2014-10-27T13:44:09-05:00 2014-06-30 410746749 CLIFTONLARSONALLEN LLP 2511 GALEN DRIVE CHAMPAIGN IL 61821 990 2013-07-01 371004119 INTERNATIONAL SOCIETY OF ARBORICULTURE INTE 2173559411 2101 WEST PARK CT P O BOX 3129 CHAMPAIGN IL 618263129 JIM SKIERA EXECUTIVE DIRECTOR 2173559411 2014-10-16 1 PHIL MUEHL P00622760 2173517400 2013 2015-11-30 17:44:51Z JIM SKIERA 2101 WEST PARK CT P O BOX 3129 CHAMPAIGN IL 618263129 8402560 0 X WWW.ISA-ARBOR.COM X 1924 IL 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. 15 15 57 621 75892 13184 2595392 2597637 3368980 3800734 54848 100286 48206 118569 6067426 6617226 50000 50892 0 0 2031270 2168898 0 0 0 3482923 4048763 5564193 6268553 503233 348673 8582675 9252951 5186658 5303074 3396017 3949877 X 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. 0 0 888410 988623 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. 887821 83243 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. 1991741 2601514 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. 438614 61490 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. 1321107 1740528 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. 1759721 1802018 5527693 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 53 0 1 57 1 1 1 1 UK 0 0 0 0 0 0 0 0 X 15 15 1 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 1 0 X X MARK BLUHM 2173559411 2101 WEST PARK CT CHAMPAIGN IL 618212986 MARK ROBERTS DIRECTOR 13.40 X 0 0 0 BRIAN PHELAN DIRECTOR 3.40 X 0 0 0 DE GOURET LITCHFIELD VICE PRESIDENT 19.80 X X 0 0 0 FRANCESCO FERRINI DIRECTOR 2.90 X 600 0 0 MICHAEL MARSHALL TREASURER 4.80 X X 0 0 0 MICHELLE MITCHELL SECRETARY 3.00 X X 1000 0 0 TERRENCE FLANAGAN PRESIDENT 11.90 X X 0 0 0 MELINDA MYERS DIRECTOR 2.70 X 0 0 0 ZHU NING DIRECTOR 3.90 X 0 0 0 PAUL RIES DIRECTOR 3.20 X 0 0 0 FRANK RINN DIRECTOR 0.50 X 0 0 0 GEOFF KEMPTER DIRECTOR 5.80 X 1000 0 0 PAUL JOHNSON DIRECTOR 3.70 X 0 0 0 PEDRO MENDES CASTRO DIRECTOR 2.70 X 0 0 0 BRIAN KANE DIRECTOR 4.80 X 0 0 0 JIM SKIERA EXECUTIVE DIRECTOR 40.00 X 170018 0 12256 SHARON LILLY EDUCAT GOODS & SERVICES DI 40.00 X 116764 0 6775 289382 0 19031 2 0 1 0 NCS PEARSON INC 13036 COLLECTION CENTER DR CHICAGO IL 60693 TEST ADMINSTRATION 233872 METRO TORONTO CONVENTION CENTER 255 FRONT STREET WEST TORONTO ONTARIO CA M5V 2W6 CONVENTION 219631 ROYLE PRINTING 745 S BIRD STREET SUN PRAIRIE WI 53590 PRINTING AND MAILING 197927 UPS LOCK BOX 577 CAROL STREAM IL 601320577 SHIPPING 195198 MARTIN GRAPHICS & PRINTING 808 N COUNTY FAIR DR CHAMPAIGN IL 61821 PRINTING, MAILING, FURNITURE 172569 8 2597637 2597637 CERTIFICATION PROGRAM 900099 2601514 2601514 CONFERENCE REGISTRATION 900099 988623 988623 AFFILIATION FEES 900099 127354 127354 MEMBER SERVICES 900099 83243 83243 3800734 109214 