Civic Intelligence

Tree Bank

990EZ • Fiscal year 2018 • EIN 73-1313154

Jul 01, 2017 to Jun 30, 2018 • Filed on Mar 13, 2019

3535 N ClassenOklahoma City, OK 73118

(405) 470-6702

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.04x

Higher debt load relative to assets than 72% of similar nonprofits.

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

Liabilities / Revenue

79th percentile

0.07x

Higher debt load relative to revenue than 79% of similar nonprofits.

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

Net Margin

19th percentile

-16%

Higher net margin than 19% of similar nonprofits.

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

Top Officer Pay

91st percentile

$47,409

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 53.5% of source-year revenue.

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

Asset Growth

34th percentile

-6.0%

Faster asset growth than 34% of similar nonprofits.

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

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

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

Assets

Down

$138,297

Down $8,814 (-6.0%) from 2017

Net Assets

$132,415

No earlier filing loaded for comparison.

Liabilities

Up

$5,882

Up $3,943 (+203%) from 2017

Revenue

Up

$88,663

Up $11,678 (+15%) from 2017

Expenses

Up

$102,503

Up $1,861 (+1.8%) from 2017

Net Income

Up

-$13,840

Up $9,817 (+41%) from 2017

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $286,562Liabilities 2011: $1,1332011Assets 2012: $262,258Liabilities 2012: $1,7162012Assets 2013: $218,223Liabilities 2013: $1,8452013Assets 2014: $228,685Liabilities 2014: $1,8332014Assets 2015: $178,218Liabilities 2015: $1,8392015Assets 2016: $180,733Liabilities 2016: $1,8802016Assets 2017: $147,111Liabilities 2017: $1,9392017Assets 2018: $138,297Liabilities 2018: $5,882Net Assets 2018: $132,4152018Assets 2019: $113,594Liabilities 2019: $7522019Assets 2020: $74,041Liabilities 2020: $1,379Net Assets 2020: $72,6622020Assets 2021: $59,878Liabilities 2021: $474Net Assets 2021: $59,4042021Assets 2022: $43,884Liabilities 2022: $421Net Assets 2022: $43,4632022Assets 2023: $0Net Assets 2023: $02023

Highlighted filing

2018

Assets$138,297
Liabilities$5,882
Net Assets$132,415

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $99,906Expenses 2011: $115,358Net Income 2011: -$15,4522011Revenue 2012: $196,747Expenses 2012: $222,228Net Income 2012: -$25,4812012Revenue 2013: $100,166Expenses 2013: $127,959Net Income 2013: -$27,7932013Revenue 2014: $108,817Expenses 2014: $123,959Net Income 2014: -$15,1422014Revenue 2015: $79,967Expenses 2015: $113,512Net Income 2015: -$33,5452015Revenue 2016: $85,914Expenses 2016: $92,527Net Income 2016: -$6,6132016Revenue 2017: $76,985Expenses 2017: $100,642Net Income 2017: -$23,6572017Revenue 2018: $88,663Expenses 2018: $102,503Net Income 2018: -$13,8402018Revenue 2019: $82,617Expenses 2019: $103,016Net Income 2019: -$20,3992019Revenue 2020: $61,919Expenses 2020: $93,152Net Income 2020: -$31,2332020Revenue 2021: $74,411Expenses 2021: $91,439Net Income 2021: -$17,0282021Revenue 2022: $40,596Expenses 2022: $54,157Net Income 2022: -$13,5612022

Highlighted filing

2018

Revenue$88,663
Expenses$102,503
Net Income-$13,840
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Mar 13, 2019
Return Version
2017v2.2
Gross Receipts
$88,663
Mission and Program Overview

Mission

URBAN BEAUTIFICATION

Program Services

DescriptionGrantsExpenses
GREAT TREE GIVEAWAY - PROMOTING PLANTING OF TREES AND ASSOCIATED EDUCATIONTREE-TO-TABLE - BENEFITS OKLAHOMA ORCHARDS AND OTHER PROGRAMS$20,356-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICKI LARGENTExecutive DirecFT$47,409-$47,409
JANICE SEGELLVice PresidentPT$0--
KURT L ATKINSONSecretaryPT$0--
FENTON ROODPresidentPT$0--
MATT LARGENTTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Tree Bank
EIN
73-1313154
Phone
4054706702
Address
3535 N CLASSEN, OKLAHOMA CITY, OK 73118

Signing Officer

Name
Nicki Largent
Title
Executive Direc
Signed
2019-03-13
Discuss with paid preparer
Yes

Preparer

Firm
Colton & Associates PC
Address
3035 NW 63rd St Suite 105, Oklahoma City, OK 73116
Preparer
L Sheryl Colton
Phone
4058484543
Supplemental Narrative

Additional Explanations

Client Note 1

Client Note 1 - ADDENDUM TO STATEMENT 1THE FOUNDATION HAS RECEIVED FUNDS RESTRICTED AS TO USE. THIS BALANCE REPRESENTS THE NET INCREASE OR DECREASE IN THESE RESTRICTED FUNDS FROM THE BEGINNING OF THE FISCAL YEAR TO THE END OF THE FISCAL YEAR.

