Civic Intelligence

Tree Care Industry Association Foundation Inc.

990 • Fiscal year 2019 • EIN 59-3828176

Sep 01, 2018 to Aug 31, 2019 • Filed on Jul 10, 2020

Organization Profilewww.tciaf.org
670 N Commercial Steet No 201Manchester, NH 03101

(603) 314-5380

Siviq Scores

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

Liabilities / Assets

35th percentile

0.02x

Higher debt load relative to assets than 35% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

62nd percentile

0.17x

Higher debt load relative to revenue than 62% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

84th percentile

31%

Higher net margin than 84% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

88th percentile

$189,189

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 49.0% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

46th percentile

1.7%

Faster asset growth than 46% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

60th percentile

8.6%

Faster revenue growth than 60% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$2,846,965

Up $48,071 (+1.7%) from 2018

Net Assets

Up

$2,781,785

Up $49,744 (+1.8%) from 2018

Liabilities

Down

$65,180

Down $1,673 (-2.5%) from 2018

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin84th percentile

Revenue

Up

$385,972

Up $30,475 (+8.6%) from 2018

Expenses

Up

$266,609

Up $52,080 (+24%) from 2018

Net Income

Down

$119,363

Down $21,605 (-15%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $133,485Liabilities 2010: $53,932Net Assets 2010: $79,5532010Assets 2012: $309,735Liabilities 2012: $76,703Net Assets 2012: $233,0322012Assets 2013: $478,802Liabilities 2013: $37,325Net Assets 2013: $441,4772013Assets 2014: $1,321,782Liabilities 2014: $30,508Net Assets 2014: $1,291,2742014Assets 2016: $2,420,888Liabilities 2016: $44,943Net Assets 2016: $2,375,9452016Assets 2018: $2,798,894Liabilities 2018: $66,853Net Assets 2018: $2,732,0412018Assets 2019: $2,846,965Liabilities 2019: $65,180Net Assets 2019: $2,781,7852019Assets 2020: $3,086,284Liabilities 2020: $48,418Net Assets 2020: $3,037,8662020Assets 2021: $3,428,298Liabilities 2021: $12,666Net Assets 2021: $3,415,6322021Assets 2022: $3,411,187Liabilities 2022: $216,492Net Assets 2022: $3,194,6952022Assets 2023: $3,528,423Liabilities 2023: $141,127Net Assets 2023: $3,387,2962023Assets 2024: $3,969,273Liabilities 2024: $78,451Net Assets 2024: $3,890,8222024

Highlighted filing

2019

Assets$2,846,965
Liabilities$65,180
Net Assets$2,781,785
Open 2019 Filing

Operations Trend

Revenue Growth60th percentile

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

$1.5M$1.0M$500K$0Expenses 2010: $75,5422010Expenses 2012: $107,7552012Expenses 2013: $140,4382013Revenue 2014: $1,018,101Expenses 2014: $134,523Net Income 2014: $883,5782014Revenue 2016: $326,074Expenses 2016: $200,479Net Income 2016: $125,5952016Revenue 2018: $355,497Expenses 2018: $214,529Net Income 2018: $140,9682018Revenue 2019: $385,972Expenses 2019: $266,609Net Income 2019: $119,3632019Revenue 2020: $487,415Expenses 2020: $207,596Net Income 2020: $279,8192020Revenue 2021: $311,362Expenses 2021: $229,786Net Income 2021: $81,5762021Revenue 2022: $487,836Expenses 2022: $206,087Net Income 2022: $281,7492022Revenue 2023: $303,182Expenses 2023: $240,871Net Income 2023: $62,3112023Revenue 2024: $356,090Expenses 2024: $48,375Net Income 2024: $307,7152024

Highlighted filing

2019

Revenue$385,972
Expenses$266,609
Net Income$119,363
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Jul 10, 2020
Return Version
2018v3.2
Gross Receipts
$795,998
Mission and Program Overview