109214 7065 10000 0 25993 7065 -15993 -8928 -8928 1802018 1759341 42677 42677 PERIODICAL ADVERTISING 541800 75892 75892 75892 6617226 3716057 75892 227640 50892 289331 1559111 46724 273732 38360 20288 574458 91376 695786 70908 161715 36250 CERTIFICATION PROGRAM 1379776 MEMBERSHIP SERVICES 453582 BOARD AND COMMITTEE EXP 196718 CREDIT CARD FEES 153042 176504 6268553 1919649 2376083 169139 198290 407075 352545 328344 347462 354637 3967459 942928 3539544 3024531 2254336 2563991 8582675 9252951 600533 637220 2541783 2716374 2036914 1943897 7428 5583 5186658 5303074 X 3396017 3949877 3396017 3949877 8582675 9252951 348673 205187 0 X X 0 1 X 1 0 0 1 0 485000 485000 2687102 394542 2292560 795357 548386 246971 3024531 SECTION 125 PLAN ASSETS HELD 5583 5583 8597747 205187 1775334 1980521 6617226 0 6617226 8043887 1775334 1775334 6268553 0 6268553 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. EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES MEMBERSHIP AND CERTIFICATION SERVICES, EDUCATIONAL GOODS, CONFERENCES 336860 EUROPE 0 0 PROGRAM SERVICES MEMBERSHIP AND CERTIFICATION SERVICES, EDUCATIONAL GOODS, CONFERENCES 258649 NORTH AMERICA 0 0 PROGRAM SERVICES MEMBERSHIP AND CERTIFICATION SERVICES, EDUCATIONAL GOODS, CONFERENCES 822329 SOUTH AMERICA 0 0 PROGRAM SERVICES MEMBERSHIP AND CERTIFICATION SERVICES, EDUCATIONAL GOODS, CONFERENCES 11953 CENTRAL AMERICA 0 0 PROGRAM SERVICES MEMBERSHIP AND CERTIFICATION SERVICES, EDUCATIONAL GOODS, CONFERENCES 2005 MIDDLE EAST AND NORTH AFRICA - 0 0 PROGRAM SERVICES MEMBERSHIP AND CERTIFICATION SERVICES, EDUCATIONAL GOODS, CONFERENCES 1769 SUB-SAHARAN AFRICA - ANGOLA, 0 0 PROGRAM SERVICES MEMBERSHIP, EDUCATIONAL GOODS, CONFERENCES 2202 RUSSIA & THE NEWLY INDEPENDENT STATES - 0 0 PROGRAM SERVICES MEMBERSHIP 260 0 0 0 0 0 0 1436027 0 1436027 0 0 0 0 0 0 1 TREE FUND 552 S WASHINGTON STREET SUITE 109 NAPERVILLE IL 60540 371018692 501(C)3 50000 892 FMV PRINTING SERVICES UNDESIGNATED DONATION/MEMORIAL FUND/SAFETY FUND X 1 1 X X X X X 0 0 0 JIM SKIERA EXECUTIVE DIRECTOR 170018 0 0 0 0 0 1500 0 10756 0 182274 0 0 0 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 1925 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 TERRENCE FLANAGAN DIRECTOR 16000 DIRECTOR IS AN APPROVED ISA INSTRUCTOR (INDEPENDENT CONTRACTOR) 0 MICHELLE MITCHELL DIRECTOR 1000 DIRECTOR IS AN APPROVED ISA INSTRUCTOR (INDEPENDENT CONTRACTOR) 0 MARK ROBERTS DIRECTOR DIRECTOR IS AN APPROVED ISA INSTRUCTOR (INDEPENDENT CONTRACTOR) 0 FRANCESCO FERRINI DIRECTOR 600 SPEAKER AT ISA ANNUAL CONFERENCE 0 GEOFF KEMPTER DIRECTOR 1000 DIRECTOR IS AN APPROVED ISA INSTRUCTOR (INDEPENDENT CONTRACTOR) 0 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 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.