.00 X 0 0 0 JAMES R FLANDREAU TRUSTEE 4.00 X 0 0 0 KELLY FROMUTH TRUSTEE (RESIGNED JUNE 2023) 2.00 X 0 0 0 MARGUERITE KRANICK TRUSTEE 2.00 X 0 0 0 ROGER LATHAM TRUSTEE 4.00 X 0 0 0 SUE MRUGAL TRUSTEE 4.00 X 0 0 0 DOUG NAKASHIMA TRUSTEE 2.00 X 0 0 0 FRANNIE REILLY TRUSTEE 2.00 X 0 0 0 KEN ROSE TRUSTEE 4.00 X 0 0 0 THAYER SCHROEDER TRUSTEE 2.00 X 0 0 0 ROBERT W SCOTT TRUSTEE 2.00 X 0 0 0 JESSICA STRINE TRUSTEE (RESIGNED JULY 2023) 2.00 X 0 0 0 MARILYN WELLS TRUSTEE 2.00 X 0 0 0 JEFFREY WELSH TRUSTEE (RESIGNED OCTOBER 2023) 2.00 X 0 0 0 DENNIS WESTLEY TRUSTEE 2.00 X 0 0 0 130453 0 3712 0 0 0 0 COX & CO INC 443 SOUTH WOODBINE AVE PENN VALLEY PA 19072 ASH TREE REMOVAL 382354 1 156399 57340 1116290 12965 1330029 GUEST PASSES 611600 166825 166825 ADMISSIONS 611600 120612 120612 EDUCATIONAL PROGRAMS 611600 38201 38201 325638 270449 270449 545066 9331 535735 535735 535735 5389491 5297945 91546 91546 91546 152415 57340 70541 81874 81874 40131 17838 22293 22293 2657564 325638 0 1001897 134179 33545 33545 67089 1107081 758737 135090 213254 86464 57024 11207 18233 101607 65215 14450 21942 100093 100093 2000 2000 29614 29614 58342 4650 53692 11738 3607 8131 112165 25227 38872 48066 22808 9742 13066 94451 41421 42522 10508 6076 6076 181758 179989 1551 218 79101 79101 GROUNDS & HORTICULTURE 554654 554654 LICENSES & FEES 23735 8256 3042 12437 PROGRAM MATERIALS 5034 5034 42065 7228 8085 26752 2752965 1744587 576813 431565 138387 161391 903997 919775 3771 67634 300 6259 8236 8236 25301 33185 5857292 2175305 3815399 3681987 9086899 9365095 13982290 14243562 164005 145280 654570 443931 150000 150000 99423 94373 1067998 833584 X 4364186 4378671 8550106 9031307 12914292 13409978 13982290 14243562 -95401 592863 -1776 0 X 0 1 X 1 0 X 714411 913621 1583369 1418866 1330529 5960796 714411 913621 1583369 1418866 1330529 5960796 555319 5405477 485475 370651 572087 764263 815515 3007991 102976 102976 36444 12359 31230 37066 40131 157230 9228993 2009760 0.58570 0.59770 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS SALES OF MERCHANDISE - 2019 AMOUNT: $ 35,605. 2020 AMOUNT: $ 12,355. 2021 AMOUNT: $ 31,230. 2022 AMOUNT: $ 37,066. 2023 AMOUNT: $ 40,131. MISCELLANEOUS REVENUE - 2019 AMOUNT: $ 839. 2020 AMOUNT: $ 4. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 2000 0 0 2000 0 PART II-B, LINE 1: JOHN J. TYLER ARBORETUM SPENT $2,000 FOR THE PA PUBLIC HORTICULTURE COALITION DUES, WHICH ADVOCATES FOR PA PUBLIC GARDENS BY CONTACTING STATE REPRESENTATIVES. X X X 0 8868721 184107 891374 746542 9197660 9571873 449709 -742885 409976 8868721 8846955 267200 811192 353474 9571873 8202874 36000 958163 350082 8846955 7607352 15365 893515 313358 8202874 0.04407 0.95593 0.00000 0 0 1 1 5230979 1749507 3481472 422077 316715 105362 204235 109083 95152 3681987 ANNUITY PAYMENT LIABILITY 94373 94373 X 3318523 592863 97710 690573 2627950 29614 29614 2657564 2822837 1776 97710 99486 2723351 29614 29614 2752965 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 V, LINE 4: THE ENDOWMENT FUNDS ARE INTENDED TO BE USED TO DEFRAY A PORTION OF THE ORGANIZATION'S OPERATING EXPENSES. 