Civic Intelligence

New Jersey Tree Foundation Inc.

990 • Fiscal year 2019 • EIN 22-3484753

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 06, 2020

576 Leesville RoadJackson, NJ 08527

(609) 439-1754

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

74th percentile

0.17x

Higher debt load relative to assets than 74% of similar nonprofits.

2019 filings • NTEE C • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

78th percentile

0.19x

Higher debt load relative to revenue than 78% of similar nonprofits.

2019 filings • NTEE C • $1M-$5M nonprofits • Source year 2019

Net Margin

49th percentile

8.6%

Higher net margin than 49% of similar nonprofits.

2019 filings • NTEE C • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

69th percentile

$100,889

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 9.9% of source-year revenue.

2019 filings • NTEE C • $1M-$5M nonprofits • Source year 2019

Asset Growth

52nd percentile

8.9%

Faster asset growth than 52% of similar nonprofits.

2019 filings • NTEE C • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

73rd percentile

36%

Faster revenue growth than 73% of similar nonprofits.

2019 filings • NTEE C • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,143,884

Up $93,290 (+8.9%) from 2018

Net Assets

Up

$953,156

Up $101,547 (+12%) from 2018

Liabilities

Down

$190,728

Down $8,257 (-4.1%) from 2018

Revenue

Up

$1,015,457

Up $269,414 (+36%) from 2018

Expenses

Up

$928,570

Up $136,199 (+17%) from 2018

Net Income

Up

$86,887

Up $133,215 (+288%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $1,061,362Liabilities 2011: $11,168Net Assets 2011: $1,050,1942011Assets 2012: $828,783Liabilities 2012: $5,947Net Assets 2012: $822,8362012Assets 2013: $770,450Liabilities 2013: $5,638Net Assets 2013: $764,8122013Assets 2014: $1,002,979Liabilities 2014: $169,623Net Assets 2014: $833,3562014Assets 2015: $988,585Liabilities 2015: $156,118Net Assets 2015: $832,4672015Assets 2016: $1,058,767Liabilities 2016: $212,229Net Assets 2016: $846,5382016Assets 2017: $1,046,158Liabilities 2017: $148,222Net Assets 2017: $897,9362017Assets 2018: $1,050,594Liabilities 2018: $198,985Net Assets 2018: $851,6092018Assets 2019: $1,143,884Liabilities 2019: $190,728Net Assets 2019: $953,1562019Assets 2020: $1,301,377Liabilities 2020: $189,336Net Assets 2020: $1,112,0412020Assets 2021: $1,245,745Liabilities 2021: $153,359Net Assets 2021: $1,092,3862021Assets 2022: $1,192,641Liabilities 2022: $188,376Net Assets 2022: $1,004,2652022Assets 2023: $1,131,335Liabilities 2023: $185,930Net Assets 2023: $945,4052023Assets 2024: $1,175,799Liabilities 2024: $183,867Net Assets 2024: $991,9322024

Highlighted filing

2019

Assets$1,143,884
Liabilities$190,728
Net Assets$953,156

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $508,221Expenses 2011: $624,497Net Income 2011: -$116,2762011Expenses 2012: $606,9812012Expenses 2013: $591,9242013Revenue 2014: $711,186Expenses 2014: $701,491Net Income 2014: $9,6952014Revenue 2015: $702,236Expenses 2015: $703,125Net Income 2015: -$8892015Revenue 2016: $782,860Expenses 2016: $768,789Net Income 2016: $14,0712016Revenue 2017: $849,948Expenses 2017: $798,550Net Income 2017: $51,3982017Revenue 2018: $746,043Expenses 2018: $792,371Net Income 2018: -$46,3282018Revenue 2019: $1,015,457Expenses 2019: $928,570Net Income 2019: $86,8872019Revenue 2020: $761,114Expenses 2020: $617,836Net Income 2020: $143,2782020Revenue 2021: $728,308Expenses 2021: $790,731Net Income 2021: -$62,4232021Revenue 2022: $836,922Expenses 2022: $835,148Net Income 2022: $1,7742022Revenue 2023: $883,877Expenses 2023: $951,160Net Income 2023: -$67,2832023Revenue 2024: $935,855Expenses 2024: $912,287Net Income 2024: $23,5682024

