INTERNATIONAL SOCIETY OF ARBORICULTURE: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL SOCIETY OF ARBORICULTURE (EIN 37-1004119)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-10-27
- IRS object ID
- 201403009349301050
- Schema version
- 2013v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-27T13:44:09-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2511 GALEN DRIVE | AddressLine1 |
| City | CHAMPAIGN | City |
| State | IL | State |
| ZIP Code | 61821 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371004119 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL SOCIETY OF ARBORICULTURE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 2173559411 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 WEST PARK CT P O BOX 3129 | AddressLine1 |
| City | CHAMPAIGN | City |
| State | IL | State |
| ZIP Code | 618263129 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM SKIERA | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2173559411 | PhoneNum |
| Signature | 2014-10-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHIL MUEHL | PreparerPersonNm |
| PTIN | P00622760 | PTIN |
| Phone | 2173517400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JIM SKIERA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 WEST PARK CT P O BOX 3129 | AddressLine1 |
| City | CHAMPAIGN | City |
| State | IL | State |
| ZIP Code | 618263129 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,402,560 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.ISA-ARBOR.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1924 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | THROUGH RESEARCH, TECHNOLOGY, AND EDUCATION, THE INTERNATIONAL SOCIETY OF ARBORICULTURE WILL PROMOTE THE PROFESSIONAL PRACTICE OF ARBORICULTURE AND FOSTER A GREATER WORLDWIDE AWARENESS OF THE BENEFITS OF TREES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 57 | TotalEmployeeCnt |
| Total Volunteers | 621 | TotalVolunteersCnt |
| Total Gross UBI | $75,892 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $13,184 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,595,392 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,597,637 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,368,980 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,800,734 | CYProgramServiceRevenueAmt |
| PY Investment Income | $54,848 | PYInvestmentIncomeAmt |
| CY Investment Income | $100,286 | CYInvestmentIncomeAmt |
| PY Other Revenue | $48,206 | PYOtherRevenueAmt |
| CY Other Revenue | $118,569 | CYOtherRevenueAmt |
| PY Total Revenue | $6,067,426 | PYTotalRevenueAmt |
| CY Total Revenue | $6,617,226 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $50,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $50,892 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,031,270 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,168,898 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,482,923 | PYOtherExpensesAmt |
| CY Other Expenses | $4,048,763 | CYOtherExpensesAmt |
| PY Total Expenses | $5,564,193 | PYTotalExpensesAmt |
| CY Total Expenses | $6,268,553 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $503,233 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $348,673 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,582,675 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,252,951 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,186,658 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,303,074 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,396,017 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,949,877 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THROUGH RESEARCH, TECHNOLOGY, AND EDUCATION, THE INTERNATIONAL SOCIETY OF ARBORICULTURE WILL PROMOTE THE PROFESSIONAL PRACTICE OF ARBORICULTURE AND FOSTER A GREATER WORLDWIDE AWARENESS OF THE BENEFITS OF TREES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $888,410 | ExpenseAmt |
| Revenue | $988,623 | RevenueAmt |
