2024-07-14T12:21:04-05:00 2023-08-31 010523282 Berry Dunn McNeil & Parker LLC 1000 Elm Street 4th Floor Manchester NH 03101 990 2022-09-01 593828176 Tree Care Industry Association Foundation TREE 6033145380 670 N Commercial Steet 201 Manchester NH 03101 David White President & CEO 6033145380 2024-07-12 1 David White 999009999 1 Melissa Magoon CPA P01712842 6036697337 2024-07-12 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z David White 670 N Commercial Steet 201 Manchester NH 03101 663566 0 X www.tciaf.org X 2005 GA To advance education and professional development in the green industry, to disseminate information key to practitioners and consumers about proper tree care, to improve safety and reduce accident rates in the tree care industry, and to engage in all lawful activities consistent with the preceding purpose of the foundation. 9 9 0 50 0 0 205165 134094 209423 153708 85184 56175 -11936 -40795 487836 303182 28115 35639 0 0 0 0 0 0 11118 177972 205232 206087 240871 281749 62311 3411187 3528423 216492 141127 3194695 3387296 X To advance education and professional development in the green industry, to disseminate information key to practitioners and consumers about proper tree care, to improve safety and reduce accident rates in the tree care industry, and to engage in all lawful activities consistent with the preceding purpose of the foundation. 0 1 139483 153115 A Loss Control Program was begun in 2009 to reduce accidents and increase safety in the industry. The Loss Control Program is funded through a payment made by Tree Care Industry Association, Inc. (TCIA) of 50% of the royalties it receives from the ArborMAX Insurance Program. 42867 35639 The Arborist Safety Training Institute Endowment was established in 2014, a portion of the earnings from the endowment will provide low cost and in some instances free safety training and education to minimize injuries and promote overall workforce safety that is critical for the tree care industry. 163 593 The Foundation also has other miscellaneous activity intended to support the Tree Care Industry. 163 593 182513 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 4 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 9 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA MA MD MI MN CT NC IL NH OR CA VA NY CO OH WI X Lauralee Powers 6032181292 670 N Commercial St Ste 201 Manchester NH 03101 August Hoppe Chair 0.50 0.50 X X 0 0 0 Tom Prosser Vice Chair 0.50 0.00 X X 0 0 0 Noel Boyer Treasurer 0.50 0.50 X X 0 0 0 Andy Felix Trustee 0.50 0.00 X 0 0 0 Jim Houston Trustee 0.50 0.50 X 0 0 0 Scott Prophett Trustee 0.50 0.00 X 0 0 0 Peter Sortwell Trustee 0.50 0.00 X 0 0 0 Sam Van Maanen Trustee 0.50 0.00 X 0 0 0 Mundy Wilson Piper Trustee 0.50 0.00 X 0 0 0 David Fleischner Past Vice Chair 0.50 0.00 X X 0 0 0 David White President & CEO/Secretary 2.00 38.00 X 0 288689 13743 0 288689 13743 0 0 1 0 0 133094 1000 134094 ArborMAX 900099 153115 153115 Memorial Fund & Other 900099 593 593 153708 70388 70388 282376 296589 -14213 -14213 -14213 23000 133094 63795 -40795 -40795 303182 153708 0 15380 35639 35639 28181 28181 636 636 18423 18423 163 163 ArborMAX 139483 139483 Fundraising 11118 11118 STI 6203 6203 Miscellaneous 1025 1025 240871 182513 47240 11118 913412 975587 353807 305390 5850 0 27947 10449 2110171 2236997 3411187 3528423 173942 141127 42550 0 216492 141127 X 1402757 1420842 1791938 1966454 3194695 3387296 3411187 3528423 X 62311 92055 38235 X 0 1 X 1 0 X 83548 28261 10215 205165 134094 461283 267384 372691 204667 209423 153708 1207873 350932 400952 214882 414588 287802 1669156 10000 10000 40000 20700 80700 0 10000 10000 40000 20700 80700 1588456 53621 54737 51412 64821 70388 294979 53621 54737 51412 64821 70388 294979 16647 19789 36436 421200 475478 266294 479409 358190 2000571 0.79400 0.78950 0.14740 0.13980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2081144 5000 107967 74552 2119559 2450845 5500 -326302 48899 2081144 2169020 44215 296358 58748 2450845 2060618 32001 135300 58899 2169020 1913768 233551 -13097 73604 2060618 0.26035 0.73965 0.00000 0 0 0 Part V, Line 4: During the year ended August 31, 2014, the Foundation established an endowment to support the Arborist Safety Training Institute (ASTI). The purpose of the ASTI is to provide grants for job and safety training to minimize consequent deaths and injuries, and promote