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TREE Fund - Tree Research & Education Endowment Fund Organization Name provided in the GuideStar Exchange* as of 05/28/2014: TREE Fund - Tree Research & Education Endowment Fund

Organization Name as listed in the IRS Business Master File as of 07/14/2014: TREE FUND-TREE RESEARCH & EDUCATION ENDOWMENT FUND

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AKA  TREE Fund
Naperville, IL
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GuideStar Summary

&1002;                GuideStar Exchange Committed to transparency ?
This organization is a Silver-level GuideStar Exchange participant, demonstrating its commitment to transparency.

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&1002; Registered with IRS Legitimacy information is available
&1002; Financial Data Annual Revenue and Expense data reported
&1002; Forms 990 2012, 2011, and 2010 Forms 990 filed with the IRS
&1002; Mission Objectives Mission Statement is available
&1002; Impact Summary Impact Summary from the nonprofit is available
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Basic Organization Information

TREE Fund - Tree Research & Education Endowment Fund Organization Name provided in the GuideStar Exchange* as of 05/28/2014: TREE Fund - Tree Research & Education Endowment Fund

Organization Name as listed in the IRS Business Master File as of 07/14/2014: TREE FUND-TREE RESEARCH & EDUCATION ENDOWMENT FUND

* The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.
Also Known As: TREE Fund
Physical Address: Naperville, IL 60540 6669
EIN: 37-1018692
Web URL: www.treefund.org 
Blog URL: www.treefund.org 
NTEE Category: T Philanthropy, Voluntarism, and Grantmaking
T30 Public Foundations
C Environmental Quality Protection, Beautification
C12 Fund Raising and/or Fund Distribution
C Environmental Quality Protection, Beautification
C36 Forest Conservation
Ruling Year: 1977 
How This Organization Is Funded: Special events - $590,737
Contributions - $141,409
Investment income - $154,746


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Mission Statement

We support sustainable communities and environmental stewardship by funding research, scholarships and education programs essential to the discovery and dissemination of new knowledge in the fields of arboriculture and urban forestry.

Legitimacy Information

This organization is registered with the IRS.

This organization is required to file an IRS Form 990 or 990-EZ.

Institutional funders should note that an organization’s inclusion on GuideStar.org does not satisfy IRS Rev. Proc. 2011-33 for identifying supporting organizations.

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Annual Revenue & Expenses (GuideStar Exchange,
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May 2014)

Fiscal Year Starting: January 1, 2013
Fiscal Year Ending: December 31, 2013

Total Revenue $938,085
Total Expenses $665,952

Revenue & Expenses (GuideStar Exchange,
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May 2014)

Fiscal Year Starting: January 1, 2013
Fiscal Year Ending: December 31, 2013

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Balance Sheet (IRS Form 990)

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Forms 990 Received from the IRS Additional Information
IRS Form 990 is an annual document used by approximately one-third of all public charities to report information about their finances and operations to the federal government. GuideStar uses data from Form 990 to populate its database with financial information about nonprofit organizations. Posting Form 990 images on the GuideStar website is an ongoing process.

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Forms 990 Provided by the Nonprofit

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Financial Statements

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Annual Reports

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Leadership (GuideStar Exchange,
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May 2014)

Ms. M. Janet Bornancin

Profile:

Experienced in the area of organization development, fundraising and grant making. In addition Ms. Bornancin was a successful for profit entrepreneur who owned and operated her own wholesale flower company. But her passion for service brought her back to the not for profit world. Her current role as President/CEO of the TREE Fund gives her the opportunity to demonstrate her belief that great work can be accomplished when a group of people with mutual vision, mission and a common cause work together to make change. Prior to her work at the TREE Fund she developed her expertise through over thirty years of experience in education, private business operations, volunteering, fund development and not for profit leadership positions. Her not for profit experience includes work with all levels of employees and hundreds of volunteers in a wide variety of organizations in the public and private sector. Her leadership roles, prior to her current role, have included have included Executive Director of a Social Service organization, Board member of the Illinois Governor's Task Force on Human Service Reform, Founder of two court service programs and on the Board of Governors of the Illinois Lincoln Series. Janet Bornancin's previous grant making experiences include serving as Founding President of The Junior League of DuPage and Kane Counties in Illinois, the management team, state public affairs chairman and community projects chairman of the Junior League of Chicago. In addition Janet served as Chairman of the Local Area Network for Children and Adolescents in DuPage County Illinois. She is certified by the Center for Creative Leadership, the Grant Maker's Institute of the Donor's Forum and has presented to the Association for Fundraising Professionals annual conference attendees.

