2025-10-01T15:29:06-05:00 2024-12-31 881478669 CBIZ ADVISORS LLC 53 STATE STREET BOSTON MA 02109 990 2024-01-01 651217703 D-TREE INTERNATIONAL INC D-TR 9782389122 167 WASHINGTON STREET 5 NORWELL MA 02061 BARBARA MITCHELL TREASURER 6174326322 2025-09-30 1 1 KRISTEN CUMMINGS P01510495 6178075000 2025-09-26 2024 2025-03-06 01:10:19Z RICCARDO LAMPARIELLO 167 WASHINGTON STREET 5 NORWELL MA 02061 5035866 0 X WWW.D-TREE.ORG X 2004 MA TO IMPROVE LIVES BY STRENGTHENING HEALTH SYSTEMS THROUGH DIGITAL TECHNOLOGY 12 11 8 13 0 0 5253915 4889972 242399 61403 87848 86371 -1464 -1880 5582698 5035866 69658 56140 0 0 3102456 3149864 0 0 36941 2354544 1942539 5526658 5148543 56040 -112677 3070994 3181348 1763934 1986965 1307060 1194383 TO IMPROVE LIVES BY STRENGTHENING HEALTH SYSTEMS THROUGH DIGITAL TECHNOLOGY. 0 0 4362334 56140 61403 D-TREE INTERNATIONAL, INC. IS A MISSION-DRIVEN DIGITAL GLOBAL HEALTH ORGANIZATION COMMITTED TO SOLVING THE COMPLEX HEALTH CHALLENGES OF THOSE IN NEED THROUGH CUTTING-EDGE DIGITAL SOLUTIONS. FOR 20 YEARS, D-TREE HAS BEEN A PIONEER IN DIGITAL HEALTH AND HAS SUPPORTED HEALTH WORKERS SERVING OVER 5 MILLION FAMILIES IN AFRICA AND ASIA. D-TREE TAKES A SYSTEMS APPROACH, USING PUBLIC HEALTH AND TECHNOLOGY EXPERTISE TO CO-DESIGN, DEVELOP AND IMPLEMENT INNOVATIVE AND SCALABLE SOLUTIONS WHICH STRENGTHEN HEALTH SYSTEMS, IMPROVE PROGRAM EFFICIENCY, AND SAVE LIVES. 4362334 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 8 1 0 1 TZ MI ZA 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X CAROLINE GIANDOMENICO 5087333944 167 WASHINGTON STREET SUITE 5 NORWELL MA 02061 ASHTON PEERY CHAIR 1.00 X X 0 0 0 BARBARA MITCHELL TREASURER 1.00 X X 0 0 0 YLISABYTH BRADSHAW CLERK 1.00 X X 0 0 0 BARBARA BULC BOARD OF DIRECTORS 1.00 X 0 0 0 CAROLINE SHAKWEI MBINDYO BOARD OF DIRECTORS 1.00 X 0 0 0 MAGNUS MORDU CONTEH BOARD OF DIRECTORS 1.00 X 0 0 0 MILTON KOTELCHUCK BOARD OF DIRECTORS 1.00 X 0 0 0 IZUKANJI SIKAZWE BOARD OF DIRECTORS 1.00 X 0 0 0 MARY-ANNE HARTLEY BOARD OF DIRECTORS 1.00 X 0 0 0 AUBREY CHALIRA PHIRI BOARD OF DIRECTORS (FROM 03/2024) 1.00 X 0 0 0 JULIA BERMAN BOARD OF DIRECTORS (FROM 03/2024) 1.00 X 0 0 0 RICCARDO LAMPARIELLO PRESIDENT 40.00 X X 165624 0 24844 CAROLINE GIANDOMENICO DIRECTOR OF FINANCIAL PLANNING & ANALYSIS 40.00 X 119280 0 18164 DAVID HERSHBERG DIRECTOR OF PARTNERSHIPS 40.00 X 141934 0 19510 HEIKO HORNUNG DIRECTOR OF TECHNOLOGY, DATA & INNOVATION 40.00 X 126002 0 30984 KATHERINE WRIGHT SENIOR TECHNICAL ADVISOR 40.00 X 108449 0 5499 661289 0 99001 5 0 1 0 JARNE TECH ANALYTICS SL AMETLLER 13 LA AMERLLA DEL VALLES BARCELONA SP 08480 SOFTWARE ENGINEERING 104091 1 1254592 3635380 4889972 CONTRACT REVENUE 624100 61403 61403 61403 86371 86371 EXCHANGE GAIN OR LOSS 624100 -1880 -1880 -1880 5035866 61403 0 84491 X 56140 56140 327912 188050 139862 2259403 2042397 217006 215830 193127 22703 267755 238938 28817 78964 68479 10485 3396 3396 47633 47633 752288 525806 189541 36941 52210 35071 17139 123090 123090 112355 107504 4851 299339 246718 52621 40190 35097 5093 9544 4975 4569 PARTICIPANT COSTS 334178 334118 60 SUPPLIES 139708 137841 1867 PROFESSIONAL DEVELOPMEN 28608 24983 3625 5148543 4362334 749268 36941 619722 254057 2151466 2485819 235518 321358 445 543 63843 119571 11720 11720 0 0 3070994 3181348 298119 326850 1465815 1660115 1763934 1986965 X 950855 1044871 356205 149512 1307060 1194383 3070994 3181348 -112677 0 X X 0 1 X 1 1 1 X 4232699 3838166 5695452 5253915 4889972 23910204 4232699 3838166 5695452 5253915 4889972 23910204 15154940 8755264 27457 6729 5437 87848 86371 213842 14367 -922 5440 -1464 -1880 15541 24139587 888085 0.36270 0.34650 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CURRENCY EXCHANGE - 2020 AMOUNT: $ 4,350. 2021 AMOUNT: $ -922. 2022 AMOUNT: $ 5,440. 2023 AMOUNT: $ -1,464. 2024 AMOUNT: $ -1,880. MISCELLANEOUS INCOME - 2020 AMOUNT: $ 10,017. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11720 11720 0 0 X 5073116 37250 37250 5035866 0 5035866 5185793 37250 37250 5148543 0 5148543 PART X, LINE 2: THE FOLLOWING IS AN EXCERPT FROM NOTE 1 OF THE FINANCIAL STATEMENTS: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE ORGANIZATION MANAGEMENT TO INTERNALLY MONITOR TAX POSITIONS TO DETERMINE WHETHER ANY ARE UNCERTAIN. A TAX POSITION IS TAKEN IF IT IS DETERMINED THAT THE POSITION WILL "MORE-LIKELY-THAN-NOT" BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023, THERE WERE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE THE RECOGNITION OF A LIABILITY OR ASSET OR DISCLOSURE IN THE FINANCIAL STATEMENTS. IN TANZANIA, THE ORGANIZATION DID NOT INCUR INCOME TAX EXPENSE FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022, PRIMARILY BECAUSE IT IS A CHARITABLE ORGANIZATION RECOGNIZED BY THE TANZANIA REVENUE AUTHORITY. THE TAX AFFAIRS OF THE ORGANIZATION, HOWEVER, ARE SUBJECT TO REVIEW BY AND AGREEMENT WITH THE AUTHORITY. THE ORGANIZATION IS SUBJECT TO ROUTINE REVIEWS BY TAXING JURISDICTIONS. AT DECEMBER 31, 2021 THE ORGANIZATION UNDERWENT SUCH A REVIEW BY THE TANZANIA REVENUE AUTHORITY FOR THE PERIOD OF 2016-2020 WHICH WAS CONCLUDED IN MAY 2022 AND NO TAX OBLIGATIONS WERE DUE. THE ORGANIZATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS PRIOR TO 2014. 0 SUB-SAHARAN AFRICA 4 34 PROGRAM SERVICES HEALTH IMPROVEMENT 2674034 EUROPE GRANTMAKING 48880 SUB-SAHARAN AFRICA GRANTMAKING 7260 4 34 0 0 4 34 2730174 0 2730174 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, DATA COLLECTION 7260 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) VIDEO CONTENT 48880 WIRE TRANSFER 0 2 0 0 0 0 0 0 PART I, LINE 2: D-TREE MONITORS THE TRANSACTIONS ON A MONTHLY BASIS FROM THE US. IN ADDITION, WE TRAVEL TO THE FIELD TO CONDUCT IN-PERSON INTERNAL AUDITS ONCE PER YEAR. FURTHER, WE SUPPORT THE TRAINING OF FINANCE AND