TREE FUND-TREE RESEARCH & EDUCATION ENDOWMENT FUND: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TREE FUND-TREE RESEARCH & EDUCATION ENDOWMENT FUND (EIN 37-1018692)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-17
- IRS object ID
- 202021699349300947
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-17T14:11:56-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362239746 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SASSETTI LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6611 NORTH AVENUE | AddressLine1Txt |
| City | OAK PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371018692 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TREE RESEARCH AND EDUCATION ENDOWMENT | BusinessNameLine1Txt |
| Business Name Line2 | FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TREE | BusinessNameControlTxt |
| Phone | 6303698300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 552 S WASHINGTON STREET NO 109 | AddressLine1Txt |
| City | NAPERVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60540 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUSSELL KING | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 6303698300 | PhoneNum |
| Signature | 2020-06-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFF SCHROEDER | PreparerPersonNm |
| PTIN | P01245303 | PTIN |
| Phone | 7083861433 | PhoneNum |
| Preparation | 2020-06-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.15.34.189 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-15 | IPDt |
| IP Tm | 13:48:25 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4BD8B080C63AFF479F8002C959B23E85A162128F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RUSSELL KING | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 552 S WASHINGTON STREET NO 109 | AddressLine1Txt |
| City | NAPERVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $921,532 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TREEFUND.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1975 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | SUPPORT SUSTAINABLE COMMUNITIES AND ENVIRONMENTAL STEWARDSHIP | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $993,775 | PYContributionsGrantsAmt |
| CY Contributions Grants | $696,679 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,943 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,234 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $49,645 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,054,363 | PYTotalRevenueAmt |
| CY Total Revenue | $708,913 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $338,267 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $450,504 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $324,827 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $356,335 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $113,055 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $200,159 | PYOtherExpensesAmt |
| CY Other Expenses | $141,546 | CYOtherExpensesAmt |
| PY Total Expenses | $863,253 | PYTotalExpensesAmt |
| CY Total Expenses | $948,385 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $191,110 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$239,472 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,642,336 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,185,332 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $345,057 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $436,640 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,297,279 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,748,692 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SUPPORT SCIENTIFIC DISCOVERY AND DISSEMINATION OF NEW KNOWLEDGE IN THE FIELDS OF ARBORICULTURE AND URBAN FORESTRY | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $541,604 | ExpenseAmt |
| Grant | $417,504 | GrantAmt |
| Revenue | $12,065 | RevenueAmt |
| Desc | TREE FUND PROVIDES DIRECTED AND COMPETITIVE GRANTS TO SCHOLARS AND RESEARCHERS TO CONDUCT PRIMARY AND APPLIED RESEARCH TO INCREASE PRACTICAL KNOWLEDGE AND PROMOTE BEST TECHNIQUES IN ARBORICULTURE, URBAN FORESTRY, AND RELATED PROFESSIONAL FIELDS. IN FY 2019, TREE FUND ISSUED $417,504 IN NEW RESEARCH GRANT FUNDING TO 10 RECIPIENTS IN 8 GRANT LINES WHILE CONTINUING TO MANAGE 16 MULTI-YEAR GRANTS FROM PRIOR FISCAL YEARS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,036 | ExpenseAmt |
| Grant | $5,000 | GrantAmt |
| Revenue | $169 | RevenueAmt |
| Desc | TREE FUND PROVIDES GRANTS TO CHARITABLE ORGANIZATIONS AND IMPLEMENTS PROGRAMS DESIGNED TO INCREASE AWARENESS OF ARBORICULTURE AND URBAN FORESTRY AMONG THE GENERAL PUBLIC, THEREBY ENCOURAGING PROPERTY OWNERS, BUSINESSES, AND MUNICIPALITIES TO MANAGE URBAN AND COMMUNITY FORESTS IN WAYS THAT PROMOTE INDIVIDUAL, CIVIC AND ENVIRONMENTAL HEALTH. THE 2019 COMMUNITY ENGAGEMENT WAS A FIVE-DAY CYCLING EVENT WITH 10 OUTREACH PROGRAMS ALONG ITS ROUTE. TREE FUND ALSO ISSUED 1 COMMUNITY ENGAGEMENT GRANT VALUED AT $5,000 TOTAL, WHILE OFFERING 6 WEBINARS WITH APPROXIMATELY 4,000 ATTENDEES, 1 OTHER PUBLIC EVENT, ADVERTISING WIDELY AROUND THE COUNTRY AND ISSUING A MONTHLY NEWSLETTER TARGETED TO LAY READERS. TREE FUND ALSO ISSUED 3 RESERACH REPORTS FEATURING PROJECTS FUNDED BY TREE FUND GRANTS. TREE FUND ALSO HOSTED A RESEARCH PANEL OPEN TO ALL ISA INTERNATIONAL CONFERENCE ATTENDEES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $48,143 | ExpenseAmt |
| Grant | $28,000 | GrantAmt |
| Desc | TREE FUND PROVIDES SCHOLARSHIPS TO ENCOURAGE COLLEGE STUDENTS TO PURSUE CAREERS IN ARBORICULTURE AND URBAN FORESTRY. IN 2019, TREE FUND ISSUED 6 SCHOLARSHIPS VALUED AT A TOTAL OF $28,000. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $601,783 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6303698300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 552 S WASHINGTON STREET NO 109 | AddressLine1Txt |
| City | NAPERVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60540 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| STEVEN GEIST | ||||||
| CHAIRMAN | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BEAU BRODBECK | ||||||
| CHAIR-ELECT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THOMAS WOLF | ||||||
| VICE CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RAY HENNING | ||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES BRUNSWICK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL FLETCHER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRETT HEINRICH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE HUDLER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHARON JEAN-PHILIPPE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVE KRAUSE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHARON LILLY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RANDY MILLER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILL NUTTER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MUNDY WILSON PIPER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM URBAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN ERIC SMITH | ||||||
| FORMER PRESIDENT/CEO | 40.00 | Yes (X) | $125,683 | $0 | $3,500 | |
| RUSSELL KING | ||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $17,295 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $142,978 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,500 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $220,381 | FundraisingAmt |
| All Other Contributions | $476,298 | AllOtherContributionsAmt |
| Total Contributions | $696,679 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| GRANT MANAGEMENT FEES | 541900 | $12,065 | $12,065 |
| MERCHANDISE SALES | 453220 | $169 | $169 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,234 | TotalProgramServiceRevenueAmt |
| Fundraising Gross Income | $212,619 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $220,381 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $212,619 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $708,913 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,234 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $388,133 | TotalAmt |
| Program Services | $388,133 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,000 | TotalAmt |
| Program Services | $28,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,371 | TotalAmt |
| Program Services | $34,371 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,478 | TotalAmt |
| Program Services | $59,520 | ProgramServicesAmt |
| Management And General | $51,827 | ManagementAndGeneralAmt |
| Fundraising | $35,131 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,366 | TotalAmt |
| Program Services | $60,693 | ProgramServicesAmt |
| Management And General | $52,850 | ManagementAndGeneralAmt |
| Fundraising | $35,823 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,927 | TotalAmt |
| Program Services | $12,973 | ProgramServicesAmt |
| Management And General | $11,297 | ManagementAndGeneralAmt |
| Fundraising | $7,657 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,564 | TotalAmt |
| Program Services | $11,537 | ProgramServicesAmt |
| Management And General | $10,190 | ManagementAndGeneralAmt |
| Fundraising | $6,837 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,705 | TotalAmt |
| Management And General | $32,705 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,382 | TotalAmt |
| Program Services | $805 | ProgramServicesAmt |
| Management And General | $5,577 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,344 | TotalAmt |
| Program Services | $7,367 | ProgramServicesAmt |
| Management And General | $3,822 | ManagementAndGeneralAmt |
| Fundraising | $3,155 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,360 | TotalAmt |
| Program Services | $11,117 | ProgramServicesAmt |
| Management And General | $9,681 | ManagementAndGeneralAmt |
| Fundraising | $6,562 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,652 | TotalAmt |
| Program Services | $17,672 | ProgramServicesAmt |
| Management And General | $9,356 | ManagementAndGeneralAmt |
| Fundraising | $7,624 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $736 | TotalAmt |
| Program Services | $294 | ProgramServicesAmt |
| Management And General | $177 | ManagementAndGeneralAmt |
| Fundraising | $265 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,973 | TotalAmt |
| Program Services | $1,614 | ProgramServicesAmt |
| Management And General | $1,406 | ManagementAndGeneralAmt |
| Fundraising | $953 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| COMMUNICATIONS | $26,158 | $10,629 | $9,255 | $6,274 |
| BOARD EXPENSE | $13,100 | $13,100 | ||
| MISCELLANEOUS | $12,849 | $12,849 | $0 | |
| TELEPHONE | $7,834 | $3,183 | $2,772 | $1,879 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$38,547 | TotalAmt |
| Program Services | -$46,125 | ProgramServicesAmt |
| Management And General | $6,683 | ManagementAndGeneralAmt |
| Fundraising | $895 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $948,385 | TotalAmt |
| Program Services | $601,783 | ProgramServicesAmt |
