2018-11-05T13:59:14-06:00 2018-06-30 470677245 HBE LLP 7140 STEPHANIE LANE PO BOX 23110 LINCOLN NE 685423110 990 2017-07-01 237169265 NATIONAL ARBOR DAY FOUNDATION NATI 4024739551 211 N 12 ST STE 501 LINCOLN NE 685081411 MATT HARRIS CHIEF EXECUTIVE OFFICER 4024745655 2018-10-24 1 KRYSTAL L SIEBRANDT CPA CFE CGMA P00543870 4024234343 2018-10-17 216.229.3.146 2018-10-24 08:29:13 CD P 3E0CC410908B6FB19C9FC13DBFFCD0C69FF944CD C4A65350F21E3BA9F6242828109FC111F5E52B93 2017 2018-06-14 16:35:46Z ARBOR DAY FOUNDATION MATT HARRIS 211 N 12 ST STE 501 LINCOLN NE 685081411 52599536 0 X WWW.ARBORDAY.ORG X 1971 NE THE PURPOSE OF THE CORPORATION SHALL BE TO ENGAGE IN EDUCATIONAL AND CHARITABLE ACTIVITIES INCLUDING OFFICALLY PROMOTING THE ANNUAL OBSERVANCE OF ARBOR DAY, INSPIRING PEOPLE TO PLANT, NURTURE, AND CELEBRATE TREES, STIMULATING A WORLD-WIDE PROGRAM OF TREE AND HORTICULTURAL PLANTING AND CARE, ADVANCING NATURE EDUCATION AND ENVIRONMENTAL EDUCATION, AND MAINTAINING ARBOR DAY FARM, THE ESTATE OF ARBOR DAY'S FOUNDER, J. STERLING MORTON. 11 11 524 0 7408652 -191015 28973547 32036238 13232771 13574442 1505143 47150 3375182 3361323 47086643 49019153 304250 569768 0 0 13963291 14788298 0 0 4463107 28778672 31802815 43046213 47160881 4040430 1858272 45298652 50392462 10369490 13203209 34929162 37189253 X THE PURPOSE OF THE CORPORATION SHALL BE TO ENGAGE IN EDUCATIONAL AND CHARITABLE ACTIVITIES INCLUDING OFFICALLY PROMOTING THE ANNUAL OBSERVANCE OF ARBOR DAY, INSPIRING PEOPLE TO PLANT, NURTURE, AND CELEBRATE TREES, STIMULATING A WORLD-WIDE PROGRAM OF TREE AND HORTICULTURAL PLANTING AND CARE, ADVANCING NATURE EDUCATION AND ENVIRONMENTAL EDUCATION, AND MAINTAINING ARBOR DAY FARM, THE ESTATE OF ARBOR DAY'S FOUNDER, J. STERLING MORTON. 0 0 18202839 569768 4561434 TREES FOR AMERICA - THE FOUNDATION'S SIGNATURE PROGRAM DISTRIBUTES MILLIONS OF TREES EACH YEAR ACROSS AMERICA, HELPS REPLANT FORESTS, AND TEACHES THE IMPORTANCE OF TREES. 3436567 100108 ARBOR DAY YOUTH EDUCATION - THE FOUNDATION PROMOTES ARBOR DAY, AMERICA'S OLDEST ENVIRONMENTAL HOLIDAY, AND OFFERS NATURE EDUCATION PROGRAMS TO RECONNECT CHILDREN WITH NATURE TO INSPIRE THE NEXT GENERATION OF TREE PLANTERS AND ENVIRONMENTAL STEWARDS. 12720418 1820590 ARBOR DAY FARM - THIS NATIONAL HISTORIC LANDMARK IS HOME TO LIED LODGE & CONFERENCE CENTER, INNOVATIVE CONSERVATION DEMONSTRATIONS, AND THE ARBOR DAY FARM TREE ADVENTURE. 3641545 1934645 RAIN FOREST RESCUE 1851901 40414 TREE CITY USA 1138901 577829 CONFERENCE PROGRAMS 146864 GENERAL 6632347 2699752 40992171 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 87 0 1 524 1 1 1 0 0 0 0 1 1 0 0 0 0 X 11 11 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA CT DC FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OK OR PA RI TN UT VA WV WI X X MATT HARRIS 4024745655 211 NORTH 12TH STREET SUITE 501 LINCOLN NE 68508 RAY EMPSON CHAIR 1.00 X X 0 0 0 DR SCOTT JOSIAH VICE-CHAIR AND CHAIR ELECT 1.00 X X 0 0 0 CRAYTON WEBB TRUSTEE 1.00 X 0 0 0 PRESTON COLE TRUSTEE 1.00 X 0 0 0 PAT COVEY TRUSTEE 1.00 X 0 0 0 SUSAN HENRICKS