2025-12-22T14:14:48-06:00 2024-12-31 263753134 CBIZ ADVISORS LLC 53 STATE STREET 17TH FLOOR BOSTON MA 02109 990 2024-01-01 464664562 ONE TREE PLANTED INC ONET 8004087850 145 PINE HAVEN SHORES ROAD 1000D SHELBURNE VT 05482 HARRY LYNCH PRESIDENT & CEO 8004087850 2025-12-22 1 1 BRENDA L BOOTH P01342395 6178075000 2025-12-22 2024 2025-03-06 01:10:19Z HARRY LYNCH 145 PINE HAVEN SHORES ROAD 1000D SHELBURNE VT 05482 55247522 0 X WWW.ONETREEPLANTED.ORG X 2013 VT TO FOSTER A SUSTAINABLE AND RESILIENT FUTURE THROUGH INNOVATIVE NATURE BASED SOLUTIONS ROOTED IN THE SCIENCE OF TREES 8 7 32 1682 0 0 56747090 35060846 2301 18255553 929120 1524944 -46600 -15356 57631911 54825987 0 0 0 0 9562604 6832379 0 202068 2365754 68347467 39235155 77910071 46269602 -20278160 8556385 68929471 40444034 54352381 17310559 14577090 23133475 TO FOSTER A SUSTAINABLE AND RESILIENT FUTURE THROUGH INNOVATIVE NATURE BASED SOLUTIONS ROOTED IN THE SCIENCE OF TREES 0 0 39004261 0 18255553 ONE TREE PLANTED 35.5 MILLION TREES, SPANNING 41,475 HECTARES (ABOUT 102,500 ACRES) ACROSS 236 PROJECTS IN 62 COUNTRIES WITH 203 PLANTING PARTNERS. THROUGH THESE PROJECTS, 86,960 FARMING FAMILIES WERE SUPPORTED, 78,743 WOMEN WERE INVOLVED, AND 140,589 JOBS WERE CREATED. 39004261 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 1 0 1 0 0 1 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 22 0 1 32 1 0 1 CA 0 0 0 0 0 0 0 0 0 0 X 8 7 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA CO CT FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY ND OR PA RI SC TN UT WV WI X X HARRY LYNCH 8004087850 145 PINE HAVEN SHORES ROAD 1000D SHELBURNE VT 05482 X HARRY P LYNCH PRESIDENT & CHIEF EXECUTIVE OFFICER 40.00 0.00 X X 248023 0 31872 JIM MASSEY TREASURER 1.00 0.00 X X 0 0 0 HUGH LOCKE SECRETARY 1.00 0.00 X X 0 0 0 MARK BENTHIN DIRECTOR (UNTIL 12/31/2024) 1.00 0.00 X 0 0 0 MATT HILL DIR UNTIL 05172024 & CHIEF ENVIRONMENTAL EVANGELIST 1.00 40.00 X 71829 74390 0 KRISTINA MESSDAGHI DIRECTOR (AS OF 12/05/2024) 1.00 0.00 X 0 0 0 TRENT PRESZLER DIRECTOR (AS OF 12/05/2024) 1.00 0.00 X 0 0 0 SCOTT POYNTON DIRECTOR (AS OF 12/05/2024) 1.00 0.00 X 0 0 0 STARRY SPRENKLE-HYPPOLITE DIRECTOR (AS OF 12/05/2024) 1.00 0.00 X 0 0 0 MARK CAPOMBASSIS DIRECTOR (UNTIL 05/02/2024) 1.00 0.00 X 0 0 0 ANNABELLA RICCIO DIRECTOR (AS OF 3/2024) 1.00 0.00 X 0 0 0 LEILA MELODY CHIEF OPERATING OFFICER 40.00 0.00 X 88570 0 11946 CATHERYN M JONES CHIEF STRATEGY & MARCOMMS OFFICER 40.00 0.00 X 163295 0 11321 SHALON ANGEL ZEFERJAHN GENERAL COUNSEL 40.00 0.00 X 222845 0 55967 MATTHEW C JEFFERY CHIEF PROGRAMS OFFICER 40.00 0.00 X 131774 0 36245 926336 74390 147351 4 0 1 0 AT HEALEY LLC 2119 ART SCHOOL RD CHESTER SPRINGS PA 19425 ACCOUNTING 503375 VENABLE LLP POST OFFICE BOX 62727 BALTIMORE MD 21264 LEGAL 480816 LISA FIELDING PO BOX 444 NORMANDY BEACH NJ 08739 CONSULTING 150318 CBIZ ADVISORS LLC PO BOX 956793 ST LOUIS MO 63195 AUDIT & TAX 138413 4 35060846 1903498 35060846 TREE PLANTING SERVICES 110000 18255553 18255553 18255553 1440754 1440754 477736 393546 84190 84190 84190 12633 27989 -15356 -15356 54825987 