Civic Intelligence

Tree Fund-Tree Research & Education Endowment Fund

990 • Fiscal year 2018 • EIN 37-1018692

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

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

48th percentile

0.07x

Higher debt load relative to assets than 48% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

72nd percentile

0.33x

Higher debt load relative to revenue than 72% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

76th percentile

18%

Higher net margin than 76% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

79th percentile

$130,287

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 12.4% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

29th percentile

-3.5%

Faster asset growth than 29% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

31st percentile

-3.3%

Faster revenue growth than 31% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets48th percentile

Assets

Down

$4,642,336

Down $170,835 (-3.5%) from 2017

Net Assets

Down

$4,297,279

Down $137,790 (-3.1%) from 2017

Liabilities

Down

$345,057

Down $33,045 (-8.7%) from 2017

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin76th percentile

Revenue

Down

$1,054,363

Down $35,564 (-3.3%) from 2017

Expenses

Up

$863,253

Up $43,246 (+5.3%) from 2017

Net Income

Down

$191,110

Down $78,810 (-29%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2018

Assets$4,642,336
Liabilities$345,057
Net Assets$4,297,279
Open 2018 Filing

Operations Trend

Revenue Growth31st 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

2018

Revenue$1,054,363
Expenses$863,253
Net Income$191,110
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Gross Receipts
$1,270,820
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$137,646$337,486▲ $199,840
Cash and Non-Interest-Bearing Accounts$121,732$139,946▲ $18,214
Prepaid Expenses and Deferred Charges$7,067$3,424▼ $3,643
Land, Buildings, and Equipment, Net$2,942$2,206▼ $736
Total Assets$4,813,171$4,642,336▼ $170,835
Other Assets Total$4,543,784$4,159,274▼ $384,510
Liabilities
Grants Payable$351,100$329,940▼ $21,160
Accounts Payable and Accrued Expenses$27,002$15,117▼ $11,885
Total Liabilities$378,102$345,057▼ $33,045
Net Assets / Fund Balance
Permanently Rstr Net Assets$4,507,137$4,280,512▼ $226,625
Temporarily Rstr Net Assets$287,405$277,631▼ $9,774
Unrestricted Net Assets$-359,473$-260,864▲ $98,609
Total Net Assets Fund Balance$4,435,069$4,297,279▼ $137,790
Total Liabilities and Net Assets / Fund Balance$4,813,171$4,642,336▼ $170,835

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,206$1,472$3,678
Other Assets Org$4,159,274--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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 Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John Eric SmithPresident/CEOFT$126,787$3,500$130,287

Board Members and Trustees

NameTitle
Beau BrodbeckChair Elect
Steven GeistChairman
Thomas WolfVice Chairman
Brett HeinrichTrustee
Dave KrauseTrustee
George HudlerTrustee
James BarborinasTrustee
James UrbanTrustee
Mundy Wilson PiperTrustee
Paul FletcherTrustee
Randy MillerTrustee
Sharon Jean-philippeTrustee
Sharon LillyTrustee
Wilbur NutterTrustee
Ray HenningTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$993,775
Program Service Revenue
$10,943
Investment Income
$0
Other Revenue
$49,645
All Other Contributions
$734,387
Change in Net Assets
$191,110

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,054,363
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$7,931
Total Revenue per Audited Statements
$1,062,294
Total Revenue per Form 990
$1,054,363
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$338,267
Salaries, Compensation, and Employee Benefits$324,827
Other Expenses$200,159
Total Fundraising Expense$160,080
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$222,895--$222,895
Other Salaries and Wages$59,212$35,914$54,285$149,411
Current Officers, Directors, Trustees, and Key Employees$50,246$30,476$46,065$126,787
Foreign Grants$87,372--$87,372
Fees for Services Accounting-$28,619-$28,619
Grants to Domestic Individuals$28,000--$28,000
Occupancy$11,490$6,249$9,374$27,113
Travel$10,816$6,490$9,735$27,041
Payroll Taxes$10,700$6,278$9,697$26,675
Other Employee Benefits$8,137$5,527$8,290$21,954
Information Technology$6,253$3,752$5,628$15,633
All Other Expenses$4,110$7,818$3,699$15,627
Office Expenses$4,069$227$758$5,054
Other Expenses$0$4,897$0$4,897
Insurance$1,498$899$1,348$3,745
Depreciation Depletion$294$177$265$736
Total Functional Expenses$523,559$179,614$160,080$863,253

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,200,084
Expenses per Audited Statements$863,253
Total Expenses per Form 990$863,253
Expenses Not Reported on Form 990$336,831
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pennsylvania State UniversityState College, PA501c3Support Research$118,371
Environmental Consultants LLC Dba EciStoughton, WI501c3Support Research$49,730
Biocompliance ConsultingMarine on St Croix, MN501c3Support Research$46,000
University of Notre DameNotre Dame, IN501c3Support Research$25,000
Clackamas Community College FoundationOregon City, OR501c3Support Research$14,000
Tcia FoundationLondonderry, NH501c3Support Research$7,899
Kent Roosevelt High School Forestry and Landscape Management ProgramKent, OH501c3Support Research$5,000
Virginia TechBlacksburg, VA-Support Research - Reduction in Previous Grant Award$-20,000
Sonoma StateRohnert Park, CA-Support Research - Reduction in Previous Grant Award$-23,105

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 Gross Income$266,102
Fundraising Direct Expenses$216,457
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Tour De Trees (incl Auction)$525,490$266,102$110,184$155,918
Total Events$525,490$266,102$216,457$49,645
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 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
2019-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Eric Smith
Formed
1975
Legal Domicile
Il
Voting Board Members
14
Independent Board Members
14
Employees
5
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 XI, LINE 2D - OTHER ADJUSTMENTS:

“Direct expenses related to special events netted against revenue 216,457.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Direct expenses of special events netted against fundraising revenue 216,457.”