TRUSTEE 1.00 X 0 0 0 MARY DESJARDINS TRUSTEE 1.00 X 0 0 0 BILL KRUIDENIER TRUSTEE 1.00 X 0 0 0 LEAH MACSWORDS TRUSTEE 1.00 X 0 0 0 DANIELLE CRUMRINE TRUSTEE 1.00 X 0 0 0 KEN MUNSON TRUSTEE 1.00 X 0 0 0 MATT HARRIS CHIEF EXECUTIVE OFFICER 40.00 X 324829 0 22047 DAN LAMBE PRESIDENT 40.00 X 217803 0 22232 GARY DEEMER TREASURER 40.00 X 151438 0 11659 BRITT EHLERS SECRETARY 40.00 X 158381 0 21331 WOODROW NELSON VP MARKETING COMMUNICATION 40.00 X 167139 0 16309 DOUG FARRAR VP ARBOR DAY FARM 40.00 X 171985 0 21751 KAREN HOUSER VP SYSTEMS 40.00 X 153144 0 11799 ADAM HOWARD MISSION ENGAGEMENT DIRECTO 40.00 X 139780 0 21108 YINKA AKINYEMI VP HUMAN RESOURCES 40.00 X 125739 0 20525 DANIEL COHN DIRECTOR OF COMMUNICATIONS 40.00 X 144652 0 19532 ROB NICKOLAUS DIRECTOR OF INFORMATION TE 40.00 X 137503 0 20425 KATIE LOOS VP VENTURES AND PARTNERSHIPS 40.00 X 139461 0 21112 2031854 0 229830 19 0 1 0 RR DONNELLEY PO BOX 93514 CHICAGO IL 60673 LETTERSHOP 4806483 STAPLESTAYLOR COMMUNICATION PO BOX 71805 CHICAGO IL 60694 PRINTING 1749121 DAVID MCGREGOR NURSERY PO BOX 974 MCMINNVILLE TN 37111 TREE NURSERY 1595652 OLAM AMERICAS PO BOX 73154 DALLAS TX 75373 SHADE GROWN COFFEE SUPPLIER 1354465 GREEN TREES PO BOX 250 THE PLAINS VA 20198 REFORESTATION 1088895 5 12819652 1000364 18216222 25617 32036238 LIED LODGE/A.D. FARM 722511 8294659 886007 7408652 TREE SALES 111000 4561432 4561432 CONFERENCE PROGRAMS 611600 577829 577829 ARBOR DAY YOUTH EDUC 722511 100108 100108 TREE CITY USA INCOME 900099 40414 40414 13574442 47366 47366 137363 0 137363 137363 137363 216 -216 -216 -216 6449397 3580167 2869230 2869230 LIST RENTAL INCOME 900099 345229 345229 OTHER INCOME 900099 9501 9501 354730 49019153 9181884 7408652 392379 569768 569768 1303761 890076 254725 158960 10902669 9110710 510747 1281212 206460 170053 11259 25148 1510670 1278523 63338 168809 864738 720203 46876 97659 49958 42469 2351 5138 48510 36383 5821 6306 1648578 1564909 36642 47027 523393 350134 163172 10087 29605 25467 1691 2447 688787 641147 14956 32684 180027 177216 1687 1124 616987 483321 35346 98320 65399 65332 67 2309351 2123704 89111 96536 312776 286731 4981 21064 TREE PURCHASES AND SHIP 8362111 8323789 0 38322 PRINTING/MAILING/PHOTO 7204752 5527409 208490 1468853 POSTAGE 3991298 3092928 90944 807426 INVENTORY PURCHASES 1794063 1765223 24521 4319 3977220 3746676 138878 91666 47160881 40992171 1705603 4463107 X 3783559 2464142 0 1319417 102495 -316558 1409488 5798422 535372 540356 2199149 2776817 2340292 2361497 351644 346766 56876977 28086642 29663933 28790335 6574079 8197270 2122200 1897557 45298652 50392462 4627846 6108733 2983305 4989996 1977535 1341298 780804 763182 10369490 13203209 X 33870695 36142369 1018024 1006441 40443 40443 34929162 37189253 45298652 50392462 1858272 401819 0 X X 0 1 X 1 1 1 X 26861907 29705785 26230377 28973547 32036238 143807854 26861907 29705785 26230377 28973547 32036238 143807854 2905299 140902555 829489 580836 611225 616786 529744 3168080 146975934 58332214 0.95870 0.95200 X 246754 15588 262342 237048 9706 246754 244967 -7919 237048 237181 