Highlighted filing

2019

Revenue$1,015,457
Expenses$928,570
Net Income$86,887
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 6, 2020
Return Version
2018v3.1
Gross Receipts
$1,015,457
Mission and Program Overview

Mission

The nj tree foundation is a statewide nonprofit organization dedicated to planting trees in new jersey's most underserved neighborhoods, where the need is greatest. Through tree planting, volunteerism, and partnerships, we assist communities in improving their environment and quality of life.

Tree planting, forestry services, neighborhood revitalization and beautification including forestry educational services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$211,343$593,570▲ $382,227
Cash and Non-Interest-Bearing Accounts$702,908$427,530▼ $275,378
Pledges and Grants Receivable$28,538$55,617▲ $27,079
Land, Buildings, and Equipment, Net$33,361$45,171▲ $11,810
Accounts Receivable$72,895$20,447▼ $52,448
Prepaid Expenses and Deferred Charges$1,549$1,549→ $0
Total Assets$1,050,594$1,143,884▲ $93,290
Liabilities
Accounts Payable and Accrued Expenses$88,863$104,478▲ $15,615
Deferred Revenue$110,122$86,250▼ $23,872
Total Liabilities$198,985$190,728▼ $8,257
Net Assets / Fund Balance
Unrestricted Net Assets$851,609$953,156▲ $101,547
Total Net Assets Fund Balance$851,609$953,156▲ $101,547
Total Liabilities and Net Assets / Fund Balance$1,050,594$1,143,884▲ $93,290

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$45,171$132,420$177,591
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lisa SimmsExecutive DirectorFT$100,889$100,889

Board Members and Trustees

NameTitle
Cory LillistonTrustee
Jay KaplanTrustee
Leonard WardTrustee
Mark FranzTrustee
Pam ZipseTrustee
Robert BartoszTrustee
William ComeryTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$729,136
Program Service Revenue
$271,645
Investment Income
$8,814
Other Revenue
$5,862
All Other Contributions
$499,136
Change in Net Assets
$86,887

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,015,457
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$14,659
Total Revenue per Audited Statements
$1,030,116
Total Revenue per Form 990
$1,015,457
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$431,841
Salaries, Compensation, and Employee Benefits$371,535
Grants and Similar Amounts Paid$125,194
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$187,667$52,527-$240,194
Grants to Domestic Individuals$125,194--$125,194
Current Officers, Directors, Trustees, and Key Employees$100,889--$100,889
Insurance$40,123$4,934-$45,057
All Other Expenses$35,058$2,134-$37,192
Payroll Taxes$25,762$4,690-$30,452
Fees for Services Other$6,813$12,494-$19,307
Depreciation Depletion$17,457--$17,457
Other Expenses$15,756--$15,756
Travel$10,632$800-$11,432
Occupancy$9,000--$9,000
Office Expenses$1,076$120-$1,196
Total Functional Expenses$850,871$77,699$0$928,570

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$928,569
Total Expenses per Audited Statements$928,569
Total Expenses per Form 990$928,569
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Prior to the filing of the return, a draft copy is sent to the executive director and the governing body for comments. Upon their approval, the return is filed and copies are given to the governing body.

Form 990, Part VI, Section B, Line 12C

Discussion of conflict of interest, if any are disclosed at the board meeting.

Form 990, Part VI, Section B, Line 15A

The compensation of the executive director is determined by the executive board at their meetings.

Form 990, Part VI, Section C, Line 19

The governing documents, conflict of interest policy, and financial statements are made available to the public upon request. An annual report is published on the website.

