2015-01-21T16:59:14-06:00 2014-06-30 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VI 22182 990 2013-07-01 311766444 Casey Trees CASE 2028334010 3030 12th St NE Washington DC 20017 Mark Buscaino Executive Director 2028334010 2015-01-07 1 Nicole M Prince CPA P01315245 7038930300 2015-01-06 2013 2016-04-25 22:37:26Z Mark Buscaino 3030 12th St NE Washington DC 20017 11602040 0 X www.caseytrees.org X 2001 DC To restore, enhance and protect the tree canopy of the Nation's Capital. 18 18 64 1617 -8166 -8416 430383 540915 99097 93939 12363949 5126375 34485 -6043 12927914 5755186 5500 20048 0 0 2191003 2344310 0 0 215060 1695828 1724098 3892331 4088456 9035583 1666730 132027776 147470789 185720 150910 131842056 147319879 X To restore, enhance and protect the tree canopy of the Nation's Capital. 1 0 822947 58400 Tree Planting: Activities associated with the planting and care (weeding, mulching and watering) of newly-planted trees. 1180342 19048 2544 Casey Tree Farm: Activities geared toward the production of trees to be used by Casey Trees' planting operations. 513067 Education: Activities associated with the development, implementation and evaluation of tree-based education and training programs. 117127 Technical Services and Research: Activities that track condition and extent of trees and the impact of efforts to improve tree canopy over time. 298703 Planning and design: Activities showcasing the importance of sound planning and design principles to achieve greener, more sustainable urban landscapes. 48466 1000 45298 Program development: Activities that are not of sufficient size, scale, or cost to warrant tracking on an individual basis. 386675 Communications & Development: Activities that disseminate information about Casey Trees to encourage engagement in, and broad support, of its work. 3543 Other 854514 1000 45298 3370870 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 1 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 36 0 1 64 1 0 1 CJ 0 0 0 1 1 0 0 0 0 X 18 18 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA DC X The Organization 2028334010 3030 12th St NE Washington DC 20017 Eric Price President 2.00 X X 0 0 0 Charles Flickinger Vice President 15.00 X X 0 0 0 Nan King Past President 4.00 X X 0 0 0 Sean Cahill President, CTF 2.00 X X 0 0 0 Henry Ravenel Treasurer 1.80 X X 0 0 0 Dave Porter Assistant Treasurer 1.30 X X 0 0 0 Dennis Chestnut Secretary 1.00 X X 0 0 0 Barbara Shea Director 2.20 X 0 0 0 Claire Bedat Director 2.00 X 0 0 0 Don Edwards Director 0.50 X 0 0 0 Greg Ina Director (Delegate for Karl Warnke) 3.00 X 0 0 0 Jim Sherald Director 5.00 X 0 0 0 Karl Warnke Director 1.00 X 0 0 0 Sarah Neal Harreld Director 1.00 X 0 0 0 Ulrich A Hewer Director 2.00 X 0 0 0 Walker Williams Director 1.10 X 0 0 0 Corbin Harwood GCA Representative 0.50 X 0 0 0 Lindsay Hardesty GCA Representative 0.50 X 0 0 0 Mark Buscaino Executive Director 41.30 X 175000 0 12633 Martin O'Brien Chief Operating Officer 39.60 X 101983 0 16411 276983 0 29044 2 0 1 0 0 7156 50704 275771 207284 21478 540915 Contract services 900099 93939 93939 93939 1721915 -8166 1730081 20759 0 20759 20759 20759 9181665 4800 5776697 5308 3404968 -508 3404460 3404460 25744 50704 64849 -39105 -39105 Other 900099 12303 12303 12303 5755186 106242 -8166 5116195 20048 20048 303278 253820 33526 15932 1603283 1342148 177034 84101 75862 63494 8385 3983 216448 181160 23922 11366 145439 121728 16075 7636 43018 25034 16936 1048 160969 160969 127383 110472 3308 13603 115246 108347 639 6260 180681 143072 12521 25088 134916 116039 9856 9021 89159 75188 9145 4826 92020 86990 662 4368 77107 61728 1965 13414 345619 322735 15518 7366 109123 99086 8014 2023 Trees/planting material 141668 141668 Membership Dues 27795 23131 3342 1322 Farm Maintanence 25449 25449 Taxes 24913 24913 29032 24620 709 3703 4088456 3370870 502526 215060 450974 231369 111309 94529 23311 3649 84721 50543 16644491 1002229 15752682 15642262 101043802 114735504 14417551 16531040 143426 181893 132027776 147470789 181150 147340 2370 1370 2200 2200 185720 150910 X 71594871 80592359 10935722 17416057 49311463 49311463 131842056 147319879 132027776 147470789 1666730 13811093 0 X X 0 1 X 1 0 X X X 0 0 0 Garden Club of America 131626773 7 1 1 1 4000 1 4000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 1250 1 2293 0 3543 0 Part II-B, Line 1: 1G. The Executive Director of Casey Trees has periodically met with DC officials and their staff on potential legislation and the impacts to the mission of Casey Trees. 1H. Casey Trees coordinated a Tree Advocacy Day where Casey Trees staff led volunteers to local DC politicans to discuss the importance of trees. 60247185 13725273 7244938 66727520 56614380 6122805 2490000 60247185 60709196 -1510550 2584266 56614380 51920650 10411340 1622794 60709196 47681609 6125788 1886747 51920650 0.00000 0.73900 0.26100 0 0 6747749 6747749 5208767 545068 4663699 3998044 111546 3886498 689931 345615 344316 15642262 Limited Partnership Interests 16531040 F 16531040 Rental Deposits 2200 2200 X 19654908 13811093 23780 64849 13899722 5755186 0 5755186 4177085 23780 64849 88629 4088456 0 4088456 Part V, Line 4: Casey Trees' endowment is used to fund operations. Part X, Line 2: Casey Trees had no significant uncertain tax positions at June 30, 2014 and 2013. Part XI, Line 2d - Other Adjustments: Direct fundraising event expenses 64,849. Part XII, Line 2d - Other Adjustments: Direct fundraising event expenses 64,849. Central America and the Caribbean 0 0 Investments 5442449 0 0 0 0 0 0 5442449 0 5442449 1 0 1 1 0 0 Canopy Awards 76448 50704 25744 18478 9293 22275 10925 3878 76448 50704 25744 18478 9293 22275 10925 3878 64849 -39105 Part II, Fundraising Events Casey Tree's inaugural Canopy Awards was held on Arbor Day Eve (April 24, 2014). The awards honored four distinguished community leaders who have