2019-11-13T15:39:38-06:00 2019-06-30 470677245 HBE LLP 7140 STEPHANIE LANE PO BOX 23110 LINCOLN NE 685423110 990 2018-07-01 237169265 NATIONAL ARBOR DAY FOUNDATION NATI 4024739551 211 N 12 ST STE 501 LINCOLN NE 685081411 MATT HARRIS CHIEF EXECUTIVE OFFICER 4024745655 2019-10-25 1 KRYSTAL L SIEBRANDT CPA CFE CGMA P00543870 4024234343 2019-10-25 76.79.37.146 2019-10-25 07:55:31 CD P BD160B6C5C1E4091CA3F38D788E3471329CC5FE7 36D48BA84A72E95E10B7B27605D64CFD0961AF8F 2018 2020-03-31 21:24:44Z ARBOR DAY FOUNDATION MATT HARRIS 211 N 12 ST STE 501 LINCOLN NE 685081411 61340976 0 X WWW.ARBORDAY.ORG X 1971 NE THE PURPOSE OF THE CORPORATION SHALL BE TO ENGAGE IN EDUCATIONAL AND CHARITABLE ACTIVITIES INCLUDING OFFICALLY PROMOTING THE ANNUAL OBSERVANCE OF ARBOR DAY, INSPIRING PEOPLE TO PLANT, NURTURE, AND CELEBRATE TREES, STIMULATING A WORLD-WIDE PROGRAM OF TREE AND HORTICULTURAL PLANTING AND CARE, ADVANCING NATURE EDUCATION AND ENVIRONMENTAL EDUCATION, AND MAINTAINING ARBOR DAY FARM, THE ESTATE OF ARBOR DAY'S FOUNDER, J. STERLING MORTON. 11 11 528 1 7585305 -257927 32036238 41055429 13574442 13725598 47150 433096 3361323 2825932 49019153 58040055 569768 1645294 0 0 14788298 15886866 0 0 8389668 31802815 39377979 47160881 56910139 1858272 1129916 50392462 50039298 13203209 11835988 37189253 38203310 X THE PURPOSE OF THE CORPORATION SHALL BE TO ENGAGE IN EDUCATIONAL AND CHARITABLE ACTIVITIES INCLUDING OFFICALLY PROMOTING THE ANNUAL OBSERVANCE OF ARBOR DAY, INSPIRING PEOPLE TO PLANT, NURTURE, AND CELEBRATE TREES, STIMULATING A WORLD-WIDE PROGRAM OF TREE AND HORTICULTURAL PLANTING AND CARE, ADVANCING NATURE EDUCATION AND ENVIRONMENTAL EDUCATION, AND MAINTAINING ARBOR DAY FARM, THE ESTATE OF ARBOR DAY'S FOUNDER, J. STERLING MORTON. 0 0 22989138 1645294 4763456 TREES FOR AMERICA - THE FOUNDATION'S SIGNATURE PROGRAM DISTRIBUTES MILLIONS OF TREES EACH YEAR ACROSS AMERICA, HELPS REPLANT FORESTS, AND TEACHES THE IMPORTANCE OF TREES. 2965839 88891 ARBOR DAY YOUTH EDUCATION - THE FOUNDATION PROMOTES ARBOR DAY, AMERICA'S OLDEST ENVIRONMENTAL HOLIDAY, AND OFFERS NATURE EDUCATION PROGRAMS TO RECONNECT CHILDREN WITH NATURE TO INSPIRE THE NEXT GENERATION OF TREE PLANTERS AND ENVIRONMENTAL STEWARDS. 11364023 1380416 ARBOR DAY FARM - THIS NATIONAL HISTORIC LANDMARK IS HOME TO LIED LODGE & CONFERENCE CENTER, INNOVATIVE CONSERVATION DEMONSTRATIONS, AND THE ARBOR DAY FARM TREE ADVENTURE. 3042032 1463237 RAIN FOREST RESCUE 1159578 46004 TREE CITY USA 632759 567166 CONFERENCE PROGRAMS 135268 GENERAL 4834369 2211675 42153369 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 89 0 1 528 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA CT DC FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OK OR PA RI TN UT VA WV WI X X MATT HARRIS 4024745655 211 NORTH 12TH STREET SUITE 501 LINCOLN NE 68508 RAY EMPSON IMMEDIATE PAST CHAIR 1.00 X 0 0 0 DR SCOTT JOSIAH CHAIR 1.00 X X 0 0 0 CRAYTON WEBB TRUSTEE 1.00 X 0 0 0 PRESTON COLE TRUSTEE 1.00 X 0 0 0 PAT COVEY VICE CHAIR 1.00 X X 0 0 0 SUSAN HENRICKS TRUSTEE 1.00 X 0 0 0 MARY DESJARDINS TRUSTEE 1.00 X 0 0 0 LEAH MACSWORDS TRUSTEE 1.00 X 0 0 0 DANIELLE CRUMRINE TRUSTEE 1.00 X 0 0 0 KEN MUNSON TRUSTEE 1.00 X 0 0 0 ROBERT RUANO TRUSTEE 1.00 X 0 0 0 LESLIE WELDON TRUSTEE 1.00 X 0 0 0 MATT HARRIS CHIEF EXECUTIVE OFFICER 40.00 X 336445 0 39432 DAN LAMBE PRESIDENT 40.00 X 221927 0 33836 GARY DEEMER TREASURER 40.00 X 158148 0 13312 BRITT EHLERS SECRETARY 40.00 X 158093 0 29164 WOODROW NELSON VP MARKETING COMMUNICATION 40.00 