Civic Intelligence

Trees Forever Foundation

990EZ • Fiscal year 2018 • EIN 56-2377110

Jan 01, 2018 to Dec 31, 2018 • Filed on May 22, 2019

Organization ProfileWWW.TREESFOREVER.ORG
80 W 8th AveMarion, IA 52302

(319) 373-0650

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

2nd percentile

-291%

Higher net margin than 2% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

52nd percentile

2.5%

Faster asset growth than 52% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-70%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$401,303

Up $9,697 (+2.5%) from 2017

Net Assets

Up

$401,303

Up $9,697 (+2.5%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin2nd percentile

Revenue

Down

$9,255

Down $21,147 (-70%) from 2017

Expenses

Up

$36,193

Up $18,607 (+106%) from 2017

Net Income

Down

-$26,938

Down $39,754 (-310%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2010: $116,150Net Assets 2010: $116,1502010Assets 2011: $115,825Liabilities 2011: $02011Assets 2012: $169,847Net Assets 2012: $169,8472012Assets 2016: $340,705Net Assets 2016: $340,7052016Assets 2017: $391,606Net Assets 2017: $391,6062017Assets 2018: $401,303Net Assets 2018: $401,3032018Assets 2019: $440,264Net Assets 2019: $440,2642019Assets 2020: $459,954Net Assets 2020: $459,9542020Assets 2021: $607,476Liabilities 2021: $0Net Assets 2021: $607,4762021Assets 2022: $549,805Liabilities 2022: $0Net Assets 2022: $549,8052022Assets 2023: $659,341Liabilities 2023: $0Net Assets 2023: $659,3412023Assets 2024: $750,379Liabilities 2024: $0Net Assets 2024: $750,3792024

Highlighted filing

2018

Assets$401,303
Liabilities-
Net Assets$401,303
Open 2018 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2010: $2,9282010Revenue 2011: $5,751Expenses 2011: $2,943Net Income 2011: $2,8082011Revenue 2012: $55,472Expenses 2012: $1,450Net Income 2012: $54,0222012Revenue 2016: $127,008Expenses 2016: $19,755Net Income 2016: $107,2532016Revenue 2017: $30,402Expenses 2017: $17,586Net Income 2017: $12,8162017Revenue 2018: $9,255Expenses 2018: $36,193Net Income 2018: -$26,9382018Revenue 2019: $54,936Expenses 2019: $15,975Net Income 2019: $38,9612019Revenue 2020: $38,082Expenses 2020: $18,392Net Income 2020: $19,6902020Revenue 2021: $168,567Expenses 2021: $21,045Net Income 2021: $147,5222021Revenue 2022: $35,932Expenses 2022: $15,533Net Income 2022: $20,3992022Revenue 2023: $45,517Expenses 2023: $5,691Net Income 2023: $39,8262023Revenue 2024: $55,202Expenses 2024: $9,431Net Income 2024: $45,7712024

Highlighted filing

2018

Revenue$9,255
Expenses$36,193
Net Income-$26,938
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 22, 2019
Return Version
2018v3.1
Gross Receipts
$9,255
Mission and Program Overview

Mission

Facilitate the planting and care of trees, woodlands, and forests through action-oriented programs that empower people, build community, and promote environmental awareness.

Facilitate the planting and care of trees, woodlands, and forests through action-oriented programs that empower people, build community and promote environmental awareness.

Program Services

DescriptionGrantsExpenses
THE TREES FOREVER FOUNDATION PROVIDES SUPPORT TO TREES FOREVER, INC. AND ITS PROJECTS THROUGH CONTRIBUTIONS, ESTABLISHING ENDOWMENTS TO FUND ACTIVITIES AND SPECIAL PROJECTS.$18,264$18,264
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHANNON RAMSAYExecutive Di-$0--
NANCY LOWENBERGChair-$0--
KIMM HARRISDirector-$0--
SCOTT PETERSDirector-$0--
ELIZABETH DALYDirector-$0--
JANIS MCFARLANDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Trees Forever Foundation
EIN
56-2377110
Phone
3193730650
Address
80 W 8TH AVE, MARION, IA 52302

Signing Officer

Name
Shannon Ramsay
Title
Executive Director
Phone
3193730650
Signed
2019-05-22
Discuss with paid preparer
Yes

Preparer

Firm
Tdt Cpas and Advisors Pc
Address
1700 42ND ST NE, CEDAR RAPIDS, IA 52402
Preparer
Ross Vanlaar CPA
Phone
3193932374
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Name: trees forever inc address: 80 w 8th ave marion, ia 52302 cash contribution: 18,264”

Form 990-ez, Part I, Line 16

“Expenses investment loss 15,550 total 15,550”

Form 990-ez, Part I, Line 20

“Prior period restatement 33,874 2017 investment income prior period adjusment 2,761 the organization identified one of the foundation's agency funds was one over which the community foundation does not have variance power. Management has determined this fund should be recorded as part of the entities' beeficial interest in assets held by the community foundation. Net assets without donor restrictions have been restated as of january 1, 2017 to recognized these funds. The organization has also considered investment income earned in 2017 to adjust to the correct beginning and ending balance for the year ended on december 31, 2018.”