Other Expenses.1001

Advertising and Promotion $3024

Other Expenses.1002

Office Expenses $1083

Other Expenses.1005

Travel $1610

Other Expenses.1008

Interest $514

Other Expenses.1012

Insurance $578

Other Expenses.1

Restricted use funds $20356

Other Expenses.2

TELEPHONE $6278

Other Expenses.3

CONTRACT LABOR $2786

Other Expenses.4

BANK CHARGES $663

Other Expenses.5

Mileage reimbursements $629

Other Expenses.6

DUES AND FEES $612

Other Expenses.7

Supplemental tree purchases $539

Other Expenses.9

BOARD MEETING COSTS $32

Other Assets.1002

Furniture and Fixtures - Beginning $12317 Furniture and Fixtures - Ending $12317

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $1939 Accounts Payable and Accrued Expenses - Ending $5882

Raw XML Appendix180 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/PersonNm0COLTON ASSOCIATES PC
IRS990EZ/BooksInCareOfDetail/PhoneNum04058484543
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03035 NW 63RD ST STE 105
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OKLAHOMA CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073116
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0134794
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0125980
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt087879
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0784
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0145172
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0132415
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0145172
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0132415
IRS990EZ/OccupancyRentUtltsAndMaintAmt07200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt447409
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JANICE SEGELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KURT L ATKINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FENTON ROOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MATT LARGENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NICKI LARGENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Executive Direc
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt012317
IRS990EZ/OtherAssetsTotalDetail/EOYAmt012317
IRS990EZ/OtherChangesInNetAssetsAmt01083
IRS990EZ/OtherExpensesTotalAmt038704
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0URBAN BEAUTIFICATION
IRS990EZ/PrintingPublicationsPostageAmt0214
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GREAT TREE GIVEAWAY - PROMOTING PLANTING OF TREES AND ASSOCIATED EDUCATIONTREE-TO-TABLE - BENEFITS OKLAHOMA ORCHARDS AND OTHER PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020356
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt051055
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01939
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05882
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0102503
IRS990EZ/TotalProgramServiceExpensesAmt020356
IRS990EZ/TotalRevenueAmt088663
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0THETREEBANK.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt061714
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt060423
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt058722
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt059039
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt062369
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0302267
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt026165
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt015926
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt026644
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt020261
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt025615
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0114611
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.48640
IRS990ScheduleA/PublicSupportPY170Pct00.59510
IRS990ScheduleA/PublicSupportTotal170Amt0202753
IRS990ScheduleA/SubstantialContributorsTotAmt099514
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt061714
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt060423
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt058722
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt059039
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt062369
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0302267
IRS990ScheduleA/TotalSupportAmt0416878
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - ADDENDUM TO STATEMENT 1THE FOUNDATION HAS RECEIVED FUNDS RESTRICTED AS TO USE. THIS BALANCE REPRESENTS THE NET INCREASE OR DECREASE IN THESE RESTRICTED FUNDS FROM THE BEGINNING OF THE FISCAL YEAR TO THE END OF THE FISCAL YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $3024
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $1083
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $1610
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Interest $514
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance $578
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6RESTRICTED USE FUNDS $20356
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TELEPHONE $6278
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CONTRACT LABOR $2786
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK CHARGES $663
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MILEAGE REIMBURSEMENTS $629
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11DUES AND FEES $612
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12SUPPLEMENTAL TREE PURCHASES $539
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13BOARD MEETING COSTS $32
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Furniture and Fixtures - Beginning $12317 Furniture and Fixtures - Ending $12317
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Accounts Payable and Accrued Expenses - Beginning $1939 Accounts Payable and Accrued Expenses - Ending $5882
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1008
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Assets.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.1001
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NICKI LARGENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Direc
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TREE BANK
ReturnHeader/Filer/BusinessNameControlTxt0TREE
ReturnHeader/Filer/EIN0731313154
ReturnHeader/Filer/PhoneNum04054706702
ReturnHeader/Filer/USAddress/AddressLine1Txt03535 N CLASSEN
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073118
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731415429
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Colton & Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03035 NW 63rd St Suite 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oklahoma City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073116
ReturnHeader/PreparerPersonGrp/PhoneNum04058484543
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0L SHERYL COLTON
ReturnHeader/ReturnTs02019-03-29T09:10:54-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings