Civic Intelligence

Tree Foundation Inc.

990 • Fiscal year 2015 • EIN 65-0904869

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 11, 2016

Organization ProfileWWW.TREEFOUNDATION.ORG
2381 Fruitville RoadSarasota, FL 34237

(941) 366-2983

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$216,597

Up $22,382 (+12%) from 2014

Net Assets

Up

$215,388

Up $21,173 (+11%) from 2014

Liabilities

Up

$1,209

Up $1,209 from 2014

Revenue And Expenses

Revenue

Down

$146,606

Down $57,849 (-28%) from 2014

Expenses

Down

$125,433

Down $5,119 (-3.9%) from 2014

Net Income

Down

$21,173

Down $52,730 (-71%) 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 2015: $216,597Liabilities 2015: $1,209Net Assets 2015: $215,3882015Assets 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

2015

Assets$216,597
Liabilities$1,209
Net Assets$215,388
Open 2015 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 2015: $146,606Expenses 2015: $125,433Net Income 2015: $21,1732015Revenue 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

2015

Revenue$146,606
Expenses$125,433
Net Income$21,173
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 11, 2016
Return Version
2014v6.0
Gross Receipts
$146,606
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$123,391$206,999▲ $83,608
Cash and Non-Interest-Bearing Accounts$70,824$9,598▼ $61,226
Total Assets$194,215$216,597▲ $22,382
Liabilities
Accounts Payable and Accrued Expenses-$1,209-
Total Liabilities$0$1,209▲ $1,209
Net Assets / Fund Balance
Unrestricted Net Assets$194,215$215,388▲ $21,173
Total Net Assets Fund Balance$194,215$215,388▲ $21,173
Total Liabilities and Net Assets / Fund Balance$194,215$216,597▲ $22,382
Compensation and Service Providers

Employees

NameTitleBaseTotal
Margaret LowmanExecutive Director$9,000$9,000

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$146,048
Program Service Revenue
$0
Investment Income
$558
Other Revenue
$0
All Other Contributions
$146,048
Change in Net Assets
$21,173
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$115,733
Salaries, Compensation, and Employee Benefits$9,700
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-$6,486-$6,486
Office Expenses-$1,409-$1,409
Payroll Taxes$350$350-$700
Travel-$430-$430
Other Expenses$107,147$261-$261
Total Functional Expenses$111,997$13,436$0$125,433
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

Filer Name
Tree Foundation Inc
EIN
65-0904869
Phone
9413662983
Address
2381 FRUITVILLE ROAD, SARASOTA, FL 34237

Signing Officer

Name
Michael R Pender Jr
Title
Treasurer
Phone
9413662983
Signed
2016-01-11
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

Firm
Cavanaugh & Co Llp
Address
2381 FRUITVILLE ROAD, SARASOTA, FL 34237
Preparer
Michael R Pender
Phone
9413662983
Supplemental Narrative

Additional Explanations

Form 990, Page 1, B

“The form 990 is being amended to correct the average number of hours per week devoted to the organization by the executive director. Page 7, part vii.”

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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/ExplanationTxt4THE FORM 990 IS BEING AMENDED TO CORRECT THE AVERAGE NUMBER OF HOURS PER WEEK DEVOTED TO THE ORGANIZATION BY THE EXECUTIVE DIRECTOR. PAGE 7, PART VII.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 1, B
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0194215
IRS990/TotalAssetsEOYAmt0216597
IRS990/TotalAssetsGrp/BOYAmt0194215
IRS990/TotalAssetsGrp/EOYAmt0216597
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0146048
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013436
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0111997
IRS990/TotalFunctionalExpensesGrp/TotalAmt0125433
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt01209
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt01209
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0194215
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0215388
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0111997
IRS990/TotalReportableCompFromOrgAmt09000
IRS990/TotalRevenueGrp/ExclusionAmt0558
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0146606
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0194215
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0216597
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0430
IRS990/TravelGrp/TotalAmt0430
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0194215
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0215388
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02381 FRUITVILLE ROAD
IRS990/USAddress/CityNm0SARASOTA
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd034237
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.TREEFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL R PENDER JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09413662983
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TREE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0TREE
ReturnHeader/Filer/EIN0650904869
ReturnHeader/Filer/PhoneNum09413662983
ReturnHeader/Filer/USAddress/AddressLine1Txt02381 FRUITVILLE ROAD
ReturnHeader/Filer/USAddress/CityNm0SARASOTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034237
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591954606
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAVANAUGH & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02381 FRUITVILLE ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARASOTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034237
ReturnHeader/PreparerPersonGrp/PhoneNum09413662983
ReturnHeader/PreparerPersonGrp/PreparationDt02016-01-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL R PENDER
ReturnHeader/ReturnTs02016-01-12T14:36:06-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$216,597
Liabilities
$1,209
Net assets
$215,388
Revenue
$146,606
Expenses
$125,433
Net income
$21,173
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
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
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