2026-08-03T12:19:21-05:00 2026-01-31 410746749 CLIFTONLARSONALLEN LLP 200 BRICKSTONE SQUARE SUITE 103 ANDOVER MA 01810 990 2025-02-01 231417540 THE JOHN J TYLER ARBORETUM JOHN 6105669134 515 PAINTER ROAD MEDIA PA 190634424 KATHRYN OMBAM INTERIM EXECUTIVE DIRECTOR 6105669134 2026-07-30 1 LUKE BURNETT P01079018 9786202000 2026-07-20 2025 2025-03-06 01:10:19Z TYLER ARBORETUM KATHRYN OMBAM 515 PAINTER ROAD MEDIA PA 190634424 5060505 0 X WWW.TYLERARBORETUM.ORG X 1933 PA TO CONSERVE OUR HISTORIC LANDSCAPES AND CONNECT PEOPLE WITH THE NATURAL WORLD. 14 14 46 262 0 0 1225312 2869787 350703 487881 366992 639822 670021 689978 2613028 4687468 0 0 0 0 1549422 1832552 0 0 465872 1070313 969000 2619735 2801552 -6707 1885916 15339004 18278393 830663 944397 14508341 17333996 X THE MISSION OF TYLER ARBORETUM IS TO CONSERVE OUR HISTORIC LANDSCAPES AND CONNECT PEOPLE WITH THE NATURAL WORLD. 0 0 1774157 0 487881 TYLER ARBORETUM CONTINUES TO PRIORITIZE ITS MISSION TO CONNECT PEOPLE TO THE NATURAL WORLD THROUGH REGULAR PROGRAMMING FOR ALL AGES. SCHOOL FIELD TRIPS CONTINUE TO BE A POPULAR DRAW AND TYLER ADDED A FOOD PRODUCTION FIELD TRIPS THAT ENCOURAGES CHILDREN TO LEARN HOW FOOD IS GROWN, HELP HARVEST IN TYLER'S VEGETABLE GARDEN, AND THEN MAKE AND EAT A RECIPE USING THE INGREDIENTS HARVESTED. ALL TYLER'S CHILDREN'S PROGRAMMING CONTINUE TO ENCOURAGE NATURE IMMERSION, EXPERIENTIAL LEARNING, AND CREATING BETTER STEWARDS OF THE NATURAL WORLD. TYLER'S SUMMER CAMP RESTARTED IN 2025 AND HAS ALREADY BECOME A POPULAR LOCAL CAMP, SELLING OUT FOR 2026. TYLER CONTINUES TO SEE IMMENSE INTEREST IN ITS ANNUAL PLANT SALE, EVENING EVENTS AND SPECIAL NATURE AT NIGHT SERIES THROUGHOUT THE SUMMER. (CONTINUED ON SCHEDULE O) BEFORE AND AFTER HOURS FEATURES LIKE OWL PROWLS, MOTH NIGHTS, AND FULL-MOON HIKES REMAIN POPULAR, AS DO TYLER'S COMMUNITIES OF WEDNESDAY MORNING BIRDERS, HIKERS, AND WILDFLOWER ENTHUSIASTS.TYLER CONTINUES TO PROVIDE VISITORS WITH DOCENT-LED TOURS, HISTORY TOURS, POP-UP EDUCATION STATIONS, AND REGULAR DOCENTS AT ITS POLLINATOR PRESERVE. THE POLLINATOR PRESERVE CONTINUES TO BE AN EXCITING ATTRACTION THAT HIGHLIGHTS UNUSUAL SPECIES OF MOTHS AND BUTTERFLIES, WHILE ALLOWING VISITORS TO READ EDUCATIONAL SIGNAGE THROUGHOUT THE GARDEN ABOUT IMPORTANT HOST PLANTS FOR NATIVE POLLINATORS.IN 2025, TYLER HOSTED ITS FIRST TRAIL CHALLENGE, ENCOURAGING VISITORS TO HIKE ALL 17 MILES OF TYLER'S TRAILS IN ITS 550 ACRES OF NATURAL AREAS. 439 PEOPLE REGISTERED FOR THE CHALLENGE AND PARTICIPANTS HIKED MORE THAN 2,805 MILES OF TYLER'S TRAILS, REINFORCING THAT TYLER ARBORETUM'S NATURAL AREAS PLAY AN IMPORTANT ROLE IN OUR COMMUNITY, ENCOURAGING THE HEALTH BENEFITS OF NATURE IMMERSION AND HIKING. WITH THE TRAIL CHALLENGE POPULARITY, TYLER WILL REPEAT IT AGAIN IN FALL 2026.ALL VISITORS WERE INVITED TO PARTICIPATE IN TYLER'S ONGOING, PERENNIAL ACTIVITIES: 1) WALKING IN PREMIER GARDENS, INCLUDING THE WISTER