Leadership Statement:

The TREE Fund is driven by a passion for trees. Our focus is on the urban forests of our world and those who care for them. Arboriculture is the science and art of caring for a tree. The urban forest is the whole, made up of the individual trees in our yards, parks and which line our community streets. You reap the benefits of healthy urban trees, which include cooler and cleaner air, storm water run off management, and their beauty.

Board Chair (GuideStar Exchange,
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May 2014)

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Board of Directors (GuideStar Exchange,
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May 2014)

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Board Leadership Practices (GuideStar Exchange,
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May 2014)
?

Board Orientation & Education ?
Why does this matter? Without clarity around their responsibilities and expectations, board members are not positioned to succeed. They may find themselves challenged to fulfill their governance responsibilities or frustrated by the expectations that the organization has set for them. BoardSource recommends that every new board member participate in a formal orientation process, and that all board members sign a pledge or agreement committing to their board service and to all of the responsibilities and expectations that come with service. Ideally, board members also should participate in a formal governance training program prior to serving on a board.

Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations?
YES
CEO Oversight ?
Why does this matter? Oversight and management of the chief executive is one of the board’s most important legal responsibilities. The CEO or executive director is the board's single employee, and - just like any other employer/employee relationship - regular and written assessment is critical to ensuring that the chief executive and board are communicating openly about goals and performance. BoardSource recommends that boards conduct formal, written reviews of their chief executives on an annual basis, which should include an in-person discussion with the chief executive and distribution of the written evaluation to the full board.

Has the board conducted a formal, written assessment of the chief executive within the past year?
YES
Ethics & Transparency ?
Why does this matter? A commitment to handling conflicts of interests is essential to creating an organizational culture of transparency. Boards should create and follow a policy for identifying and handling conflicts of interest, whether real or perceived. BoardSource recommends that organizations review the conflict-of-interest statement and require signed disclosures from all board members and senior staff on an annual basis.

Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements within the past year?
YES
Board Composition ?
Why does this matter? The best boards are composed of individuals who bring a variety of skills, perspectives, backgrounds, and resources to tackle the complex and strategic challenges confronting their organizations. BoardSource recommends that boards commit to diversity and inclusion by establishing written policies and practices, which include strategic and intentional recruitment of diverse board members, continual commitment to inclusivity, and equal access to board leadership opportunities.

Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership?
YES
Board Performance ?
Why does this matter? Boards need to regularly assess their own performance. Doing so ensures that they are being intentional about how they govern their organization, which is a critical component of effective board leadership. BoardSource recommends that a board conduct a self-assessment of its performance a minimum of once every three years to ensure that it is staying on track with its roles and responsibilities.

Has the board conducted a formal, written self-assessment of its performance within the past three years?
YES

Officers for Fiscal Year (IRS Form 990)

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Highest Paid Employees & Their Compensation (IRS Form 990)

Highest Paid Employee data is not available for this organization.

People information was last updated by the nonprofit in May 2014

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Programs

Program: Hyland R. Johns Grant Program (GuideStar Exchange,
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May 2014)

Budget:
$25,000
Category:
None
Population Served:
Adults
None
None

Program Description:

Established in 1995 to honor one of the leaders in the arboriculture industry and a founder of the ISA Research Trust, the Hyland R. Johns Grant Program funds longer term research and technology transfer projects that have the potential of benefiting the everyday work of arborists. Projects are expected to be completed within three to five years. Grant award amounts range from $7,500 to $25,000 and will vary depending upon the adjudged value of the project relative to the needs of the arboriculture community. No project may receive more than one award from this program. Please note that funds cannot be used to pay for overhead expenses or student tuition and fees.