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: ARBORETUM SHOP MATERIALS & MERCHANDISE 17,838. FACILITY RENTAL EXPENSES 9,331. SPECIAL EVENT EXPENSES 70,541. PART XII, LINE 2D - OTHER ADJUSTMENTS: ARBORETUM SHOP MATERIALS & MERCHANDISE 17,838. FACILITY RENTAL EXPENSES 9,331. SPECIAL EVENT EXPENSES 70,541. TYLER AT TWILIGHT 123275 56340 66935 23098 1600 6690 PLANT SALE 86480 1000 85480 1036 36709 1 1408 209755 57340 152415 24134 1600 44807 70541 81874 FORM 990, PART VI, SECTION A, LINE 2 HEATHER SAUNDERS (PRESIDENT) AND ERIC CHAPMAN (TRUSTEE) ARE RELATED BY MARRIAGE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE 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 PRIOR TO FILING AND INFORMS BOARD OF ANY DONOR THAT PREFER TO REMAIN ANONYMOUS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS THE ARBORETUM'S OFFICERS, TRUSTEES, AND EXECUTIVE DIRECTOR. THE PERSONS COVERED BY THIS POLICY WILL ANNUALLY DISCLOSE TO THE PRESIDENT OF THE BOARD OF TRUSTEES THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST, SUCH AS WITH FAMILY MEMBERS, SUBSTANTIAL BUSINESS OR INVESTMENT HOLDINGS, AND OTHER TRANSACTIONS OR AFFILIATIONS WITH BUSINESSES AND OTHER ORGANIZATIONS OR THOSE OF FAMILY MEMBERS. FOR EACH INTEREST DISCLOSED TO THE PRESIDENT OF THE BOARD OF TRUSTEES, THE PRESIDENT WILL DETERMINE WHETHER TO: (A) TAKE NO ACTION; (B) ASSURE FULL DISCLOSURE TO THE BOARD OF TRUSTEES AND OTHER INDIVIDUALS COVERED BY THIS POLICY; (C) ASK THE PERSON TO RECUSE FROM PARTICIPATION IN RELATED DISCUSSIONS OR DECISIONS WITHIN THE ARBORETUM; OR (D) ASK THE PERSON TO RESIGN FROM HIS OR HER POSITION IN THE ARBORETUM OR, IF THE PERSON REFUSES TO RESIGN, BECOME SUBJECT TO POSSIBLE REMOVAL IN ACCORDANCE WITH THE ARBORETUM'S REMOVAL PROCEDURES. THE ARBORETUM'S EXECUTIVE DIRECTOR AND ASSET MANAGEMENT COMMITTEE WILL MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND DISCLOSE THEM TO THE PRESIDENT OF THE BOARD OF TRUSTEES IN ORDER TO DEAL WITH POTENTIAL OR ACTUAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 INDEPENDENT BOARD MEMBERS ANNUALLY REVIEW AND APPROVE COMPENSATION USING FEDERAL FORM 990 DATA OF SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE BOARD DISCUSSES THE EXECUTIVE DIRECTOR'S COMPENSATION WHEN THE BUDGET IS REVIEWED. THIS WOULD BE DONE IN EXECUTIVE SESSION. THE ASSET MANAGEMENT COMMITTEE WOULD FIRST REVIEW AND MAKE A RECOMMENDATION TO THE BOARD. THE DELIBERATION AND FINAL DECISION ARE TIMELY DOCUMENTED ANNUALLY DURING THE BUDGET PROCESS. THIS PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION B, LINE 15B: NO OTHER COMPENSATED INDIVIDUAL MEETS THE INTERNAL REVENUE SERVICE DEFINITION OF OFFICER OR KEY EMPLOYEE. 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.