Raw XML AppendixShowing 400 of 715 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/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15PRESIDENT/CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0259388
IRS990/FundraisingDirectExpensesAmt0216457
IRS990/FundraisingGrossIncomeAmt0266102
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt0305267
IRS990/GrantsPayableGrp/BOYAmt0351100
IRS990/GrantsPayableGrp/EOYAmt0329940
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt028000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt028000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0222895
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0222895
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01270820
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt05628
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03752
IRS990/InformationTechnologyGrp/ProgramServicesAmt06253
IRS990/InformationTechnologyGrp/TotalAmt015633
IRS990/InsuranceGrp/FundraisingAmt01348
IRS990/InsuranceGrp/ManagementAndGeneralAmt0899
IRS990/InsuranceGrp/ProgramServicesAmt01498
IRS990/InsuranceGrp/TotalAmt03745
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01472
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02942
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02206
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/NetAssetsOrFundBalancesBOYAmt04435069
IRS990/NetAssetsOrFundBalancesEOYAmt04297279
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt049645
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt049645
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-328900
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt09374
IRS990/OccupancyGrp/ManagementAndGeneralAmt06249
IRS990/OccupancyGrp/ProgramServicesAmt011490
IRS990/OccupancyGrp/TotalAmt027113
IRS990/OfficeExpensesGrp/FundraisingAmt0758
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0227
IRS990/OfficeExpensesGrp/ProgramServicesAmt04069
IRS990/OfficeExpensesGrp/TotalAmt05054
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04543784
IRS990/OtherAssetsTotalGrp/EOYAmt04159274
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt08290
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05527
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt08137
IRS990/OtherEmployeeBenefitsGrp/TotalAmt021954
IRS990/OtherExpensesGrp/Desc0BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc1COMMUNICATIONS
IRS990/OtherExpensesGrp/Desc2EDUCATIONAL PROGRAMMING
IRS990/OtherExpensesGrp/Desc3BOARD EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt110936
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt035000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17291
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24897
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt112150
IRS990/OtherExpensesGrp/ProgramServicesAmt26317
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt035000
IRS990/OtherExpensesGrp/TotalAmt130377
IRS990/OtherExpensesGrp/TotalAmt26317
IRS990/OtherExpensesGrp/TotalAmt34897
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt054285
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt035914
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt059212
IRS990/OtherSalariesAndWagesGrp/TotalAmt0149411
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt09697
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06278
IRS990/PayrollTaxesGrp/ProgramServicesAmt010700
IRS990/PayrollTaxesGrp/TotalAmt026675
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt04507137
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt04280512
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0137646
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0337486
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07067
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03424
IRS990/PrincipalOfficerNm0JOHN ERIC SMITH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/BusinessCd1453220
IRS990/ProgramServiceRevenueGrp/Desc0GRANT MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc1MERCHANDISE SALES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08878
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12065
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08878
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12065
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 PREMIERE 2018 COMMUNITY ENGAGEMENT WAS A SEVEN-DAY CYCLING EVENT WITH 28 OUTREACH PROGRAMS ALONG ITS ROUTE. TREE FUND ALSO ISSUED 1 COMMUNITY ENGAGEMENT GRANT VALUED AT $5,000 TOTAL, WHILE OFFERING 6 WEBINARS WITH APPROXIMATELY 3,000 ATTENDEES, 1 OTHER PUBLIC EVENT, ADVERTISING WIDELY AROUND THE COUNTRY AND ISSUING A MONTHLY NEWSLETTER TARGETED TO LAY READERS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt010471
IRS990/ProgSrvcAccomActy2Grp/GrantAmt05000
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt02065
IRS990/ProgSrvcAccomActy3Grp/Desc0TREE FUND PROVIDES SCHOLARSHIPS TO ENCOURAGE HIGH SCHOOL, COLLEGE AND GRADUATE STUDENTS TO PURSUE CAREERS IN ARBORICULTURE AND URBAN FORESTRY. IN 2018, TREE FUND ISSUED 7 SCHOLARSHIPS VALUED AT A TOTAL OF $28,000.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt041885
IRS990/ProgSrvcAccomActy3Grp/GrantAmt028000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01059107
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0209806
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0302779
IRS990/PYOtherRevenueAmt028094
IRS990/PYProgramServiceRevenueAmt02726
IRS990/PYRevenuesLessExpensesAmt0269920
IRS990/PYSalariesCompEmpBnftPaidAmt0307422
IRS990/PYTotalExpensesAmt0820007
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01089927
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0191110
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt08878
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01029160
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01148718
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01031218
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01016049
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01123046
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05348191
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt029484
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt030559
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt060043
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0713533
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt012068
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt04052
IRS990ScheduleA/OtherIncome170Grp/TotalAmt016120
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95640
IRS990ScheduleA/PublicSupportPY170Pct00.93810
IRS990ScheduleA/PublicSupportTotal170Amt05187663
IRS990ScheduleA/SubstantialContributorsTotAmt0160528
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01029160
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01148718
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01031218
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01016049
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01123046
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05348191
IRS990ScheduleA/TotalSupportAmt05424354
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt013248
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04643785
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0381981
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04439820
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-315651
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0257047
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt011597
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03771410
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0539613
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04643785
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0566160

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,642,336
Liabilities
$345,057
Net assets
$4,297,279
Revenue
$1,054,363
Expenses
$863,253
Net income
$191,110
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