Civic Intelligence

Tree Fund-Tree Research & Education Endowment Fund

990 • Fiscal year 2020 • EIN 37-1018692

Jan 01, 2020 to Dec 31, 2020 • Filed on May 13, 2021

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

34th percentile

0.06x

Higher debt load relative to assets than 34% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

71st percentile

0.51x

Higher debt load relative to revenue than 71% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

16th percentile

-15%

Higher net margin than 16% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

46th percentile

$112,173

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 16.5% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

54th percentile

7.7%

Faster asset growth than 54% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

36th percentile

-4.4%

Faster revenue growth than 36% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$5,582,083

Up $396,751 (+7.7%) from 2019

Net Assets

Up

$5,236,891

Up $488,199 (+10%) from 2019

Liabilities

Down

$345,192

Down $91,448 (-21%) from 2019

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin16th percentile

Revenue

Down

$677,998

Down $30,915 (-4.4%) from 2019

Expenses

Down

$781,326

Down $167,059 (-18%) from 2019

Net Income

Up

-$103,328

Up $136,144 (+57%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2020

Assets$5,582,083
Liabilities$345,192
Net Assets$5,236,891
Open 2020 Filing

Operations Trend

Revenue Growth36th 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

2020

Revenue$677,998
Expenses$781,326
Net Income-$103,328
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 13, 2021
Return Version
2020v4.1
Gross Receipts
$712,212
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$148,619$416,077▲ $267,458
Pledges and Grants Receivable$329,339$257,976▼ $71,363
Prepaid Expenses and Deferred Charges$3,948$3,874▼ $74
Land, Buildings, and Equipment, Net$1,470$734▼ $736
Total Assets$5,185,332$5,582,083▲ $396,751
Other Assets Total$4,701,956$4,903,422▲ $201,466
Liabilities
Grants Payable$362,649$323,615▼ $39,034
Accounts Payable and Accrued Expenses$73,991$21,577▼ $52,414
Total Liabilities$436,640$345,192▼ $91,448
Net Assets / Fund Balance
Net Assets With Donor Restrictions$5,164,814$5,400,106▲ $235,292
Net Assets Without Donor Restrictions$-416,122$-163,215▲ $252,907
Total Net Assets Fund Balance$4,748,692$5,236,891▲ $488,199
Total Liabilities and Net Assets / Fund Balance$5,185,332$5,582,083▲ $396,751

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$734$2,944$3,678
Other Assets Org$4,903,422--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$5,044,344$72,892▲ $608,491$417,012$5,291,751
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 Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Russell KingPresident/CEOFT$103,200$8,973$112,173

Board Members and Trustees

NameTitle
Sharon Jean-philippeChair-elect
Beau BrodbeckChairman
Dave KrauseVice Chair
Brett HeinrichTrustee
George HudlerTrustee
Jacques BrunswickTrustee
Jeff EdgarTrustee
Jim UrbanTrustee
Paul FletcherTrustee
Randy MillerTrustee
Sharon LillyTrustee
Steve GeistTrustee
Will NutterTrustee
Ray HenningTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$665,501
Program Service Revenue
$12,497
Investment Income
$0
Other Revenue
$0
All Other Contributions
$473,417
Change in Net Assets
$-103,328

Audited Revenue Reconciliation

Revenue per Audited Statements
$677,998
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$626,331
Total Revenue per Audited Statements
$1,304,329
Total Revenue per Form 990
$677,998
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$317,725
Salaries, Compensation, and Employee Benefits$304,420
Other Expenses$159,181
Total Fundraising Expense$56,871
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$263,638--$263,638
Other Salaries and Wages$78,669$51,410$22,100$152,179
Current Officers, Directors, Trustees, and Key Employees$53,349$34,863$14,988$103,200
Fees for Services Accounting-$35,400-$35,400
Foreign Grants$34,087--$34,087
Occupancy$15,080$9,619$4,135$28,834
Other Employee Benefits$13,619$8,900$3,826$26,345
Payroll Taxes$11,805$7,627$3,264$22,696
Grants to Domestic Individuals$20,000--$20,000
Fees for Services Other$13,436--$13,436
Insurance$5,724$3,741$1,608$11,073
Information Technology$5,612$2,911$2,403$10,926
Other Expenses$4,995$3,265$1,404$9,664
Travel$4,026$1,660$1,353$7,039
Office Expenses$471$3,113-$3,584
Depreciation Depletion$294$177$265$736
All Other Expenses$-9,893$1,901$238$-7,754
Total Functional Expenses$535,393$189,062$56,871$781,326

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$816,130
Expenses per Audited Statements$781,326
Total Expenses per Form 990$781,326
Expenses Not Reported on Form 990$34,804
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pennsylvania State UniversityState College, PA501c3Support Research$148,659
West Virginia UniversityMorgantown, WV501c3Support Research$45,000
University of FloridaGainesville, FL501c3Support Research$30,000
University of HawaiiHonolulu, HI501c3Support Research$24,980
University of MassachusettsAmherst, MA501c3Support Research$9,998
Western Reserve Land ConservancyMoreland Hills, 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$34,214
Fundraising Gross Income$34,214
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Tour De Trees (incl Auction)$151,775$34,214$34,214$0
Total Events$151,775$34,214$34,214$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
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
2021-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Russell King
Formed
1975
Legal Domicile
Il
Voting Board Members
14
Independent Board Members
14
Employees
5
Volunteers
20

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 34,214.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Direct expenses of special events netted against fundraising revenue 34,214.”

Raw XML AppendixShowing 400 of 684 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/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
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/TitleTxt14PRESIDENT/CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0117561
IRS990/FundraisingDirectExpensesAmt034214
IRS990/FundraisingGrossIncomeAmt034214
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GovernmentGrantsAmt074523
IRS990/GrantAmt0297725
IRS990/GrantsPayableGrp/BOYAmt0362649
IRS990/GrantsPayableGrp/EOYAmt0323615
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt020000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt020000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0263638
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0263638
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0712212
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02403
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02911
IRS990/InformationTechnologyGrp/ProgramServicesAmt05612
IRS990/InformationTechnologyGrp/TotalAmt010926
IRS990/InsuranceGrp/FundraisingAmt01608
IRS990/InsuranceGrp/ManagementAndGeneralAmt03741
IRS990/InsuranceGrp/ProgramServicesAmt05724
IRS990/InsuranceGrp/TotalAmt011073
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02944
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01470
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0734
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/NetAssetsOrFundBalancesBOYAmt04748692
IRS990/NetAssetsOrFundBalancesEOYAmt05236891
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0591527
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-416122
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-163215
IRS990/NoncashContributionsAmt016654
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt04135
IRS990/OccupancyGrp/ManagementAndGeneralAmt09619
IRS990/OccupancyGrp/ProgramServicesAmt015080
IRS990/OccupancyGrp/TotalAmt028834
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03113
IRS990/OfficeExpensesGrp/ProgramServicesAmt0471
IRS990/OfficeExpensesGrp/TotalAmt03584
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04701956
IRS990/OtherAssetsTotalGrp/EOYAmt04903422
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03826
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt08900
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt013619
IRS990/OtherEmployeeBenefitsGrp/TotalAmt026345
IRS990/OtherExpensesGrp/Desc0MERCHANDISE
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/Desc2COMMUNICATIONS
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/FundraisingAmt01287
IRS990/OtherExpensesGrp/FundraisingAmt11404
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06162
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt115319
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22994
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt33265
IRS990/OtherExpensesGrp/ProgramServicesAmt013967
IRS990/OtherExpensesGrp/ProgramServicesAmt16514
IRS990/OtherExpensesGrp/ProgramServicesAmt24995
IRS990/OtherExpensesGrp/TotalAmt020129
IRS990/OtherExpensesGrp/TotalAmt115319
IRS990/OtherExpensesGrp/TotalAmt210795
IRS990/OtherExpensesGrp/TotalAmt39664
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt022100
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt051410
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt078669
IRS990/OtherSalariesAndWagesGrp/TotalAmt0152179
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt03264
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07627
IRS990/PayrollTaxesGrp/ProgramServicesAmt011805
IRS990/PayrollTaxesGrp/TotalAmt022696
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0329339
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0257976
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03948
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03874
IRS990/PrincipalOfficerNm0RUSSELL KING
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/BusinessCd1453220
IRS990/ProgramServiceRevenueGrp/Desc0GRANT MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc1MERCHANDISE SALES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt0115
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt012382
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt012382
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1115
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. TREE FUND ISSUED 1 COMMUNITY ENGAGEMENT GRANT VALUED AT $5,000, WHILE OFFERING 10 WEBINARS WITH APPROXIMATELY 6,000 ATTENDEES, ADVERTISING WIDELY AROUND THE COUNTRY AND ISSUING A MONTHLY NEWSLETTER TARGETED TO LAY READERS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt05000
IRS990/ProgSrvcAccomActy3Grp/Desc0TREE FUND PROVIDES SCHOLARSHIPS TO ENCOURAGE COLLEGE STUDENTS TO PURSUE CAREERS IN ARBORICULTURE AND URBAN FORESTRY. IN 2020, TREE FUND ISSUED 4 SCHOLARSHIPS VALUED AT A TOTAL OF $20,000.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt020000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt020000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0696679
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0450504
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0141546
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt012234
IRS990/PYRevenuesLessExpensesAmt0-239472
IRS990/PYSalariesCompEmpBnftPaidAmt0356335
IRS990/PYTotalExpensesAmt0948385
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0708913
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-103328
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt012382
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0665501
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0617503
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01029160
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01148718
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01031218
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04492100
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0818239
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.85500
IRS990ScheduleA/PublicSupportPY170Pct00.92130
IRS990ScheduleA/PublicSupportTotal170Amt03840858
IRS990ScheduleA/SubstantialContributorsTotAmt0651242
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0665501
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0617503
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01029160
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01148718
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01031218
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04492100
IRS990ScheduleA/TotalSupportAmt04492100
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt016964
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05044344
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt072892
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05291751
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0608491
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0417012
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt018996
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04439820
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0296550
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05044344
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0725175
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0398205
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt013248
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04643785
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0381981
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04439820

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,582,083
Liabilities
$345,192
Net assets
$5,236,891
Revenue
$677,998
Expenses
$781,326
Net income
-$103,328
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