Civic Intelligence

Tree Foundation Inc.

990 • Fiscal year 2021 • EIN 65-0904869

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 25, 2021

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

(941) 366-2983

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.05x

Higher debt load relative to assets than 73% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

77th percentile

0.07x

Higher debt load relative to revenue than 77% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

87th percentile

52%

Higher net margin than 87% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

82nd percentile

$12,500

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

84th percentile

65%

Faster asset growth than 84% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

86th percentile

106%

Faster revenue growth than 86% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$347,363

Up $136,646 (+65%) from 2020

Net Assets

Up

$330,636

Up $121,632 (+58%) from 2020

Liabilities

Up

$16,727

Up $15,014 (+876%) from 2020

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin87th percentile

Revenue

Up

$234,567

Up $120,546 (+106%) from 2020

Expenses

Up

$112,935

Up $6,588 (+6.2%) from 2020

Net Income

Up

$121,632

Up $113,958 (+1485%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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 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

2021

Assets$347,363
Liabilities$16,727
Net Assets$330,636
Open 2021 Filing

Operations Trend

Revenue Growth86th percentile

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 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

2021

Revenue$234,567
Expenses$112,935
Net Income$121,632
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 25, 2021
Return Version
2020v4.1
Gross Receipts
$234,567
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-$210,406-
Cash and Non-Interest-Bearing Accounts$207,920$121,711▼ $86,209
Total Assets$210,717$347,363▲ $136,646
Other Assets Total$2,797$15,246▲ $12,449
Liabilities
Other Liabilities$0$15,000▲ $15,000
Accounts Payable and Accrued Expenses$1,713$1,727▲ $14
Total Liabilities$1,713$16,727▲ $15,014
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$209,004$330,636▲ $121,632
Total Net Assets Fund Balance$209,004$330,636▲ $121,632
Total Liabilities and Net Assets / Fund Balance$210,717$347,363▲ $136,646
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleBaseTotal
Margaret LowmanExecutive Director$12,500$12,500

Board Members and Trustees

NameTitle
Robert a RichardsonBoard Chair Emeritus
Thomas LovejoyHonorary Chairman
Elizabeth MoorePresident
Laura PetersVice President
Alan WinstonDirector
Clarke DuskinDirector
Tamara LeyDirector
Michael BrownDirector-legal Counsel
Barbara LauscheSecretary
Michael R Pender JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$234,015
Program Service Revenue
$0
Investment Income
$552
Other Revenue
$0
All Other Contributions
$234,015
Change in Net Assets
$121,632
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$85,989
Salaries, Compensation, and Employee Benefits$26,946
Total Fundraising Expense$216
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Information Technology$16,279$16,279-$32,558
Current Officers, Directors, Trustees, and Key Employees$25,000--$25,000
Fees for Services Accounting-$11,565-$11,565
Advertising$3,375--$3,375
Office Expenses-$2,700-$2,700
Payroll Taxes$1,946--$1,946
Insurance-$842-$842
Fees for Services Other$450--$450
Other Expenses$655-$216$216
All Other Expenses$186--$186
Total Functional Expenses$81,333$31,386$216$112,935
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Loan Payable - Sba$15,000
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 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 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 at 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
2021-08-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael R Pender Jr
Formed
1999
Legal Domicile
Fl
Voting Board Members
8
Independent Board Members
8
Employees
1
Volunteers
0

Preparer

Firm
Cavanaugh & Co Llp
Address
2381 FRUITVILLE ROAD, SARASOTA, FL 34237
Preparer
Michael R Pender
Phone
9413662983
Raw XML Appendix390 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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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0234015
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0109551
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0108005
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt082631
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt092427
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0626629
IRS990ScheduleA/TotalSupportAmt0632814
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/OtherLiabilitiesOrgGrp/Amt015000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LOAN PAYABLE - SBA
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt015000
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 AT 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 11B
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0210717
IRS990/TotalAssetsEOYAmt0347363
IRS990/TotalAssetsGrp/BOYAmt0210717
IRS990/TotalAssetsGrp/EOYAmt0347363
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0234015
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0216
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt031386
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt081333
IRS990/TotalFunctionalExpensesGrp/TotalAmt0112935
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01713
IRS990/TotalLiabilitiesEOYAmt016727
IRS990/TotalLiabilitiesGrp/BOYAmt01713
IRS990/TotalLiabilitiesGrp/EOYAmt016727
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0209004
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0330636
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt081333
IRS990/TotalReportableCompFromOrgAmt012500
IRS990/TotalRevenueGrp/ExclusionAmt0552
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0234567
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0210717
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0347363
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02381 FRUITVILLE ROAD
IRS990/USAddress/CityNm0SARASOTA
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd034237
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.TREEFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL R PENDER JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09413662983
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-25
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/PreparationDt02021-08-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL R PENDER
ReturnHeader/ReturnTs02021-08-30T07:22:53-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PENDER JR
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$347,363
Liabilities
$16,727
Net assets
$330,636
Revenue
$234,567
Expenses
$112,935
Net income
$121,632
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
2021Detailed filing. Detailed filing data is available for this year.$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
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