selflessly dedicated their time and energy to making the Washington, D.C. region green and tree-filled. Washington, D.C.'s urban forest is so tied to the city's history that in the late 19th century, it earned its nickname: the "City of Trees." Since then, our city's trees have faced many challenges, from the outbreak of Dutch elm disease in the 1950s to expansive urban development that continues today. Casey Trees was established in 2002 to ease the rapid decline of the District's tree canopy through tree planting, education and advocacy initiatives. In a little more than a decade, we have planted nearly 17,000 trees, educated thousands of adults and youth on the important benefits trees provide and worked with local government and developers to protect and invest in trees. Additionally, Casey Trees has engaged thousands of people through our mission, graduating hundreds of Citizen Foresters and working with dozens of individuals, community groups, schools, neighborhoods, corporate partners and public officials across the D.C. metro area. And so the Casey Trees Canopy Awards were created to honor the people, projects and partners that have made a difference in our goal of restoring, enhancing and protecting the tree canopy of the nation's capital. 1 Virginia Tech Foundation 902 Prices Fork Rd Ste 4400 Blacksburg VA 24060 540721690 501(c)(3) 10753 0 N/A N/A See Part IV 1 Part I, Line 2: Casey Trees provides grants to organizations to be used in furthering the mission of the organization to restore, enhance and protect the tree canopy of the Nation's Capital. Part II, line 1, Column (h): Name of Organization or Government: Virginia Tech Foundation (h) Purpose of Grant or Assistance: To determine if urban wood-waste in the DC metro region may be more sustainably used by examining products, markets and efficiencies. X X X X X 0 0 0 0 0 0 0 0 0 Mark Buscaino Executive Director 175000 0 0 0 0 0 10500 0 2133 0 187633 0 0 0 Form 990, Part III, line 2 Casey Trees started a very small Advocacy Program that operates out of the Planning and Design Department. This program works mostly with volunteers to better advocate for trees. Form 990, Part VI, Section A, line 7a The Garden Club of America selects two members of Casey Trees' Board of Directors. Form 990, Part VI, Section B, line 11 A copy of the Form 990 is first reviewed and approved by its outside accountant and management. Upon management's approval, it is forwarded to the audit committee to review the Form 990 prior to submission. A copy of the Form 990 is then provided to the Board of Directors before it is filed. Form 990, Part VI, Section B, line 12c In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the interest as soon as s/he realizes a conflict of interest exists to the Executive Committee of the Board of Directors or a governing body established by the Board President. After exercising due diligence with all the information available to it, the Executive Committee or governing board shall determine whether Casey Trees can obtain with reasonable efforts a more advantageous transaction or arrangement from a person or entity that would not give rise to a conflict of interest. If not, the Executive Committee or governing board shall determine by a majority vote whether the transaction or arrangement is in Casey Trees' best interest, for its own benefit, and whether it is fair and reasonable. In conformity with the above determination it shall make its decision as to whether to enter into the transaction or arrangment. A record of the aformentioned proceedings shall be kept that identifies the person(s) with the potential conflicts of interest, the nature of the conflict itself, the names of the members of the committee present for deliberations, and; the nature of the discussion and resolution(s). Failure to report a conflict of interest may result in disciplinary action including termination. Form 990, Part VI, Section B, line 15 When hiring an Executive Director, the Board President shall review documents pertaining to the cash and non-cash compensation for Executive Directors of similar organizations to determine if the compensation package is appropriate. Setting of the initial salary level will account for skills, experience, locality adjustments, etc. Thereafter, on an annual basis, the Board President will review the Executive Director's performance, and account for other factors such as internal and external pay equity and others as appropriate, to determine if a salary increase or other compensation is warranted. The President may assign this duty to another board member(s) at his/her discretion as needs may dictate. Setting the initial salary/benefit levels, and any increases, shall be reviewed and agreed to by the Executive Committee of the Board. Form 990, Part VI, Section C, line 18 Casey Trees makes its Form 1023 available upon request. Casey Trees makes available a public disclosure copy of its Federal Form 990 upon request and on Guidestar. Form 990, Part VI, Section C, line 19 Casey Trees makes its governing documents, certain policies (including conflict of interest policy) and financial statements available upon request based on discretion of management. Form 990, Part XII, Line 2c Casey Trees's Audit Committee assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant. The Audit Committee was established during fiscal year 2009. In prior years, the Finance Committee assumed responsibility for oversight of the audit. Casey Tree Farm LLC 1123 11th Street NW Washington DC 20001 To manage real estate and property, grow trees and conduct tree research. VA 21588 9625897 Casey Trees Garden Club of America 14 East 60th St Third Floor New York NY 10022 131626773 To stimulate the knowledge and love of gardening. DE 501(c)(3) Line 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0