2024-11-14T00:57:48-06:00 2023-12-31 953001179 WINDES INC PO BOX 87 LONG BEACH CA 908010087 990 2023-01-01 237314838 TREEPEOPLE INC TREE 8187534600 12601 MULHOLLAND DR BEVERLY HILLS CA 90210 DANIEL BERGER EXEC. DIR. OF OPERATIONS 8187534600 2024-11-13 1 1 ELEANOR A LIVINGSTON CPA MST P00226461 5624351191 2024-11-13 2023 2024-10-15 13:58:12Z DANIEL BERGER 12601 MULHOLLAND DR BEVERLY HILLS CA 90210 15608325 0 X WWW.TREEPEOPLE.ORG X 1973 CA TO INSPIRE, ENGAGE AND SUPPORT PEOPLE TO TAKE PERSONAL RESPONSIBILITY FOR THE URBAN ENVIRONMENT. 24 24 179 6900 0 0 11860731 14421029 1178318 485940 125071 246021 -61302 83187 13102818 15236177 0 0 0 0 6973659 8860964 73500 0 855751 4986895 7303138 12034054 16164102 1068764 -927925 18089327 18548006 3796893 4972601 14292434 13575405 X TREEPEOPLE UNITES THE POWER OF TREES, PEOPLE, AND NATURE-BASED SOLUTIONS TO GROW MORE CLIMATE-RESILIENT AND WATER-SECURE COMMUNITIES AS THE REGION FACES EXTREME WEATHER, HISTORIC DROUGHT AND A HOTTER, DRIER FUTURE. THE ORGANIZATION INSPIRES, ENGAGES AND SUPPORTS PEOPLE TO TAKE PERSONAL RESPONSIBILITY FOR THE URBAN ENVIRONMENT MAKING IT SAFE, HEALTHY, FUN AND SUSTAINABLE AND TO SHARE THE PROCESS AS A MODEL FOR THE WORLD. TREEPEOPLE FACILITATES COLLABORATION AMONG PUBLIC AGENCIES AND LOCAL STAKEHOLDERS, AND PROMOTES LEADERSHIP IN GRASSROOTS VOLUNTEERS, YOUTH AND COMMUNITIES. IN THIS WAY, TREEPEOPLE SEEKS TO BUILD A POWERFUL AND DIVERSE COALITION TO GROW A GREENER, HEALTHIER AND MORE WATER-SECURE LOS ANGELES FOR PRESENT AND FUTURE GENERATIONS. 0 0 12265018 485940 SEE SCHEDULE OENVIRONMENTAL EDUCATION AND OUTDOOR ACCESS: PROVIDE OPPORTUNITIES TO YOUTH IN ENVIRONMENTAL EDUCATION AND OUTDOOR LEARNING TO HELP STUDENTS EXPLORE LOCAL ENVIRONMENTAL SYSTEMS AND ISSUES SUCH AS WASTE, WATER AND FORESTRY IN A FUN AND ENGAGING WAY. THIS INCLUDES ENGAGING YOUTH AT EVERY AGE LEVEL, OFFERING AGE-APPROPRIATE PROJECTS, FIELD TRIPS, AND HANDS-ON LEARNING EXPERIENCES TO EMPOWER FUTURE GENERATIONS. THIS PROGRAM EXPANDS ACROSS LOS ANGELES COUNTY AND PRIORITIZES COMMUNITIES THAT HAVE NOT HISTORICALLY BEEN ABLE TO ACCESS NATURE. THIS PROGRAM WAS ABLE TO SERVE APPROXIMATELY 14,000 STUDENTS ACROSS 200 SCHOOLS THROUGH OVER ONE HUNDRED OF FIELD TRIPS AND OVER ONE HUNDRED SERVICE-LEARNING PROJECTS. THIS PROGRAM UPLIFTS YOUTH TO BUILD A CONNECTION WITH NATURE AND UNDERSTAND THAT THEY HAVE A ROLE TO PLAY IN IMPROVING OUR LOCAL COMMUNITIES AND ENVIRONMENT. SEE SCHEDULE OPOLICY & RESEARCH: DEVELOP CUTTING-EDGE RESEARCH TO ADVANCE THE IMPLEMENTATION OF NATURE-BASED SOLUTIONS AND ADVOCATE FOR POLICIES THAT ARE GUIDED BY RESEARCH AND