2026-04-27T13:05:42-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 2001 16TH STREET SUITE 1700 DENVER CO 80202 990PF 2024-07-01 880061520 BOYCE THOMPSON SOUTHWESTERN ARBORETUM BOYC 5206892723 37615 E ARBORETUM WAY SUPERIOR AZ 851735100 KIM GRAY EXECUTIVE DIRECTOR 5206892723 2026-04-16 1 1 REBECCA DETTMANN CPA P01408585 3037795710 2026-04-07 2024 2025-03-06 01:10:19Z X 11426887 X 1317395 151165 151165 151165 80568 80568 80568 80568 136541 945876 137825 3992 916155 374106 542049 542049 2920852 0 2920852 5148570 369558 3698626 156263 0 125688 30575 2098852 0 1684115 410674 400378 0 322038 78340 14706 0 14706 0 112001 0 112001 0 342491 14631 342491 0 33936 0 33936 0 267444 0 267444 340516 0 340516 0 15154 0 0 15154 127867 0 0 127867 911506 0 315165 493901 4821114 14631 3558100 1156511 2089 2089 4823203 14631 3558100 1158600 325367 354927 140526 96653 70973 70973 83205 724008 724008 547141 149334 547141 547141 94793 111529 111529 23025 83400 83400 3603121 3673180 3673180 1402237 1315808 1315808 118447 25088 25088 8116508 3282638 4783425 4833870 4833870 53059 41890 41890 10407299 11426887 11426887 160933 358400 509381 482237 523338 168002 1193652 1008639 X 7706836 8589932 1506811 1828316 9213647 10418248 10407299 11426887 9213647 325367 879234 10418248 0 10418248 PUBLICLY TRADED SECURITIES - LONG TERM 941884 808051 133833 133833 PUBLICLY TRADED SECURITIES - SHORT TERM 3992 3992 3992 137825 3992 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 KIM GRAY 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 KIM GRAY 37615 E ARBORETUM WAY SUPERIOR AZ 85173 EXECUTIVE DIRECTOR 40.00 151699 4564 0 JARED LANGKILDE 37615 E ARBORETUM WAY SUPERIOR AZ 85173 CHAIR 0.50 0 0 0 JOE 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 BRYAN SEPPALA 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 CAROLYN BAECKER 37615 E ARBORETUM WAY SUPERIOR AZ 85173 DIRECTOR 0.50 0 0 0 DR BOBBIE LANCASTER 37615 E ARBORETUM WAY SUPERIOR AZ 85173 DIRECTOR 0.50 0 0 0 GEMA DUARTE LUNA 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 MICHELE CAPORALI 37615 E ARBORETUM WAY SUPERIOR AZ 85173 DIRECTOR 0.50 0 0 0 MILA BESICH 37615 E ARBORETUM WAY SUPERIOR AZ 85173 DIRECTOR 0.50 0 0 0 ROB KATER 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 VICTORIA BEVER 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 110616 0 0 SHELBI STORMS 37615 E ARBORETUM WAY SUPERIOR AZ 85173 ASSISTANT DIRECTOR 40.00 76567 22782 0 VICTORIA YOUNG 37615 E ARBORETUM WAY SUPERIOR AZ 85173 MAJOR GIFT OFFICER 40.00 71407 13284 0 LESLIE BUNCHEK 37615 E ARBORETUM WAY SUPERIOR AZ 85173 FINANCE DIRECTOR 40.00 64621 16097 0 LYNNEA SPENCER 37615 E ARBORETUM WAY SUPERIOR AZ 85173 VISITOR CENTER MANAG 40.00 54429 25812 0 5 YOUR PART-TIME CONTROLLER LLC 2 NORTH CENTRAL AVE 18TH FLOOR PHOENIX AZ 85004 ACCOUNTING SERVICES 115678 CLIFTONLARSONALLEN PO BOX 31001-2443 PASEDENA CA 91110 AUDIT AND TAX 112001 DOUBLEWIDE PRODUCTIONS LLC 6900 EAST CAMELBACK ROAD 600 SCOTTSDALE AZ 85251 ADVERTISING 95900 ELAVON 51 W 3RD STREET310 TEMPE AZ 85281 MERCHANT SERVICES 91002 DANILLER AND COMPANY 3724 JEFFERSON STREET SUITE 302 AUSTIN TX 78731 CAMPAIGN SERVICES 74408 1 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. 