2025-05-08T14:22:09-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 2001 16TH STREET SUITE 1700 DENVER CO 80202 990PF 2023-07-01 880061520 BOYCE THOMPSON SOUTHWESTERN ARBORETUM BOYC 5206892723 37615 E ARBORETUM WAY SUPERIOR AZ 851735100 KIM GRAY EXECUTIVE DIRECTOR 5206892723 2025-05-07 1 1 BECKY DETTMANN CPA P01408585 3037795710 2025-05-07 2023 2025-03-06 01:10:19Z X 10407299 X 1446400 161030 161030 161030 34758 34758 34758 34758 251717 4499428 251703 21277 836923 348091 488832 488832 2414018 0 2414018 4796755 447491 3119915 197798 0 107234 90564 1882628 0 1020641 866287 450348 0 244150 206198 1202 0 1202 0 14435 14435 14435 0 37657 0 37657 0 138 0 138 0 247886 0 247886 143571 0 143571 0 39810 0 0 39810 40954 0 0 40954 1960714 0 1135129 880811 5017141 14435 2952043 2124624 7500 7500 5024641 14435 2952043 2132124 -227886 433056 167872 202265 96653 96653 319278 83205 83205 149334 155183 149334 149334 83376 94793 94793 79224 23025 23025 3034325 3603121 3603121 1476205 1402237 1402237 96127 118447 118447 7826794 3043369 4954551 4783425 4783425 0 53059 53059 10400534 10407299 10407299 276658 160933 389595 509381 400000 523338 1066253 1193652 X 7723532 7706836 1610749 1506811 9334281 9213647 10400534 10407299 9334281 -227886 138642 9245037 31390 9213647 PUBLICLY TRADED SECURITIES - LONG TERM 4478137 4247711 230426 230426 PUBLICLY TRADED SECURITIES - SHORT TERM 21277 21277 21277 251703 21277 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 1 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 THRU 10/23 40.00 53850 1935 0 KIM GRAY 37615 E ARBORETUM WAY SUPERIOR AZ 85173 EXECUTIVE DIRECTOR AS OF 2/24 40.00 61555 122 0 SHELBI STORMS 37615 E ARBORETUM WAY SUPERIOR AZ 85173 INTERIM EXECUTIVE DIR 10/23 TO 2/24 40.00 77345 2991 0 JARED LANGKILDE 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 RANDIE STEIN 37615 E ARBORETUM WAY SUPERIOR AZ 85173 TREASURER 0.50 0 0 0 ANNE BISHOP ESQ 37615 E ARBORETUM WAY SUPERIOR AZ 85173 SECRETARY 0.50 0 0 0 CAROLYN BAECKER 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 MICHELE CAPORALI 37615 E ARBORETUM WAY SUPERIOR AZ 85173 DIRECTOR 0.50 0 0 0 SHELLY ESQUE 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 MILA BESICH-LIRA 37615 E ARBORETUM WAY SUPERIOR AZ 85173 DIRECTOR 0.05 0 0 0 GEMA DURARTE LUNA 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 BRYAN SEPPALA 37615 E ARBORETUM WAY SUPERIOR AZ 85173 DIRECTOR 0.50 0 0 0 LINDA QIAN 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 107683 0 0 LESLIE H BUNCHEK 37615 E ARBORETUM WAY SUPERIOR AZ 85173 FINANCE DIRECTOR 40.00 62552 2568 0 VICTORIA YOUNG 37615 E ARBORETUM WAY SUPERIOR AZ 85173 MAJOR GIFT OFFICER 40.00 62199 349 0 MARTISHA CLYDE 37615 E ARBORETUM WAY SUPERIOR AZ 85173 DONOR ENGAGMENT MANA 40.00 59915 1920 0 SHARON ELLIOTT 37615 E ARBORETUM WAY SUPERIOR AZ 85173 DIR. OF MARKETING & 40.00 59192 2460 0 2 CLIFTONLARSONALLEN LLP PO BOX 31001-2443 PASEDENA CA 91110 AUDIT AND TAX 87876 KITTLEMAN & ASSOCIATES LLC 200 S WACHER DR SUITE 3100 CHICAGO IL 60606 EXECUTIVE SEARCH 61143 0 THE BOYCE THOMPSON SOUTHWESTERN ARBORETUM (BTSA) IS ARIZONA'S OLDEST AND LARGEST BOTANICAL INSTITUTION. BTSA WAS FOUNDED IN 1924 BY WILLIAM BOYCE THOMPSON, A MINING MAGNATE WHO UNDERSTOOD THE IMPORTANCE OF PLANTS AS THE ULTIMATE SOURCE OF OUR SURVIVAL AND WELL-BEING. THAT LEGACY CONTINUES TODAY AS BTSA OFFERS TOURS, CLASSES AND EVENTS, BRINGING A WIDE COMMUNITY TOGETHER IN APPRECIATION OF THE ASTOUNDING DIVERSITY OF ITS GROWING COLLECTION. LOCATED AN HOUR EAST OF ARIZONA'S STATE CAPITAL, BTSA HOLDS COLLECTIONS OF DESERT PLANTS FROM THE UNITED STATES, MEXICO, AUSTRALIA, MADAGASCAR, INDIA, CHINA, JAPAN, ISRAEL, SOUTH AMERICA, THE MIDDLE EAST, AFRICA, THE MEDITERRANEAN, AND THE ARABIAN PENINSULAALL TOLD 4,025 TAXA AND 20,000 PLANTS WITHIN 135 ACRES OF GARDENS. SITUATED ON 372 ACRES OF SCENIC UPLAND SONORAN DESERT WITH NEARLY FIVE MILES OF TRAILS, BTSA IS ARIZONA'S OLDEST AND LARGEST BOTANICAL GARDEN AND ONE OF ARIZONA'S TOP TOURISM SITES. 5002706 0 4882628 300694 0 5183322 0 0 5183322 77750 5105572 255279 X 2132124 0 2132124 1972-08-18 X 167872 0 0 0 167872 142691 0 0 0 142691 2132124 756856 973077 473444 4335501 7500 0 0 0 7500 2124624 756856 973077 473444 4328001 0 0 170186 168185 208955 202437 749763 0 0 0 0 ALLISON LESTER 37615 E ARBORETUM WAY SUPERIOR AZ 851735100 5206894588 LETTER NONE LIMITED TO FREE OR REDUCED ADMISSION BOYCE THOMPSON SOUTHWESTERN ARBORETUM FOUNDATION 37615 E ARBORETUM WAY SUPERIOR AZ 85173 PC OPERATING SUPPORT 7500 7500 0 ADMISSIONS 1528921 SUBSCRIPTION REVENUE 980 OTHER INCOME 2914 CLASS REVENUE 36993 805460 14 161030 16 34758 18 251717 01 -46849 488832 0 400656 2864100 3264756 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. 1D REVENUE GENERATED FROM EDUCATION CLASSES. 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 ADELE FITZPATRICK FUND OF THE GREATER CINCINNATI FOUNDATION 720 E PETE ROSE WAY 120 CINCINNATI OH 45202 5000 X 2 ALAN KEMPNER 7415 E LINCOLN DR SCOTTSDALE AZ 85250 10546 X 3 APS ARIZONA PUBLIC SERVICE PO BOX 53940 PHOENIX AZ 85072 5000 X 4 ARIZONA OFFICE OF TOURISM 1110 W WASHINGTON ST STE 155 PHOENIX AZ 85007 7174 X 5 BRENDA TAYLOR 2130 E CAMINO EL GANADO TUCSON AZ 85718 12613 X 6 CAROLYN BAECKER 6410 E FLAT IRON LOOP GOLD CANYON AZ 85118 11624 X 7 CHRISTIAN HOHENLOHE 3050 MILITARY RD NW 2303 WASHINGTON DC 20015 10000 X 8 DAN BURTON 25875 N 106TH WAY SCOTTSDALE AZ 85255 18943 X 9 ELIZABETH HOUCK 804 W PAMPA AVE MESA AZ 85210 10000 X 10 ESQUE FAMILY FUND 1443 E COLT RD TEMPE AZ 85284 5000 X 11 GARY THOMPSON 65 E UNIVERSITY DR 2013 TEMPE AZ 85281 10000 X 12 HONOR HEALTH FOUNDATION 8125 N HAYDEN RD SCOTTSDALE AZ 85258 8900 X 13 INTEL FOUNDATION 5000 W CHANDLER BLVD CHANDLER AZ 85226 21634 X 14 JAMES A NAFZIGER 2115 E EVERETT DR PHOENIX AZ 85022 5450 X 15 JAMES HAZEL SR 8347 E NOPAL AVE MESA AZ 85209 12575 X 16 JOSEPH GIACOBAZZI 127 206TH AVE NE SAMMAMISH WA 98074 38900 X 17 NANCY WOODFILL-WHITNEY 1664 CADY LN RIPON CA 95366 15200 X 18 NINA MASON PULLIAM CHARITABLE TRUST 135 N PENNSYLVANIA SUITE 1200 INDIANAPOLIS IN 46204 50000 X 19 PINAL COUNTY PO BOX 827 FLORENCE AZ 85132 12500 X 20 PINAL COUNTY WATER AUGMENTATION