X 179939 0 16665 KAREN HOUSER VP SYSTEMS 40.00 X 161872 0 11907 ROB NICKOLAUS DIRECTOR OF INFORMATION TE 40.00 X 150559 0 20645 ADAM HOWARD MISSION ENGAGEMENT DIRECTO 40.00 X 138098 0 21306 YINKA AKINYEMI VP HUMAN RESOURCES 40.00 X 132156 0 25116 DANIEL COHN DIRECTOR OF COMMUNICATIONS 40.00 X 148254 0 19774 KATIE LOOS VP VENTURES AND PARTNERSHI 40.00 X 145751 0 29007 AUSTIN MACKRILL VP ARBOR DAY FARM 40.00 X 131923 0 23312 2063165 0 283476 20 0 1 0 RR DONNELLEY PO BOX 93514 CHICAGO IL 60673 LETTERSHOP 5669016 GREENTREES LLC PO BOX 250 THE PLAINS VA 20198 TREE PLANTING, CARBON OFFSETS 5489694 TAYLOR COMMUNICATION PO BOX 71805 CHICAGO IL 60694 PRINTING 2334627 DAVID MCGREGOR NURSERY PO BOX 974 MCMINNVILLE TN 37111 TREE NURSERY 1693601 MICHIGAN DEPT OF NATURAL RESOURCES PO BOX 30451 LANSING MI 48909 TREE PLANTING 1071000 46 14001333 961603 26092493 29101 41055429 LIED LODGE/A.D. FARM 722511 8260081 674776 7585305 TREE SALES 111000 4763456 4763456 CONFERENCE PROGRAMS 611600 567166 567166 ARBOR DAY YOUTH EDUC 722511 88891 88891 TREE CITY USA INCOME 900099 46004 46004 13725598 366519 366519 14375 14375 135268 0 135268 135268 135268 1158767 1092190 66577 66577 66577 4377608 2208731 2168877 2168877 LIST RENTAL INCOME 900099 507412 507412 507412 58040055 8444438 7585305 954883 X 1645294 1645294 1479182 528142 737858 213182 11680863 7660413 2710106 1310344 316389 130305 176652 9432 1476989 847395 543328 86266 933443 514815 365750 52878 39650 20701 18875 74 58075 58075 1591939 1373468 102070 116401 1425371 1091609 248480 85282 69602 29055 16194 24353 762742 255137 488497 19108 150413 106444 43969 789955 424945 174865 190145 39442 39442 2326862 1655545 221168 450149 303191 206678 81047 15466 TREE PURCHASES AND SHIP 9955146 9926762 0 28384 PRINTING/MAILING/PHOTO 8525554 5332509 6923 3186122 POSTAGE 4700159 2663575 11297 2025287 REFORESTATION CARBON CR 2193576 2193576 0 0 6446302 5507559 361948 576795 56910139 42153369 6367102 8389668 X 4862399 3460821 0 1401578 -316558 -1311299 5798422 3320108 540356 597771 2776817 4162186 2361497 4129434 346766 519109 59150200 30413504 28790335 28736696 8197270 7837468 1897557 2047825 50392462 50039298 6108733 6656929 4989996 3753175 1341298 692893 763182 732991 13203209 11835988 X 36142369 37135202 1006441 1027665 40443 40443 37189253 38203310 50392462 50039298 1129916 -84246 -31613 0 X X 0 1 X 1 1 1 X 29705785 26230377 28973547 32036238 41055429 158001376 29705785 26230377 28973547 32036238 41055429 158001376 3769934 154231442 580836 611225 616786 529744 2182341 4520932 162522308 59128608 0.94900 0.95870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 262342 22012 284354 246754 15588 262342 237048 9706 246754 244967 -7919 237048 237181 7786 244967 0.85000 0.15000 1 0 4496807 4496807 37241476 16362640 20878836 125082 59671 65411 11528952 9402141 2126811 5757883 4589052 1168831 28736696 ANNUITIES PAYABLE 732991 732991 X 60132927 -84246 2177118 2092872 58040055 0 58040055 59118870 2208731 2208731 56910139 0 56910139 PART V, LINE 4: LONG TERM PROGRAM CONTINUATION PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. THE FOUNDATION HAS HOTEL AND CONFERENCE CENTER INCOME, WHICH IS SUBJECT TO TAX ON UNRELATED BUSINESS INCOME. FOR THE YEAR ENDED JUNE 30, 2019, THE FOUNDATION HAD NO TAX LIABILITY ON UNRELATED BUSINESS ACTIVITY. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 2,208,731. INVESTMENT MANAGEMENT FEES -31,613. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 2,208,731. 