| Desc | CONFERENCES - OPERATE EDUCATIONAL EVENTS, INCLUDING TRAINING WORKSHOPS, CONFERENCES, TRADESHOWS, AND SYMPOSIUMS, TO PROVIDE INFORMATION REGARDING TREE RELATED SUBJECTS TO MEMBERS AND ATTENDEES. HELD ONE ANNUAL CONFERENCE AND TRADESHOW, AND ONE SYMPOSIA/WORKSHOP. OPERATES THE INTERNATIONAL TREE CLIMBING COMPETITION (AND ALSO THE NORTH AMERICAN TREE CLIMBING COMPETITION, EUROPEAN TREE CLIMBING COMPETITION, AND ASIA-PACIFIC TREE CLIMBING COMPETITION), TO HIGHLIGHT AND DEMONSTRATE THE VARIOUS SKILLS OF ARBORICULTURAL PRACTITIONERS AND TREE CLIMBING AND CREATING AWARENESS ABOUT THE IMPORTANCE OF TREES AND TREE CARE TO THE PUBLIC. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $887,821 | ExpenseAmt |
| Revenue | $83,243 | RevenueAmt |
| Desc | MEMBER SERVICES - TO PROVIDE SERVICES TO MEMBERS SUCH AS PRODUCING, PRINTING AND MAILING VARIOUS PUBLICATIONS, NEWSLETTERS, AND JOURNALS TO SUPPORT THE PROFESSIONAL DEVELOPMENT OF A MEMBER AND TO KEEP MEMBERS INFORMED ON TREE RELATED ISSUES. SERVED 21,690 MEMBERS IN 49 COUNTRIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,991,741 | ExpenseAmt |
| Revenue | $2,601,514 | RevenueAmt |
| Desc | CERTIFICATION - PROVIDE CERTIFICATION EXAMINATION SERVICES FOR POTENTIAL CANDIDATES AND RECERTIFICATION SERVICES TO EXISTING CREDENTIALS TO SUPPORT THE PROFESSIONAL DEVELOPMENT OF THE ARBORISTS. SERVED 32,058 CERTIFICATION CREDENTIAL HOLDERS, 4,138 NEW CANDIDATES, AND MANAGED 415,209 CONTINUING EDUCATION UNITS SUBMITTED BY VARIOUS CREDENTIAL HOLDERS. PROVIDE QUALIFICATION TRAINING WORKSHOPS AND CREDENTIAL TESTING SERVICES FOR PARTICIPANTS. CONDUCTED 78 TREE RISK WORKSHOPS WITH 1,579 PARTICIPANTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $438,614 | $61,490 | PUBLIC RELATIONS AND MARKETING - PROVIDE PUBLIC RELATION INITIATIVES INCLUDING NEWS RELEASES, AND THE TRUE PROFESSIONAL PROGRAM, TO HIGHLIGHT AND DEMONSTRATE THE VARIOUS SKILLS OF ARBORICULTURAL PRACTITIONERS AND TREE CLIMBING AND CREATING AWARENESS ABOUT THE IMPORTANCE OF TREES AND TREE CARE TO THE PUBLIC. COMPLETE ONE INDUSTRY SURVEY (FIELDWORKER) AND ATTENDED 19 INDUSTRY/CHAPTER TRADESHOWS. |
| $1,321,107 | $1,740,528 | EDUCATIONAL GOODS AND SERVICES - EGS MANAGES THE DEVELOPMENT AND PRODUCTION OF MONTHLY PUBLICATIONS FOR ISA MEMBERS, TO DISSEMINATE TIMELY AND RELEVANT ARTICLES, NEWS, INFORMATION, AND RESEARCH REGARDING TREES AND TREE CARE. EGS DEVELOPS AND DISTRIBUTES EDUCATIONAL MATERIALS FOR THE INDUSTRY, INCLUDING PUBLICATIONS, WORKSHOP CURRICULUM, ONLINE LEARNING COURSES, PODCASTS, AND CONSUMER AND INDUSTRY BROCHURES. SIX ISSUES OF THE ARBORIST NEWS WERE PUBLISHED AND SIX ISSUES OF THE ARBORICULTURE AND URBAN FORESTRY JOURNAL WERE PUBLISHED. THREE NEW PUBLICATIONS WERE ADDED IN 2013-14, FIVE PUBLICATIONS WERE UPDATED AND RE-PUBLISHED, AND FORTY-EIGHT NEW PODCASTS WERE DELIVERED. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,759,721 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $1,802,018 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $5,527,693 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| 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 |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 53 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 57 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | Yes (1) | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK BLUHM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2173559411 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 WEST PARK CT | AddressLine1 |
| City | CHAMPAIGN | City |
| State | IL | State |
| ZIP Code | 618212986 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MARK ROBERTS | ||||||||
| DIRECTOR | 13.40 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN PHELAN | ||||||||
| DIRECTOR | 3.40 | Yes (X) | $0 | $0 | $0 | |||
| DE GOURET LITCHFIELD | ||||||||
| VICE PRESIDENT | 19.80 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| FRANCESCO FERRINI | ||||||||
| DIRECTOR | 2.90 | Yes (X) | $600 | $0 | $0 | |||
| MICHAEL MARSHALL | ||||||||
| TREASURER | 4.80 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MICHELLE MITCHELL | ||||||||
| SECRETARY | 3.00 | Yes (X) | $1,000 | $0 | $0 | Yes (X) | ||