Mission

To advance education and professional development in the green industry, to disseminate information key to practitioners and consumers about proper tree care, to improve safety and reduce accident rates in the tree care industry, and to engage in all lawful activities consistent with the preceding purpose of the foundation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,817,740$1,848,143▲ $30,403
Savings and Temporary Cash Investments$454,446$562,318▲ $107,872
Cash and Non-Interest-Bearing Accounts$208,609$265,168▲ $56,559
Pledges and Grants Receivable$286,372$149,047▼ $137,325
Accounts Receivable$28,389$18,951▼ $9,438
Prepaid Expenses and Deferred Charges$3,338$3,338→ $0
Total Assets$2,798,894$2,846,965▲ $48,071
Liabilities
Deferred Revenue$59,575$52,608▼ $6,967
Accounts Payable and Accrued Expenses$7,278$12,572▲ $5,294
Total Liabilities$66,853$65,180▼ $1,673
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,542,598$1,615,517▲ $72,919
Unrestricted Net Assets$1,189,443$1,109,099▼ $80,344
Temporarily Rstr Net Assets-$57,169-
Total Net Assets Fund Balance$2,732,041$2,781,785▲ $49,744
Total Liabilities and Net Assets / Fund Balance$2,798,894$2,846,965▲ $48,071

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$1,913,768$233,551▼ $13,097$73,604$2,060,618
2017$1,643,730$259,287▲ $67,580$56,829$1,913,768
2016$1,181,848$400,259▲ $112,441$50,818$1,643,730
2015$747,143$450,000▲ $27,508$42,803$1,181,848
2014$394,137$372,834▼ $17,197$2,631$747,143
Compensation and Service Providers
Top Officer Pay88th percentile

Board Members and Trustees

NameTitle
Mundy Wilson PiperChair
Andrew W FelixPast Vice Chair
Alan H Jones CTSPVice Chair
David WhiteSecretary
Tim GammaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$83,548
Program Service Revenue
$267,384
Investment Income
$18,393
Other Revenue
$16,647
All Other Contributions
$83,548
Change in Net Assets
$119,363

Audited Revenue Reconciliation

Revenue per Audited Statements
$380,344
Revenue Not Reported on Financial Statements
$5,628
Revenue Not Reported on Form 990
$-1,721
Other Revenue Adjustments
$5,628
Total Revenue per Audited Statements
$378,623
Total Revenue per Form 990
$385,972
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$193,005
Grants and Similar Amounts Paid$73,604
Total Fundraising Expense$2,224
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$73,604--$73,604
Fees for Services Management-$26,678-$26,678
Fees for Service Investment Mgmnt Fees-$15,765-$15,765
Other Expenses$1,056$1,290-$2,346
All Other Expenses--$2,224$2,224
Fees for Services Other-$800-$800
Travel$672--$672
Advertising$421--$421
Total Functional Expenses$219,852$44,533$2,224$266,609

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$439,957
Expenses per Audited Statements$266,609
Total Expenses per Form 990$266,609
Expenses Not Reported on Form 990$173,348
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$35,940
Fundraising Direct Expenses$19,293
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$35,940$35,940-$35,940
Total Events$35,940$35,940$19,293$16,647
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 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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 7A

“The Directors of Tree Care Industry Foundation, Inc. are appointed to their positions by virtue of their positions on the Board of Directors of Tree Care Industry Association, Inc. The TCIA Board may appoint up to five (5) additional trustees.”

Form 990, Part VI, Section A, line 7B

“Amendment of the articles of incorporation and of the bylaws must be approved by the board of directors of the Tree Care Industry Association, Inc. There may be no merger, dissolution, or sale or disposal of all or substantially all of the assets of the Foundation without the approval of the board of directors of the Tree Care Industry Association, Inc.”

Form 990, Part VI, Section B, line 11B

“Before filing, Form 990 is given to the Board of Trustees for review and questions are solicited.”

Form 990, Part VI, Section B, line 12C

“Board members and employees are required to notify the organization whenever a potential conflict of interest arises. Policies are reviewed at least once annually.”