SUPERVISORS ON COMPLIANCE WITH GRANT TERMS AND GENERAL USG REGULATIONS. WE KEEP ONE PAGE SUMMARIES FOR EACH GRANT FOR EASY REFERENCE TO ENSURE THE ALLOWABILITY OF ALL COSTS. PART I, LINE 3: THE AMOUNTS ARE CALCULATED USING THE ACCRUAL METHOD OF ACCOUNTING. X X 0 0 0 0 0 0 0 0 0 RICCARDO LAMPARIELLO PRESIDENT 165624 0 0 0 0 0 24844 0 0 0 190468 0 0 0 DAVID HERSHBERG DIRECTOR OF PARTNERSHIPS 141934 0 0 0 0 0 7097 0 12413 0 161444 0 0 0 HEIKO HORNUNG DIRECTOR OF TECHNOLOGY, DATA & INNOV 126002 0 0 0 0 0 6300 0 24684 0 156986 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S 990 IS DISTRIBUTED TO THE BOARD TREASURER FOR REVIEW, AND A COPY OF THE DOCUMENT AS INTENDED TO BE FILED IS ELECTRONICALLY MAILED TO EACH BOARD MEMBER. BEFORE FILING, THE PREPARED 990 IS REVIEWED FIRST BY THE DIRECTOR OF FINANCE AND THEN THE FINANCE AND AUDIT COMMITTEE (INCLUDING THE TREASURER) BEFORE BEING SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS SENT ANNUALLY TO THE BOARD AND IS REQUIRED TO BE READ, SIGNED AND RETURNED TO D-TREE INTERNATIONAL, INC. EACH CONFLICT IS EVALUATED BY THE BOARD. A CONFLICT OF INTEREST EVALUATOR COMMITTEE IS FORMED TO MEET AND DISCUSS A DECISION ON THE MATTER AT HAND. THE CONFLICTED PERSON SHALL NOT BE PRESENT DURING THE DISCUSSION OR VOTE ON THE MATTER AND MUST NOT ATTEMPT TO INFLUENCE THE DELIBERATION OR VOTE. THE BOARD / COI EVALUATORS DOCUMENTS IN WRITING THE BASIS FOR ITS DELIBERATION, ANY DECISIONS MADE AND CONSIDERS WHAT MEASURES CAN BE PUT IN PLACE TO MITIGATE POTENTIAL RISK IN A TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE CEO/PRESIDENT IS SET ANNUALLY BY THE BOARD OF DIRECTORS. THE BOARD MEETS ONCE PER YEAR INDEPENDENT OF THE CEO/PRESIDENT AND REVIEWS THE ANNUAL COMPENSATION FOR COMPETITIVENESS, FAIRNESS AND FOR PARITY WITH SIMILARLY QUALIFIED PERSONS IN COMPARABLE POSITIONS AT OTHER ORGANIZATIONS. PRIOR PERFORMANCE AS WELL AS RELATED SALARIES FOR SIMILAR POSITIONS AND OTHER WORK PERFORMED BY THE CEO/PRESIDENT OUTSIDE OF D-TREE ARE CONSIDERED IN DETERMINING THE CEO/PRESIDENT'S D-TREE SALARY. ONCE A CONSENSUS IS REACHED REGARDING SALARY, THE DETERMINED AMOUNT IS RECORDED IN THE BOARD MEETING MINUTES AND COMMUNICATED TO THE CEO/PRESIDENT FOR ACTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CONTACT INFORMATION IS LISTED ON THE ORGANIZATION'S WEBSITE, WWW.D-TREE.ORG. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 452,434. MANAGEMENT AND GENERAL EXPENSES 121,271. FUNDRAISING EXPENSES 36,941. TOTAL EXPENSES 610,646. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 218. MANAGEMENT AND GENERAL EXPENSES 1,091. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,309. OUTSIDE PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 73,154. MANAGEMENT AND GENERAL EXPENSES 67,179. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 140,333. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.