Filing and Contact Details

Filer

Filer Name
New Jersey Tree Foundation
EIN
22-3484753
Phone
6094391754
Address
576 LEESVILLE ROAD, JACKSON, NJ 08527

Signing Officer

Name
Lisa Simms
Title
Executive Director
Phone
6094391754
Signed
2020-01-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Simms
Formed
1986
Legal Domicile
Nj
Voting Board Members
7
Independent Board Members
7
Employees
19
Volunteers
1,404

Preparer

Firm
Holman Frenia Allison Pc
Address
680 HOOPER AVE BUILDING B, TOMS RIVER, NJ 08753
Preparer
Craig R Johnson
Phone
7327971333
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02848061
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt08814
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01030
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01836
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01168
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01058
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt013906
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0271645
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0209993
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0221780
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0201368
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0173299
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01078085
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt08814
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01030
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01836
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01168
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01058
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt013906
IRS990ScheduleA/InvestmentIncomeCYPct00.00350
IRS990ScheduleA/InvestmentIncomePYPct00.00170
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99650
IRS990ScheduleA/PublicSupportPY509Pct00.99830
IRS990ScheduleA/PublicSupportTotal509Amt03926146
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0875587
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0724128
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0843561
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0781692
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0701178
IRS990ScheduleA/Total509Grp/TotalAmt03926146
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0884401
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0725158
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0845397
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0782860
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0702236
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03940052
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt045171
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0132420
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0177591
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0928569
IRS990ScheduleD/NetUnrealizedGainsInvstAmt014659
IRS990ScheduleD/RevenueNotReportedAmt014659
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01015457
IRS990ScheduleD/TotalBookValueLandBuildingsAmt045171
IRS990ScheduleD/TotalExpensesPerForm990Amt0928569
IRS990ScheduleD/TotalRevenuePerForm990Amt01015457
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01030116
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0928569
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRIOR TO THE FILING OF THE RETURN, A DRAFT COPY IS SENT TO THE EXECUTIVE DIRECTOR AND THE GOVERNING BODY FOR COMMENTS. UPON THEIR APPROVAL, THE RETURN IS FILED AND COPIES ARE GIVEN TO THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DISCUSSION OF CONFLICT OF INTEREST, IF ANY ARE DISCLOSED AT THE BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED BY THE EXECUTIVE BOARD AT THEIR MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. AN ANNUAL REPORT IS PUBLISHED ON THE WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalCompGreaterThan150KInd00
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IRS990/TotalEmployeeCnt019
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt077699
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0850871
IRS990/TotalFunctionalExpensesGrp/TotalAmt0928570
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0198985
IRS990/TotalLiabilitiesEOYAmt0190728
IRS990/TotalLiabilitiesGrp/BOYAmt0198985
IRS990/TotalLiabilitiesGrp/EOYAmt0190728
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0851609
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0953156
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0850871
IRS990/TotalProgramServiceRevenueAmt0271645
IRS990/TotalReportableCompFromOrgAmt0100889
IRS990/TotalRevenueGrp/ExclusionAmt08814
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0277507
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01015457
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt01404
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01050594
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01143884
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0800
IRS990/TravelGrp/ProgramServicesAmt010632
IRS990/TravelGrp/TotalAmt011432
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0851609
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0953156
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0576 LEESVILLE ROAD
IRS990/USAddress/CityNm0JACKSON
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd008527
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0NJTREEFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA SIMMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06094391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-06

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.18$0.99$0.94$0.91$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.19$0.95$0.88$0.95$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.19$1.00$0.84$0.84$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.15$1.09$0.73$0.79$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.19$1.11$0.76$0.62$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.14$0.19$0.95$1.02$0.93$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.20$0.85$0.75$0.79$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.15$0.90$0.85$0.80$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.06$0.21$0.85$0.78$0.77$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.99$0.16$0.83$0.70$0.70$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.00$0.17$0.83$0.71$0.70$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.01$0.76$0.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.01$0.82$0.61
2011Summary only. Only limited summary data is available for this year.$1.06$0.01$1.05$0.51$0.62$0.12
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $1M-$5M nonprofits