1 COMMUNITY GREENING CORP 3384 LAKEVIEW BLVD DELRAY BEACH FL 33445 813559159 58625 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. GREENSCAPE OF JACKSONVILLE INC 1468 HENDRICKS AVENUE JACKSONVILLE FL 32207 592283261 44075 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. NEW JERSEY TREE FOUNDATION INC 576 LEESVILLE ROAD JACKSON NJ 08527 223484753 81150 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. PHILADELPHIA ORCHARD PROJECT INC 4934 LARCHWOOD AVE PHILADELPHIA PA 19143 261075823 24875 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. THE PENNSYLVANIA HORTICULTURAL SOCIETY 100 NO 20TH ST 5TH FLOOR PHILADELPHIA PA 19103 231352265 42635 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. TREES ATLANTA 225 CHESTER AVE ATLANTA GA 30316 581584758 34175 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. TREES FOR HOUSTON PO BOX 270477 HOUSTON TX 77277 760046318 70131 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. TREE TRUST 2231 EDGEWOOD AVE S ST LOUIS PARK MN 55426 411291626 61210 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. THE GREENING OF DETROIT 13000 W MCNICHOLS RD DETROIT MI 48235 310036036 32150 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. BRIDGING THE GAP INC 1427 W 9TH ST SUITE 201 KANSAS CITY MO 64101 431610645 40000 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. CITY OF MYRTLE BEACH PO BOX 2468 MYRTLE BEACH SC 29578 576001084 28000 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. PROVIDENCE NEIGHBORHOOD PLANTING PROGRAM PO BOX 5897 PROVIDENCE RI 02903 462442220 20000 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. OPENLANDS 25 E WASHINGTON SUITE 1650 CHICAGO IL 60602 362649603 60000 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. BATON ROUGE GREEN ASSOCIATION INC 2241 CHRISTIAN ST BATON ROUGE LA 70808 721124182 30000 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. FRIENDS OF NORFOLK'S ENVIRONMENT LLC 3500-A GRANDBY STREET NORFOLK VA 23504 541972879 40000 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. TREEUTAH STE B 121 SALT LAKE CITY UT 84101 870474797 55080 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. KEEP INDIANAPOLIS BEAUTIFUL INC 1029 E FLETCHER AVE STE 100 INDIANAPOLIS IN 46203 311005792 31375 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. CUYAHOGA RIVER COMMUNITY PLANNING 1299 SUPERIOR AVE E CLEVELAND OH 44114 341616693 45027 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. FRIENDS OF TREES 3117 NE M L KING JR BLVD PORTLAND OR 97212 930999999 30000 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. FOREST RELIEF OF MISSOURI 4168 JUANIATA SUITE 1 SAINT LOUIS MO 63116 431615929 35348 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. GREEN COLUMBUS PO BOX 12035 COLUMBUS OH 43212 261321476 27819 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. TREESCHARLOTTE 701 TUCKASEEGEE ROAD CHARLOTTE NC 28208 463867007 38750 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. GROUNDWORK RHODE ISLAND INC 1005 MAIN ST 1223 PAWTUCKET RI 02860 050397766 61000 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. LOUISVILLE GROWS INC 1641 PORTLAND AVE LOUISVILLE KY 40203 270959401 35000 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. NYC STREET TREE CONSORTIUM 100 GOLD ST 3100 NEW YORK NY 10038 133131911 20000 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. THE PARK PEOPLE 1510 S GRANT STREET DENVER CO 80210 846045624 50028 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. PARKS FOUNDATION OF MIAMI-DADE 275 NW 2ND STREET MIAMI FL 33128 200924393 86750 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. RIVERFRONT NORTH PARTNERSHIP 3460 N DELAWARE AVE SUITE 306 PHILADELPHIA PA 19134 202231228 35826 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. CITY OF CLIFTON ATTN AL DUBOIS 900 CLIFTON AVENUE CLIFTON NJ 07013 222940857 20000 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. CITY OF EASTON 123 SOUTH THIRD STREET EASTON PA 18042 246000693 65350 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. DOWNTOWN PLAINFIELD ALLIANCE PO BOX 1401 PLAINFIELD PLAINFIELD NJ 07060 812495305 21175 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. PLANT FIVE FOR LIFE 5918 ELWOOD ST PITTSBURGH PA 15232 815106809 24740 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. RELEAF MICHIGAN INC 1100 N MAIN ST SUITE 105 ANN ARBOR MI 48104 382912028 60925 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. FUND FOR PARKS AND RECREATION IN BOSTON 1010 MASSACHUSETTS AVE 3RD FLOOR BOSTON MA 02118 042784811 20000 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. CITY OF OAKLAND PARK 3650 NE 12TH AVENUE FORT LAUDERDALE FL 33334 596000391 20000 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. CITY OF CLIFTON 211 NORTH BROAD STREET CLINTON SC 29325 576001015 20000 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. HAWAII DIVISION OF FORESTRY 1151 PUNCHBOWL ST 325 HONOLULU HI 96813 990266119 34875 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. TREES MATTER PO BOX 2648 PHOENIX AZ 85002 810597674 20000 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. YOUR CHILDREN'S TREES 69 CALAVERS AVE GOLETA CA 93117 472759212 25000 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. OUR CITY FOREST 646 N KING ROAD SAN JOSE CA 95133 770371911 24875 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. SONORA ENVIRONMENTAL RESEARCH INSTITUTE INC 3202 E GRANT RD TUCSON AZ 85716 860767843 39875 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. CITY OF MIAMI BEACH 1700 CONVENTION CENTER DRIVE MIAMI BEACH FL 33139 596000372 29450 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. 42 PART I, LINE 2: GRANT APPLICANTS ARE SCREENED BY A GRANT APPROVAL COMMITTEE FOR SUITABILITY BASED ON QUESTIONS ANSWERED IN OUR APPLICATION FORM. AFTER FUNDS HAVE BEEN DISBURSED TO ELIGIBLE APPLICANTS, A PERFORMANCE REPORT IS REQUIRED DETAILING HOW THE FUNDS WERE SPENT AND WHAT WAS ACCOMPLISHED. THIS PERFORMANCE REPORT IS REVIEWED AND, IF THE GOALS HAVE BEEN MET, THE GRANT IS CLOSED OUT. IF THERE ARE ANY QUESTIONS ON THE PERFORMANCE REPORT, THE COMMITTEE CONTACTS THE GRANTEE FOR ADDITIONAL INFORMATION. WHEN ALL QUESTIONS HAVE BEEN ANSWERED, GRANT IS CLOSED OUT. X X X X 0 0 0 0 0 0 0 0 0 MATT HARRIS CHIEF EXECUTIVE OFFICER 336445 0 0 0 0 0 20204 0 19228 0 375877 0 0 0 DAN LAMBE PRESIDENT 221927 0 0 0 0 0 14424 0 19412 0 255763 0 0 0 GARY DEEMER TREASURER 158148 0 0 0 0 0 3000 0 10312 0 171460 0 0 0 BRITT EHLERS SECRETARY 158093 0 0 0 0 0 10649 0 18515 0 187257 0 0 0 WOODROW NELSON VP MARKETING COMMUNICATION 171301 0 0 0 8638 0 3000 0 13665 0 196604 0 0 0 KAREN HOUSER VP SYSTEMS 154024 0 0 0 7848 0 3000 0 8907 0 173779 0 0 0 ROB NICKOLAUS DIRECTOR OF INFORMATION TE 150559 0 0 0 0 0 3000 0 17645 0 171204 0 0 0 ADAM HOWARD MISSION ENGAGEMENT DIRECTO 138098 0 0 0 0 0 3000 0 18306 0 159404 0 0 0 YINKA AKINYEMI VP HUMAN RESOURCES 132156 0 0 0 0 0 9762 0 15354 0 157272 0 0 0 DANIEL COHN DIRECTOR OF COMMUNICATIONS 148254 0 0 0 0 