Civic Intelligence

Tree Fund-Tree Research & Education Endowment Fund

990 • Fiscal year 2016 • EIN 37-1018692

Jan 01, 2016 to Dec 31, 2016 • Filed on May 01, 2017

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

49th percentile

0.09x

Higher debt load relative to assets than 49% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

67th percentile

0.26x

Higher debt load relative to revenue than 67% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

77th percentile

17%

Higher net margin than 77% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

77th percentile

$122,000

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 8.5% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

80th percentile

17%

Faster asset growth than 80% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

86th percentile

40%

Faster revenue growth than 86% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$4,020,853

Up $597,224 (+17%) from 2015

Net Assets

Up

$3,648,012

Up $405,171 (+12%) from 2015

Liabilities

Up

$372,841

Up $192,053 (+106%) from 2015

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin77th percentile

Revenue

Up

$1,434,181

Up $409,804 (+40%) from 2015

Expenses

Up

$1,190,501

Up $326,612 (+38%) from 2015

Net Income

Up

$243,680

Up $83,192 (+52%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2016

Assets$4,020,853
Liabilities$372,841
Net Assets$3,648,012
Open 2016 Filing

Operations Trend

Revenue Growth86th 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

2016

Revenue$1,434,181
Expenses$1,190,501
Net Income$243,680
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 1, 2017
Return Version
2016v3.0
Gross Receipts
$1,701,853
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
Cash and Non-Interest-Bearing Accounts$134,232$233,946▲ $99,714
Pledges and Grants Receivable$103,127$10,550▼ $92,577
Prepaid Expenses and Deferred Charges$9,466$4,947▼ $4,519
Total Assets$3,423,629$4,020,853▲ $597,224
Other Assets Total$3,176,804$3,771,410▲ $594,606
Liabilities
Grants Payable$146,608$332,992▲ $186,384
Accounts Payable and Accrued Expenses$34,180$39,849▲ $5,669
Total Liabilities$180,788$372,841▲ $192,053
Net Assets / Fund Balance
Permanently Rstr Net Assets$2,826,670$3,549,609▲ $722,939
Temporarily Rstr Net Assets$328,584$386,853▲ $58,269
Unrestricted Net Assets$87,587$-288,450▼ $376,037
Total Net Assets Fund Balance$3,242,841$3,648,012▲ $405,171
Total Liabilities and Net Assets / Fund Balance$3,423,629$4,020,853▲ $597,224

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$3,771,410--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$2,927,376$663,109▲ $191,239-$3,771,410
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John Eric SmithPresident/CEOFT$118,500$3,500$122,000

Board Members and Trustees

NameTitle
Brian SayersChair Elect
Randall MillerChairman
Steven GeistVice Chairman
Beau BrodbeckTrustee
Brent AsplundhTrustee
George HudlerTrustee
Hallie DozierTrustee
James BarborinasTrustee
James UrbanTrustee
Paul FletcherTrustee
Roger PhelpsTrustee
Thomas WolfTrustee
William SchleizerTrustee
Ray HenningTreasurer
Wilbur NutterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,669,573
Program Service Revenue
$0
Investment Income
$19,456
Other Revenue
$-254,848
All Other Contributions
$1,031,218
Change in Net Assets
$243,680

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table16$61,088
Other Non Cash Contri Table21$13,076
Total Noncash Contributions37$74,164

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,434,181
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$526,826
Total Revenue per Audited Statements
$1,961,007
Total Revenue per Form 990
$1,434,181
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$549,938
Salaries, Compensation, and Employee Benefits$346,710
Other Expenses$293,853
Total Fundraising Expense$257,438
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$534,938--$534,938
Other Salaries and Wages$57,219$54,748$61,900$173,867
Current Officers, Directors, Trustees, and Key Employees$37,920$35,550$45,030$118,500
Fees for Services Other$550$5,478$58,933$64,961
Fees for Services Accounting$1,409$29,847$16,043$47,299
Other Employee Benefits$8,235$9,995$13,445$31,675
Travel$10,242$2,370$12,462$25,074
Payroll Taxes$8,844$5,154$8,670$22,668
Occupancy$4,846$6,999$9,331$21,176
Office Expenses$4,349$4,598$10,477$19,424
Information Technology$4,753$5,149$7,189$17,091
Grants to Domestic Individuals$15,000--$15,000
Other Expenses$130$3,709$3,541$7,380
Fees for Services Legal$315$4,085$2,433$6,833
Insurance$2,796$1,668$2,014$6,478
All Other Expenses$1,494$2,134$686$4,314
Total Functional Expenses$748,545$184,518$257,438$1,190,501

