Civic Intelligence

Tree Fund-Tree Research & Education Endowment Fund

990 • Fiscal year 2021 • EIN 37-1018692

Jan 01, 2021 to Dec 31, 2021 • Filed on May 03, 2022

Organization ProfileWWW.TREEFUND.ORG

View Organization Page

1755 Park Street 109Naperville, IL 60563

(630) 369-8300

Siviq Scores

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

Liabilities / Assets

37th percentile

0.06x

Higher debt load relative to assets than 37% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

73rd percentile

0.50x

Higher debt load relative to revenue than 73% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

48th percentile

11%

Higher net margin than 48% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$109,770

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 15.1% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

57th percentile

13%

Faster asset growth than 57% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

43rd percentile

7.0%

Faster revenue growth than 43% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$6,282,789

Up $700,706 (+13%) from 2020

Net Assets

Up

$5,922,154

Up $685,263 (+13%) from 2020

Liabilities

Up

$360,635

Up $15,443 (+4.5%) from 2020

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin48th percentile

Revenue

Up

$725,659

Up $47,661 (+7.0%) from 2020

Expenses

Down

$642,800

Down $138,526 (-18%) from 2020

Net Income

Up

$82,859

Up $186,187 (+180%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2021

Assets$6,282,789
Liabilities$360,635
Net Assets$5,922,154
Open 2021 Filing

Operations Trend

Revenue Growth43rd 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

2021

Revenue$725,659
Expenses$642,800
Net Income$82,859
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 3, 2022
Return Version
2021v4.2
Gross Receipts
$883,278
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$416,077$725,679▲ $309,602
Pledges and Grants Receivable$257,976$194,066▼ $63,910
Investments in Publicly Traded Securities-$30,849-
Prepaid Expenses and Deferred Charges$3,874$2,675▼ $1,199
Land, Buildings, and Equipment, Net$734$0▼ $734
Total Assets$5,582,083$6,282,789▲ $700,706
Other Assets Total$4,903,422$5,329,520▲ $426,098
Liabilities
Grants Payable$323,615$333,864▲ $10,249
Accounts Payable and Accrued Expenses$21,577$26,771▲ $5,194
Total Liabilities$345,192$360,635▲ $15,443
Net Assets / Fund Balance
Net Assets With Donor Restrictions$5,400,106$6,032,235▲ $632,129
Net Assets Without Donor Restrictions$-163,215$-110,081▲ $53,134
Total Net Assets Fund Balance$5,236,891$5,922,154▲ $685,263
Total Liabilities and Net Assets / Fund Balance$5,582,083$6,282,789▲ $700,706

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$3,678$3,678
Other Assets Org$5,329,520--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$5,291,751$127,583▲ $620,856$176,969$5,845,455
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
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Russell KingPresident/CEOFT$97,850$11,920$109,770

Board Members and Trustees

NameTitle
Brett HeinrichChair Elect
Will NutterChairman
Sharon Jean-philippeVice Chair
Beau BrodbeckTrustee
Dan HermsTrustee
George HudlerTrustee
Jacques BrunswickTrustee
Jeff EdgarTrustee
Jim UrbanTrustee
Patrick FranklinTrustee
Rachel BarkerTrustee
Randy MillerTrustee
Steve GeistTrustee
Ray HenningTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$718,818
Program Service Revenue
$6,841
Investment Income
$0
Other Revenue
$0
All Other Contributions
$528,438
Change in Net Assets
$82,859

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 AmountValuation Method
Securities Publicly Traded1$31,444Fair Market Value
Total Noncash Contributions1$31,444-

Audited Revenue Reconciliation

Revenue per Audited Statements
$725,659
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$794,011
Total Revenue per Audited Statements
$1,519,670
Total Revenue per Form 990
$725,659
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$287,107
Grants and Similar Amounts Paid$219,494
Other Expenses$136,199
Total Fundraising Expense$115,726
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$164,494--$164,494
Other Salaries and Wages$99,722-$44,862$144,584
Current Officers, Directors, Trustees, and Key Employees$31,756$34,337$31,756$97,849
Fees for Services Accounting-$38,905-$38,905
Foreign Grants$35,000--$35,000
Other Employee Benefits$13,847$3,616$8,069$25,532
Occupancy$11,604$3,031$6,762$21,397
Grants to Domestic Individuals$20,000--$20,000
Payroll Taxes$10,280$2,847$6,015$19,142
Information Technology$8,636$2,255$5,033$15,924
Office Expenses$6,178$1,617$3,600$11,395
Travel$2,311$604$1,347$4,262
Insurance$2,166$565$1,262$3,993
All Other Expenses$1,047$1,543-$2,590
Other Expenses$1,253$327$730$2,310
Depreciation Depletion$294$175$265$734
Total Functional Expenses$418,927$108,147$115,726$642,800

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$834,407
Expenses per Audited Statements$642,800
Total Expenses per Form 990$642,800
Expenses Not Reported on Form 990$191,607
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Biocompliance ConsultingMarine N St Croix, MN501c3Support Research$50,000
Pennsylvania State UniversityState College, PA501c3Support Research$45,639
The Morton ArboretumLisle, IL501c3Support Research$29,236
University of Wisconsin Stevens PointStevens Point, WI-Support Research$24,967
University of Georgia Research FoundationAthens, GA501c3Support Research$9,652

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$157,619
Fundraising Gross Income$157,619
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Tour De Trees (incl Auction)$259,071-$157,619-
Total Events$259,071-$157,619$-157,619
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
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
1755 PARK STREET 109, NAPERVILLE, IL 60563

Signing Officer

Name
Russell King
Title
President/CEO
Phone
6303698300
Signed
2022-05-03
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
4
Volunteers
0

Preparer

Firm
Sassetti LLC
Address
2107 SWIFT DRIVE SUITE 210, OAK BROOK, IL 60523
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, 2021. 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, 2021. 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 157,619.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Direct expenses of special events netted against fundraising revenue 157,619.”