| Management And General | $233,547 | ManagementAndGeneralAmt |
| Fundraising | $113,055 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,946 | BOYAmt |
| EOY | $148,619 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $337,486 | BOYAmt |
| EOY | $329,339 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,424 | BOYAmt |
| EOY | $3,948 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,678 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,208 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,206 | BOYAmt |
| EOY | $1,470 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,159,274 | BOYAmt |
| EOY | $4,701,956 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,642,336 | BOYAmt |
| EOY | $5,185,332 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,117 | BOYAmt |
| EOY | $73,991 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $329,940 | BOYAmt |
| EOY | $362,649 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $345,057 | BOYAmt |
| EOY | $436,640 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$260,864 | BOYAmt |
| EOY | -$416,122 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,558,143 | BOYAmt |
| EOY | $5,164,814 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,297,279 | BOYAmt |
| EOY | $4,748,692 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,642,336 | BOYAmt |
| EOY | $5,185,332 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$239,472 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $690,885 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,016,049 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,031,218 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,148,718 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,029,160 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $617,503 | CurrentTaxYearAmt |
| Total | $4,842,648 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,016,049 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,031,218 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,148,718 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,029,160 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $617,503 | CurrentTaxYearAmt |
| Total | $4,842,648 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $342,952 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,499,696 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,484 | CurrentTaxYearMinus4YearsAmt |
| Total | $29,484 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,068 | CurrentTaxYearMinus4YearsAmt |
| Total | $12,068 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,884,200 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $861,827 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.92130 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95640 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,439,820 | BeginningYearBalanceAmt |
| Contributions | $296,550 | ContributionsAmt |
| Investment Earnings Or Losses | $725,175 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $398,205 | OtherExpendituresAmt |
| Administrative Expenses | $18,996 | AdministrativeExpensesAmt |
| End Year Balance | $5,044,344 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,643,785 | BeginningYearBalanceAmt |
| Contributions | $381,981 | ContributionsAmt |
| Investment Earnings Or Losses | -$315,651 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $257,047 | OtherExpendituresAmt |
| Administrative Expenses | $13,248 | AdministrativeExpensesAmt |
| End Year Balance | $4,439,820 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,771,410 | BeginningYearBalanceAmt |
| Contributions | $539,613 | ContributionsAmt |
| Investment Earnings Or Losses | $566,160 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $221,801 | OtherExpendituresAmt |
| Administrative Expenses | $11,597 | AdministrativeExpensesAmt |
| End Year Balance | $4,643,785 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,927,376 | BeginningYearBalanceAmt |
| Contributions | $663,109 | ContributionsAmt |
| Investment Earnings Or Losses | $191,239 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $10,314 | AdministrativeExpensesAmt |
| End Year Balance | $3,771,410 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.96420 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.03580 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,678 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,208 | DepreciationAmt |
| Book Value | $1,470 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,470 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN INVESTMENTS HELD BY CHICAGO COMMUNITY TRUST | Desc |
| Book Value | $4,701,956 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,701,956 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,733,437 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $690,885 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $121,020 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $212,619 | OtherRevenueAmt |
| Revenue Not Reported | $1,024,524 | RevenueNotReportedAmt |
| Revenue Subtotal | $708,913 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $708,913 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,282,024 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $121,020 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $212,619 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $333,639 | ExpensesNotReportedAmt |