18255553 0 1509588 926385 231961 518938 175486 4741425 2381662 1243008 1116755 917911 350778 324486 242647 246658 54700 117224 74734 617821 617821 161028 161028 202068 202068 5917 5917 263426 121524 81928 59974 802988 134325 636011 32652 706054 325586 219491 160977 60591 60591 119465 89597 17921 11947 241616 241616 122491 56484 38079 27928 PAYMENTS FOR TREES 34888687 34888687 LEGAL SETTLEMENT 500000 500000 CURRENCY GAIN 342988 318567 24421 BANK CHARGES 326693 66107 260586 75390 50390 25000 46269602 39004261 4899587 2365754 60354152 29005048 3310431 3462479 801280 599294 817930 201986 2153075 4446958 5621446 68929471 40444034 7892476 1898750 46459905 15411809 54352381 17310559 X -10400160 1077949 24977250 22055526 14577090 23133475 68929471 40444034 8556385 0 X 0 1 X 1 0 X 16802962 55730739 66304193 56747090 35060846 230645830 16802962 55730739 66304193 56747090 35060846 230645830 92577207 138068623 942 23377 99745 926209 1440754 2491027 233136857 19445942 0.59220 0.58230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1800000 247577 0 2047577 1.00000 0 0 366184 267715 98469 435096 331579 103517 201986 MUTUAL FUNDS 1057914 C EQUITIES 1047025 C CASH AND MONEY MARKET FUNDS 48136 C 2153075 DUE FROM AFFILIATE - OPERATING 5087693 DEPOSITS 533753 5621446 X 54868961 42974 42974 54825987 0 54825987 46312576 42974 42974 46269602 0 46269602 PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. THE ORGANIZATION HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AND ITS DETERMINATIONS AS TO INCOME BEING RELATED AND UNRELATED AS ITS ONLY SIGNIFICANT TAX POSITIONS; HOWEVER, THE ORGANIZATION HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE ORGANIZATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. FEDERAL TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS AFTER THE DATE OF THE FILING OF THE RELATED RETURN. CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES PLANTING TREES 1401867 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES PLANTING TREES 14333167 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES PLANTING TREES 3115323 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES PLANTING TREES 116040 NORTH AMERICA 0 0 PROGRAM SERVICES PLANTING TREES 4554701 SOUTH ASIA 0 0 PROGRAM SERVICES PLANTING TREES 3924378 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES PLANTING TREES 257598 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM SERVICES PLANTING TREES 6664033 0 0 0 0 0 0 34367107 0 34367107 0 0 1 0 0 0 PART I, LINE 3: EXPENDITURES IN COLUMN (F) ARE BASED ON THE ACCRUAL METHOD OF ACCOUNTING. X X X 1 LISA FIELDING PO BOX 444 NORMANDY BEACH NJ 08739 FUNDRAISING CONSULTANT 0 0 150318 0 CAUSEMIC LLC PO BOX 11781 PORTLAND OR 10001 FUNDRAISING CONSULTANT 0 0 51750 0 202068 AL AR CA CO CT FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY ND OR PA RI SC TN UT WV WI X 1 1 X X X 0 0 0 0 0 0 0 1 0 HARRY P LYNCH PRESIDENT & CHIEF EXECUTIVE OFFICER 246207 0 1816 0 0 0 22320 0 9552 0 279895 0 0 0 SHALON ANGEL ZEFERJAHN GENERAL COUNSEL 221023 0 1822 0 0 0 12025 0 43942 0 278812 0 0 0 