2015-02-09T13:23:16-06:00 2014-06-30 680037990 GILBERT ASSOCIATES INC 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2013-07-01 942825234 SACRAMENTO TREE FOUNDATION SACR 9169248733 191 LATHROP WAY SUITE D SACRAMENTO CA 95815 RAY TRETHEWAY EXECUTIVE DIRECTOR 9169248733 2015-02-05 1 DARLA A COLSON P00027123 9166466464 2013 2016-03-07 17:11:31Z RAY TRETHEWAY 191 LATHROP WAY SUITE D SACRAMENTO CA 95815 2562818 0 X WWW.SACTREE.COM X 1982 CA TO BUILD HEALTHY, LIVABILITY COMMUNITIES BY GROWING THE BEST REGIONAL URBAN FOREST IN THE NATION. 21 21 38 1700 0 0 285778 730224 1797393 1703177 2225 660 81158 94713 2166554 2528774 0 0 0 0 1250276 1183896 0 0 118038 846739 1435575 2097015 2619471 69539 -90697 1682231 1344323 808595 546308 873636 798015 X EDUCATE AND COORDINATE THOUSANDS OF VOLUNTEERS ANNUALLY TO PLANT AND CARE FOR SHADE TREES IN THEIR HOME YARDS, SCHOOL YARDS, PARKS AND OTHER PUBLIC SPACES; CARE FOR AND MONITOR 2-3,000 NATIVE OAK SEEDLINGS; TEACH OVER 1,500 YOUTH ABOUT THE IMPORTANCE OF TREES AND VALUE OF THEIR URBAN FOREST; COORDINATE REGIONAL INITIATIVE (SIX COUNTIES AND 22 CITIES) TO PROMOTE THE ADVANCEMENT, AND INVESTMENTS IN, TREES AND URBAN FORESTRY. 0 0 748612 762801 SACRAMENTO SHADE: THROUGH A LONG-STANDING PARTNERSHIP WITH THE SACRAMENTO MUNICIPAL UTILITY DISTRICT, THE SACRAMENTO TREE FOUNDATION IN FISCAL YEAR 2014 PROVIDED OVER 6,000 FREE SHADE TREES TO RESIDENTS IN SACRAMENTO COUNTY TO MAXIMIZE THEIR ENERGY SAVINGS. AS PART OF THE SHADE TREE PROGRAM, THE RESIDENTS RECEIVED VALUABLE INFORMATION ON HOW TO PLANT AND CARE FOR THEIR TREES. IN ADDITION, WE PROVIDED OVER 4,000 SHADE TREES FOR PUBLIC SPACES, SUCH AS PARKS AND SCHOOLS TO REDUCE THE URBAN HEAT ISLAND EFFECT, REDUCE STORM WATER RUNOFF, IMPROVE AIR QUALITY, PROVIDE SHADE, INCREASE PROPERTY VALUES, AND IMPROVE PUBLIC HEALTH OUTCOMES AND BEHAVIORS. THE TREES WERE PLANTED WITH THE HELP OF HUNDREDS OF VOLUNTEERS AND THE EXPERT STAFF AT THE SACRAMENTO TREE FOUNDATION. 624525 601478 UGG-URBAN GREEN PROJECT GRANT: IS A PROJECT WITH THE CALIFORNIA NATURAL RESOURCES AGENCY FUNDED BY PROPOSITION 84. THE GRANT CALLS FOR SERVICES TO BE PROVIDED TO THE GRANT UNION HIGH SCHOOL COMMUNITY GREEN SPACE PROJECT. FUNDS WILL BE USED TO PRESERVE, ENHANCE, INCREASE AND ESTABLISH COMMUNITY GREEN AREAS SUCH AS URBAN FOREST, OPEN SPACES, WETLANDS AND COMMUNITY SPACES. 292718 338898 TREE MITIGATION: THROUGH PARTNERSHIPS WITH THE COUNTY OF SACRAMENTO, CITY OF ELK GROVE, AND PRIVATE DEVELOPERS, THE SACRAMENTO TREE FOUNDATION IN FISCAL YEAR 2014 PLANTED OVER 1,500 NATIVE TREES TO MITIGATE FOR TREE REMOVAL AND MONITORED OVER 7,000 TREES. THE TREES WERE PLANTED AND CARED FOR WITH THE HELP OF HUNDREDS OF VOLUNTEERS AND THE EXPERT STAFF AT THE SACRAMENTO TREE FOUNDATION. 597503 8300 COORDINATE PUBLIC OUTREACH AND EDUCATIONAL ACTIVITIES, INCLUDING BOOTHS, TREE TOURS AND PRUNING CLINICS; MANAGE EVIDENCE-BASED RESEARCH PROJECTS THAT EXPLORE THE INTERFACE OF URBAN TREE CANOPY TO CLEAN AIR, CARBON SEQUESTRATION AND PUBLIC HEALTH; MANAGE OUR NEIGHBORWOODS PROGRAM TO BUILD LOCAL VOLUNTEER LEADERSHIP AND SERVICE ACTIVITIES IN CARING FOR AND GROWING THEIR TREE CANOPY. 597503 8300 2263358 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 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 0 0 0 0 0 1 18 0 1 38 1 0 0 0 0 0 1 1 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 CA X SACRAMENTO TREE FOUNDATION 9169248733 191 LATHROP WAY SUITE D SACRAMENTO CA 95815 ROBERT WASTE PRESIDENT 1.00 X X 0 0 0 RYAN HOOPER VICE PRESIDENT 1.00 X X 0 0 0 SYDNEY COATSWORTH VICE PRESIDENT 1.00 X X 0 0 0 STEVE JOHNS PAST PRESIDENT 1.00 X X 0 0 0 MICHAEL BENOFF TREASURER 1.00 X X 0 0 0 MELISSA WILLIAMS SECRETARY 1.00 X 0 0 0 JANINE BERA BOARD MEMBER 1.00 X 0 0 0 MICHELLE SMIRA BRATTMILLER BOARD MEMBER 1.00 X 0 0 0 CINDY CARTER BOARD MEMBER 1.00 X 0 0 0 CHERYL DELL BOARD MEMBER 1.00 X 0 0 0 ERIC DOUGLAS BOARD MEMBER 1.00 X 0 0 0 DELLA GILLERAN BOARD MEMBER 1.00 X 0 0 0 WILLIAM ISHMAEL BOARD MEMBER 1.00 X 0 0 0 JOHN LANE BOARD MEMBER 1.00 X 0 0 0 CHARLES METZINGER BOARD MEMBER 1.00 X 0 0 0 TOM ROTELLI BOARD MEMBER 1.00 X 0 0 0 JEAN SHAW BOARD MEMBER 1.00 X 0 0 0 ROBERT SHERRY BOARD MEMBER 1.00 X 0 0 0 JEFF TOWNSEND BOARD MEMBER 1.00 X 0 0 0 JOHN WEBRE BOARD MEMBER 1.00 X 0 0 0 JENNIFER WEHLING BOARD MEMBER 1.00 X 0 0 0 RAY TRETHEWAY EXECUTIVE DIRECTOR 40.00 X 102045 0 17052 102045 0 17052 1 0 0 0 CARTER-KELLY INC PO BOX 1477 PLACERVILLE CA 95667 CONSTRUCTION 269722 SPATIAL INFORMATICS GROUP 3248 NORTHAMPTON CT PLEASANTON CA 94588 GEO-SPACIAL TECHNOLOGISTS 154350 2 250 571390 158584 1940 730224 SACRAMENTO SHADE 110000 762801 762801 URBAN GREENING GRANT 110000 601478 601478 MITIGATION 110000 338898 338898 1703177 660 660 120457 250 34044 86413 86413 OTHER INCOME 900099 8300 8300 8300 2528774 1711477 0 87073 X 119953 96616 15247 8090 925718 745619 117668 62431 63681 51291 8095 4295 74544 60042 9475 5027 940036 923756 5446 10834 6757 500 80 6177 35848 19720 6012 10116 52183 42490 9693 94555 65504 29051 18806 11405 6176 1225 48913 40794 4646 3473 73398 58688 10455 4255 VEHICLES 67235 66509 326 400 EQUIPMENT 45461 43060 1274 1127 TREES, MATERIALS, LAND 32213 27520 4674 19 STAFF DEVELOPMENT 10319 7424 2382 513 9851 2420 7375 56 2619471 2263358 238075 118038 684313 599341 112045 141870 712048 468989 37170 30883 521157 455650 105839 65507 30816 37733 1682231 1344323 402519 121533 406076 424775 808595 546308 X 844269 762147 29367 35868 873636 798015 1682231 1344323 -90697 6321 8755 0 X X 0 1 X 1 0 X 614844 533632 611402 544987 730224 3035089 614844 533632 611402 544987 730224 3035089 22202 3012887 1309 1190 1428 2225 660 6812 536 2482 21677 1326 8300 34321 3076222 7775971 0.97940 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2009 AMOUNT: $ 536. 2010 AMOUNT: $ 2,482. 2011 AMOUNT: $ 21,677. 2012 AMOUNT: $ 1,326. 2013 AMOUNT: $ 8,300. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29367 1000 5851 350 35868 1.00000 1 0 521157 455650 65507 65507 X 2577894 6321 8755 15076 2562818 -34044 -34044 2528774 2653515 34044 34044 2619471 0 2619471 PART V, LINE 4: PERMANENTLY RESTRICTED NET ASSETS AT JUNE 30, 2014 ARE INVESTED IN PERPETUITY WITH THE SACRAMENTO REGION COMMUNITY FOUNDATION (COMMUNITY FOUNDATION) BASED ON AN ENDOWED AGENCY FUND AGREEMENT MADE WITH THE FOUNDATION TO PROVIDE FUNDS FOR PLANNING, CARE AND PROTECTION OF THE SACRAMENTO REGION'S URBAN FOREST. PART X, LINE 2: THE FOUNDATION HAS APPLIED THE ACCOUNTING PRINCIPLES RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT THERE IS NO MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -34,044. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 34,044. TREE HERO 92635 250 92385 32394 GOLF TOURNAMENT 10690 10690 1650 1 14055 14055 117380 250 117130 34044 34044 83086 FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS PREPARED BY A FIRM OF CERTIFIED PUBLIC ACCOUNTANTS AND REVIEWED BY MANAGEMENT AND THE FINANCE COMMITTEE. ALL QUESTIONS ARE RESOLVED BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER IS REQUIRED TO FOLLOW THE RESPONSIBILITIES AND OBLIGATIONS SET FORTH IN THE CONFLICT OF INTEREST POLICY. SHOULD A POTENTIAL CONFLICT OF INTEREST ARISE, THE BOARD WOULD DISCUSS THE CIRCUMSTANCES AT THE NEXT BOARD MEETING AND, IF A CONFLICT IS FOUND TO EXIST, DEVELOP THE APPROPRIATE CORRECTIVE ACTIONS. FORM 990, PART VI, SECTION B, LINE 15A THE FINANCE COMMITTEE IS CHARGED WITH REVIEWING, EVALUATING AND DETERMINING THE COMPENSATION OF THE EXECUTIVE DIRECTOR ANNUALLY AND WHENEVER A MODIFICATION IN COMPENSATION IS PROPOSED. THE REVIEW INCLUDES CONSIDERATION OF PERFORMANCE AND AN APPROPRIATE CONSIDERATION OF COMPARABILITY DATA. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, POLICIES, AUDITED FINANCIAL STATEMENTS AND EXEMPT ORGANIZATION TAX RETURNS ARE AVAILABLE FOR INSPECTION UPON REQUEST OF THE BUSINESS OFFICE. FORM 990, PART IX, LINE 11G SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 886,711. MANAGEMENT AND GENERAL EXPENSES 5,228. FUNDRAISING EXPENSES 10,211. TOTAL EXPENSES 902,150. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 37,045. MANAGEMENT AND GENERAL EXPENSES 218. FUNDRAISING EXPENSES 623. TOTAL EXPENSES 37,886. FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES TO THE OVERSIGHT OR SELECTION PROCESS IN THE CURRENT TAX YEAR.