overall workforce safety that is critical for the tree care industry. The endowment includes both donor-restricted endowment funds and funds designated by the Board of Directors to function as endowment. As required by U.S. GAAP, net assets associated with endowment funds, including funds designated by the Board of Directors to function as endowments, are classified and reported based on the existence or absence of donor-imposed restrictions. Form 990, Part X, Line 33 The Organization's Net Assets per the Financial Statements before intercompany eliminations are $885,401. The Organization's Net Assets per the 990 are $3,387,341. The difference is related to certain expenses that have been allocated, for Financial Statement purposes, between the Organization and Tree Care Industry Association, Inc., a related organization. These expenses are not allocated for 990 purposes, as the allocation would not appropriately present the financial situation of each entity when presented separately. ASTI 128094 128094 45473 1050 2675 Golf Tournament 28000 5000 23000 13503 1094 156094 133094 23000 58976 1050 3769 63795 -40795 1 Nebraska Arborist Association 521 First St Milford NE 68405 470592594 501(c)(5) 8400 0 General Assistance 0 1 0 0 0 0 0 0 0 0 0 David White President & CEO/Secretary 0 288689 0 0 0 0 0 4500 0 9243 0 302432 0 0 Part I, Line 3 David White is compensated by a related organization, Tree Care Industry Assocation, Inc. (TCIA). TCIA uses the following to determine his compensation: - Compensation committee - Written employment contract - Compensation survey or study - Approval by the board or compensation committee Form 990, Part III, line 3 Tree Care Industry Association Foundation is no longer reporting activity for the Student Career Days Activity. This event is now completely held by Tree Care Industry Association, a related organization. Form 990, Part VI, Section A, line 7a The Directors of Tree Care Industry Foundation, Inc. are appointed to their positions by virtue of their positions on the Board of Directors of Tree Care Industry Association, Inc. The TCIA Board may appoint up to five (5) additional trustees. Form 990, Part VI, Section A, line 7b Amendment of the articles of incorporation and of the bylaws must be approved by the board of directors of the Tree Care Industry Association, Inc. There may be no merger, dissolution, or sale or disposal of all or substantially all of the assets of the Foundation without the approval of the board of directors of the Tree Care Industry Association, Inc. Form 990, Part VI, Section B, line 11b Before filing, Form 990 is given to the Board of Trustees for review and questions are solicited. Form 990, Part VI, Section B, line 12c Board members and employees are required to notify the organization whenever a potential conflict of interest arises. Policies are reviewed at least once annually. Form 990, Part VI, Section B, line 15 The Foundation has no employees, however, the TCIA President/CEO gathers comparability data from two sources, one of which is the American Society of Association Executives and provides the data to the Chairman of the Board. The Executive Committee and Board of Directors individually complete a performance review for the President of TCIA. The Executive Committee will compile the results of those reviews and present the information to the entire board. Annual salary adjustment is determined by the Executive Committee and recommended to the board for approval by vote. This shall be based upon salary history, performance, market conditions and the financial position of TCIA. The President/CEO reviews industry and other non-profit comparability data and sets the compensation of other key employees. Form 990, Part VI, Section C, line 19 The Foundation's governing documents, conflict of interest policy, and Form 990's are available to the public upon request. Form 990, Part XI, line 9: Overhead Expenses not Included on Financials -156,358. Managment Fees not Included on Financials 28,181. Net Assets Adjustment 166,412. Tree Care Industry Association Inc 670 N Commercial Street Suite 201 Manchester NH 03101 340671426 Advancing Tree Care Businesses OH 501(c)(6) N/A 0 Tree Care Industry Association Voice for Trees PAC 670 N Commercial Street Suite 201 Manchester NH 03101 920356084 PAC NH N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1