| TERRENCE FLANAGAN | ||||||||
| PRESIDENT | 11.90 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MELINDA MYERS | ||||||||
| DIRECTOR | 2.70 | Yes (X) | $0 | $0 | $0 | |||
| ZHU NING | ||||||||
| DIRECTOR | 3.90 | Yes (X) | $0 | $0 | $0 | |||
| PAUL RIES | ||||||||
| DIRECTOR | 3.20 | Yes (X) | $0 | $0 | $0 | |||
| FRANK RINN | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| GEOFF KEMPTER | ||||||||
| DIRECTOR | 5.80 | Yes (X) | $1,000 | $0 | $0 | |||
| PAUL JOHNSON | ||||||||
| DIRECTOR | 3.70 | Yes (X) | $0 | $0 | $0 | |||
| PEDRO MENDES CASTRO | ||||||||
| DIRECTOR | 2.70 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN KANE | ||||||||
| DIRECTOR | 4.80 | Yes (X) | $0 | $0 | $0 | |||
| JIM SKIERA | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | $170,018 | $0 | $12,256 | Yes (X) | |||
| SHARON LILLY | ||||||||
| EDUCAT GOODS & SERVICES DI | 40.00 | $116,764 | $0 | $6,775 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $289,382 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $19,031 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1 | CityContractorAddress/ForeignAddress/City | Province Or StateContractorAddress/ForeignAddress/ProvinceOrState | CountryContractorAddress/ForeignAddress/Country | Postal CodeContractorAddress/ForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|
| NCS PEARSON INC | ||||||||||
| 13036 COLLECTION CENTER DR | CHICAGO | IL | 60693 | TEST ADMINSTRATION | $233,872 | |||||
| METRO TORONTO CONVENTION CENTER | ||||||||||
| CONVENTION | $219,631 | 255 FRONT STREET WEST | TORONTO | ONTARIO | CA | M5V 2W6 | ||||
| ROYLE PRINTING | ||||||||||
| 745 S BIRD STREET | SUN PRAIRIE | WI | 53590 | PRINTING AND MAILING | $197,927 | |||||
| UPS | ||||||||||
| LOCK BOX 577 | CAROL STREAM | IL | 601320577 | SHIPPING | $195,198 | |||||
| MARTIN GRAPHICS & PRINTING | ||||||||||
| 808 N COUNTY FAIR DR | CHAMPAIGN | IL | 61821 | PRINTING, MAILING, FURNITURE | $172,569 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $2,597,637 | MembershipDuesAmt |
| Total Contributions | $2,597,637 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| CERTIFICATION PROGRAM | 900099 | $2,601,514 | $2,601,514 | |
| CONFERENCE REGISTRATION | 900099 | $988,623 | $988,623 | |
| AFFILIATION FEES | 900099 | $127,354 | $127,354 | |
| MEMBER SERVICES | 900099 | $83,243 | $83,243 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,800,734 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $109,214 | TotalRevenueColumnAmt |
| Exclusion | $109,214 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,065 | SecuritiesAmt |
| Other | $10,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $25,993 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,065 | SecuritiesAmt |
| Other | -$15,993 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$8,928 | TotalRevenueColumnAmt |
| Exclusion | -$8,928 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,802,018 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,759,341 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,677 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $42,677 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PERIODICAL ADVERTISING | Desc |
| Business | 541800 | BusinessCd |
| Total Revenue Column | $75,892 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $75,892 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $75,892 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,617,226 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,716,057 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $75,892 | UnrelatedBusinessRevenueAmt |
| Exclusion | $227,640 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,892 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $289,331 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,559,111 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,724 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,732 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,360 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,288 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $574,458 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,376 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $695,786 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,908 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,715 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,250 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| CERTIFICATION PROGRAM | $1,379,776 |