RHODODENDRON GARDEN AND ITS NEW HYBRIDIZER GARDEN; 2) EXPLORING THE NATIVE WOODLAND WALK; 3) DISCOVERING THE STOPFORD MEADOW MAZE; 4) TAKING IN THE SCENIC LOOP; 5) LEARNING ABOUT EDIBLE PLANTS IN LUCILLE'S GARDEN; 6) EXPERIENCING THE SENSORY WALK THROUGH THE FRAGRANT GARDEN AND MORE. 1774157 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 17 0 46 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 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 KATHRYN OMBAM EXECUTIVE DIRECTOR AS OF 7/9/25 40.00 X 119015 0 298 MIKE SKUJA EXECUTIVE DIRECTOR UNTIL 7/9/25 40.00 X 80105 0 4664 MARGUERITE KRANICK PRESIDENT AS OF 1/26/26 20.00 X X 0 0 0 HEATHER SAUNDERS PRESIDENT UNTIL 1/26/26 20.00 X 0 0 0 ELIZABETH OLIVE ROMAINE VICE PRESIDENT AS OF 1/26/2026 4.00 X X 0 0 0 JOHN EWING VICE PRESIDENT UNTIL 1/26/26 4.00 X 0 0 0 SANDRA LUTZ TREASURER 10.00 X X 0 0 0 DENNIS WESTLEY SECRETARY AS OF 1/26/2026 4.00 X X 0 0 0 MICHELL LOWRY SECRETARY UNTIL JULY 2025 4.00 X 0 0 0 RENA HARRINGTON BARNETT TRUSTEE 7.00 X 0 0 0 ERIC CHAPMAN TRUSTEE UNTIL 3/27/25 6.00 X 0 0 0 JIM DANNHAUSER TRUSTEE 4.00 X 0 0 0 MIRIAM FISHER TRUSTEE 2.00 X 0 0 0 JAMES R FLANDREAU TRUSTEE 2.00 X 0 0 0 DEIRDRE GIBSON TRUSTEE 2.00 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 UNTIL NOVEMBER 2025 4.00 X 0 0 0 DOUG NAKASHINMA TRUSTEE UNTIL 1/26/26 2.00 X 0 0 0 KEN ROSE TRUSTEE 2.00 X 0 0 0 ROBERT SCOTT TRUSTEE UNTIL 3/27/25 2.00 X 0 0 0 THAYER SCHROEDER TRUSTEE 2.00 X 0 0 0 MARYLYN WELLS TRUSTEE UNTIL 3/27/25 2.00 X 0 0 0 199120 0 4962 1 0 0 0 THINKGREEN LLC PO BOX 528 GLENSIDE PA 19038 LANDSCAPE ARCHITECT 151500 1 147602 154133 166227 2401825 2240 2869787 EDUCATIONAL PROGRAMS 611600 202943 202943 GUEST PASSES 611600 177994 177994 ADMISSIONS 611600 106944 106944 487881 315592 315592 577795 9308 568487 568487 568487 583829 241791 17808 342038 -17808 324230 324230 185150 154133 84354 100796 100796 40471 19776 20695 20695 4687468 487881 0 1329800 226970 56743 56743 113484 1383749 1001461 191126 191162 121573 81758 19549 20266 100260 88214 7578 4468 76728 76728 1500 1500 41565 41565 23900 14279 8474 1147 8557 1125 7432 113966 39410 27943 46613 36829 10468 26361 105723 50884 41461 13378 19252 19252 190064 188616 1270 178 102226 56616 35134 10476 GROUNDS & HORTICULTURE 155316 155316 LICENSES & FEES 45386 18029 11966 15391 PROGRAM MATERIALS 13676 13676 34312 8030 3334 22948 2801552 1774157 561523 465872 136144 443768 956869 1048304 295878 5000 8173 3689 9079 13174 32089 34274 6079348 2436251 3610878 3643097 10289894 13087087 15339004 18278393 158446 206734 374164 426310 150000 148657 148053 162696 830663 944397 X 4532644 6461742 9975697 10872254 14508341 17333996 15339004 18278393 1885916 941515 -1776 0 X 0 1 X 1 0 X 1650194 1395721 1330029 1225312 2869787 8471043 1650194 1395721 1330029 1225312 2869787 8471043 706359 7764684 572087 764263 815515 881577 893387 3926829 60630 61029 81874 64961 100796 369290 31230 37066 40131 36945 40471 185843 12953005 1790709 0.59950 0.59290 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS SALES OF MERCHANDISE - 2021 AMOUNT: $ 31,230. 