Nonprofit · EIN 88-0061520
BOYCE THOMPSON SOUTHWESTERN ARBORET UM
Tax-exempt · SUPERIOR, AZ 85173
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $5,148,570 | $4,823,203 | $325,367 | $11,426,887 | $1,008,639 | $10,418,248 |
| June 30, 2024 | 990-PF | $4,796,755 | $5,024,641 | -$227,886 | $10,407,299 | $1,193,652 | $9,213,647 |
| June 30, 2023 | 990-PF | $3,258,881 | $3,424,289 | -$165,408 | $10,400,534 | $1,066,253 | $9,334,281 |
| June 30, 2022 | 990-PF (amended) | $3,204,711 | $3,064,796 | $139,915 | $10,216,302 | $999,685 | $9,216,617 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,317,395
- Dividends
- $151,165
- Net rental income
- $80,568
- Net gain from sales of assets
- $136,541
- Other income
- $2,920,852
Expenses
- Grants and similar amounts paid
- $2,089
- Compensation of officers, directors and key employees
- $156,263
- Salaries, compensation and benefits (total)
- $2,098,852
- Disbursements for charitable purposes
- $1,158,600
Balance sheet and other
- Total assets, start of year
- $10,407,299
- Total assets, end of year
- $11,426,887
- Total liabilities, end of year
- $1,008,639
- Net assets, end of year
- $10,418,248
- Fair market value of assets
- $11,426,887
- Qualifying distributions
- $1,158,600
- Net investment income
- $369,558
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KIM GRAY 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | EXECUTIVE DIRECTOR | 40 | $151,699 | $4,564 |
| ALLISON LESTER 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR OF DEVELOPM Highest-paid employee | 40 | $110,616 | $0 |
| SHELBI STORMS 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | ASSISTANT DIRECTOR Highest-paid employee | 40 | $76,567 | $22,782 |
| VICTORIA YOUNG 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | MAJOR GIFT OFFICER Highest-paid employee | 40 | $71,407 | $13,284 |
| LESLIE BUNCHEK 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | FINANCE DIRECTOR Highest-paid employee | 40 | $64,621 | $16,097 |
| LYNNEA SPENCER 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | VISITOR CENTER MANAG Highest-paid employee | 40 | $54,429 | $25,812 |
| JARED LANGKILDE 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | CHAIR | 0.5 | $0 | $0 |
| JOE GIACOBAZZI 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | VICE CHAIR | 0.5 | $0 | $0 |
| RANDIE STEIN 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | TREASURER | 0.5 | $0 | $0 |
| ANNE BISHOP ESQ 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | SECRETARY | 0.5 | $0 | $0 |
| BRYAN SEPPALA 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR | 0.5 | $0 | $0 |
| CAROL PARROTT 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR | 0.5 | $0 | $0 |
| CAROLYN BAECKER 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR | 0.5 | $0 | $0 |
| DR BOBBIE LANCASTER 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR | 0.5 | $0 | $0 |
| GEMA DUARTE LUNA 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR | 0.5 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDA QIAN 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR | 0.5 | $0 |
| MICHELE CAPORALI 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR | 0.5 | $0 |
| MILA BESICH 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR | 0.5 | $0 |
| ROB KATER 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR | 0.5 | $0 |
| SHELLY ESQUE 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR | 0.5 | $0 |
| VICTORIA BEVER 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended June 30, 2024: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALLISON LESTER 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR OF DEVELOPM Highest-paid employee | 40 | $107,683 | $0 |
| SHELBI STORMS 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | INTERIM EXECUTIVE DIR 10/23 TO 2/24 | 40 | $77,345 | $2,991 |
| LESLIE H BUNCHEK 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | FINANCE DIRECTOR Highest-paid employee | 40 | $62,552 | $2,568 |
| VICTORIA YOUNG 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | MAJOR GIFT OFFICER Highest-paid employee | 40 | $62,199 | $349 |
| KIM GRAY 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | EXECUTIVE DIRECTOR AS OF 2/24 | 40 | $61,555 | $122 |
| MARTISHA CLYDE 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DONOR ENGAGMENT MANA Highest-paid employee | 40 | $59,915 | $1,920 |
| SHARON ELLIOTT 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIR. OF MARKETING & Highest-paid employee | 40 | $59,192 | $2,460 |
| LYNNE NEMETH 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | EXECUTIVE DIRECTOR THRU 10/23 | 40 | $53,850 | $1,935 |
| JARED LANGKILDE 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | CHAIR | 0.5 | $0 | $0 |
| JOSEPH GIACOBAZZI 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | VICE CHAIR | 0.5 | $0 | $0 |
| RANDIE STEIN 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | TREASURER | 0.5 | $0 | $0 |
| ANNE BISHOP ESQ 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | SECRETARY | 0.5 | $0 | $0 |
| CAROLYN BAECKER 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR | 0.5 | $0 | $0 |
| VICTORIA BEVER 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR | 0.5 | $0 | $0 |
| MICHELE CAPORALI 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR | 0.5 | $0 | $0 |
| SHELLY ESQUE 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR | 0.5 | $0 | $0 |
| DR BOBBI LANCASTER 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR | 0.5 | $0 | $0 |
| MILA BESICH-LIRA 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR | 0.05 | $0 | $0 |
| GEMA DURARTE LUNA 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR | 0.5 | $0 | $0 |
| CAROL PARROTT 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR | 0.5 | $0 | $0 |
| BRYAN SEPPALA 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR | 0.5 | $0 | $0 |
| LINDA QIAN 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR | 0.5 | $0 | $0 |
990-PF for the year ended June 30, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LYNNE NEMETH 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | EXECUTIVE DIRECTOR | 40 | $143,634 | $11,906 |