4806483 0 4886351 507270 0 5393621 0 0 5393621 80904 5312717 265636 X 1158600 0 1158600 1972-08-18 X 140526 167872 0 0 308398 119447 142691 0 0 262138 1158600 2132124 756856 973077 5020657 2089 7500 0 0 9589 1156511 2124624 756856 973077 5011068 0 0 177091 170186 168185 208955 724417 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 2089 2089 0 ADMISSIONS 1614753 SUBSCRIPTION REVENUE 140 OTHER INCOME 10484 CLASS REVENUE 40489 951272 14 151165 16 80568 18 137825 -1284 01 -120477 542049 INSURANCE PROCEEDS 275994 0 249081 3433897 3682978 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. 11A REVENUE GENERATED FROM INSURANCE PROCEEDS RELATED TO MAINTENANCE SHOP. 8 RECORDED LOSS FROM THE DISPOSAL OF ASSETS USED IN PROGRAM OPERATIONS. 0 0 0 0 0 0 0 0 0 0 X X 1 AES CLEAN ENERGY 2180 SOUTH 1300 EAST SUITE 500 SALT LAKE CITY UT 84106 5000 X 2 ARIZONA PUBLIC SERVICE PO BOX 53940 PHOENIX AZ 850723940 10000 X 3 ARIZONA COMMUNITY FOUNDATION 2201 E CAMELBACK RD SUITE 405B PHOENIX AZ 85016 55000 X 4 ARIZONA OFFICE OF TOURISM 1110 W WASHINGTON ST SUITE 155 PHOENIX AZ 85007 125955 X 5 BRENDA TAYLOR 2130 E CAMINO EL GANADO TUCSON AZ 85718 11000 X 6 CAROLYN BAECKER 6410 E FLAT IRON LOOP GOLD CANYON AZ 85118 6000 X 7 CHRISTIAN HOHENLOHE 3050 MILITARY RD NW 2303 WASHINGTON DC 20015 266111 X 8 COVERT BAILEY 2466 LEISURE WORLD MESA AZ 85206 6000 X 9 DIANA HERRON 10378 N 101ST PL SCOTTSDALE AZ 85258 25250 X 10 ESQUE FAMILY FUND 1443 E COLT RD TEMPE AZ 85284 15000 X 11 FIDELITY CHARITABLE PO BOX 770001 CINCINNATI OH 45277 12649 X 12 GARY THOMPSON 65 E UNIVERSITY DR 2013 TEMPE AZ 85281 10000 X 13 HELIOS EDUCATION FOUNDATION 4747 N 32ND ST PHOENIX AZ 85018 7101 X 14 INTEL FOUNDATION 5000 W CHANDLER BLVD CHANDLER AZ 85226 35794 X 15 JAMES A NAFZIGER 2115 E EVERETT DR PHOENIX AZ 85022 5250 X 16 JOSEPH GIACOBAZZI 127 206TH AVE NE SAMMAMISH WA 98074 6200 X 17 KENNETH ALT 5735 E MCDOWELL RD 10 MESA AZ 85215 5000 X 18 MARC SCHMIDT 6360 E 22ND AVE APACHE JUNCTION AZ 85119 8901 X 19 MARGARET T MORRIS FOUNDATION PO BOX 592 PRESCOTT AZ 863020592 10000 X 20 ORME LEWIS 5635 E LINCOLN DR 26 PARADISE VALLEY AZ 85253 25294 X 21 PETER ALLARD 2625 E SOUTHERN AVE UNIT C154 TEMPE AZ 852827660 5000 X 22 PINAL COUNTY PO BOX 827 FLORENCE AZ 85132 8000 X 23 RESOLUTION COPPER COMPANY PO BOX 1944 SUPERIOR AZ 85173 250000 X 24 RICHARD W FRIES 2625 E SOUTHERN AVE C-72 TEMPE AZ 85282 17500 X 25 SHEILA WELLINGTON 249 E 48TH ST 16C NEW YORK NY 10017 5000 X 26 SHELLY ESQUE 1443 E COLT RD TEMPE AZ 85284 8045 X 27 SALT RIVER PROJECT 1500 N MILL AVE TEMPE AZ 85288 