Raw XML AppendixShowing 400 of 689 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/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIR ELECT
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
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IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0101452
IRS990/FundraisingDirectExpensesAmt0157619
IRS990/FundraisingGrossIncomeAmt0157619
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GovernmentGrantsAmt088928
IRS990/GrantAmt0194494
IRS990/GrantsPayableGrp/BOYAmt0323615
IRS990/GrantsPayableGrp/EOYAmt0333864
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt020000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt020000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0164494
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0164494
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0883278
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt05033
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02255
IRS990/InformationTechnologyGrp/ProgramServicesAmt08636
IRS990/InformationTechnologyGrp/TotalAmt015924
IRS990/InsuranceGrp/FundraisingAmt01262
IRS990/InsuranceGrp/ManagementAndGeneralAmt0565
IRS990/InsuranceGrp/ProgramServicesAmt02166
IRS990/InsuranceGrp/TotalAmt03993
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt030849
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03678
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0734
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
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/NetAssetsOrFundBalancesBOYAmt05236891
IRS990/NetAssetsOrFundBalancesEOYAmt05922154
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0602404
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-163215
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-110081
IRS990/NoncashContributionsAmt047320
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt06762
IRS990/OccupancyGrp/ManagementAndGeneralAmt03031
IRS990/OccupancyGrp/ProgramServicesAmt011604
IRS990/OccupancyGrp/TotalAmt021397
IRS990/OfficeExpensesGrp/FundraisingAmt03600
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01617
IRS990/OfficeExpensesGrp/ProgramServicesAmt06178
IRS990/OfficeExpensesGrp/TotalAmt011395
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04903422
IRS990/OtherAssetsTotalGrp/EOYAmt05329520
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt08069
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03616
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt013847
IRS990/OtherEmployeeBenefitsGrp/TotalAmt025532
IRS990/OtherExpensesGrp/Desc0BANK CHARGES
IRS990/OtherExpensesGrp/Desc1COMMUNICATIONS
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3POSTAGE
IRS990/OtherExpensesGrp/FundraisingAmt03615
IRS990/OtherExpensesGrp/FundraisingAmt12410
IRS990/OtherExpensesGrp/FundraisingAmt2730
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015625
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11620
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21080
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3327
IRS990/OtherExpensesGrp/ProgramServicesAmt06203
IRS990/OtherExpensesGrp/ProgramServicesAmt14136
IRS990/OtherExpensesGrp/ProgramServicesAmt21253
IRS990/OtherExpensesGrp/TotalAmt015625
IRS990/OtherExpensesGrp/TotalAmt111438
IRS990/OtherExpensesGrp/TotalAmt27626
IRS990/OtherExpensesGrp/TotalAmt32310
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt044862
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt099722
IRS990/OtherSalariesAndWagesGrp/TotalAmt0144584
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt06015
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02847
IRS990/PayrollTaxesGrp/ProgramServicesAmt010280
IRS990/PayrollTaxesGrp/TotalAmt019142
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0257976
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0194066
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03874
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02675
IRS990/PrincipalOfficerNm0RUSSELL KING
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/BusinessCd1453220
IRS990/ProgramServiceRevenueGrp/Desc0GRANT MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc1MERCHANDISE SALES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt06263
IRS990/ProgramServiceRevenueGrp/ExclusionAmt1578
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06263
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1578
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 2021 COMMUNITY ENGAGEMENT EVENT WAS A FIVE-DAY CYCLING EVENT WITH 8 OUTREACH PROGRAMS ALONG ITS ROUTE. TREE FUND ISSUED 1 COMMUNITY ENGAGEMENT GRANT VALUED AT $5,000, WHILE OFFERING 8 WEBINARS WITH APPROXIMATELY 7,500 ATTENDEES, HOLDING A RESERCH IMPACT SUMMIT OPEN TO ALL ISA INTERNATIONAL CONFERENCE ATTENDEES, ADVERTISING WIDELY AROUND THE COUNTRY AND ISSUING A MONTHLY NEWSLETTER TARGETED TO LAY READERS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt05000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt05000
IRS990/ProgSrvcAccomActy3Grp/Desc0TREE FUND PROVIDES SCHOLARSHIPS TO ENCOURAGE COLLEGE STUDENTS TO PURSUE CAREERS IN ARBORICULTURE AND URBAN FORESTRY. IN 2021, TREE FUND ISSUED 4 SCHOLARSHIPS VALUED AT A TOTAL OF $20,000.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt020000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt020000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0665501
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0317725
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0159181
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt012497
IRS990/PYRevenuesLessExpensesAmt0-103328
IRS990/PYSalariesCompEmpBnftPaidAmt0304420
IRS990/PYTotalExpensesAmt0781326
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0677998
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt082859
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt012497
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0910425
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0665501
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0617503
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01029160
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01148718
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04371307
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0823118
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.80720
IRS990ScheduleA/PublicSupportPY170Pct00.85500
IRS990ScheduleA/PublicSupportTotal170Amt03528712
IRS990ScheduleA/SubstantialContributorsTotAmt0842595
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0910425
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0665501
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0617503
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01029160
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01148718
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04371307
IRS990ScheduleA/TotalSupportAmt04371307
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/AdministrativeExpensesAmt017766
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05291751
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0127583
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05845455
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0620856
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0176969
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt016964
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05044344
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt072892
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05291751
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0608491
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0417012
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt018996
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04439820
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0296550
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05044344
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0725175

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,282,789
Liabilities
$360,635
Net assets
$5,922,154
Revenue
$725,659
Expenses
$642,800
Net income
$82,859
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