| ALLISON LESTER 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR OF DEVELOPM Highest-paid employee | 40 | $105,846 | $0 |
| SHELBI STORMS 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | ASSISTANT DIRECTOR Highest-paid employee | 40 | $76,673 | $23,956 |
| LESLIE H BUNCHEK 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | FINANCE DIRECTOR Highest-paid employee | 40 | $71,769 | $14,822 |
| SHARON ELLIOTT 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIR. OF MARKETING & Highest-paid employee | 40 | $67,865 | $9,578 |
| LYNNEA SPENCER 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | VISITOR CENTER MANAG Highest-paid employee | 40 | $66,077 | $0 |
| SHELLY ESQUE 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | CHAIR | 0.5 | $0 | $0 |
| JOSEPH GIACOBAZZI 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | VICE CHAIR | 0.5 | $0 | $0 |
| CAROLYN BAECKER 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | TREASURER | 0.5 | $0 | $0 |
| ANNE SCHROCK 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | SECRETARY | 0.5 | $0 | $0 |
| GEMA DURARTE LUNA 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR | 0.5 | $0 | $0 |
| TAIMUR BURKI 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR | 0.5 | $0 | $0 |
| VICTORIA BEVER 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR | 0.5 | $0 | $0 |
| DR BOBBI LANCASTER 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR | 0.5 | $0 | $0 |
| JARED LANGKILDE 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR | 0.5 | $0 | $0 |
| CAROL PARROTT 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR | 0.5 | $0 | $0 |
| MILA BESICH-LIRA 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR | 0.05 | $0 | $0 |
| RANDIE STEIN 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR | 0.5 | $0 | $0 |
990-PF for the year ended June 30, 2022: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LYNNE NEMETH 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | EXECUTIVE DIRECTOR | 40 | $134,615 | $11,638 |
| SHELBI STORMS 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | ASSISTANT DIRECTOR Highest-paid employee | 40 | $68,901 | $19,422 |
| LESLIE BUNCHEK 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | FINANCE MANAGER Highest-paid employee | 40 | $65,115 | $13,493 |
| SHARON ELLIOTT 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIR. OF MARKETING & Highest-paid employee | 40 | $61,304 | $9,387 |
| LEONARD DRAYTON 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | FACILITIES DIRECTOR Highest-paid employee | 40 | $57,535 | $9,237 |
| LYNNEA SPENCER 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | VISITOR CENTER MANAG Highest-paid employee | 40 | $56,112 | $14,836 |
| SHELLY ESQUE 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | CHAIR | 0.5 | $0 | $0 |
| JOSEPH GIACOBAZZI 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | VICE CHAIR | 0.5 | $0 | $0 |
| KENT ENNIS 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | TREASURER | 0.5 | $0 | $0 |
| RICK GIBSON 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | SECRETARY | 0.5 | $0 | $0 |
| GEMA DURARTE LUNA 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR | 0.5 | $0 | $0 |
| TAIMUR BURKI 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR | 0.5 | $0 | $0 |
| VICTORIA BEVER 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR | 0.5 | $0 | $0 |
| CAROLYN BAECKER 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR | 0.5 | $0 | $0 |
| DR BOBBI LANCASTER 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR | 0.5 | $0 | $0 |
| JARED LANGKILDE 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR | 0.5 | $0 | $0 |
| CAROL PARROTT 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR | 0.5 | $0 | $0 |
| MILA BESICH-LIRA 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR | 0.05 | $0 | $0 |
| JAY REAM 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR | 0.05 | $0 | $0 |
| ANNE SCHROCK 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173 | DIRECTOR | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 37615 E ARBORETUM WAY, SUPERIOR, AZ 85173-2509
- Signed the 990-PF
- KIM GRAY, EXECUTIVE DIRECTOR
- Phone
- (520) 689-2723
- Website
- WWW.BTARBORETUM.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 88-0061520
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation (exempt from paying excise taxes)
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1938
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $11,426,887
- Income (IRS master file)
- $6,332,011
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $5,148,570 | $4,823,203 | $11,426,887 | IRS |
| 990-PF | June 2024 | $4,796,755 | $5,024,641 | $10,407,299 | IRS |
| 990-PF | June 2023 | $3,258,881 | $3,424,289 | $10,400,534 | XML |
| 990-PF | June 2022 | $3,204,711 | $3,064,796 | $10,216,302 | XML |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 88-0061520).
Questions about BOYCE THOMPSON SOUTHWESTERN ARBORET UM
- What is the EIN of BOYCE THOMPSON SOUTHWESTERN ARBORET UM?
- The employer identification number (EIN) of BOYCE THOMPSON SOUTHWESTERN ARBORET UM is 88-0061520.
- Is BOYCE THOMPSON SOUTHWESTERN ARBORET UM tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1938.
- Are donations to BOYCE THOMPSON SOUTHWESTERN ARBORET UM tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BOYCE THOMPSON SOUTHWESTERN ARBORET UM file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BOYCE THOMPSON SOUTHWESTERN ARBORET UM due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BOYCE THOMPSON SOUTHWESTERN ARBORET UM last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of BOYCE THOMPSON SOUTHWESTERN ARBORET UM?
- The 990-PF for the year ended June 30, 2025 lists 21 people; 6 received compensation from the organization, the highest $151,699 (KIM GRAY, EXECUTIVE DIRECTOR).
- How much revenue does BOYCE THOMPSON SOUTHWESTERN ARBORET UM have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $5,148,570, expenses of $4,823,203 and total assets of $11,426,887 at year end.
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