12500 X 28 THE HARVEY C DIETRICH FUND 11811 N TATUM BLVD SUITE 1095 PHOENIX AZ 85028 55000 X 29 THE NATURE CONSERVANCY 1819 E MORTEN AVE PHOENIX AZ 85020 5000 X 30 VICTORIA BEVER 745 W PAIRAISO PL GREEN VALLEY AZ 85614 6000 X 31 VIRGINIA G PIPER CHARITABLE TRUST 1202 E MISSOURI AVE PHOENIX AZ 85014 5000 X 32 WILD ARIZONA 738 N 5TH AVE SUITE 209 TUCSON AZ 857058400 6052 X 33 WILLIAM E COLLINGS 501 E SILVER REEF RD CASA GRANDE AZ 851221613 10000 X ACCOUNTING FEES 112001 0 112001 0 GROUNDS IMPROVEMENTS 2025-06-30 3916015 1090762 SL 0.000000000000 0 0 0 BUILDINGS 2025-06-30 3437778 1705927 SL 0.000000000000 0 0 0 MACHINERY & EQUIPMENT 2025-06-30 417038 357735 SL 0.000000000000 0 0 0 VEHICLES 2025-06-30 144534 66939 SL 0.000000000000 0 0 0 LAND IMPROVEMENTS 2025-06-30 201143 61275 SL 0.000000000000 0 0 0 ASSET DISPOSAL PURCHASED COST 0 -1284 MFB NORTHERN FDS BD INDEX FD 503774 503774 MFC FLEXSHARES TR TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD 279366 279366 MFC FLEXSHARES TRUST HIGH YIELD VALUE SCORED BOND INDEX FUND 177455 177455 MFC ISHARES TRUST ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 177189 177189 MFO BLACKROCK FDS V HIGH YIELD BD PORT INSTLCL 178024 178024 MFB NORTHERN EQUITY INDEX FUNDS, INTL EQT INDEX 255630 255630 MFB NORTHERN FUNDS EMERGING MARKETS EQUITY INDEX 52138 52138 MFB NORTHERN FUNDS STK INDEX FD 261579 261579 MFC FLEXSHARES TR MORNINGSTAR GLOBAL, UPSTREAM NAT RES INDEX FD 220605 220605 MFC FLEXSHARES TRUST STOXX GLOBAL BROAD INFRASTRUCTURE IDX 253708 253708 MFC ISHARES CORE S&P MID-CAP ETF 151949 151949 MFO DFA INVESTMENT DIMENSIONS GROUP INC, US SMALL CAP 152869 152869 MFO DFA INVT DIMENSIONS GROUP INC U.S., CORE EQUITY 1 PORT 1304539 1304539 MFO DFA INVT DIMENSIONS GROUP INC, EMERGING MKTS CORE EQUITY PORT 311477 311477 MFC DIMENSIONAL ETF TR INTL CORE ETF 708686 708686 MFB NORTHERN FDS GLOBAL, REAL ESTATE FMV 25088 25088 GROUNDS IMPROVEMENTS 3916015 1090762 2825253 BUILDINGS 3437778 1705927 1731851 MACHINERY & EQUIPMENT 417038 357735 59303 VEHICLES 144534 66939 77595 LAND IMPROVEMENTS 201143 61275 139868 LEGAL FEES 14706 0 14706 0 RIGHT OF USE ASSET 53059 41890 41890 ADVERTISING 43144 0 0 43144 OFFICE EXPENSES 239619 0 0 158166 INFORMATION TECHNOLOGY 71192 0 0 49780 INSURANCE 234298 0 0 234723 SPECIAL EVENT EXPENSES 148197 0 148197 0 VEHICLE EXPENSES 8088 0 0 8088 SUPPLIES 55689 0 55689 0 EDUCATION EXPENSES 23294 0 23294 0 AZ ON TRACK EXPENSES 74773 0 74773 0 EXHIBITS 13212 0 13212 0 ADMISSIONS 1614753 1614753 SUBSCRIPTION REVENUE 140 140 OTHER INCOME 10484 10484 CLASS REVENUE 40489 40489 INSURANCE PROCEEDS 275994 275994 MEMBERSHIP DUES AND ASSESSMENTS 951272 951272 GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 27720 27720 UNREALIZED GAIN ON INVESTMENTS 295566 REVERSAL OF BAD DEBT ACCRUAL 583668 INVESTMENT MANAGEMENT FEES 14631 14631 14631 0 OTHER CONTRACTED SERVICES 327860 0 327860 0