| Expenses Subtotal | $948,385 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $948,385 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUND IS INTENDED TO FUND RESEARCH, EDUCATION, AND COMMUNITY ENGAGEMENT. |
| PART X, LINE 2: | THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). IN ADDITION, THE CENTER QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A). AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). THE ORGANIZATION IS SUBJECT TO INCOME TAXES ON ANY UNRELATED BUSINESS INCOME. THE ORGANIZATION HAD NO UNRELATED BUSINESS INCOME AND THERE WERE NO TAXES OWED FOR THE YEAR ENDED DECEMBER 31, 2019. THE ORGANIZATION HAS ADOPTED THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS DETERMINED THAT IT IS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2019. THE FEDERAL AND STATE TAX RETURNS OF THE ORGANIZATION FOR PAST YEARS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT EXPENSES RELATED TO SPECIAL EVENTS NETTED AGAINST REVENUE 212,619. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT EXPENSES OF SPECIAL EVENTS NETTED AGAINST FUNDRAISING REVENUE 212,619. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt |
|---|---|---|
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | RESEARCH | $14,404 |
| SOUTH ASIA | RESEARCH | $9,967 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | RESEARCH | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | GRANTEES ARE EXPECTED TO PROVIDE PROGRESS REPORTS AS REQUESTED BY TREE FUND AND STATED IN THE GRANT AGREEMENT. GRANTEES MUST REPORT USE OF FUNDS, WHETHER OBJECTIVES OF PROPOSAL WERE MET AND THE IMPACT THE RESEARCH HAS HAD ON THE FIELD OF ARBORICULTURE OR URBAN FORESTRY. ALSO REQUIRED IS A FINANCIAL REPORT BASED UPON THE ORIGINAL BUDGET SUBMITTED. |
| PART III ACCOUNTING METHOD: |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | TOUR DE TREES (INCL AUCTION) | Event1Nm |
| Gross Receipts Event1 | $433,000 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $259,388 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $173,612 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $97,772 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $7,742 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $107,105 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $433,000 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $259,388 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $173,612 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $97,772 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $7,742 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $107,105 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $212,619 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$39,007 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| PENNSYLVANIA STATE UNIVERSITY | |||||||
| OFFICE OF RESEARCH ACCOUNTING 227 W | BEAVER AVENUE | STATE COLLEGE | PA | 16801 | 501C3 | $151,534 | SUPPORT RESEARCH |
| HOLDEN ARBORETUM | |||||||
| 9550 SPERRY RD | KIRTLAND | OH | 44094 | 501C3 | $5,000 | SUPPORT RESEARCH | |
| UNIVERSITY OF MASSACHUSETTS | |||||||
| 101 UNIVERSITY DRIVE STE B-6 | AMHERST | MA | 01002 | 501C3 | $25,000 | SUPPORT RESEARCH | |
| UNIVERSITY OF CONNECTICUT | |||||||
| 1376 STORRS RD UNIT 4087 | STORRS | CT | 06269 | 501C3 | $25,000 | SUPPORT RESEARCH | |
| CN UTILITY CONSULTING | |||||||
| 5930 GRAND AVE | WEST DES MOINES | IA | 50266 | $50,000 | SUPPORT RESEARCH | ||
| SONOMA STATE UNIVERSITY | |||||||
| 1801 E COTATI AVENUE | ROHNERT PARK | CA | 94928 | 501C3 | $104,523 | SUPPORT RESEARCH | |
| UNIVERSITY OF GEORGIA RESEARCH FOUNDATION | |||||||
| 310 E CAMPUS ROAD | TUCKER HALL | GA | 30602 | 501C3 | $27,076 | SUPPORT RESEARCH | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 6 | RecipientCnt |
| Cash Grant | $28,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTEES ARE EXPECTED TO PROVIDE PROGRESS REPORTS AS REQUESTED BY TREE FUND AND STATED IN THE GRANT AGREEMENT. GRANTEES MUST REPORT USE OF FUNDS, WHETHER OBJECTIVES OF PROPOSAL WERE MET AND THE IMPACT THE RESEARCH HAS HAD ON THE FIELD OF ARBORICULTURE OR URBAN FORESTRY. ALSO REQUIRED IS A FINANCIAL REPORT BASED UPON THE ORIGINAL BUDGET SUBMITTED. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUBSTANTIAL CONTRIBUTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | SUBSTANTIAL CONTRIBUTOR | RelationshipWithOrgTxt |
| Cash Grant | $50,000 | CashGrantAmt |
| Type Of Assistance | RESEARCH GRANT | TypeOfAssistanceTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE PRESIDENT/CEO DISTRIBUTES A COPY OF THE FORM 990 ELECTRONICALLY TO EACH OF THE BOARD TRUSTEES FOR THEIR REVIEW |
| FORM 990, PART VI, SECTION B, LINE 12C | MEMBERS OF THE BOARD OF TRUSTEES COMPLETE CONFLICT OF INTEREST FORMS ON AN ANNUAL BASIS. IF THERE IS ANY POTENTIAL OR PERCEPTION OF A CONFLICT OF INTEREST, IT IS IDENTIFIED BY THE TRUSTEE AND THE TRUSTEE LEAVES THE ROOM DURING DISCUSSION AND VOTE. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE USES THE ASSOCIATION OF SMALL FOUNDATIONS MANAGEMENT AND COMPENSATION SURVEY TO IDENTIFY COMPENSATION STANDARDS. THIS INFORMATION IS SUMMARIZED BY THE CHAIRMAN AND PRESENTED TO THE EXECUTIVE COMMITTEE FOR DISCUSSION. THE PRESIDENT/CEO'S SALARY IS BENCHMARKED AGAINST OTHER PRESIDENT/CEO'S SALARIES IN THE REGION OF SIMILAR SIZE FOUNDATIONS TO DETERMINE THE PRESIDENT/CEO'S COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 18 | UPON WRITTEN REQUEST |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON WRITTEN REQUEST |
| FORM 990, PART XII, LINE 2C | THERE WAS NO CHANGE IN AUDIT OVERSIGHT PROCESS FROM THE PRIOR YEAR. |