Civic Intelligence

Tree Fund-Tree Research & Education Endowment Fund

990 • Fiscal year 2019 • EIN 37-1018692

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 15, 2020

Organization ProfileWWW.TREEFUND.ORG

View Organization Page

552 S Washington Street No 109Naperville, IL 60540

(630) 369-8300

Siviq Scores

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

Liabilities / Assets

40th percentile

0.08x

Higher debt load relative to assets than 40% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

76th percentile

0.62x

Higher debt load relative to revenue than 76% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

9th percentile

-34%

Higher net margin than 9% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

53rd percentile

$129,183

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 18.2% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-33%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$5,185,332

Up $542,996 (+12%) from 2018

Net Assets

Up

$4,748,692

Up $451,413 (+11%) from 2018

Liabilities

Up

$436,640

Up $91,583 (+27%) from 2018

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin9th percentile

Revenue

Down

$708,913

Down $345,450 (-33%) from 2018

Expenses

Up

$948,385

Up $85,132 (+9.9%) from 2018

Net Income

Down

-$239,472

Down $430,582 (-225%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2013: $2,990,637Liabilities 2013: $121,296Net Assets 2013: $2,869,3412013Assets 2014: $3,425,095Liabilities 2014: $292,703Net Assets 2014: $3,132,3922014Assets 2015: $3,423,629Liabilities 2015: $180,788Net Assets 2015: $3,242,8412015Assets 2016: $4,020,853Liabilities 2016: $372,841Net Assets 2016: $3,648,0122016Assets 2017: $4,813,171Liabilities 2017: $378,102Net Assets 2017: $4,435,0692017Assets 2018: $4,642,336Liabilities 2018: $345,057Net Assets 2018: $4,297,2792018Assets 2019: $5,185,332Liabilities 2019: $436,640Net Assets 2019: $4,748,6922019Assets 2020: $5,582,083Liabilities 2020: $345,192Net Assets 2020: $5,236,8912020Assets 2021: $6,282,789Liabilities 2021: $360,635Net Assets 2021: $5,922,1542021Assets 2022: $5,360,565Liabilities 2022: $391,874Net Assets 2022: $4,968,6912022Assets 2023: $6,023,755Liabilities 2023: $325,899Net Assets 2023: $5,697,8562023Assets 2024: $6,331,810Liabilities 2024: $292,731Net Assets 2024: $6,039,0792024

Highlighted filing

2019

Assets$5,185,332
Liabilities$436,640
Net Assets$4,748,692
Open 2019 Filing

Operations Trend

Revenue Growth9th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2013: $938,085Expenses 2013: $665,952Net Income 2013: $272,1332013Revenue 2014: $1,001,912Expenses 2014: $866,858Net Income 2014: $135,0542014Revenue 2015: $1,024,377Expenses 2015: $863,889Net Income 2015: $160,4882015Revenue 2016: $1,434,181Expenses 2016: $1,190,501Net Income 2016: $243,6802016Revenue 2017: $1,089,927Expenses 2017: $820,007Net Income 2017: $269,9202017Revenue 2018: $1,054,363Expenses 2018: $863,253Net Income 2018: $191,1102018Revenue 2019: $708,913Expenses 2019: $948,385Net Income 2019: -$239,4722019Revenue 2020: $677,998Expenses 2020: $781,326Net Income 2020: -$103,3282020Revenue 2021: $725,659Expenses 2021: $642,800Net Income 2021: $82,8592021Revenue 2022: $668,187Expenses 2022: $902,680Net Income 2022: -$234,4932022Revenue 2023: $708,013Expenses 2023: $632,992Net Income 2023: $75,0212023Revenue 2024: $686,919Expenses 2024: $875,218Net Income 2024: -$188,2992024

Highlighted filing

2019

Revenue$708,913
Expenses$948,385
Net Income-$239,472
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 15, 2020
Return Version
2019v5.1
Gross Receipts
$921,532
Mission and Program Overview

Mission

Support scientific discovery and dissemination of new knowledge in the fields of arboriculture and urban forestry

Support sustainable communities and environmental stewardship

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$337,486$329,339▼ $8,147
Cash and Non-Interest-Bearing Accounts$139,946$148,619▲ $8,673
Prepaid Expenses and Deferred Charges$3,424$3,948▲ $524
Land, Buildings, and Equipment, Net$2,206$1,470▼ $736
Total Assets$4,642,336$5,185,332▲ $542,996
Other Assets Total$4,159,274$4,701,956▲ $542,682
Liabilities
Grants Payable$329,940$362,649▲ $32,709
Accounts Payable and Accrued Expenses$15,117$73,991▲ $58,874
Total Liabilities$345,057$436,640▲ $91,583
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,558,143$5,164,814▲ $606,671
Net Assets Without Donor Restrictions$-260,864$-416,122▼ $155,258
Total Net Assets Fund Balance$4,297,279$4,748,692▲ $451,413
Total Liabilities and Net Assets / Fund Balance$4,642,336$5,185,332▲ $542,996

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,470$2,208$3,678
Other Assets Org$4,701,956--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$4,439,820$296,550▲ $725,175$398,205$5,044,344
2018$4,643,785$381,981▼ $315,651$257,047$4,439,820
2017$3,771,410$539,613▲ $566,160$221,801$4,643,785
2016$2,927,376$663,109▲ $191,239-$3,771,410
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John Eric SmithFormer President/CEOFT$125,683$3,500$129,183
Russell KingPresident/CEOFT$17,295-$17,295

Board Members and Trustees

NameTitle
Beau BrodbeckChair-elect
Steven GeistChairman
Thomas WolfVice Chair
Brett HeinrichTrustee
Dave KrauseTrustee
George HudlerTrustee
James BrunswickTrustee
Jim UrbanTrustee
Mundy Wilson PiperTrustee
Paul FletcherTrustee
Randy MillerTrustee
Sharon Jean-philippeTrustee
Sharon LillyTrustee
Will NutterTrustee
Ray HenningTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$696,679
Program Service Revenue
$12,234
Investment Income
$0
Other Revenue
$0
All Other Contributions
$476,298
Change in Net Assets
$-239,472

Audited Revenue Reconciliation

Revenue per Audited Statements
$708,913
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,024,524
Total Revenue per Audited Statements
$1,733,437
Total Revenue per Form 990
$708,913
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$450,504
Salaries, Compensation, and Employee Benefits$356,335
Other Expenses$141,546
Total Fundraising Expense$113,055
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$388,133--$388,133
Other Salaries and Wages$60,693$52,850$35,823$149,366
Current Officers, Directors, Trustees, and Key Employees$59,520$51,827$35,131$146,478
Travel$17,672$9,356$7,624$34,652
Foreign Grants$34,371--$34,371
Fees for Services Accounting-$32,705-$32,705
Other Employee Benefits$12,973$11,297$7,657$31,927
Payroll Taxes$11,537$10,190$6,837$28,564
Grants to Domestic Individuals$28,000--$28,000
Occupancy$11,117$9,681$6,562$27,360
Information Technology$7,367$3,822$3,155$14,344
Other Expenses$3,183$2,772$1,879$7,834
Office Expenses$805$5,577-$6,382
Insurance$1,614$1,406$953$3,973
Depreciation Depletion$294$177$265$736
All Other Expenses$-46,125$6,683$895$-38,547
Total Functional Expenses$601,783$233,547$113,055$948,385

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,282,024
Expenses per Audited Statements$948,385
Total Expenses per Form 990$948,385
Expenses Not Reported on Form 990$333,639
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pennsylvania State UniversityState College, PA501c3Support Research$151,534
Sonoma State UniversityRohnert Park, CA501c3Support Research$104,523
Cn Utility ConsultingWest Des Moines, IA501c3Support Research$50,000
University of Georgia Research FoundationTucker Hall, GA-Support Research$27,076
University of ConnecticutStorrs, CT501c3Support Research$25,000
University of MassachusettsAmherst, MA501c3Support Research$25,000
Holden ArboretumKirtland, OH501c3Support Research$5,000

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$212,619
Fundraising Gross Income$212,619
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Tour De Trees (incl Auction)$433,000$173,612$107,105$66,507
Total Events$433,000$173,612$212,619$-39,007
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
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
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

“The president/ceo distributes a copy of the form 990 electronically to each of the board trustees for their review”

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

“Members of the board of trustees complete conflict of interest forms on an annual basis. If there is any potential or perception of a conflict of interest, it is identified by the trustee and the trustee leaves the room during discussion and vote.”

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

“The executive committee uses the association of small foundations management and compensation survey to identify compensation standards. This information is summarized by the chairman and presented to the executive committee for discussion. The president/ceo's salary is benchmarked against other president/ceo's salaries in the region of similar size foundations to determine the president/ceo's compensation.”