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,555,836
Expenses per Audited Statements$1,190,501
Total Expenses per Form 990$1,190,501
Expenses Not Reported on Form 990$365,335
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sonoma State UniversityRohnert Park, CA501c3Provides Start Up or Seed Funding to Support Innovative Research and Technology Transfer Projects.$175,000
University of MarylandCollege Park, MD501c3Supports Mentored Doctoral Research Projects in Priority Areas of Arboriculture and Urban Forestry. the Research Fellowship Grant Is Offered as Funds Are Available.$99,931
Virginia TechBlacksburg, VA501c3Supports Research That Directly Affects the Work of Industry Professionals.$50,000
University of Wisconsin - Stevens PointStevens Point, WI501c3Supports Research That Directly Affects the Work of Industry Professionals.$48,583
University of Massachusetts AmherstAmherst, MA501c3Provides Start Up or Seed Funding to Support Innovative Research and Technology Transfer Projects$25,000
Ball State UniversityMuncie, IN501c3Provides Start Up or Seed Funding to Support Innovative Research and Technology Transfer Projects$23,030
Tcia FoundationLondonderry, NH501c3Arborist Safety Training$5,035
Asheville GreenworksAsheville, NC501c3Supports the Development of Unique, Creative or Innovative Educational Programs and Materials to Foster Interest in and Enthusiasm for Urban and Community Forests.$5,000
Holden ArboretumKirtland, OH501c3Supports the Development of Unique, Creative or Innovative Educational Programs and Materials to Foster Interest in and Enthusiasm for Urban and Community Forests$5,000
South Dakota State University (mccrory Gardens)Brookings, SD501c3Supports the Development of Unique, Creative or Innovative Educational Programs and Materials to Foster Interest in and Enthusiasm for Urban and Community Forests.$5,000
The Greening of DetroitDetroit, MI501c3Supports the Development of Unique, Creative or Innovative Educational Programs and Materials to Foster Interest in and Enthusiasm for Urban and Community Forests.$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$267,672
Fundraising Gross Income$10,862
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Isa Conference$86,420-$4,771-
Tour De Trees$562,797$10,862$116,401$-105,539
Total Events$649,217$10,862$267,672$-256,810
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
Backup withholding compliance
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

“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
John Eric Smith
Title
President/CEO
Phone
6303698300
Signed
2017-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Eric Smith
Formed
1975
Legal Domicile
Il
Voting Board Members
15
Independent Board Members
15
Employees
6
Volunteers
200

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:

“The process has not changed from the prior year”

Financial Statement Notes

PART V, LINE 4:

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

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Direct expenses related to special events netted against revenue 267,672.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Direct expenses of special events netted against fundraising revenue 267,672.”

Raw XML AppendixShowing 400 of 727 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/OtherExpensesGrp/ManagementAndGeneralAmt12587
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23709
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IRS990/OtherExpensesGrp/ProgramServicesAmt22548
IRS990/OtherExpensesGrp/ProgramServicesAmt3130
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt054748
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IRS990/OtherSalariesAndWagesGrp/TotalAmt0173867
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IRS990/PayrollTaxesGrp/FundraisingAmt08670
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05154
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IRS990/PayrollTaxesGrp/TotalAmt022668
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IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt026036
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01962
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IRS990/ProgSrvcAccomActy3Grp/GrantAmt015000
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,020,853
Liabilities
$372,841
Net assets
$3,648,012
Revenue
$1,434,181
Expenses
$1,190,501
Net income
$243,680
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits