2024-05-15T10:40:53-05:00 2023-06-30 236410283 ISDANER & COMPANY LLC THREE BALA PLAZA SUITE 501 WEST BALA CYNWYD PA 190043484 990 2022-07-01 237393771 THE JOHN BARTRAM ASSOCIATION JOHN 2157295281 54TH ST LINDBERGH BLVD PHILADELPHIA PA 19143 MAITREYI ROY EXECUTIVE DIRECTOR 2157295281 2024-05-15 1 MAITREYI ROY 999009999 0 EDWARD W DORAN CPA P00841330 6106684200 2024-05-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MAITREYI ROY 54TH ST LINDBERGH BLVD PHILADELPHIA PA 19143 6842450 0 X WWW.BARTRAMSGARDEN.ORG X 1893 PA ACTIVATE BARTRAM'S GARDEN THROUGH EQUITABLE, COMMUNITY-DRIVEN EXPERIENCES IN NATURE 21 21 93 705 0 0 2306433 5863553 103149 128426 224308 119721 171480 184096 2805370 6295796 0 0 0 0 2122701 2267665 43169 25989 351059 1316223 1456068 3482093 3749722 -676723 2546074 5352246 8246461 201475 425718 5150771 7820743 CREATE EQUITABLE RELATIONSHIPS AMONG PEOPLE AND NATURE THROUGH IMMERSIVE, COMMUNITY-DRIVEN EXPERIENCES THAT ACTIVATE THE BARTRAM LEGACY, GARDEN, AND HOUSE, ON LAND AND ON THE SCHUYLKILL RIVER, IN SOUTHWEST PHILADELPHIA. 0 0 2649748 128426 BARTRAM'S GARDEN IS A NATIONAL HISTORIC LANDMARK, A FREE PUBLIC PARK, AND AN URBAN RIVER GARDEN WELCOMING MORE THAN 100,000 VISITORS EACH YEAR. WITH 50 ACRES ON THE TIDAL SCHUYLKILL RIVER IN HEAVILY INDUSTRIALIZED SOUTHWEST PHILADELPHIA, THE GARDEN WAS FOUNDED BY JOHN BARTRAM, AN ACCLAIMED COLONIAL NATURALIST. FREE RECREATIONAL, EDUCATIONAL, AND COMMUNITY PROGRAMS ANNUALLY WELCOME OVER 125,000 VISITORS OF ALL AGES TO CONNECT WITH THE CITY'S NATURAL ECOSYSTEM, WITH A FOCUS ON YOUTH LEADERSHIP, COMMUNITY-DRIVEN PROGRAMMING, AND ACCESS TO THE RIVER. 2649748 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 31 0 1 93 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X ANNEMARIE VAENI DIRECTOR OF FINANCE 2157295281 5400 LINDBERGH BOULEVARD PHILADELPHIA PA 19143 CHARLES LOMAX PRESIDENT 5.00 X X 0 0 0 ERIC W SWANSON AIA VICE-PRESIDENT 5.00 X X 0 0 0 LISA M MILLER VICE-PRESIDENT 5.00 X X 0 0 0 JILLIAN C KIRN SECRETARY 5.00 X X 0 0 0 ANNA JUNGCLAUS TREASURER 5.00 X X 0 0 0 ROBERT ALLEN DIRECTOR 0.50 X 0 0 0 J BLAINE BONHAM JR DIRECTOR 0.50 X 0 0 0 MICHAEL BOWMAN DIRECTOR 0.50 X 0 0 0 LAWRENCE JONES DIRECTOR 0.50 X 0 0 0 PAUL LANTIERI III DIRECTOR 0.50 X 0 0 0 VANIA MILLER DIRECTOR 0.50 X 0 0 0 ROBERT S PUGLIESE PHARMD BCPS DIRECTOR 0.50 X 0 0 0 EVA RAY DIRECTOR 0.50 X 0 0 0 ROBERT P RAYMOND DIRECTOR 0.50 X 0 0 0 TARIK RYANT DIRECTOR 0.50 X 0 0 0 DAVID SCHULTZ DIRECTOR 0.50 X 0 0 0 KATE STRATHMANN DIRECTOR 0.50 X 0 0 0 PAUL VERNON DIRECTOR 0.50 X 0 0 0 BEN VERSHBOW DIRECTOR 0.50 X 0 0 0 MARIA VIOLA-KUTTRUFF DIRECTOR 0.50 X 0 0 0 STEVEN A YOUNG DIRECTOR 0.50 X 0 0 0 MAITREYI ROY EXECUTIVE DIRECTOR 40.00 X 123860 0 17232 123860 0 17232 1 0 0 0 0 8125 78616 544504 5232308 10189 5863553 CONTRACTED SERVICES 900099 65114 65114 PLANT SALES 900099 39705 39705 ADMISSIONS 900099 15616 15616 FARM PRODUCE SALES 900099 7991 7991 128426 65235 65235 166039 0 166039 166039 166039 557311 502825 54486 54486 54486 19900 78616 22255 -2355 -2355 41986 21574 20412 20412 6295796 148838 0 283405 X 156520 78260 78260 1805595 1401182 241129 163284 152281 121183 18916 12182 153269 110354 24523 18392 41491 41491 25989 25989 18014 18014 436549 392666 37370 6513 47721 47721 70795 11049 49681 10065 57335 4988 52347 121412 108841 12571 37009 21465 5181 10363 860 54 806 36584 36584 81685 58813 13069 9803 FISCAL SPONSORSHIP EXPE 72500 72500 COMMUNITY OUTREACH 69222 69222 LANDSCAPE AND HORTICULT 69024 53872 15152 TOOLS AND SUPPLIES 38989 38989 256878 184570 56100 16208 3749722 2649748 