Form 990, Part VI, Section C, Line 18

“UPON WRITTEN REQUEST”

Form 990, Part VI, Section C, Line 19

“UPON WRITTEN REQUEST”

Filing and Contact Details

Filer

Filer Name
Tree Research and Education Endowment
EIN
37-1018692
Phone
6303698300
Address
552 S WASHINGTON STREET NO 109, NAPERVILLE, IL 60540

Signing Officer

Name
Russell King
Title
President/CEO
Phone
6303698300
Signed
2020-06-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Russell King
Formed
1975
Legal Domicile
Il
Voting Board Members
15
Independent Board Members
15
Employees
7
Volunteers
0

Preparer

Firm
Sassetti LLC
Address
6611 NORTH AVENUE, OAK PARK, IL 60302
Preparer
Jeff Schroeder
Phone
7083861433
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“There was no change in audit oversight process from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“The endowment fund is intended to fund research, education, and community engagement.”

PART X, LINE 2:

“The organization is exempt from income taxes under section 501(c)(3) of the internal revenue code (irc). In addition, the center qualifies for the charitable contribution deduction under section 170(b)(1)(a). And has been classified as an organization that is not a private foundation under section 509(a)(1). The organization is subject to income taxes on any unrelated business income. The organization had no unrelated business income and there were no taxes owed for the year ended december 31, 2019. The organization has adopted the requirements for accounting for uncertain tax positions. The organization has determined that it is not required to record a liability related to uncertain tax positions for the year ended december 31, 2019. The federal and state tax returns of the organization for past years are subject to examination by the internal revenue service and state taxing authorities, generally for three years after they were filed.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Direct expenses related to special events netted against revenue 212,619.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Direct expenses of special events netted against fundraising revenue 212,619.”