| MEMBERSHIP SERVICES | $453,582 |
| BOARD AND COMMITTEE EXP | $196,718 |
| CREDIT CARD FEES | $153,042 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,504 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,268,553 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,919,649 | BOYAmt |
| EOY | $2,376,083 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,139 | BOYAmt |
| EOY | $198,290 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $407,075 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $352,545 | BOYAmt |
| EOY | $328,344 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $347,462 | BOYAmt |
| EOY | $354,637 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,967,459 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $942,928 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,539,544 | BOYAmt |
| EOY | $3,024,531 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,254,336 | BOYAmt |
| EOY | $2,563,991 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,582,675 | BOYAmt |
| EOY | $9,252,951 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600,533 | BOYAmt |
| EOY | $637,220 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,541,783 | BOYAmt |
| EOY | $2,716,374 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,036,914 | BOYAmt |
| EOY | $1,943,897 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,428 | BOYAmt |
| EOY | $5,583 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,186,658 | BOYAmt |
| EOY | $5,303,074 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,396,017 | BOYAmt |
| EOY | $3,949,877 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,396,017 | BOYAmt |
| EOY | $3,949,877 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,582,675 | BOYAmt |
| EOY | $9,252,951 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $348,673 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $205,187 | 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 | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | Yes (1) | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $485,000 | OtherCostOrOtherBasisAmt |
| Book Value | $485,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,687,102 | OtherCostOrOtherBasisAmt |
| Depreciation | $394,542 | DepreciationAmt |
| Book Value | $2,292,560 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $795,357 | OtherCostOrOtherBasisAmt |
| Depreciation | $548,386 | DepreciationAmt |
| Book Value | $246,971 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,024,531 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECTION 125 PLAN ASSETS HELD | Desc |
| Amt | $5,583 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,583 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $8,597,747 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $205,187 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,775,334 | OtherRevenueAmt |
| Revenue Not Reported | $1,980,521 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,617,226 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,617,226 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,043,887 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,775,334 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,775,334 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,268,553 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,268,553 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 1,759,341. LOSS ON SALE OF FIXED ASSETS 15,993. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 1,759,341. LOSS ON SALE OF FIXED ASSETS 15,993. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | MEMBERSHIP AND CERTIFICATION SERVICES, EDUCATIONAL GOODS, CONFERENCES | $336,860 |
