Civic Intelligence

Tree Foundation Inc.

990 • Fiscal year 2014 • EIN 65-0904869

Jul 01, 2013 to Jun 30, 2014 • Filed on Aug 25, 2014

Organization ProfileWWW.TREEFOUNDATION.ORG
2381 Fruitville Road34237

(941) 366-2983

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$194,215

Flat from 2014

Net Assets

Flat

$194,215

Flat from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses

Revenue

Flat

$204,455

Flat from 2014

Expenses

Flat

$130,552

Flat from 2014

Net Income

Flat

$73,903

Flat from 2014

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $101,441Net Assets 2011: $101,4412011Assets 2012: $99,085Net Assets 2012: $99,0852012Assets 2013: $120,312Net Assets 2013: $120,3122013Assets 2014: $194,215Liabilities 2014: $0Net Assets 2014: $194,2152014Assets 2014: $194,215Liabilities 2014: $0Net Assets 2014: $194,2152014Assets 2015: $216,597Liabilities 2015: $1,209Net Assets 2015: $215,3882015Assets 2016: $178,972Liabilities 2016: $0Net Assets 2016: $178,9722016Assets 2017: $137,789Liabilities 2017: $0Net Assets 2017: $137,7892017Assets 2018: $155,617Liabilities 2018: $3Net Assets 2018: $155,6142018Assets 2019: $202,542Liabilities 2019: $1,212Net Assets 2019: $201,3302019Assets 2020: $210,717Liabilities 2020: $1,713Net Assets 2020: $209,0042020Assets 2021: $347,363Liabilities 2021: $16,727Net Assets 2021: $330,6362021Assets 2022: $489,535Liabilities 2022: $28Net Assets 2022: $489,5072022Assets 2023: $371,269Liabilities 2023: $0Net Assets 2023: $371,2692023Assets 2024: $413,358Liabilities 2024: $0Net Assets 2024: $413,3582024Assets 2025: $443,110Liabilities 2025: $0Net Assets 2025: $443,1102025

Highlighted filing

2014

Assets$194,215
Liabilities$0
Net Assets$194,215
Open 2014 Filing

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $123,631Expenses 2011: $108,585Net Income 2011: $15,0462011Revenue 2012: $124,794Expenses 2012: $127,150Net Income 2012: -$2,3562012Revenue 2013: $106,167Expenses 2013: $87,560Net Income 2013: $18,6072013Revenue 2014: $204,455Expenses 2014: $130,552Net Income 2014: $73,9032014Revenue 2014: $204,455Expenses 2014: $130,552Net Income 2014: $73,9032014Revenue 2015: $146,606Expenses 2015: $125,433Net Income 2015: $21,1732015Revenue 2016: $79,779Expenses 2016: $116,195Net Income 2016: -$36,4162016Revenue 2017: $92,756Expenses 2017: $133,939Net Income 2017: -$41,1832017Revenue 2018: $83,021Expenses 2018: $65,196Net Income 2018: $17,8252018Revenue 2019: $108,449Expenses 2019: $62,733Net Income 2019: $45,7162019Revenue 2020: $114,021Expenses 2020: $106,347Net Income 2020: $7,6742020Revenue 2021: $234,567Expenses 2021: $112,935Net Income 2021: $121,6322021Revenue 2022: $346,425Expenses 2022: $187,554Net Income 2022: $158,8712022Revenue 2023: $383,197Expenses 2023: $501,435Net Income 2023: -$118,2382023Revenue 2024: $197,426Expenses 2024: $155,337Net Income 2024: $42,0892024Revenue 2025: $242,588Expenses 2025: $212,836Net Income 2025: $29,7522025

Highlighted filing

2014

Revenue$204,455
Expenses$130,552
Net Income$73,903
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Aug 25, 2014
Return Version
2013v3.0
Gross Receipts
$204,455
Mission and Program Overview

Mission

Sponsor education and conservation projects to save and protect trees and forest ecosystems.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$65,510$123,391▲ $57,881
Cash and Non-Interest-Bearing Accounts$54,802$70,824▲ $16,022
Total Assets$120,312$194,215▲ $73,903
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$120,312$194,215▲ $73,903
Total Net Assets Fund Balance$120,312$194,215▲ $73,903
Total Liabilities and Net Assets / Fund Balance$120,312$194,215▲ $73,903
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Margaret LowmanExecutive DirectorPT$9,000$9,000

Board Members and Trustees

NameTitle
Robert a RichardsonBoard Chair Emeritus
Thomas LovejoyHonorary Chairman
Gerri AaronPresident
Joel FedderVice President
Dan BennettDirector
Elizabeth BoothDirector
Joanne SpurlinoDirector
Susanne RodriquezDirector
Michael BrownDirector/legal Counsel
Laura PetersSecretary
Michael R PenderTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$204,248
Program Service Revenue
$0
Investment Income
$207
Other Revenue
$0
All Other Contributions
$204,248
Change in Net Assets
$73,903
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$120,797
Salaries, Compensation, and Employee Benefits$9,755
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$4,500$4,500-$9,000
Fees for Services Accounting-$7,471-$7,471
Fees for Services Other$2,000--$2,000
Payroll Taxes$378$377-$755
Information Technology-$645-$645
Office Expenses-$477-$477
Conferences and Meetings-$190-$190
Travel-$158-$158
Other Expenses$109,652$18-$18
Total Functional Expenses$116,530$14,022$0$130,552
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$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
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
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 11

“The form 990 is reviewed by the board at a regular board meeting before it is filed.”

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

“At the regular board meeting the organization discusses and educates its board members on the conflict of interest policy.”

Form 990, Part VI, Section B, Line 15A

“The board of directors determines the compensation for the executive director by using local sources for comparability and deliberating the issue a their board meeting.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon written request.”

Filing and Contact Details

Filer

EIN
65-0904869
Phone
9413662983

Signing Officer

Name
Michael R Pender Jr
Title
Treasurer
Phone
9413662983
Signed
2014-08-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael R Pender Jr
Formed
1999
Legal Domicile
Fl
Voting Board Members
11
Independent Board Members
11
Employees
1
Volunteers
11

Preparer

Preparer
Michael R Pender
Phone
9413662983
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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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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE BOARD AT A REGULAR BOARD MEETING BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AT THE REGULAR BOARD MEETING THE ORGANIZATION DISCUSSES AND EDUCATES ITS BOARD MEMBERS ON THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION FOR THE EXECUTIVE DIRECTOR BY USING LOCAL SOURCES FOR COMPARABILITY AND DELIBERATING THE ISSUE A THEIR BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0120312
IRS990/TotalAssetsEOYAmt0194215
IRS990/TotalAssetsGrp/BOYAmt0120312
IRS990/TotalAssetsGrp/EOYAmt0194215
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0204248
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014022
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0116530
IRS990/TotalFunctionalExpensesGrp/TotalAmt0130552
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0120312
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0194215
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0116530
IRS990/TotalReportableCompFromOrgAmt09000
IRS990/TotalRevenueGrp/ExclusionAmt0207
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0204455
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0120312
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0194215
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0158
IRS990/TravelGrp/TotalAmt0158
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0120312
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0194215
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine102381 FRUITVILLE ROAD
IRS990/USAddress/City0SARASOTA
IRS990/USAddress/State0FL
IRS990/USAddress/ZIPCode034237
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.TREEFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL R PENDER JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09413662983
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine10TREE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0TREE
ReturnHeader/Filer/EIN0650904869
ReturnHeader/Filer/PhoneNum09413662983
ReturnHeader/Filer/USAddress/AddressLine102381 FRUITVILLE ROAD
ReturnHeader/Filer/USAddress/City0SARASOTA
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode034237
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591954606
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CAVANAUGH & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102381 FRUITVILLE ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SARASOTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode034237
ReturnHeader/PreparerPersonGrp/PhoneNum09413662983
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL R PENDER
ReturnHeader/ReturnTs02014-08-25T14:59:10-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$194,215
Liabilities
$0
Net assets
$194,215
Revenue
$204,455
Expenses
$130,552
Net income
$73,903
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.43$0.00$4.43$2.43$2.13$0.30
2024Summary only. Only limited summary data is available for this year.$4.13$0.00$4.13$1.97$1.55$0.42
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.71$0.00$3.71$3.83$5.01$1.18
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.90$0.00$4.90$3.46$1.88$1.59
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.47$0.17$3.31$2.35$1.13$1.22
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.11$0.02$2.09$1.14$1.06$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.01$2.01$1.08$0.63$0.46
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.00$1.56$0.83$0.65$0.18
2017Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.93$1.34$0.41
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.00$1.79$0.80$1.16$0.36
2015Detailed filing. Detailed filing data is available for this year.$2.17$0.01$2.15$1.47$1.25$0.21
2014Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$2.04$1.31$0.74
2014Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$2.04$1.31$0.74
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$1.20$1.06$0.88$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.99$1.25$1.27$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$1.01$1.24$1.09$0.15
Peer Organizations

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