Form 990, Part VI, Section B, line 15

“The Foundation has no employees, however, the TCIA President/CEO gathers comparability data from two sources, one of which is the American Society of Association Executives and provides the data to the Chairman of the Board. The Executive Committee and Board of Directors individually complete a performance review for the President of TCIA. The Executive Committee will compile the results of those reviews and present the information to the entire board. Annual salary adjustment is determined by the Executive Committee and recommended to the board for approval by vote. This shall be based upon salary history, performance, market conditions and the financial position of TCIA. The President/CEO reviews industry and other non-profit comparability data and sets the compensation of other key employees.”

Form 990, Part VI, Section C, line 19

“The Foundation's governing documents, conflict of interest policy, and Form 990's are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Tree Care Industry
EIN
59-3828176
Phone
6033145380
Address
670 N Commercial Steet No 201, Manchester, NH 03101

Signing Officer

Name
David White
Title
President & CEO
Phone
6033145380
Signed
2020-07-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David White
Formed
2005
Legal Domicile
Ga
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
50

Preparer

Firm
Berry Dunn McNeil & Parker LLC
Address
PO Box 1100, Portland, ME 04104-1100
Preparer
Barbara J McGuan CPA
Phone
2077752387
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Present Value Discount of Pledges Receivable -5,628. Overhead Expenses not Included on Financials -69,655. Managment Fees not Included on Financials 26,678.”

Financial Statement Notes

Part V, Line 4:

“During the year ended August 31, 2014, the Foundation established an endowment to support the Arborist Safety Training Institute (ASTI). The purpose of the ASTI is to provide grants for job and safety training to minimize consequent deaths and injuries, and promote overall workforce safety that is critical for the tree care industry. The endowment includes both donor-restricted endowment funds and funds designated by the Board of Directors to function as endowment. As required by U.S. GAAP, net assets associated with endowment funds, including funds designated by the Board of Directors to function as endowments, are classified and reported based on the existence or absence of donor-imposed restrictions.”

Part XI, Line 2D - Other Adjustments:

“Fundraising Event Expenses 19,293.”

Part XI, Line 4B - Other Adjustments:

“Present Value Discount of Pledges Receivable 5,628.”

Part XII, Line 2D - Other Adjustments:

“Fundraising Event Expenses 19,293.”

Form 990, Part X, Line 33

“The Organization's Net Assets per the Financial Statements before intercompany eliminations are -$240,724. The Organization's Net Assets per the 990 are $2,781,785. The difference is related to certain expenses that have been allocated, for Financial Statement purposes, between the Organization and Tree Care Industry Association, Inc., a related organization. These expenses are not allocated for 990 purposes, as the allocation would not appropriately present the financial situation of each entity when presented separately.”