7786 244967 209445 27736 237181 0.85000 0.15000 1 0 4496807 4496807 35576901 15070411 20506490 125082 53420 71662 11160066 8774527 2385539 5518121 4188284 1329837 28790335 ANNUITIES PAYABLE 763182 763182 X 53001139 401819 3580167 3981986 49019153 0 49019153 50741048 3580167 3580167 47160881 0 47160881 PART V, LINE 4: LONG TERM PROGRAM CONTINUATION PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. THE FOUNDATION HAS HOTEL AND CONFERENCE CENTER INCOME, WHICH IS SUBJECT TO TAX ON UNRELATED BUSINESS INCOME. FOR THE YEAR ENDED JUNE 30, 2018, THE FOUNDATION HAD NO TAX LIABILITY ON UNRELATED BUSINESS ACTIVITY. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 3,580,167. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 3,580,167. 1 CALIFORNIA URBAN FORESTS COUNCIL PO BOX 823 NOVATO CA 94948 953565481 49500 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. CITY OF BALTIMORE RECREATION AND PARKS 3001 EAST DRIVE BALTIMORE MD 21217 526000769 20000 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. CITY OF ROCK HILL PO BOX 11706 ROCK HILL SC 29731 576000244 20000 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. CITY OF WILMINGTON PO BOX 1810 WILMINGTON NC 28402 566000239 20000 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. CITY PARKS FOUNDATION 830 5TH AVE NEW YORK NY 10065 133561657 20000 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. COMMUNITY GREENING CORP 3384 LAKEVIEW BLVD DELRAY BEACH FL 33445 813559159 62800 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. GREENSCAPE OF JACKSONVILLE INC 1468 HENDRICKS AVENUE JACKSONVILLE FL 32207 592283261 25800 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. KEEP TAMPA BAY BEAUTIFUL 730 WEST EMMA ST TAMPA FL 33603 593150612 21850 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. KNOX INC 75 LAUREL ST HARTFORD CT 06106 060985421 20000 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. KYCC 1319 WEST PICO BLVD LOS ANGELES CA 90015 953779389 29625 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. NEW JERSEY TREE FOUNDATION INC 576 LEESVILLE ROAD JACKSON NJ 08527 223484753 37850 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. PHILADELPHIA ORCHARD PROJECT INC 4934 LARCHWOOD AVE PHILADELPHIA PA 19143 261075823 20000 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. SUSTAINABLE LIFE MEDIA INC 3 MEACHAM PLACE SAN FRANCISCO CA 94109 205202906 20000 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. THE PENNSYLVANIA HORTICULTURAL SOCIETY 100 NO 20TH ST 5TH FLOOR PHILADELPHIA PA 19103 231352265 42343 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. THE URBAN BIRD & NATURE ALLIANCE 6400 SOUTH UNIVERSITY DR ROAD NORTH NORTH OMAHA NE 68182 474365431 20000 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. TOWN OF BRISTOL 10 COURT ST BRISTOL RI 02809 056000040 20000 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. TOWN OF MORRISTOWN 200 SOUTH ST MORRISTOWN NJ 07960 226002110 20000 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. TREES ATLANTA 225 CHESTER AVE ATLANTA GA 30316 581584758 24000 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. TREES FOR HOUSTON PO BOX 270477 HOUSTON TX 77277 760046318 56000 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. WESTERN RESERVE LAND CONSERVANCY 3850 CHAGRIN RIVER RD MORELAND HILLS OH 44022 341571233 20000 ENCOURAGE AND FACILITATE THE ADOPTION OF LEADING-EDGE PRACTICES IN MUNICIPAL FORESTS INCLUDING INVENTORY, PLANTING, MAINTENANCE AND EDUCATION. 