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Program: John Z. Duling Grant Program (GuideStar Exchange,
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May 2014)

Budget:
$10,000
Category:
None
Population Served:
Adults
None
None

Program Description:

The John Z. Duling Grant Program was established and funded by a bequest from the estate of John Z. Duling of Indiana, who was a strong advocate of research and proposed in 1972 the establishment of the ISA Research Trust. The goal of this program is to provide seed money or partial support for innovative research and technology transfer projects that have the potential of benefiting the everyday work of arborists. It is anticipated that Duling grantees will leverage additional dollars. Projects are expected to be completed within one to three years. Grant award amounts are limited to a maximum of $10,000 and will vary depending upon the adjudged value of the project relative to the needs of the arboriculture community. No project may receive more than one award from this program. Please note that funds cannot be used to pay for overhead expenses or student tuition and fees.

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Program: Robert Felix Memorial Scholarship Program (GuideStar Exchange,
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May 2014)

Budget:
$9,000
Category:
None
Population Served:
Youth/Adolescents only (14 - 19 years)
Adults
None

Program Description:

The Robert Felix Memorial Scholarship Program funds scholarships through the Robert Felix Memorial Fund. Applicants must be enrolled in an undergraduate or technical college and must be pursuing a career in commercial arboriculture. Scholarship award amounts are $3,000 each. The award is non-renewable and no applicant may receive more than one award from this program. All awards will be paid directly to the educational institution attended by the recipient in two equal payments. Mid-year proof of enrollment and a minimum 3.0 GPA is required prior to the second payment.

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Program: John Wright Memorial Scholarship Program (GuideStar Exchange,
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May 2014)

Budget:
$2,000
Category:
None
Population Served:
Youth/Adolescents only (14 - 19 years)
Adults
None

Program Description:

The John Wright Memorial Scholarship Program funds one student scholarship per year. This scholarship was established at the TREE Fund by Wright Tree Service in honor and memory of its founder, John L. Wright, and his son, John R. Wright. The purpose of this one-year scholarship is to support the arboriculture industry by helping college students interested in commercial arboriculture achieve high academic goals without accumulating burdensome debt. Applicants must be high school seniors entering college or community college, or returning college students seeking a first bachelor’s degree or associate’s degree while attending an accredited US college or university. All applicants must plan to enter the commercial arboriculture industry. Consideration will be given for honorably discharged veterans and present members of the United States Armed Forces, Reserves and National Guard. One $2,000 scholarship will be awarded annually. The award is non-renewable, but can be applied for annually. All awards will be paid directly to the educational institution attended by the recipient in two equal payments. Mid-year proof of enrollment and a minimum 3.0 GPA is required prior to the second payment.

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Program: Jack Kimmel International Grant Program (GuideStar Exchange,
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May 2014)

Budget:
$20,000
Category:
None
Population Served:
Adults
None
None

Program Description:

The Jack Kimmel International Grant Program, championed by the Canadian TREE Fund, honors the late Jack Kimmel who was the former Director of Parks for the City of Toronto. He is remembered for his contribution of 46 years of leadership to the ISA and its Ontario chapter. Jack Kimmel grants provide much needed funding to arboriculture and urban forestry researchers all over the world. This grant is administered by the TREE Fund, with participation from the Canadian TREE Fund in the evaluation process. Projects are expected to be completed within one to three years. Grant award amounts are limited to a maximum of $10,000 and will vary depending upon the adjudged value of the project relative to the needs of the arboriculture community. No project may receive more than one award from this program. Please note that funds cannot be used to pay for overhead expenses or student tuition and fees.

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Program: Research Fellowship Grant Program (GuideStar Exchange,
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May 2014)

Budget:
$100,000
Category:
None
Population Served:
Adults
None
None

Program Description:

The goal of the Tree Research & Education Endowment Fund grant programs is to provide support for research and technology transfer projects that are in keeping with the TREE Fund’s mission and priorities as well as addressing topics that have the potential of benefiting the everyday work of arborists. Research Fellowship grants are designed to address a specific topic as defined by the TREE Fund Board of Trustees and to provide support to a young scientist who is being mentored by an established and published scientist. Projects are expected to be completed within three to five years. One $100,000 grant will be awarded annually. No project may receive more than one award from this program. Please note that funds cannot be used to pay for overhead expenses or student tuition and fees.