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IRS990/ProgSrvcAccomActy2Grp/Desc0A Loss Control Program was begun in 2009 to reduce accidents and increase safety in the industry. The Loss Control Program is funded through a payment made by Tree Care Industry Association, Inc. (TCIA) of 50% of the royalties it receives from the ArborMAX Insurance Program.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt098091
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0209534
IRS990/ProgSrvcAccomActy3Grp/Desc0The Arborist Safety Training Institute Endowment was established in 2014, a portion of the earnings from the endowment will provide low cost and in some instances free safety training and education to minimize injuries and promote overall workforce safety that is critical for the tree care industry.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt084054
IRS990/ProgSrvcAccomActy3Grp/GrantAmt073604
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0The Foundation also has other miscellaneous activity intended tosupport the Tree Care Industry.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01477
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0250
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt089938
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt056829
IRS990/PYInvestmentIncomeAmt068030
IRS990/PYOtherExpensesAmt0157700
IRS990/PYOtherRevenueAmt013783
IRS990/PYProgramServiceRevenueAmt0183746
IRS990/PYRevenuesLessExpensesAmt0140968
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0214529
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0355497
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0119363
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt057600
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0454446
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0562318
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt010000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt030000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt040000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt030000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0740000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0850000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt083548
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt089938
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0110782
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0110490
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01070658
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01465416
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt053621
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt052481
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt028183
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt016035
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt010249
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0160569
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0267384
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0183746
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0175106
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0169245
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0158241
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0953722
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt053621
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt052481
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt028183
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt016035
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt010249
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0160569
IRS990ScheduleA/InvestmentIncomeCYPct00.06050
IRS990ScheduleA/InvestmentIncomePYPct00.03400
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt016647
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt013783
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt012909
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt017474
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt014638
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt075451
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.59100
IRS990ScheduleA/PublicSupportPY509Pct00.51900
IRS990ScheduleA/PublicSupportTotal509Amt01569138
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt010000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt030000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt040000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt030000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0740000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0850000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0350932
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0273684
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0285888
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0279735
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01228899
IRS990ScheduleA/Total509Grp/TotalAmt02419138
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0421200
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0339948
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0326980
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0313244
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01253786
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02655158
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/BoardDesignatedBalanceEOYPct00.24560
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01913768
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0233551
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02060618
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-13097
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt073604
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01643730
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0259287
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01913768
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt067580
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt056829
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01181848
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0400259
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01643730
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0112441
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt050818
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0747143
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0450000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01181848
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt027508
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt042803
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0394137
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0372834
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0747143
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-17197
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt02631
IRS990ScheduleD/DonatedServicesUseFcltsAmt0154055
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt0173348
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0266609
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-21014
IRS990ScheduleD/OtherExpensesIncludedAmt019293
IRS990ScheduleD/OtherRevenueAmt019293
IRS990ScheduleD/OtherRevenuesNotIncludedAmt05628
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.72660
IRS990ScheduleD/RevenueNotReportedAmt0-1721
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt05628
IRS990ScheduleD/RevenueSubtotalAmt0380344
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0During the year ended August 31, 2014, the Foundation established an endowment to support the Arborist Safety Training Institute (ASTI). The purpose of the ASTI is to provide grants for job and safety training to minimize consequent deaths and injuries, and promote overall workforce safety that is critical for the tree care industry. The endowment includes both donor-restricted endowment funds and funds designated by the Board of Directors to function as endowment. As required by U.S. GAAP, net assets associated with endowment funds, including funds designated by the Board of Directors to function as endowments, are classified and reported based on the existence or absence of donor-imposed restrictions.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Fundraising Event Expenses 19,293.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Present Value Discount of Pledges Receivable 5,628.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3Fundraising Event Expenses 19,293.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4The Organization's Net Assets per the Financial Statements before intercompany eliminations are -$240,724. The Organization's Net Assets per the 990 are $2,781,785. The difference is related to certain expenses that have been allocated, for Financial Statement purposes, between the Organization and Tree Care Industry Association, Inc., a related organization. These expenses are not allocated for 990 purposes, as the allocation would not appropriately present the financial situation of each entity when presented separately.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XI, Line 4b - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part X, Line 33
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.02780
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0266609
IRS990ScheduleD/TotalRevenuePerForm990Amt0385972
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0378623
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0439957
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019293
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt05043
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt05043
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt035940
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035940
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt035940
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035940
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016647
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt014250
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt014250
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,846,965
Liabilities
$65,180
Net assets
$2,781,785
Revenue
$385,972
Expenses
$266,609
Net income
$119,363
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.97$0.08$3.89$0.36$0.05$0.31
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.53$0.14$3.39$0.30$0.24$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.41$0.22$3.19$0.49$0.21$0.28
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.43$0.01$3.42$0.31$0.23$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.09$0.05$3.04$0.49$0.21$0.28
2019Detailed filing. Detailed filing data is available for this year.$2.85$0.07$2.78$0.39$0.27$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.80$0.07$2.73$0.36$0.21$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$0.04$2.38$0.33$0.20$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.32$0.03$1.29$1.02$0.13$0.88
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.04$0.44$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.08$0.23$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.05$0.08$0.08