2025-02-11T16:30:48-06:00 2024-06-30 236410283 ISDANER & COMPANY LLC ONE BALA PLAZA SUITE 502 BALA CYNWYD PA 19004 990 2023-07-01 237393771 THE JOHN BARTRAM ASSOCIATION JOHN 2157295281 54TH ST LINDBERGH BLVD PHILADELPHIA PA 19143 MAITREYI ROY EXECUTIVE DIRECTOR 2157295281 2025-02-10 1 0 EDWARD W DORAN CPA P00841330 6106684200 2025-02-10 2023 2025-03-06 01:10:19Z MAITREYI ROY 54TH ST LINDBERGH BLVD PHILADELPHIA PA 19143 4340412 0 X WWW.BARTRAMSGARDEN.ORG X 1893 PA ACTIVATE BARTRAM'S GARDEN THROUGH EQUITABLE, COMMUNITY-DRIVEN EXPERIENCES IN NATURE 22 22 82 605 0 0 5863553 3079652 128426 254188 119721 168357 184096 160835 6295796 3663032 0 60000 0 0 2267665 2345955 25989 0 299294 1456068 1783228 3749722 4189183 2546074 -526151 8246461 7882616 425718 455654 7820743 7426962 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 3142418 60000 254188 BARTRAM'S GARDEN IS A NATIONAL HISTORIC LANDMARK, A FREE PUBLIC PARK, AND AN URBAN RIVER GARDEN WELCOMING MORE THAN 125,000 VISITORS EACH YEAR. WITH 50 ACRES ON THE TIDAL SCHUYLKILL RIVER IN HEAVILY INDUSTRIALIZED SOUTHWEST PHILADELPHIA, THE GARDEN OFFERS FREE RECREATIONAL, EDUCATIONAL, AND COMMUNITY PROGRAMS FOR 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. 3142418 1 1 0 1 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 57 0 1 82 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 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 ROBERT S PUGLIESE PHARMD BCPS VICE-PRESIDENT 5.00 X X 0 0 0 PAUL VERNON VICE-PRESIDENT 5.00 X X 0 0 0 KATE TYSON 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 FRANCESCA FIAMINGO 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 LISA M MILLER DIRECTOR 0.50 X 0 0 0 VANIA MILLER DIRECTOR 0.50 X 0 0 0 ADRIANE Y PARKS 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 BEN VERSHBOW DIRECTOR 0.50 X 0 0 0 STEVEN A YOUNG DIRECTOR 0.50 X 0 0 0 MONICA ZIMMERMAN DIRECTOR 0.50 X 0 0 0 MAITREYI ROY EXECUTIVE DIRECTOR 40.00 X 129217 0 17226 129217 0 17226 1 0 0 0 WRT DESIGN 123 S BROAD STREET SUITE 1450 PHILADELPHIA PA 19109 ARCHITECTURE 172508 1 375 78082 888265 2112930 2450 3079652 CONTRACTED SERVICES 900099 197548 197548 PLANT SALES 900099 34387 34387 PROGRAM INCOME 900099 13491 13491 FARM PRODUCE SALES 900099 8762 8762 254188 149473 149473 149452 0 149452 149452 149452 652342 633458 18884 18884 18884 18300 78082 21546 -3246 -3246 37005 22376 14629 14629 3663032 268817 0 314563 X 60000 60000 159029 53010 53009 53010 1862568 1475495 253629 133444 163826 132418 21175 10233 160532 122004 24080 14448 5020 5020 47873 47873 18790 18790 876121 805804 35004 35313 32782 32782 70095 4066 51590 14439 62745 6045 56700 65793 51544 14249 46411 26918 6498 12995 2322 146 2176 43552 43552 116606 88620 17491 10495 LANDSCAPE AND HORTICULT 98220 80951 17269 COMMUNITY OUTREACH 49628 49628 TOOLS AND SUPPLIES 29356 29356 MISCELLANEOUS 27692 23401 4291 190222 133012 42293 14917 4189183 3142418 747471 299294 165163 209881 2454788 2321639 2145470 1981002 3916 3916 602954 435980 371982 219336 166125 152646 2708045 2777552 8246461 7882616 299427 398934 126291 56720 425718 455654 X 1426446 1395177 6394297 6031785 7820743 7426962 8246461 7882616 -526151 132370 0 X X 0 1 X 1 0 X 1543446 2670542 2306433 5863553 3079652 15463626 1543446 2670542 2306433 5863553 3079652 15463626 4814591 10649035 184397 159301 221380 231274 298925 1095277 16558903 1027886 0.64310 0.51980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 20033 0 0 20033 0 PART II-B, LINE 1: ENGAGED BELLEVUE STRATEGIES TO LOBBY PENNSYLVANIA FOR PUBLIC FUNDING FOR THE FLOAT LAB AND MUSSEL HATCHERY X 0 2708045 207090 137583 2777552 2619279 224992 136226 2708045 2939279 100000 -283630 136370 2619279 2452731 615548 129000 2939279 2458765 80000 43158 129192 2452731 0.29010 0.70990 0 0 371982 219336 152646 152646 X 3963225 132370 164237 22376 318983 3644242 18790 18790 3663032 4357006 164237 22376 186613 4170393 18790 18790 4189183 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 22,376. PART XII, LINE 2D - OTHER ADJUSTMENTS: MUSEUM SHOP MERCHANDISE 22,376. ANNUAL GALA 96382 78082 18300 21546 96382 78082 18300 21546 21546 -3246 1 URBAN TREE CONNECTION 1445 N 52ND ST PHILADELPHIA PA 19131 232889697 501(C)(3) 30000 0 URBAN FARMING EDUCATION AND TECHNICAL ASSISTANCE PHILADELPHIA ORCHARD PROJECT 4000 WOODLAND AVE PHILADELPHIA PA 19104 261075823 501(C)(3) 30000 0 URBAN FARMING EDUCATION AND TECHNICAL ASSISTANCE 2 PART I, LINE 2: MONITORING OCCURS VIA PARTNERSHIP MEETINGS AS WELL AS QUARTERLY REPORTING REQUIREMENT ON ALL GRAND FUNDED ACTIVITIES 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 77,943. MANAGEMENT AND GENERAL EXPENSES 33,824. FUNDRAISING EXPENSES 35,295. TOTAL EXPENSES 147,062. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 152. MANAGEMENT AND GENERAL EXPENSES 30. FUNDRAISING EXPENSES 18. TOTAL EXPENSES 200. EDUCATION CONSULTANTS: PROGRAM SERVICE EXPENSES 100,060. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 100,060. DESIGN AND CONSTRUCTION: PROGRAM SERVICE EXPENSES 619,383. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 619,383. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 8,266. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,266. CONSULTANT - DEVELOPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,150. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,150. FORM 990, PART XII, LINE 2C PROCESS HAS NOT CHANGED FROM PRIOR YEAR