2025-08-04T16:04:16-05:00 2025-01-31 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2024-02-01 231417540 THE JOHN J TYLER ARBORETUM JOHN 6105669134 515 PAINTER ROAD MEDIA PA 190634424 KATHRYN OMBAM INTERIM EXECUTIVE DIRECTOR 6105669134 2025-08-02 1 0 MALLORY GOOD P01704765 2156433900 2025-08-02 2024 2025-03-06 01:10:19Z TYLER ARBORETUM KATHRYN OMBAM 515 PAINTER ROAD MEDIA PA 190634424 4326690 0 X WWW.TYLERARBORETUM.ORG X 1933 PA TO CONSERVE OUR HISTORIC LANDSCAPES AND CONNECT PEOPLE WITH THE NATURAL WORLD. 20 20 38 246 0 0 1330029 1225312 325638 350703 361995 366992 639902 670021 2657564 2613028 0 0 0 0 1429331 1549422 0 0 356184 1323634 1070313 2752965 2619735 -95401 -6707 14243562 15339004 833584 830663 13409978 14508341 X THE MISSION OF TYLER ARBORETUM IS TO CONSERVE OUR HISTORIC LANDSCAPES AND CONNECT PEOPLE WITH THE NATURAL WORLD. 0 0 1446800 0 350703 TYLER IS CONTINUING ITS WORK ON CHILDREN'S PROGRAMMING THROUGH EXPANDING SCHOOL FIELD TRIPS, AND WAS FORTUNATE TO CONTINUE WITH ITS NATURE IMMERSION AND STEM-THEMED ACTIVITIES THROUGHOUT THE PROPERTY THIS YEAR. TYLER LOOKS FORWARD TO RESTARTING ITS POPULAR SUMMER CAMP IN SUMMER 2025 FOR THE FIRST TIME SINCE THE 2020 COVID SHUTDOWN. 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 (CONTINUED ON SCHEDULE O).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. WELLNESS ACTIVITIES LIKE HIKES AND YOGA CONTINUE TO PROVIDE HEALTHY-LIVING PROGRAMMING FOR A WIDE VARIETY OF PARTICIPANTS.TYLER WAS ABLE TO REOPEN THE REMAINDER OF ITS HIKING TRAILS AFTER THE EMERALD ASH BORER DESTROYED MORE THAN 1,500 TREES ON THE PROPERTY. WHILE RESTORATION WORK CONTINUES, THE TRAIL REOPENING RETURNS THE SYSTEM TO 17 MILES OF HIKING TRAILS, THROUGH MEADOWS, NATURAL AREAS AND PAST 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. 1446800 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 20 0 38 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA CA FL MD NJ VA NC X THE ORGANIZATION 6105669134 515 PAINTER ROAD MEDIA PA 19063 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 X 0 0 0 RENA HARRINGTON BARNETT TRUSTEE 7.00 X 0 0 0 ERIC CHAPMAN TRUSTEE 6.00 X 0 0 0 TRACY CLARK TRUSTEE 2.00 X 0 0 0 JIM DANNHAUSER TRUSTEE 4.00 X 0 0 0 JAMES R FLANDREAU TRUSTEE 2.00 X 0 0 0 MARGUERITE KRANICK TRUSTEE 4.00 X 0 0 0 ROGER LATHAM TRUSTEE 4.00 X 0 0 0 MEG MACCURTIN TRUSTEE 2.00 X 0 0 0 SUE MRUGAL TRUSTEE 4.00 X 0 0 0 DOUG NAKASHIMA TRUSTEE 2.00 X 0 0 0 FRANNIE REILLY UNTIL MAR2024 TRUSTEE 2.00 X 0 0 0 LIZ ROMAINE TRUSTEE 2.00 X 0 0 0 KEN ROSE TRUSTEE 2.00 X 0 0 0 THAYER SCHROEDER TRUSTEE 2.00 X 0 0 0 ROBERT W SCOTT TRUSTEE 2.00 X 0 0 0 MARILYN WELLS TRUSTEE 2.00 X 0 0 0 DENNIS WESTLEY TRUSTEE 2.00 X 0 0 0 MICHAEL SKUJA EXECUTIVE DIRECTOR 40.00 X 124877 0 7929 124877 0 7929 1 0 0 0 0 134373 126082 964857 705 1225312 