| EUROPE | 0 | 0 | PROGRAM SERVICES | MEMBERSHIP AND CERTIFICATION SERVICES, EDUCATIONAL GOODS, CONFERENCES | $258,649 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | MEMBERSHIP AND CERTIFICATION SERVICES, EDUCATIONAL GOODS, CONFERENCES | $822,329 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | MEMBERSHIP AND CERTIFICATION SERVICES, EDUCATIONAL GOODS, CONFERENCES | $11,953 |
| CENTRAL AMERICA | 0 | 0 | PROGRAM SERVICES | MEMBERSHIP AND CERTIFICATION SERVICES, EDUCATIONAL GOODS, CONFERENCES | $2,005 |
| MIDDLE EAST AND NORTH AFRICA - | 0 | 0 | PROGRAM SERVICES | MEMBERSHIP AND CERTIFICATION SERVICES, EDUCATIONAL GOODS, CONFERENCES | $1,769 |
| SUB-SAHARAN AFRICA - ANGOLA, | 0 | 0 | PROGRAM SERVICES | MEMBERSHIP, EDUCATIONAL GOODS, CONFERENCES | $2,202 |
| RUSSIA & THE NEWLY INDEPENDENT STATES - | 0 | 0 | PROGRAM SERVICES | MEMBERSHIP | $260 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,436,027 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,436,027 | TotalSpentAmt |
| 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 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TREE FUND | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 552 S WASHINGTON STREET SUITE 109 | AddressLine1 |
| City | NAPERVILLE | City |
| State | IL | State |
| ZIP Code | 60540 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 371018692 | RecipientEIN |
| IRC Section | 501(C)3 | IRCSectionDesc |
| Cash Grant | $50,000 | CashGrantAmt |
| Non Cash Assistance | $892 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | PRINTING SERVICES | NonCashAssistanceDesc |
| Purpose Of Grant | UNDESIGNATED DONATION/MEMORIAL FUND/SAFETY FUND | PurposeOfGrantTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM SKIERA | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $170,018 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $1,500 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $10,756 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $182,274 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (9 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd | TransactionTransactionAmt |
|---|---|---|---|
| BRIAN PHELAN | |||
| DIRECTOR | SPOUSE (CATHERINE PHELAN) IS EXECUTIVE ASSISTANT AND TREASURER FOR THE ISA ATLANTIC CHAPTER. THIS A VOLUNTEER, NON PAID POSITION. | 0 | |
| DE GOURET LITCHFIELD | |||
| DIRECTOR | OWNER OF SVENSK TRADVARD & UTBILDNING AB, WHICH PURCHASES BOOKS FROM ISA AND RESELLS THEM IN SWEDEN. | 0 | |
| FRANK RINN | |||
| DIRECTOR | DIRECTOR'S COMPANY PURCHASED BOOTH SPACE AT PORTLAND CONFERENCE. DIRECTOR IS ALSO AN EXECUTIVE FOR THE ISA GERMAN CHAPTER. THIS IS A GERMAN BOARD POSITION AND A PAID POSITION. | 0 | $1,925 |
| TERRENCE FLANAGAN | |||
| DIRECTOR | DIRECTOR IS AN APPROVED ISA INSTRUCTOR (INDEPENDENT CONTRACTOR) | 0 | $16,000 |
| MICHELLE MITCHELL | |||
| DIRECTOR | DIRECTOR IS AN APPROVED ISA INSTRUCTOR (INDEPENDENT CONTRACTOR) | 0 | $1,000 |
| MARK ROBERTS | |||
| DIRECTOR | DIRECTOR IS AN APPROVED ISA INSTRUCTOR (INDEPENDENT CONTRACTOR) | 0 | |
| FRANCESCO FERRINI | |||
| DIRECTOR | SPEAKER AT ISA ANNUAL CONFERENCE | 0 | $600 |
| GEOFF KEMPTER | |||
| DIRECTOR | DIRECTOR IS AN APPROVED ISA INSTRUCTOR (INDEPENDENT CONTRACTOR) | 0 | $1,000 |
| PEDRO CASTRO | |||
| DIRECTOR | DIRECTOR IS AN EXECUTIVE FOR THE ISA BRAZIL CHAPTER. THIS IS NOT A PAID POSITION. THIS IS A VOLUNTEER/NON-PAID POSITION. | 0 | |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BOARD MEMBERS FROM VARIOUS COMPONENTS ARE HIRED AS SPEAKERS FOR CHAPTERS OR OTHER ARBORICULTURAL EDUCATIONAL EVENTS. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS |
| FORM 990, PART VI, SECTION A, LINE 7A | UNDER THE RELEVANT TERMS OF BYLAWS, THE NEW STRUCTURE IS COMPOSED OF THE ISA BOARD OF DIRECTORS, COMPRISED OF FIFTEEN (15) DIRECTORS, INCLUDE: EIGHT (8) DIRECTOR POSITIONS FILLED BY DIRECT ISA MEMBERSHIP ELECTIONS; FIVE (5) DIRECTOR POSITIONS FILLED BY ELECTION OF THE COUNCIL OF COMPONENT REPRESENTATIVES; AND, A PRESIDENT/CHAIR OF THE BOARD AND A PRESIDENT/CHAIR-ELECT ELECTED BY THE BOARD OF DIRECTORS FROM THE CURRENT DIRECTORS. DIRECTORS SERVE FOR A THREE YEAR TERM. OTHER THAN THE PRESIDENT/CHAIR OF THE BOARD OF DIRECTORS, AND PRESIDENT/CHAIR ELECT IN LIMITED CIRCUMSTANCES, NO DIRECTOR SHALL BE PERMITTED TO SERVE MORE THAN TWO (2) CONSECUTIVE TERMS OF OFFICE OR SIX (6) CONSECUTIVE YEARS, WHICHEVER PERIOD IS LONGER. THE TERMS OF THE DIRECTOR SHALL BE STAGGERED. |