2022 AMOUNT: $ 37,066. 2023 AMOUNT: $ 40,131. 2024 AMOUNT: $ 36,945. 2025 AMOUNT: $ 40,471. MISCELLANEOUS REVENUE - RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 1500 0 0 1500 0 PART II-B, LINE 1: JOHN J. TYLER ARBORETUM SPENT $1,500 FOR THE PA GARDEN DUES, WHICH ADVOCATES FOR PA PUBLIC GARDENS BY CONTACTING STATE REPRESENTATIVES. X X X 0 10216092 124761 1503796 548662 11295987 9197660 188410 1388442 558420 10216092 8868721 184107 891374 746542 9197660 9571873 449709 -742885 409976 8868721 8846955 267200 811192 353474 9571873 0.06819 0.93180 0 0 1 1 5392116 2079047 3313069 334060 238105 95955 353171 119099 234072 3643097 ANNUITY PAYMENT LIABILITY 149655 REFUNDABLE ADVANCES 13041 162696 X 5700856 941515 113438 1054953 4645903 41565 41565 4687468 2875201 1776 113438 115214 2759987 41565 41565 2801552 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 19,776. FACILITY RENTAL EXPENSES 9,308. SPECIAL EVENT EXPENSES 84,354. PART XII, LINE 2D - OTHER ADJUSTMENTS: ARBORETUM SHOP MATERIALS & MERCHANDISE 19,776. FACILITY RENTAL EXPENSES 9,308. SPECIAL EVENT EXPENSES 84,354. TYLER AT TWILIGHT 226374 153133 73241 2197 29001 PLANT SALE 105410 1000 104410 1049 43420 2 7499 0 7499 2961 5726 339283 154133 185150 6207 78147 84354 100796 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE PRESIDENT, THE IMMEDIATE PAST PRESIDENT, THE VICE PRESIDENT, THE SECRETARY, THE TREASURER AND THE EXECUTIVE DIRECTOR, AND ONE OTHER TRUSTEE APPOINTED BY THE PRESIDENT. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL OF THE POWERS AND AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE CORPORATION THAT ARE SPECIFICALLY ASSIGNED AND DEFINED BY THE BOARD AND MAY ACT ON BEHALF OF THE BOARD IF THERE IS AN EMERGENCY SITUATION THAT REQUIRES ACTION TO PROTECT THE INTERESTS OF THE CORPORATION THAT CANNOT WAIT UNTIL THE NEXT BOARD MEETING OR BE ACTED UPON BY WRITTEN (INCLUDES EMAIL) VOTING. AFTER CONSULTATION WITH THE BOARD, THE EXECUTIVE COMMITTEE SHALL REVIEW AND EVALUATE THE PERFORMANCE OF THE EXECUTIVE DIRECTOR ANNUALLY. THE EXECUTIVE COMMITTEE SHALL DETERMINE THE EXECUTIVE DIRECTOR'S COMPENSATION, SUBJECT TO APPROVAL BY THE BOARD. THE EXECUTIVE DIRECTOR SHALL NOT PARTICIPATE IN THE EXECUTIVE COMMITTEE'S DISCUSSION OF MATTERS PERTAINING TO HIS OR HER EVALUATION OR COMPENSATION 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 COMPLETE 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 2026. 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. PART VI, LINE 1A PURSUANT TO THE ORGANIZATION'S BYLAWS, THE BOARD MAY ESTABLISH COMMITTEES AND DELEGATE TO THOSE COMMITTEES THE AUTHORITY TO EXERCISE THE POWERS OF THE BOARD, SUBJECT TO SPECIFIED LIMITATIONS AND MATTERS RESERVED TO THE FULL BOARD.