AUTHORITY PO BOX 12684 CASA GRANDE AZ 85130 25000 X 21 RESOLUTION COPPER COMPANY PO BOX 1944 SUPERIOR AZ 85173 223900 X 22 RICHARD W FRIES 2625 E SOUTHERN AVE C-72 TEMPE AZ 85282 15000 X 23 SCHWAB CHARITABLE FUND 211 MAIN STREET SAN FRANCISCO CA 94105 7600 X 24 SHEILA WELLINGTON 249 E 48TH STREET 16C NEW YORK NY 10017 5000 X 25 SILICON VALLEY COMMUNITY FOUNDATION 2440 W EL CAMINO REAL STE 300 MOUNTAIN CA 94040 5000 X 26 SRP 1500 N MILL AVE TEMPE AZ 85288 20000 X 27 THOMAS SYDELKO PO BOX 366 WATKINS GLEN NY 14891 10283 X 28 VICTORIA BEVER PO BOX 470 LAVEEN AZ 85339 9975 X 29 BOYCE THOMPSON ARBORETUM FOUNDATION 37615 E ARBORETUM WAY SUPERIOR AZ 85173 99000 X 30 US DEPARTMENT OF THE TREASURY 1500 PENNSYLVANIA AVENUE NW WASHINGTON DC 20220 583668 X GROUNDS IMPROVEMENTS 2024-06-30 3703183 971563 SL 0.000000000000 0 0 0 BUILDINGS 2024-06-30 3427356 1599767 SL 0.000000000000 0 0 0 MACHINERY & EQUIPMENT 2024-06-30 407172 336665 SL 0.000000000000 0 0 0 VEHICLES 2024-06-30 87940 77485 SL 0.000000000000 0 0 0 LAND IMPROVEMENTS 2024-06-30 201143 57889 SL 0.000000000000 0 0 0 ASSET DISPOSSAL PURCHASED 14 COST 0 14 MFB NORTHERN FDS BD INDEX FD 571583 571583 MFC FLEXSHARES TR TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD 130335 130335 MFC FLEXSHARES TRUST HIGH YIELD VALUE SCORED BOND INDEX FUND 259570 259570 MFC ISHARES TRUST ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 180692 180692 MFO BLACKROCK FDS V HIGH YIELD BD PORT INSTLCL 260057 260057 MFB NORTHERN EQUITY INDEX FUNDS, INTL EQT INDEX 205134 205134 MFB NORTHERN FUNDS EMERGING MARKETS EQUITY INDEX 51222 51222 MFB NORTHERN FUNDS STK INDEX FD 263696 263696 MFC FLEXSHARES TR MORNINGSTAR GLOBAL, UPSTREAM NAT RES INDEX FD 176616 176616 MFC FLEXSHARES TRUST STOXX GLOBAL BROAD INFRASTRUCTURE IDX 111699 111699 MFC ISHARES CORE S&P MID-CAP ETF 155078 155078 MFO DFA INVESTMENT DIMENSIONS GROUP INC, US SMALL CAP 151372 151372 MFO DFA INVT DIMENSIONS GROUP INC U.S., CORE EQUITY 1 PORT 1416806 1416806 MFO DFA INVT DIMENSIONS GROUP INC, EMERGING MKTS CORE EQUITY PORT 366835 366835 MFC DIMENSIONAL ETF TR INTL CORE ETF 704663 704663 MFB NORTHERN FDS GLOBAL, REAL ESTATE FMV 118447 118447 GROUNDS IMPROVEMENTS 3703183 971563 2731620 BUILDINGS 3427356 1599767 1827589 MACHINERY & EQUIPMENT 407172 336665 70507 VEHICLES 87940 77485 10455 LAND IMPROVEMENTS 201143 57889 143254 LEGAL FEES 1202 0 1202 0 RIGHT OF USE ASSET 53059 53059 PRIOR YEAR ADJUSTMENT 31390 ADVERTISING 34803 0 0 34803 OFFICE EXPENSES 547037 0 0 607900 INFORMATION TECHNOLOGY 52641 0 0 47429 INSURANCE 144708 0 0 144283 SPECIAL EVENT EXPENSES 134211 0 134211 0 VEHICLE EXPENSES 46396 0 0 46396 SUPPLIES 216971 0 216971 0 EDUCATION EXPENSES 13924 0 13924 0 ERC BAD DEBT 583668 0 583668 0 EXHIBITS 186355 0 186355 0 ADMISSIONS 1528921 1528921 SUBSCRIPTION REVENUE 980 980 OTHER INCOME 2914 2914 CLASS REVENUE 36993 36993 MEMBERSHIP DUES AND ASSESSMENTS 805460 805460 GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 38750 38750 UNREALIZED GAIN ON INVESTMENTS 138642 INVESTMENT MANAGEMENT FEES 14435 14435 14435 0 SALES TAX 138 0 138 0