Raw XML AppendixShowing 400 of 714 raw XML fields

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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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
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IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15FORMER PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT/CEO
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IRS990/FSAuditedInd01
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IRS990/FundraisingDirectExpensesAmt0212619
IRS990/FundraisingGrossIncomeAmt0212619
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
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IRS990/GrantsPayableGrp/BOYAmt0329940
IRS990/GrantsPayableGrp/EOYAmt0362649
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt028000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt028000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0388133
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0388133
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd01
IRS990/GrossReceiptsAmt0921532
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
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IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt03155
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03822
IRS990/InformationTechnologyGrp/ProgramServicesAmt07367
IRS990/InformationTechnologyGrp/TotalAmt014344
IRS990/InsuranceGrp/FundraisingAmt0953
IRS990/InsuranceGrp/ManagementAndGeneralAmt01406
IRS990/InsuranceGrp/ProgramServicesAmt01614
IRS990/InsuranceGrp/TotalAmt03973
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IRS990/LandBldgEquipAccumDeprecAmt02208
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02206
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01470
IRS990/LandBldgEquipCostOrOtherBssAmt03678
IRS990/LegalDomicileStateCd0IL
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SUPPORT SCIENTIFIC DISCOVERY AND DISSEMINATION OF NEW KNOWLEDGE IN THE FIELDS OF ARBORICULTURE AND URBAN FORESTRY
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd01
IRS990/NetAssetsOrFundBalancesBOYAmt04297279
IRS990/NetAssetsOrFundBalancesEOYAmt04748692
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0690885
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-260864
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-416122
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt06562
IRS990/OccupancyGrp/ManagementAndGeneralAmt09681
IRS990/OccupancyGrp/ProgramServicesAmt011117
IRS990/OccupancyGrp/TotalAmt027360
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05577
IRS990/OfficeExpensesGrp/ProgramServicesAmt0805
IRS990/OfficeExpensesGrp/TotalAmt06382
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04159274
IRS990/OtherAssetsTotalGrp/EOYAmt04701956
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt07657
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011297
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt012973
IRS990/OtherEmployeeBenefitsGrp/TotalAmt031927
IRS990/OtherExpensesGrp/Desc0COMMUNICATIONS
IRS990/OtherExpensesGrp/Desc1BOARD EXPENSE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/FundraisingAmt06274
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt21879
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09255
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt113100
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt212849
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32772
IRS990/OtherExpensesGrp/ProgramServicesAmt010629
IRS990/OtherExpensesGrp/ProgramServicesAmt13183
IRS990/OtherExpensesGrp/TotalAmt026158
IRS990/OtherExpensesGrp/TotalAmt113100
IRS990/OtherExpensesGrp/TotalAmt212849
IRS990/OtherExpensesGrp/TotalAmt37834
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt035823
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt052850
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt060693
IRS990/OtherSalariesAndWagesGrp/TotalAmt0149366
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt06837
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010190
IRS990/PayrollTaxesGrp/ProgramServicesAmt011537
IRS990/PayrollTaxesGrp/TotalAmt028564
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0337486
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0329339
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03424
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03948
IRS990/PrincipalOfficerNm0RUSSELL KING
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/BusinessCd1453220
IRS990/ProgramServiceRevenueGrp/Desc0GRANT MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc1MERCHANDISE SALES
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1169
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt012065
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1169
IRS990/ProgSrvcAccomActy2Grp/Desc0TREE FUND PROVIDES GRANTS TO CHARITABLE ORGANIZATIONS AND IMPLEMENTS PROGRAMS DESIGNED TO INCREASE AWARENESS OF ARBORICULTURE AND URBAN FORESTRY AMONG THE GENERAL PUBLIC, THEREBY ENCOURAGING PROPERTY OWNERS, BUSINESSES, AND MUNICIPALITIES TO MANAGE URBAN AND COMMUNITY FORESTS IN WAYS THAT PROMOTE INDIVIDUAL, CIVIC AND ENVIRONMENTAL HEALTH. THE 2019 COMMUNITY ENGAGEMENT WAS A FIVE-DAY CYCLING EVENT WITH 10 OUTREACH PROGRAMS ALONG ITS ROUTE. TREE FUND ALSO ISSUED 1 COMMUNITY ENGAGEMENT GRANT VALUED AT $5,000 TOTAL, WHILE OFFERING 6 WEBINARS WITH APPROXIMATELY 4,000 ATTENDEES, 1 OTHER PUBLIC EVENT, ADVERTISING WIDELY AROUND THE COUNTRY AND ISSUING A MONTHLY NEWSLETTER TARGETED TO LAY READERS. TREE FUND ALSO ISSUED 3 RESERACH REPORTS FEATURING PROJECTS FUNDED BY TREE FUND GRANTS. TREE FUND ALSO HOSTED A RESEARCH PANEL OPEN TO ALL ISA INTERNATIONAL CONFERENCE ATTENDEES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt012036
IRS990/ProgSrvcAccomActy2Grp/GrantAmt05000
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0169
IRS990/ProgSrvcAccomActy3Grp/Desc0TREE FUND PROVIDES SCHOLARSHIPS TO ENCOURAGE COLLEGE STUDENTS TO PURSUE CAREERS IN ARBORICULTURE AND URBAN FORESTRY. IN 2019, TREE FUND ISSUED 6 SCHOLARSHIPS VALUED AT A TOTAL OF $28,000.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt048143
IRS990/ProgSrvcAccomActy3Grp/GrantAmt028000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0993775
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0338267
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0200159
IRS990/PYOtherRevenueAmt049645
IRS990/PYProgramServiceRevenueAmt010943
IRS990/PYRevenuesLessExpensesAmt0191110
IRS990/PYSalariesCompEmpBnftPaidAmt0324827
IRS990/PYTotalExpensesAmt0863253
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01054363
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-239472
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt012065
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0617503
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01029160
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01148718
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01031218
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01016049
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04842648
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt029484
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt029484
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0861827
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt012068
IRS990ScheduleA/OtherIncome170Grp/TotalAmt012068
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92130
IRS990ScheduleA/PublicSupportPY170Pct00.95640
IRS990ScheduleA/PublicSupportTotal170Amt04499696
IRS990ScheduleA/SubstantialContributorsTotAmt0342952
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0617503
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01029160
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01148718
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01031218
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01016049
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04842648
IRS990ScheduleA/TotalSupportAmt04884200
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,185,332
Liabilities
$436,640
Net assets
$4,748,692
Revenue
$708,913
Expenses
$948,385
Net income
-$239,472
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.33$0.29$6.04$0.69$0.88$0.19
2023Detailed filing. Detailed filing data is available for this year.$6.02$0.33$5.70$0.71$0.63$0.08
2022Detailed filing. Detailed filing data is available for this year.$5.36$0.39$4.97$0.67$0.90$0.23
2021Detailed filing. Detailed filing data is available for this year.$6.28$0.36$5.92$0.73$0.64$0.08
2020Detailed filing. Detailed filing data is available for this year.$5.58$0.35$5.24$0.68$0.78$0.10
2019Detailed filing. Detailed filing data is available for this year.$5.19$0.44$4.75$0.71$0.95$0.24
2018Detailed filing. Detailed filing data is available for this year.$4.64$0.35$4.30$1.05$0.86$0.19
2017Detailed filing. Detailed filing data is available for this year.$4.81$0.38$4.44$1.09$0.82$0.27
2016Detailed filing. Detailed filing data is available for this year.$4.02$0.37$3.65$1.43$1.19$0.24
2015Detailed filing. Detailed filing data is available for this year.$3.42$0.18$3.24$1.02$0.86$0.16
2014Detailed filing. Detailed filing data is available for this year.$3.43$0.29$3.13$1.00$0.87$0.14
2013Detailed filing. Detailed filing data is available for this year.$2.99$0.12$2.87$0.94$0.67$0.27