Form 990-ez, Part II, Line 24

“Pledges receivable 19,836 0 int. In community foundation 371,770 401,303 total 391,606 401,303”

Form 990-ez, Part III

“Facilitate the planting and care of trees, woodlands, and forests through action-oriented programs that empower people, build community and promote environmental awareness.”

Raw XML Appendix151 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum03193730650
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MARION
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHANNON RAMSAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NANCY LOWENBERG
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SCOTT PETERS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DI
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherChangesInNetAssetsAmt036635
IRS990EZ/OtherExpensesTotalAmt015550
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE TREES FOREVER FOUNDATION PROVIDES SUPPORT TO TREES FOREVER, INC. AND ITS PROJECTS THROUGH CONTRIBUTIONS, ESTABLISHING ENDOWMENTS TO FUND ACTIVITIES AND SPECIAL PROJECTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt018264
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SchoolOperatingInd0false
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0-15550
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: TREES FOREVER INC ADDRESS: 80 W 8TH AVE MARION, IA 52302 CASH CONTRIBUTION: 18,264
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES INVESTMENT LOSS 15,550 TOTAL 15,550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR PERIOD RESTATEMENT 33,874 2017 INVESTMENT INCOME PRIOR PERIOD ADJUSMENT 2,761 THE ORGANIZATION IDENTIFIED ONE OF THE FOUNDATION'S AGENCY FUNDS WAS ONE OVER WHICH THE COMMUNITY FOUNDATION DOES NOT HAVE VARIANCE POWER. MANAGEMENT HAS DETERMINED THIS FUND SHOULD BE RECORDED AS PART OF THE ENTITIES' BEEFICIAL INTEREST IN ASSETS HELD BY THE COMMUNITY FOUNDATION. NET ASSETS WITHOUT DONOR RESTRICTIONS HAVE BEEN RESTATED AS OF JANUARY 1, 2017 TO RECOGNIZED THESE FUNDS. THE ORGANIZATION HAS ALSO CONSIDERED INVESTMENT INCOME EARNED IN 2017 TO ADJUST TO THE CORRECT BEGINNING AND ENDING BALANCE FOR THE YEAR ENDED ON DECEMBER 31, 2018.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PLEDGES RECEIVABLE 19,836 0 INT. IN COMMUNITY FOUNDATION 371,770 401,303 TOTAL 391,606 401,303
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FACILITATE THE PLANTING AND CARE OF TREES, WOODLANDS, AND FORESTS THROUGH ACTION-ORIENTED PROGRAMS THAT EMPOWER PEOPLE, BUILD COMMUNITY AND PROMOTE ENVIRONMENTAL AWARENESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHANNON RAMSAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03193730650
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TREES FOREVER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TREE
ReturnHeader/Filer/EIN0562377110
ReturnHeader/Filer/PhoneNum03193730650
ReturnHeader/Filer/USAddress/AddressLine1Txt080 W 8TH AVE
ReturnHeader/Filer/USAddress/CityNm0MARION
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ReturnHeader/FilingSecurityInformation/IPTm014:16:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421029744
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TDT CPAS AND ADVISORS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01700 42ND ST NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CEDAR RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052402
ReturnHeader/PreparerPersonGrp/PhoneNum03193932374
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROSS VANLAAR CPA
ReturnHeader/ReturnTs02019-05-22T14:16:16-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$401,303
Liabilities
-
Net assets
$401,303
Revenue
$9,255
Expenses
$36,193
Net income
-$26,938
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.50$0.00$7.50$0.55$0.09$0.46
2023Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$0.46$0.06$0.40
2022Detailed filing. Detailed filing data is available for this year.$5.50$0.00$5.50$0.36$0.16$0.20
2021Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$1.69$0.21$1.48
2020Detailed filing. Detailed filing data is available for this year.$4.60$4.60$0.38$0.18$0.20
2019Detailed filing. Detailed filing data is available for this year.$4.40$4.40$0.55$0.16$0.39
2018Detailed filing. Detailed filing data is available for this year.$4.01$4.01$0.09$0.36$0.27
2017Detailed filing. Detailed filing data is available for this year.$3.92$3.92$0.30$0.18$0.13
2016Detailed filing. Detailed filing data is available for this year.$3.41$3.41$1.27$0.20$1.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$1.70$0.55$0.01$0.54
2011Summary only. Only limited summary data is available for this year.$1.16$0.00$0.06$0.03$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$1.16$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits