Civic Intelligence

Carbontree Conservation Fund

EIN 26-3267590 • 501(c)3 • Santa Cruz, CA

Pub. 78 Eligible990-N CoverageNTEE C34

Profile

The mission of carbontree conservation funs is to support innovative wildlife and natue conservation.

904 Columbia St Santa CruzSanta Cruz, CA 95060
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Scores are not available for this record yet.

Balance Sheet

Assets

$113,814

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$113,814

No earlier filing loaded for comparison.

Operations

Revenue

$235,000

No earlier filing loaded for comparison.

Expenses

$140,920

No earlier filing loaded for comparison.

Net Income

$94,080

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2023: $113,814Liabilities 2023: $0Net Assets 2023: $113,8142023

Highlighted filing

2023

Assets$113,814
Liabilities$0
Net Assets$113,814
Open 2023 Filing

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0Revenue 2023: $235,000Expenses 2023: $140,920Net Income 2023: $94,0802023

Highlighted filing

2023

Revenue$235,000
Expenses$140,920
Net Income$94,080
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$113,814
Liabilities
$0
Net assets
$113,814
Revenue
$235,000
Expenses
$140,920
Net income
$94,080
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$2.35$1.41$0.94
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Gross Receipts
$235,000
Mission and Program Overview

Mission

The mission of carbontree conservation funs is to support innovative wildlife and natue conservation.

Carbontree conservations funds mission is to support innovative wildlife and nature conservation

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$19,734$113,814▲ $94,080
Total Assets$19,734$113,814▲ $94,080
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$19,734$113,814▲ $94,080
Total Net Assets Fund Balance$19,734$113,814▲ $94,080
Total Liabilities and Net Assets / Fund Balance$19,734$113,814▲ $94,080
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ted CheesemanChairman
Craig BreonBoardmember
David ShochBoardmember
Revenue and Support

Revenue Composition

Contributions and Grants
$235,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$235,000
Change in Net Assets
$94,080
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$140,920
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$140,920--$140,920
Total Functional Expenses$140,920$0$0$140,920
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Animal US PbcSanta Cruz, CA-Conservati$140,920
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
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
Filing and Contact Details

Filer

Filer Name
Carbontree Conservation Fund
EIN
26-3267590
Address
904 COLUMBIA ST SANTA CRUZ, SANTA CRUZ, CA 95060

Signing Officer

Name
Ted Cheeseman
Title
Director
Phone
4083152267
Signed
2024-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ted Cheeseman
Voting Board Members
3
Independent Board Members
0
Employees
0

Preparer

Firm
Eas Taxes
Address
108 WHISPERING PINES, SCOTTS VALLEY, CA 95066
Preparer
Edd Breeden
Phone
8317135201
Supplemental Narrative

Additional Explanations

990 page 2 140920

“Expense for conservation of local tree wildlife”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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