COMMUNITY FEEDBACK. THE RESEARCH CONDUCTED APPLIES TO ALL RELATED ISSUES IN THE URBAN ENVIRONMENT, SUCH AS WATER, SOIL AND GREEN INFRASTRUCTURE. THE RESEARCH TEAM ADVANCED THE REGION'S UNDERSTANDING OF THE USE OF URBAN SOILS FOR WATER CAPTURE, THE FEASIBILITY FOR SCHOOLS TO CAPTURE STORMWATER AND SYNTHESIS DATA RELATED TO THE LOCALIZED BENEFITS OF URBAN FORESTS. POLICIES AT THE STATE AND LOCAL LEVELS WERE ADVANCED AND IMPROVED BY TREEPEOPLE'S PARTICIPATION. THIS INCLUDED HISTORIC FUNDING FOR SCHOOL GREENING AND OTHER POLICIES THAT ENSURED THE PRIORITIZATION OF HISTORICALLY UNDERSERVED COMMUNITIES. THIS PROGRAM HAS ADVANCED THE USE AND EFFECTIVENESS OF NATURE-BASED SOLUTIONS IN UNDERSERVED COMMUNITIES. SEE SCHEDULE OURBAN AND MOUNTAIN FORESTRY: THE FORESTRY PROGRAMS EXPANDED TREE CANOPY, CARED FOR YOUNG TREES, REFORESTED MOUNTAINOUS AREAS, AND RESTORED NATIVE HABITAT WHILE ENGAGING AND ACTIVATING THOUSANDS OF INDIVIDUALS TO PARTICIPATE AND LEARN IN THE PROCESS. TREEPEOPLE'S URBAN FORESTRY TEAMS PLANTED TREES IN HISTORICALLY UNDERSERVED COMMUNITIES ACROSS LOS ANGELES COUNTY AND INTO THE INLAND EMPIRE. TREEPEOPLE'S MOUNTAIN FORESTRY TEAM RESTORED TENS OF PROJECT SITES ACROSS THE LOCAL MOUNTAINS THAT HAVE BURNED IN RECENT FIRES. TREEPEOPLE ENGAGED MORE THAN 10,000 VOLUNTEERS, PLANTED MORE THAN 10,000 TREES AND PLANTS IN MOUNTAIN FORESTS, PLANTED 6,000 TREES IN URBAN PARKWAYS, AND DISTRIBUTED MORE THAN 2,500 FRUIT TREES TO RESIDENTS. IN ADDITION, TREEPEOPLE ENGAGED AND SUPPORTED VOLUNTEERS TO ENSURE THE SURVIVAL OF THOUSANDS OF PLANTS AND TREES ACROSS THE REGION, INCLUDING OVER 400 ACRES IN THE MOUNTAINS. THIS PROGRAM HAS DIRECTLY CONTRIBUTED TO THE MITIGATION AND ADAPTATION OF CLIMATE CHANGE, PROVIDING MUCH-NEEDED SHADE AND ECO-SYSTEM BENEFITS IN OUR WARMING ENVIRONMENT. 12265018 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 16 0 1 179 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X X THE ORGANIZATION 8187534600 12601 MULHOLLAND DR BEVERLY HILLS CA 90210 PHILIP BOESCH CHAIR 1.00 1.00 X X 0 0 0 NOAH PERCH-AHERN VICE CHAIR 1.00 1.00 X X 0 0 0 EDGAR G DYMALLY SECRETARY 1.00 X X 0 0 0 J LEE BRALY TREASURER 1.00 1.00 X X 0 0 0 LAURIE BENENSON DIRECTOR 1.00 X 0 0 0 JOHN D BUNZEL DIRECTOR 1.00 X 0 0 0 BETH BURNAM DIRECTOR 1.00 1.00 X 0 0 0 SUSAN W DRAKE DIRECTOR 1.00 X 0 0 0 DR JONATHAN FIELDING DIRECTOR 1.00 X 0 0 0 KARIN FIELDING DIRECTOR 1.00 1.00 X 0 0 0 JONATHAN FRIEDLAND DIRECTOR 1.00 X 0 0 0 RUTH Y GOLDWAY DIRECTOR 1.00 X 0 0 0 NANCY HELSLEY DIRECTOR 1.00 1.00 X 0 0 0 DR LEE KATS DIRECTOR 1.00 1.00 X 0 0 0 JERED LINDSAY DIRECTOR 1.00 X 0 0 0 ROBERT LLORENS