0 1482 0 18292 0 168028 0 0 0 KATIE LOOS VP VENTURES AND PARTNERSHI 145751 0 0 0 0 0 10629 0 18378 0 174758 0 0 0 AUSTIN MACKRILL VP ARBOR DAY FARM 131923 0 0 0 0 0 7000 0 16312 0 155235 0 0 0 PART I, LINE 3 CEO - SALARY IS MERIT-BASED AND SET BY THE TRUSTEES AND PERIODICALLY REVIEWED BY AN INDEPENDENT COMPENSATION CONSULTANT. X KITCHEN EQUIPMENT 5 29101 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 GENERAL NON-VOTING MEMBERS FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE FOUNDATION'S CEO, TREASURER AND AUDIT COMMITTEE AND PROVIDED TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE CONFLICT OF INTEREST POLICY IS A PART OF THE BOARD OF TRUSTEES MEETING AGENDA. FORM 990, PART VI, SECTION B, LINE 15 CEO - SALARY IS MERIT-BASED AND SET BY THE BOARD OF TRUSTEES AND PERIODICALLY REVIEWED BY AN INDEPENDENT COMPENSATION CONSULTANT. EXECUTIVE TEAM MEMBERS - SALARIES ARE MERIT-BASED AND PERIODICALLY REVIEWED BY AN INDEPENDENT COMPENSATION CONSULTANT. EMPLOYEES - ANNUAL PERFORMANCE REVIEWS ARE CONDUCTED. COMPENSATION IS MERIT-BASED WITH GENERAL GUIDANCE PROVIDED BY THE EXECUTIVE TEAM. ALL SALARIES ARE PERIODICALLY CHECKED AGAINST REFERENCE RANGES COMPRISED OF APPLICABLE REGIONAL AND NATIONAL DATA. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 AVAILABLE ON THE FOUNDATION'S WEBSITE. FORM 1023 AND FORM 990T ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 24E INVENTORY PURCHASES: PROGRAM SERVICE EXPENSES 1,648,873. MANAGEMENT AND GENERAL EXPENSES 33,367. FUNDRAISING EXPENSES 245,648. TOTAL EXPENSES 1,927,888. OPERATING SUPPLIES: PROGRAM SERVICE EXPENSES 838,354. MANAGEMENT AND GENERAL EXPENSES 41,548. FUNDRAISING EXPENSES 12,769. TOTAL EXPENSES 892,671. TELEPHONE AND UTILITIES: PROGRAM SERVICE EXPENSES 681,993. MANAGEMENT AND GENERAL EXPENSES 18,928. FUNDRAISING EXPENSES 66,415. TOTAL EXPENSES 767,336. SUBSIDIES FOR COMMUNITY TREE PLANTING INITIATIVES: PROGRAM SERVICE EXPENSES 690,183. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 20,915. TOTAL EXPENSES 711,098. REPAIRS AND MAINTENANCE: PROGRAM SERVICE EXPENSES 384,928. MANAGEMENT AND GENERAL EXPENSES 40,003. FUNDRAISING EXPENSES 190,792. TOTAL EXPENSES 615,723. BANK CHARGES: PROGRAM SERVICE EXPENSES 472,040. MANAGEMENT AND GENERAL EXPENSES 35,313. FUNDRAISING EXPENSES 688. TOTAL EXPENSES 508,041. TAXES: PROGRAM SERVICE EXPENSES 283,055. MANAGEMENT AND GENERAL EXPENSES 56,477. FUNDRAISING EXPENSES 16,936. TOTAL EXPENSES 356,468. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 169,374. MANAGEMENT AND GENERAL EXPENSES 81,469. FUNDRAISING EXPENSES 6,588. TOTAL EXPENSES 257,431. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 200,852. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 200,852. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 77,267. MANAGEMENT AND GENERAL EXPENSES 8,527. FUNDRAISING EXPENSES 12,580. TOTAL EXPENSES 98,374. PROFESSIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 13,751. MANAGEMENT AND GENERAL EXPENSES 37,868. FUNDRAISING EXPENSES 2,775. TOTAL EXPENSES 54,394. RECOGNITION MATERIAL: PROGRAM SERVICE EXPENSES 12,944. MANAGEMENT AND GENERAL EXPENSES 7,872. FUNDRAISING EXPENSES 689. TOTAL EXPENSES 21,505. RAIN FOREST PRESERVATION: PROGRAM SERVICE EXPENSES 17,756. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,756. BAD DEBTS: PROGRAM SERVICE EXPENSES 16,189. MANAGEMENT AND GENERAL EXPENSES 576. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,765. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.