GUEST PASSES 611600 167018 167018 ADMISSIONS 611600 109526 109526 EDUCATIONAL PROGRAMS 611600 74159 74159 350703 284682 284682 596895 8466 588429 588429 588429 1693447 1608119 3018 85328 -3018 82310 82310 138706 126082 73745 64961 64961 36945 20314 16631 16631 2613028 350703 0 1037013 152982 38246 38246 76490 1204561 845726 213154 145681 86983 60051 15556 11376 104896 69281 19716 15899 107748 107748 667 667 41848 41848 159710 3100 156610 7564 55 7509 109373 25055 39789 44529 25389 11524 13865 95305 41233 41889 12183 8505 8505 182746 181061 1478 207 101249 101249 GROUNDS & HORTICULTURE 154125 154125 LICENSES & FEES 31530 12932 3001 15597 PROGRAM MATERIALS 8760 8760 35794 7175 8262 20357 2619735 1446800 816751 356184 161391 136144 919775 956869 67634 295878 6259 8173 8236 9079 33185 32089 5865882 2255004 3681987 3610878 9365095 10289894 14243562 15339004 145280 158446 443931 374164 150000 150000 94373 148053 833584 830663 X 4378671 4532644 9031307 9975697 13409978 14508341 14243562 15339004 -6707 1106846 -1776 0 X 0 1 X 1 0 X 913621 1583369 1418866 1330529 1225312 6471697 913621 1583369 1418866 1330529 1225312 6471697 523139 5948558 370651 572087 764263 815515 881577 3404093 12359 31230 37066 40131 36945 157731 10033521 1874706 0.59290 0.58570 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS SALES OF MERCHANDISE - 2020 AMOUNT: $ 12,355. 2021 AMOUNT: $ 31,230. 2022 AMOUNT: $ 37,066. 2023 AMOUNT: $ 40,131. 2024 AMOUNT: $ 36,945. MISCELLANEOUS REVENUE - 2020 AMOUNT: $ 4. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 667 0 0 667 0 PART II-B, LINE 1: JOHN J. TYLER ARBORETUM SPENT $667 FOR THE PA GARDEN DUES, WHICH ADVOCATES FOR PA PUBLIC GARDENS BY CONTACTING STATE REPRESENTATIVES. X X X 0 9197660 188410 1388442 558420 10216092 8868721 184107 891374 746542 9197660 9571873 449709 -742885 409976 8868721 8846955 267200 811192 353474 9571873 8202874 36000 958163 350082 8846955 0.05719 0.94281 0.00000 0 0 1 1 5302840 1886050 3416790 357478 257964 99514 205563 110990 94573 3610878 ANNUITY PAYMENT LIABILITY 148053 148053 X 3780551 1106846 102525 1209371 2571180 41848 41848 2613028 2682188 1776 102525 104301 2577887 41848 41848 2619735 PART III, LINE 1A: 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 20,314. FACILITY RENTAL EXPENSES 8,466. SPECIAL EVENT EXPENSES 73,745. PART XII, LINE 2D - OTHER ADJUSTMENTS: ARBORETUM SHOP MATERIALS & MERCHANDISE 20,314. FACILITY RENTAL EXPENSES 8,466. SPECIAL EVENT EXPENSES 73,745. TYLER AT TWILIGHT 161386 124582 36804 9750 12985 4578 PLANT SALE 98288 1500 96788 673 40353 1 5114 0 5114 2502 2904 264788 126082 138706 9750 16160 47835 73745 64961 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 15A 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 2025. 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.