DIRECTOR 1.00 X 0 0 0 SARA RUTHERFORD NICHOLS DIRECTOR 1.00 X 0 0 0 JOSEPHINE POWE DIRECTOR 1.00 3.00 X 0 0 0 WILLIAM QUICKSILVER DIRECTOR 1.00 X 0 0 0 MINDY ROTHSTEIN MANN DIRECTOR 1.00 X 0 0 0 KEITH TERASAKI DIRECTOR 1.00 X 0 0 0 SAM WHITING DIRECTOR 1.00 X 0 0 0 IRA ZIERING DIRECTOR 1.00 1.00 X 0 0 0 DAVID ZUCKER DIRECTOR 1.00 X 0 0 0 DAVID PASCHAL DIRECTOR (THRU 10/2023) 1.00 X 0 0 0 CINDY MONTANEZ CEO (THRU 10/2023) 40.00 X 242519 0 19148 DANIEL BERGER EXECUTIVE DIRECTOR OF OPERATIONS 40.00 1.00 X 130587 0 23330 ROBYN REHAK EXECUTIVE DIRECTOR OF DEVELOPMENT 40.00 X 152836 0 14118 JUAN SOLOMON GREEN INFRA. CONSTRUCTION MANAGER 40.00 X 115626 0 4377 AUTUMN TORREGANO DIRECTOR, HR & ADMINISTRATION 40.00 X 158631 0 3000 KATHERINE MILLS DIR. OF EDUC. AND OUTDOOR EQUITY 40.00 X 115389 0 0 MANUEL GONEZ DIRECTOR OF POLICY 40.00 X 114073 0 0 MARCOS TRINIDAD SENIOR DIRECTOR OF POLICY 40.00 X 112113 0 12976 1141774 0 76949 12 0 1 0 STANTEC CONSULTING SERVICES INC 13980 COLLECTION CENTER DR CHICAGO IL 60693 ENGINEERING SERVICES FOR WATER TALKS PRO 1133787 ARMANINO LLP 2700 CAMINO RAMON SUITE 350 SAN RAMON CA 94583 ACCOUNTING SERVICES 690800 RECON 3111 CAM DEL RIO N SAN DIEGO CA 92108 CONSTRUCTION AND LABOR SUBCONTRACTOR FOR 340638 SALAZAR LANDSCAPING 11643 EL GRANADA AVENUE LYNWOOD CA 90280 LANDSCAPING CONSTRUCTION FOR GREEN INFRA 336830 MLA GREEN INC DBA STUDIO-MLA 251 SOUTH MISSION ROAD LOS ANGELES CA 90033 LANDSCAPING DESIGN AND ARCHITECTURE SERV 121640 9 7191794 7229235 14421029 PROGRAM REVENUE 900099 485940 485940 485940 239446 239446 5225 0 5225 5225 5225 350630 344055 6575 6575 6575 18497 22807 -4310 -4310 618 5286 -4668 -4668 ADMIN FEES 900099 81294 81294 OTHER INCOME 900099 5646 5646 86940 15236177 481272 0 333876 X 572836 466030 106806 7030389 5501736 1052395 476258 562580 520017 19235 23328 695159 491703 163803 39653 125371 125371 26200 26200 80208 80208 3977711 2992792 893061 91858 18841 2176 1301 15364 254726 220839 26895 6992 95247 62389 6120 26738 42922 42922 512321 389334 95102 27885 148935 111167 29840 7928 PLANTING RELATED 892516 871842 17597 3077 EQUIPMENT AND VEHICLES 320655 285551 23489 11615 BAD DEBT EXPENSE 285390 285390 OPERATIONS 242222 158083 67571 16568 279873 111151 60235 108487 16164102 12265018 3043333 855751 X 1281823 1145569 3194832 3050782 6045660 6778905 113249 278876 474554 10964291 8275547 3054308 2688744 4094199 4396596 26380 12856 18089327 18548006 2195775 2971119 375738 885760 889817 818694 335563 297028 3796893 4972601 X 10179259 6540151 4113175 7035254 14292434 13575405 18089327 18548006 -927925 210896 0 X 0 1 X 1 1 1 X 7848808 