| FORM 990, PART VI, SECTION B, LINE 11 | INITIAL REVIEW IS COMPLETED BY THE DIRECTOR OF FINANCE AND OPERATIONS AND THE EXECUTIVE DIRECTOR. THE ISA PRESIDENT AND CHAIR OF THE FINANCE COMMITTEE IS FORWARDED A COPY. THESE FOUR HAVE FINAL APPROVAL. THE COMPLETED 990 IS POSTED TO THE BOARD OF DIRECTORS WEBSITE FOR REVIEW AND COMMENT. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS MUST SIGN THE CONFLICT OF INTEREST DISCLOSURE ONCE A YEAR AND OR PRIOR TO THE CURRENT BOARD MEETING IF THE MEMBER IS NEW TO THE BOARD. ALL STAFF MUST SIGN THE DISCLOSURE ONCE A YEAR. |
| FORM 990, PART VI, SECTION B, LINE 15 | PERFORMANCE WILL BE DETERMINED UTILIZING A FORMAL EVALUATION FORM AND WILL INCORPORATE THE INPUT OF MEMBERS OF THE BOARD OF DIRECTORS AND THE EXECUTIVE COMMITTEE AT A MINIMUM. THE ISA PRESIDENT WILL INITIATE AN ANNUAL REVIEW OF THE WORK PERFORMANCE OF THE ISA EXECUTIVE DIRECTOR IN ACCORDANCE WITH THIS POLICY. A SALARY RANGE WILL BE DETERMINED FOR THE POSITION OF EXECUTIVE DIRECTOR. ADJUSTMENTS TO SALARY ARE DETERMINED BASED ON EVALUATION OF THE EXECUTIVE DIRECTOR'S PERFORMANCE DURING THE PAST YEAR. THE PRESIDENT ALONG WITH THE EXECUTIVE COMMITTEE WILL DETERMINE PAY ADJUSTMENTS BASED ON THE RESULTS OF THE EXECUTIVE DIRECTOR'S PERFORMANCE REVIEW. IT IS THE RESPONSIBILITY OF THE PRESIDENT AND PRESIDENT-ELECT TO COMMUNICATE THE RESULTS OF THE PERFORMANCE EVALUATION AND ANY ADJUSTMENTS TO THE SALARY. RESPONSIBILITY FOR EXECUTION OF SALARY CHANGES LIES WITH THE DIRECTOR OF OPERATIONS AS DIRECTED BY THE PRESIDENT. THE RANGE WILL BE BASED ON BENCHMARKING OF SIMILAR POSITIONS IN TERMS OF GEOGRAPHIC LOCATION, BUDGET, PERSONNEL AND JOB RESPONSIBILITIES. THE RANGE OF SALARY FOR THE EXECUTIVE DIRECTOR WILL BE SET BY BENCHMARKING AGAINST NON-PROFITS SIMILAR IN SIZE, GEOGRAPHIC AREA, BUDGET AND RESPONSIBILITIES OF THE EXECUTIVE DIRECTOR. SALARY BENCHMARKING WILL BE CONDUCTED BY A PROFESSIONAL EXECUTIVE COMPENSATION RESEARCH SERVICE EVERY FIVE YEARS OR NO SOONER THEN THREE YEARS IF NECESSARY. THE DIRECTOR OF OPERATIONS WILL ASSIST THE PRESIDENT TO ACQUIRE DATA AND SELECT AND RETAIN THE BENCHMARKING CONSULTANT IF NEEDED. PAY IS GENERALLY CENTERED ON THE MID-POINT OF THE RANGE. PAY ABOVE THE MID-POINT IS FOR CONSISTENT EXEMPLARY PERFORMANCE. SOURCES USED INCLUDE: 2008 NATIONAL EXECUTIVE COMPENSATION SURVEY FROM EMPLOYERS ASSOCIATION, 2008 ASAE ASSOCIATION COMPENSATION, AMERICAN RESEARCH COMPANY NATIONAL COMPENSATION STUDY, AND A THIRD PARTY (EMPLOYERS' ASSN) REVIEW LETTER. |
| FORM 990, PART VI, SECTION C, LINE 19 | ISA PUTS THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ON THE ISA WEBSITE, BEHIND A MEMBER LOGIN SO ONLY MEMBERS HAVE ACCESS. CONFLICT OF INTEREST POLICY IS LISTED ON ISA INTRANET AND BOARD WEBSITE. ISA WILL MAKE COPIES OF EACH AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VII | MARK ROBERTS - 6 BAKER ST, DUNEDIN, NEW ZEALAND 9012. BRIAN PHELAN - 375 COWIE HILL DR, HALIFAX, NOVA SCOTIA, CANADA B3J3A5. DE GOURET LITCHFIELD - PL 2427, BALLINGSLOV, SWEDEN S-28197. FRANCESCO FERRINI - VIALE DELLE IDEE, SESTO FIORENTINO, ITALY 30-50019. MICHAEL MARSHALL - 17350 S.E. 65TH ST, MORRISTON, FL 32668. MICHELLE MITCHELL - 853 OAK TREE LANE, LAPEER, MI 48446. TERRENCE FLANAGAN - 3145 WESTVIEW CIRCLE, LAKE OSWEGO, OR 97034. MELINDA MYERS - 2642 S 16TH ST, MILWAUKEE, WI 53215. ZHU NING - SOUTHERN UNIVERSITY, BATON ROUGE, LA 70813. PAUL RIES - 2600 STATE ST BLDG D, SALEM, OR 97310. FRANK RINN - HARDTSTRASSE 20-22, HEIDELBERG, GERMANY 69124. GEOFF KEMPTER - 44 PARKVIEW NE, GRAND RAPIDS, MI 49503. PAUL JOHNSON - 15110 JONES MALTSBERGER STE 101, SAN ANTONIO, TX 78247. |
| FORM 990, PART XII, LINE 2C: | ISA HAS NOT CHANGED THE OVERSIGHT PROCESS OR THE SELECTION PROCESS DURING THE CURRENT YEAR. |