CATHERYN M JONES CHIEF STRATEGY & MARCOMMS OFFICER 161493 0 1802 0 0 0 0 0 11321 0 174616 0 0 0 MATTHEW C JEFFERY CHIEF PROGRAMS OFFICER 129920 0 1854 0 0 0 12102 0 24143 0 168019 0 0 0 PART I, LINE 1A ALL ONE TREE PLANTED STAFF, INCLUDING OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES (OF WHICH THERE ARE 6 DISCLOSED ON FORM 990, PART VII, SECTION A), ARE ELIGIBLE TO UTILIZE A COTTAGE OWNED BY ONE TREE PLANTED UP TO TWO TIMES PER YEAR FOR THREE DAYS EACH TIME. ONE OF THE LISTED INDIVIDUALS EITHER USED OR WAS PRESUMED TO HAVE USED THE COTTAGE, AND THE BENEFIT WAS TREATED AS COMPENSATION FROM ONE TREE PLANTED. PART I, LINE 7 BONUSES WERE PAID IN CALENDAR 2024 TO MEMBERS OF THE EXECUTIVE TEAM AS REPORTED ON SCHEDULE J, PART II, COLUMN (B)(II). X 1 1903498 STOCK PORTFOLIO 0 0 1 0 PART I, COLUMN (B): THE NUMBER LISTED IN PART I, COLUMN (B) REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 2 TWO MEMBERS OF THE BOARD OF DIRECTORS ENGAGED IN A BUSINESS RELATIONSHIP UNRELATED TO THE ACTIVITIES OF ONE TREE PLANTED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS SHARED WITH ALL BOARD MEMBERS FOR REVIEW AHEAD OF ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY AND AN ACKNOWLEDGEMENT AND DISCLOSURE FORM IS PROVIDED ANNUALLY TO THOSE INDIVIDUALS COVERED BY THE CONFLICT OF INTEREST POLICY (THIS INCLUDES BOARD MEMBERS, OFFICERS AND KEY PERSONNEL). THESE AND ANY ADDITIONAL AD HOC DISCLOSURES ARE REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 COMPARABILITY DATA INCLUDING 3RD PARTY SALARY GUIDE AND 990S OF COMPARABLE ENTITIES IN SIZE AND SECTOR ARE PRESENTED TO A COMPENSATION COMMITTEE OF THE BOARD FOR REVIEW AND ASSESSMENT IN LINE WITH THE COMPENSATION POLICY. THE COMMITTEE'S RECOMMENDATIONS ARE THEN REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A: IN ADDITION TO THE COMPENSATION DISCLOSED ON FORM 990, PART VII, ONE TREE PLANTED, INC. ALSO COMPENSATED MATT HILL'S COMPANY, 9457 QUEBEC, INC., FOR THE SERVICES HE PROVIDED TO ONE TREE PLANTED. IN 2024, THE AMOUNT ONE TREE PLANTED, INC. PAID WAS $13,333. ONE TREE PLANTED GLOBAL LLC 145 PINE HAVEN SHORES ROAD 1000D SHELBURNE VT 05482 870906591 EMPLOYEE SERVICES VT 0 182 ONE TREE PLANTED INC ONE FOREST 145 PINE HAVEN SHORES ROAD 1000D SHELBURNE VT 05482 NOT ACTIVE VT 0 0 ONE TREE PLANTED INC ONE TREE ASSET MANAGEMENT 145 PINE HAVEN SHORES ROAD 1000D SHELBURNE VT 05482 NOT ACTIVE VT 0 0 ONE TREE PLANTED INC ONE TREE PLANTED CANADA INC 3 PLACE VILLE MARIE SUITE 400 MONTREAL QC CA H3B 2E3 EMPLOYEE SERVICE CA 501(C)(3) 0 7064 BOUL SAINT-LAURENT INC 7064 BLVD SAINT LAURENT MONTRAL QC H2S 3E2 CA LANDLORD CA ONE TREE PLANTED INC C -3601509 2648496 1.00000 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 7064 BOUL SAINT-LAURENT INC D 1530200 ACTUAL COST ONE TREE PLANTED CANADA INC O 1585394 ACTUAL COST SCHEDULE R, PART V, LINE N: THE ORGANIZATION AND A RELATED ORGANIZATION SHARED OFFICE SPACE IN MONTREAL USED BY A LIMITED NUMBER OF STAFF. SCHEDULE R, PART V, LINE P: THE ORGANIZATION REIMBURSES A RELATED ORGANIZATION FOR CERTAIN OPERATIONAL EXPENSES.