10648168 10694247 11860731 14421029 55472983 7848808 10648168 10694247 11860731 14421029 55472983 3407510 52065473 10781 4480 34467 120323 244671 414722 86940 86940 55974645 3627896 0.93020 0.93200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 80208 80208 13135663 13215871 810794 202699 0 0 565297 517640 668392 810794 2562123 3843185 80208 80208 141324 129410 167098 202699 640531 960797 2000000 300000 2300000 1700000 300000 2000000 1400000 300000 4260 4260 1700000 1100000 300000 3401 3401 1400000 800000 300000 1100000 1.00000 0 0 8578756 6622786 1955970 788476 336843 451633 1373664 1094801 278863 223395 221117 2278 2688744 DEFERRED COMPENSATION 284372 OPERATING LEASE LIABILITY 12656 297028 X 15452359 210896 5286 216182 15236177 0 15236177 16169388 5286 5286 16164102 0 16164102 PART V, LINE 4: DESCRIBE THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS: TREEPEOPLE'S ENDOWMENTS CONSIST OF FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ENDOWMENT FUNDS ARE ESTABLISHED BY DONOR-RESTRICTED GIFTS AND BEQUESTS TO EITHER PROVIDE A PERMANENT ENDOWMENT, WHICH IS TO PROVIDE A PERMANENT SOURCE OF INCOME TO TREEPEOPLE, OR A TERM ENDOWMENT, WHICH IS TO PROVIDE INCOME FOR A SPECIFIED PERIOD TO TREEPEOPLE. PART X, LINE 2: FIN 48: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AS A CHARITABLE ORGANIZATION WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 512(A)(1) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX. THE ORGANIZATION CURRENTLY HAS NO UNRELATED BUSINESS INCOME. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED. THE ORGANIZATION IS ALSO EXEMPT UNDER CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701(D). THE ORGANIZATION IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 5,286. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 5,286. CONCERT FOR THE TREES 18497 18497 2996 19811 18497 18497 2996 19811 22807 -4310 X 0 0 0 0 0 0 0 0 0 CINDY MONTANEZ CEO (THRU 10/2023) 242519 0 0 0 0 0 10000 0 9148 0 261667 0 0 0 ROBYN REHAK EXECUTIVE DIRECTOR OF DEVELOPMENT 152836 0 0 0 0 0 0 0 14118 0 166954 0 0 0 AUTUMN TORREGANO DIRECTOR, HR & ADMINISTRATION 158631 0 0 0 0 0 3000 0 0 0 161631 0 0 0 DANIEL BERGER EXECUTIVE DIRECTOR OF OPERATIONS 130587 0 0 0 0 0 0 0 23330 0 153917 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE GOVERNING BODY DELEGATES BROAD AUTHORITY TO AN EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 2 DR. JONATHAN FIELDING AND KARIN FIELDING HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CFO. THE RETURN IS THEN APPROVED BY THE FINANCE COMMITTEE. THE FORM 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBER WITH THE CONFLICT WILL BE EXCUSED FROM ANY VOTE ON THE MATTER. QUESTIONNAIRES ARE ALSO GIVEN ANNUALLY. ANY OUTSIDE CONTRACTOR FINANCIALLY TIED TO A CURRENT TREEPEOPLE EMPLOYEE IN A WAY THAT THE EMPLOYEE COULD BENEFIT FINANCIALLY IF THE CONTRACTOR IS HIRED, IS NOT ALLOWED TO BID OR OTHERWISE BE CONSIDERED FOR CONTRACTING. SUCH TIES INCLUDE BUT ARE NOT LIMITED TO A SPOUSE/PARTNER, MEMBERS OF THE EMPLOYEE'S HOUSEHOLD OR OUTSIDE BUSINESS PARTNER(S). TREEPEOPLE MAY ELECT TO REVISIT THIS POLICY IN THE CLEAR INSTANCE THAT THE SERVICES AND COST PROVIDED BY THE POTENTIAL CONTRACTOR ARE UNIQUE TO THE POINT OF BEING THE ONLY RESOURCE AVAILABLE ("SOLE SOURCE"). TREEPEOPLE WELCOMES OUTSIDE CONTRACTORS TIED FINANCIALLY TO CURRENT EMPLOYEES SHOULD THEY CHOOSE TO PARTICIPATE AS PRO-BONO PROFESSIONALS OR VOLUNTEERS, BUT THERE IS NO EXPECTATION WHATSOEVER FOR THEM TO DO SO. FORM 990, PART VI, SECTION B, LINE 15 IN THE PROCESS TO DETERMINE COMPENSATION FOR THE PRESIDENT AND THE CFO, THE BOARD OF DIRECTORS REVIEWED COMPARABLE DATA AS WELL AS CONTEMPORANEOUS SUBSTANTIATION OF THE COMPENSATION INDEPENDENTLY, WITHOUT THE PARTICIPATION OF INTERESTED PERSONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. OUR MOST RECENT 990 IS AVAILABLE TO THE PUBLIC ON GUIDESTAR AND WILL BE POSTED ON OTHER APPROPRIATE PUBLIC ACCESS WEBSITES AS WELL. FORM 990, PART IX, LINE 11G PROGRAM CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 1,974,096. MANAGEMENT AND GENERAL EXPENSES 1,650. FUNDRAISING EXPENSES 71,120. TOTAL EXPENSES 2,046,866. GENERAL CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 142,862. MANAGEMENT AND GENERAL EXPENSES 740,720. FUNDRAISING EXPENSES 11,950. TOTAL EXPENSES 895,532. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 40,531. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,531. CONSTRUCTION/ LABOR: PROGRAM SERVICE EXPENSES 828,957. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 828,957. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 25,273. MANAGEMENT AND GENERAL EXPENSES 110,160. FUNDRAISING EXPENSES 8,788. TOTAL EXPENSES 144,221. OUTSIDE CONTRACTED LABOR: PROGRAM SERVICE EXPENSES 21,604. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,604. MOUNTAINS RESTORATION TRUST DBA TREEPEOPLE LAND TRUST 23075 MULHOLLAND HWY CALABASAS CA 91302 953677444 ENVIRONMENTAL CONSERVATION AND EDUCATION CA 501(C)(3) LINE 7 TREEPEOPLE INC 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 MOUNTAINS RESTORATION TRUST DBA TREEPEOPLE LAND TRUST P 458257 AMOUNT PAID MOUNTAINS RESTORATION TRUST DBA TREEPEOPLE LAND TRUST O 129142 AMOUNT PAID