748915 351059 101958 165163 1340546 2454788 1040662 2145470 3916 3916 148100 602954 341909 175784 97785 166125 2619279 2708045 5352246 8246461 87136 299427 114339 126291 201475 425718 X 1340076 1426446 3810695 6394297 5150771 7820743 5352246 8246461 2546074 123898 0 X X 0 1 X 1 0 X 5084732 1543446 2670542 2306433 5863553 17468706 5084732 1543446 2670542 2306433 5863553 17468706 7869235 9599471 200912 184397 159301 221380 231274 997264 18465970 983754 0.51980 0.59470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 2619279 224992 136226 2708045 2939279 100000 -283630 136370 2619279 2452731 615548 129000 2939279 2458765 80000 43158 129192 2452731 2389520 75000 123246 129001 2458765 0.28900 0.71100 0 0 341909 175784 166125 166125 X 6587491 123898 164237 21574 309709 6277782 18014 18014 6295796 3917519 164237 21574 185811 3731708 18014 18014 3749722 PART III, LINE 1A: ACQUIRED COLLECTIONS ARE NOT RECOGNIZED IN THE STATEMENT OF FINANCIAL POSITION. PART III, LINE 4: COLLECTION IS COMPRISED OF THE DR. PHILIP GEORGE COLLECTION OF RARE BOOKS, RELATING TO THE HISTORY OF SCIENCE, A LEMUEL CURTIS BANJO CLOCK DONATED IN OCTOBER 2013 AND A DESK THAT BELONGED TO THE BARTRAM FAMILY. PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. PURSUANT TO FASB ACCOUNTING STANDARDS CODIFICATION TOPIC 740, THE ASSOCIATION RECOGNIZES TAX BENEFITS ONLY IF IT IS MORE LIKELY THAN NOT THAT A TAX POSITION (INCLUDING THE ASSOCIATION'S ASSERTION THAT ITS INCOME IS EXEMPT FROM TAX) WILL BE SUSTAINED UPON EXAMINATION. NO LIABILITY FOR UNCERTAIN TAX POSITIONS WAS RECORDED AS OF JUNE 30, 2023 OR 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: MUSEUM SHOP MERCHANDISE 21,574. PART XII, LINE 2D - OTHER ADJUSTMENTS: MUSEUM SHOP MERCHANDISE 21,574. X X X X X X 0 FAIRMOUNT VENTURES 30 S 15TH STREET SUITE 500 PHILADELPHIA PA 19102 GRANT WRITING SUPPORT, CAPITAL CAMPAIGN SUPPORT 0 0 0 25989 25989 ANNUAL GALA 98516 78616 19900 22255 98516 78616 19900 22255 22255 -2355 FORM 990, PART VI, SECTION B, LINE 11B ONCE THE 990 IS PREPARED BY THE ACCOUNTANTS, IT IS SUBMITTED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C TO ENSURE THAT THE ENTITY OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, THE FINANCE COMMITTEE OR OTHER COMMITTEE AS DIRECTED BY THE BOARD SHALL CONDUCT PERIODIC REVIEWS, THAT AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: -WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION AND THE RESULT OF ARMS LENGTH BARGAINING; -WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE ORGANIZATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES, AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT, OR IN AN EXCESS BENEFIT TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMMITTEE CONDUCTS PERIODIC REVIEWS AS TO WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION AND RESULT OF ARMS LENGTH BARGAINING. MOST RECENT COMPENSATION AND BENEFITS STUDY WAS COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 67,519. MANAGEMENT AND GENERAL EXPENSES 29,301. FUNDRAISING EXPENSES 4,586. TOTAL EXPENSES 101,406. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 11,562. MANAGEMENT AND GENERAL EXPENSES 2,569. FUNDRAISING EXPENSES 1,927. TOTAL EXPENSES 16,058. EDUCATION CONSULTANTS: PROGRAM SERVICE EXPENSES 30,156. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,156. DESIGN AND CONSTRUCTION: PROGRAM SERVICE EXPENSES 283,429. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 283,429. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,500. FORM 990, PART XII, LINE 2C PROCESS HAS NOT CHANGED FROM PRIOR YEAR