20 PART I, LINE 2: GRANT APPLICANTS ARE SCREENED BY A GRANT APPROVAL COMMITTEE FOR SUITABILITY BASED ON QUESTIONS ANSWERED IN OUR APPLICATION FORM. AFTER FUNDS HAVE BEEN DISBURSED TO ELIGIBLE APPLICANTS, A PERFORMANCE REPORT IS REQUIRED DETAILING HOW THE FUNDS WERE SPENT AND WHAT WAS ACCOMPLISHED. THIS PERFORMANCE REPORT IS REVIEWED AND, IF THE GOALS HAVE BEEN MET, THE GRANT IS CLOSED OUT. IF THERE ARE ANY QUESTIONS ON THE PERFORMANCE REPORT, THE COMMITTEE CONTACTS THE GRANTEE FOR ADDITIONAL INFORMATION. WHEN ALL QUESTIONS HAVE BEEN ANSWERED, GRANT IS CLOSED OUT. X X X X 0 0 0 0 0 0 0 0 0 MATT HARRIS CHIEF EXECUTIVE OFFICER 324829 0 0 0 0 0 3000 0 19047 0 346876 0 0 0 DAN LAMBE PRESIDENT 217803 0 0 0 0 0 3000 0 19232 0 240035 0 0 0 GARY DEEMER TREASURER 151438 0 0 0 0 0 3000 0 8659 0 163097 0 0 0 BRITT EHLERS SECRETARY 158381 0 0 0 0 0 3000 0 18331 0 179712 0 0 0 WOODROW NELSON VP MARKETING COMMUNICATION 167139 0 0 0 0 0 3000 0 13309 0 183448 0 0 0 DOUG FARRAR VP ARBOR DAY FARM 171985 0 0 0 0 0 3000 0 18751 0 193736 0 0 0 KAREN HOUSER VP SYSTEMS 153144 0 0 0 0 0 3000 0 8799 0 164943 0 0 0 ADAM HOWARD MISSION ENGAGEMENT DIRECTO 139780 0 0 0 0 0 3000 0 18108 0 160888 0 0 0 DANIEL COHN DIRECTOR OF COMMUNICATIONS 144652 0 0 0 0 0 1446 0 18086 0 164184 0 0 0 ROB NICKOLAUS DIRECTOR OF INFORMATION TE 137503 0 0 0 0 0 3000 0 17425 0 157928 0 0 0 KATIE LOOS VP VENTURES AND PARTNERSHIPS 139461 0 0 0 0 0 3000 0 18112 0 160573 0 0 0 PART I, LINE 3 CEO - SALARY IS MERIT-BASED AND SET BY THE TRUSTEES AND PERIODICALLY REVIEWED BY AN INDEPENDENT COMPENSATION CONSULTANT. X EQUIPMENT 1 25617 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 GENERAL NON-VOTING MEMBERS FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE FOUNDATION'S CEO, TREASURER AND AUDIT COMMITTEE AND PROVIDED TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE CONFLICT OF INTEREST POLICY IS A PART OF THE BOARD OF TRUSTEES MEETING AGENDA. FORM 990, PART VI, SECTION B, LINE 15 CEO - SALARY IS MERIT-BASED AND SET BY THE BOARD OF TRUSTEES AND PERIODICALLY REVIEWED BY AN INDEPENDENT COMPENSATION CONSULTANT. EXECUTIVE TEAM MEMBERS - SALARIES ARE MERIT-BASED AND PERIODICALLY REVIEWED BY AN INDEPENDENT COMPENSATION CONSULTANT. EMPLOYEES - ANNUAL PERFORMANCE REVIEWS ARE CONDUCTED. COMPENSATION IS MERIT-BASED WITH GENERAL GUIDANCE PROVIDED BY THE EXECUTIVE TEAM. ALL SALARIES ARE PERIODICALLY CHECKED AGAINST REFERENCE RANGES COMPRISED OF APPLICABLE REGIONAL AND NATIONAL DATA. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 AVAILABLE ON THE FOUNDATION'S WEBSITE. FORM 1023 AND FORM 990T ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.