Civic Intelligence

Tree Fund-Tree Research & Education Endowment Fund

990 • Fiscal year 2022 • EIN 37-1018692

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 26, 2023

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

41st percentile

0.07x

Higher debt load relative to assets than 41% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

76th percentile

0.59x

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

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

9th percentile

-35%

Higher net margin than 9% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

49th percentile

$120,664

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 18.1% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

11th percentile

-15%

Faster asset growth than 11% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

29th percentile

-7.9%

Faster revenue growth than 29% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$5,360,565

Down $922,224 (-15%) from 2021

Net Assets

Down

$4,968,691

Down $953,463 (-16%) from 2021

Liabilities

Up

$391,874

Up $31,239 (+8.7%) from 2021

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin9th percentile

Revenue

Down

$668,187

Down $57,472 (-7.9%) from 2021

Expenses

Up

$902,680

Up $259,880 (+40%) from 2021

Net Income

Down

-$234,493

Down $317,352 (-383%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2022

Assets$5,360,565
Liabilities$391,874
Net Assets$4,968,691
Open 2022 Filing

Operations Trend

Revenue Growth29th 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

2022

Revenue$668,187
Expenses$902,680
Net Income-$234,493
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 26, 2023
Return Version
2022v5.0
Gross Receipts
$831,535
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$725,679$587,483▼ $138,196
Pledges and Grants Receivable$194,066$329,241▲ $135,175
Investments in Publicly Traded Securities$30,849$26,092▼ $4,757
Prepaid Expenses and Deferred Charges$2,675$3,038▲ $363
Land, Buildings, and Equipment, Net$0$1,327▲ $1,327
Total Assets$6,282,789$5,360,565▼ $922,224
Other Assets Total$5,329,520$4,413,384▼ $916,136
Liabilities
Grants Payable$333,864$353,124▲ $19,260
Accounts Payable and Accrued Expenses$26,771$38,750▲ $11,979
Total Liabilities$360,635$391,874▲ $31,239
Net Assets / Fund Balance
Net Assets With Donor Restrictions$6,032,235$5,110,394▼ $921,841
Net Assets Without Donor Restrictions$-110,081$-141,703▼ $31,622
Total Net Assets Fund Balance$5,922,154$4,968,691▼ $953,463
Total Liabilities and Net Assets / Fund Balance$6,282,789$5,360,565▼ $922,224

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,327$3,748$5,075
Other Assets Org$4,413,384--
Financial Derivatives$0--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$5,845,455$98,754▼ $713,483$181,808$5,028,073
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
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Russell KingPresident/CEOFT$108,462$12,202$120,664

Board Members and Trustees

NameTitle
Beau BrodbeckChair Elect
Steve GeistChairman
Patrick FranklinVice Chair
Dan HermsTrustee
David GordenTrustee
Gordon MannTrustee
Jeff EdgarTrustee
Kathy WolfTrustee
Lori BrockelbankTrustee
Rachel BarkerTrustee
Sharon Jean-philippeTrustee
Jacques BrunswickTreasurer/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$654,016
Program Service Revenue
$12,659
Investment Income
$177
Other Revenue
$1,335
All Other Contributions
$481,226
Change in Net Assets
$-234,493

Audited Revenue Reconciliation

Revenue per Audited Statements
$649,933
Revenue Not Reported on Financial Statements
$18,254
Revenue Not Reported on Form 990
$-494,259
Other Revenue Adjustments
$18,254
Total Revenue per Audited Statements
$155,674
Total Revenue per Form 990
$668,187
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$431,705
Salaries, Compensation, and Employee Benefits$308,943
Other Expenses$162,032
Total Fundraising Expense$100,863
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$396,705--$396,705
Other Salaries and Wages$79,705$22,511$45,077$147,293
Current Officers, Directors, Trustees, and Key Employees$58,692$16,577$33,193$108,462
Fees for Services Accounting-$42,226-$42,226
Travel$8,924$25,377-$34,301
Other Employee Benefits$17,659$4,987$9,987$32,633
Advertising-$23,368-$23,368
Payroll Taxes$11,116$3,110$6,329$20,555
Grants to Domestic Individuals$20,000--$20,000
Fees for Service Investment Mgmnt Fees-$18,254-$18,254
Foreign Grants$15,000--$15,000
Fees for Services Other-$7,925$250$8,175
Occupancy$2,893$818$1,636$5,347
Office Expenses-$4,937-$4,937
Information Technology-$4,609-$4,609
Other Expenses$1,827$516$1,034$3,377
All Other Expenses-$2,466-$2,466
Insurance$1,297$367$733$2,397
Depreciation Depletion$38$11$21$70
Total Functional Expenses$613,856$187,961$100,863$902,680

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,109,137
Total Expenses per Form 990$902,680
Expenses per Audited Statements$884,426
Expenses Not Reported on Form 990$224,711
Expenses Not Reported on Financial Statements$18,254
Other Expense Adjustments$18,254
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pennsylvania State UniversityState College, PA-Support Research$158,109
Pennsylvania State UniversityState College, PA-Support Research$87,082
West Virginia UniversityMorgantown, WV-Support Research$49,572
Cn Utility Consulting (cnuc)Des Moines, IA-Support Research$30,000
University of MassachusettsAmherst, MA-Support Research$25,000
Tarleton State UniversityStephenville, TX-Support Research$22,950
Cornell UniversityIthaca, NY-Support Research$10,000

International Summary

Offices
0
Employees
0
Spending
$10,000

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

International Activities

RegionActivityServicesOfficesEmployeesSpending
East Asia and the PacificGrantmaking-00$10,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$163,348
Fundraising Gross Income$163,348
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Tour De Trees (incl Auction)$336,137$163,348$163,348$0
Total Events$336,137$163,348$163,348$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
Yes
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
1755 PARK STREET 109, NAPERVILLE, IL 60563

Signing Officer

Name
Paul Putman
Title
President & CEO
Phone
6303698300
Signed
2023-09-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Putman
Formed
1975
Legal Domicile
Il
Voting Board Members
12
Independent Board Members
12
Employees
5
Volunteers
12

Preparer

Firm
Sassetti LLC
Address
2107 SWIFT DRIVE SUITE 210, OAK BROOK, IL 60523
Preparer
Izabela Poludniak
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, 2022. 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, 2022. 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 163,348.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Investment management fees netted against revenue 18,254.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Direct expenses of special events netted against fundraising revenue 163,348.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Investment management fees netted against revenue 18,254.”

Raw XML AppendixShowing 400 of 704 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/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER/SECRETARY
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/TitleTxt12PRESIDENT/CEO
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IRS990/FormationYr01975
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0172790
IRS990/FundraisingDirectExpensesAmt0163348
IRS990/FundraisingGrossIncomeAmt0163348
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt0401705
IRS990/GrantsPayableGrp/BOYAmt0333864
IRS990/GrantsPayableGrp/EOYAmt0353124
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt020000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt020000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0396705
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0396705
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0831535
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt04609
IRS990/InformationTechnologyGrp/TotalAmt04609
IRS990/InsuranceGrp/FundraisingAmt0733
IRS990/InsuranceGrp/ManagementAndGeneralAmt0367
IRS990/InsuranceGrp/ProgramServicesAmt01297
IRS990/InsuranceGrp/TotalAmt02397
IRS990/InvestmentIncomeGrp/ExclusionAmt0177
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0177
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt030849
IRS990/InvestmentsPubTradedSecGrp/EOYAmt026092
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03748
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01327
IRS990/LandBldgEquipCostOrOtherBssAmt05075
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/MoreThan5000KToIndividualsInd01
IRS990/MoreThan5000KToOrgInd01
IRS990/NetAssetsOrFundBalancesBOYAmt05922154
IRS990/NetAssetsOrFundBalancesEOYAmt04968691
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-718970
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-110081
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-141703
IRS990/NoncashContributionsAmt013247
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01636
IRS990/OccupancyGrp/ManagementAndGeneralAmt0818
IRS990/OccupancyGrp/ProgramServicesAmt02893
IRS990/OccupancyGrp/TotalAmt05347
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04937
IRS990/OfficeExpensesGrp/TotalAmt04937
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05329520
IRS990/OtherAssetsTotalGrp/EOYAmt04413384
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt09987
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04987
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt017659
IRS990/OtherEmployeeBenefitsGrp/TotalAmt032633
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1PRINTING
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/FundraisingAmt02603
IRS990/OtherExpensesGrp/FundraisingAmt11034
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05180
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11231
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23491
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3516
IRS990/OtherExpensesGrp/ProgramServicesAmt01827
IRS990/OtherExpensesGrp/TotalAmt05180
IRS990/OtherExpensesGrp/TotalAmt13834
IRS990/OtherExpensesGrp/TotalAmt23491
IRS990/OtherExpensesGrp/TotalAmt33377
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt01335
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01335
IRS990/OtherRevenueTotalAmt01335
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt045077
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt022511
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt079705
IRS990/OtherSalariesAndWagesGrp/TotalAmt0147293
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt06329
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03110
IRS990/PayrollTaxesGrp/ProgramServicesAmt011116
IRS990/PayrollTaxesGrp/TotalAmt020555
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0194066
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0329241
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02675
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03038
IRS990/PrincipalOfficerNm0PAUL PUTMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0GRANT MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc1MERCHANDISE SALES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt012192
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1467
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt012192
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1467
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 6 WEBINARS WITH APPROXIMATELY 3,150 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 2022, TREE FUND ISSUED 5 SCHOLARSHIPS VALUED AT A TOTAL OF $25,000.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt025000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt025000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0718818
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0219494
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0136199
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt06841
IRS990/PYRevenuesLessExpensesAmt082859
IRS990/PYSalariesCompEmpBnftPaidAmt0287107
IRS990/PYTotalExpensesAmt0642800
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0725659
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-234493
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt012659
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0878727
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0910425
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0665501
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0617503
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01029160
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04101316
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0578468
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.80820
IRS990ScheduleA/PublicSupportPY170Pct00.80720
IRS990ScheduleA/PublicSupportTotal170Amt03314731
IRS990ScheduleA/SubstantialContributorsTotAmt0786585
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0878727
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0910425
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0665501
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0617503
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01029160
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04101316
IRS990ScheduleA/TotalSupportAmt04101316
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/AdministrativeExpensesAmt020845
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05845455
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt098754
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05028073
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-713483
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0181808
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt017766
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05291751
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0127583
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05845455
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0620856
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0176969
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt016964
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05044344
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt072892
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05291751
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0608491
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0417012
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt018996
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04439820
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0296550
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05044344
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0725175

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,360,565
Liabilities
$391,874
Net assets
$4,968,691
Revenue
$668,187
Expenses
$902,680
Net income
-$234,493
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