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Program: Arboriculture Education Grant Program (GuideStar Exchange,
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May 2014)

Budget:
$5,000
Category:
None
Population Served:
Children Only (5 - 14 years)
Youth/Adolescents only (14 - 19 years)
None

Program Description:

The Tree Research & Education Endowment Fund, also known as the TREE Fund, was established by the International Society of Arboriculture and the Tree Care Industry Association. Established as a charitable trust in the state of Illinois on July 20, 2002, the roots of the TREE Fund go deep into the arboriculture profession and industry. The broad purpose of this trust is to support sustainable communities and environmental stewardship by funding research, scholarships and education programs essential to the discovery and dissemination of new knowledge in the fields of arboriculture and urban forestry. In addition to funding arboricultural research, the TREE Fund also supports the study of arboriculture through college-level scholarships and educational projects or programs for children ages 5 to 18. The grant application process is open to 501(c)(3) organizations which serve a target population of 5 to 18 years of age. Projects are expected to be completed within one year. Grant award amounts range from $1,000 to $5,000 and may vary from the amount requested. No project may receive more than one award from this program. Please note that funds cannot be used to pay for overhead expenses or student tuition and fees.

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Program: Ohio Chapter ISA Education Grant Program (GuideStar Exchange,
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May 2014)

Budget:
$5,000
Category:
None
Population Served:
Youth/Adolescents only (14 - 19 years)
Adults
None

Program Description:

Established in 2012 within the Tree Research & Education Endowment Fund, the Ohio Chapter International Society of Arboriculture Education Grant Program funds arboricultural education programs or projects within the state of Ohio. The purpose of this grant is to increase the public awareness of and support the advancement of knowledge in the field of arboriculture and urban forestry to benefit people, trees and the environment. The grant application process is open to 501(c)(3) organizations including, but not limited to, arboretums, public gardens, high schools, vocational schools, two-year colleges and four-year colleges which serve a target population of 16 years of age or older. Projects are expected to be completed within one year. One $5,000 grant will be awarded annually. No project may receive more than one award from this program within a two-year period. Please note that funds cannot be used to pay for overhead expenses or student tuition and fees.

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Program: Emerald Ash Borer Education Grant Program (GuideStar Exchange,
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May 2014)

Budget:
$50,000
Category:
None
Population Served:
Adults
None
None

Program Description:

The Tree Research & Education Endowment Fund, also known as the TREE Fund, was established by the International Society of Arboriculture and the Tree Care Industry Association. Established as a charitable trust in the state of Illinois on July 20, 2002, the roots of the TREE Fund go deep into the arboriculture profession and industry. The broad purpose of this trust is to support sustainable communities and environmental stewardship by funding research, scholarships and education programs essential to the discovery and dissemination of new knowledge in the fields of arboriculture and urban forestry. The Emerald Ash Borer Education Grant application process is open to extension programs, other natural resource outreach professionals, green space managers and 501(c)(3) organizations which serve a community impacted by the emerald ash borer. The objective of this funding is to support the education of individuals about the strategies, tools and techniques used to protect our urban forest against the emerald ash borer. Projects are expected to be completed within one year. Multiple $10,000 grants may be awarded. No project may receive more than one award from this program.

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Impact Summary from the Nonprofit

Grants an average of $200,000 annually to Universities for the advancement of the science of tree care and scholarships. Facilitated the Million Trees NY arboriculture training program collaboration between Asplundh Tree Expert Co., Bartlett Tree Experts, The Davey Tree Expert Company and STIHL Inc., serving young adults from the 5 boroughs of NYC. All of the participating companies donated their goods and services to the program totaling over $100000 of in-kind support given. Our signature fundraiser, STIHL Tour des TREES, www.stihltourdestrees.org(http://www.stihltourdestrees.org) raised over $500K in 2011. Goals for 2012 include increasing our grant programs, scholarship programs and diversifying our revenue streams.
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