INTERNATIONAL SOCIETY OF ARBORICULTURE: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
INTERNATIONAL SOCIETY OF ARBORICULTURE (EIN 37-1004119)
Tax period
2011-07-01 to 2012-06-30
Filed
2012-11-12
IRS object ID
201213179349301226
Schema version
2011v1.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-11-12T10:49:04-06:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN410746749EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line12511 GALEN DRIVEAddressLine1
CityCHAMPAIGNCity
StateILState
ZIP Code61821ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN371004119EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1INTERNATIONAL SOCIETY OF ARBORICULTUREBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlINTENameControl
Phone2173559411Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line12101 WEST PARK CT P O BOX 3129AddressLine1
CityCHAMPAIGNCity
StateILState
ZIP Code618263129ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJIM SKIERAName
TitleEXECUTIVE DIRECTORTitle
Phone2173559411Phone
Date Signed2012-11-01DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NamePHIL MUEHLName
PTINP00622760PTIN
Phone2173517400Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJIM SKIERANameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line12101 WEST PARK CT P O BOX 3129AddressLine1
CityCHAMPAIGNCity
StateILState
ZIP Code618263129ZIPCode
FieldValueIRS element (for citing)
Gross Receipts7923072GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteWWW.ISA-ARBOR.COMWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1924YearFormation
State Legal DomicileILStateLegalDomicile
Activity Or Mission DescriptionTHROUGH RESEARCH, TECHNOLOGY, AND EDUCATION, THE INTERNATIONAL SOCIETY OF ARBORICULTURE WILL PROMOTE THE PROFESSIONAL PRACTICE OF ARBORICULTURE AND FOSTER A GREATER WORLDWIDE AWARENESS OF THE BENEFITS OF TREES.ActivityOrMissionDescription
Nbr Voting Members Governing Body15NbrVotingMembersGoverningBody
Nbr Independent Voting Members15NbrIndependentVotingMembers
Total Nbr Employees55TotalNbrEmployees
Total Nbr Volunteers582TotalNbrVolunteers
Total Gross UBI60602TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year2512243ContributionsGrantsPriorYear
Contributions Grants Current Year2512258ContributionsGrantsCurrentYear
Program Service Revenue Prior Year3066000ProgramServiceRevenuePriorYear
Program Service Revenue CY2776058ProgramServiceRevenueCY
Investment Income Prior Year239892InvestmentIncomePriorYear
Investment Income Current Year37974InvestmentIncomeCurrentYear
Other Revenue Prior Year-7972OtherRevenuePriorYear
Other Revenue Current Year134071OtherRevenueCurrentYear
Total Revenue Prior Year5810163TotalRevenuePriorYear
Total Revenue Current Year5460361TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year36278GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY60933GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year1770057SalariesEtcPriorYear
Salaries Etc Current Year1807365SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year3363225OtherExpensePriorYear
Other Expenses Current Year3428005OtherExpensesCurrentYear
Total Expenses Prior Year5169560TotalExpensesPriorYear
Total Expenses Current Year5296303TotalExpensesCurrentYear
Revenues Less Expenses Prior Year640603RevenuesLessExpensesPriorYear
Revenues Less Expenses CY164058RevenuesLessExpensesCY
Total Assets BOY7647445TotalAssetsBOY
Total Assets EOY8149865TotalAssetsEOY
Total Liabilities BOY4985222TotalLiabilitiesBOY
Total Liabilities EOY5374978TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY2662223NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY2774887NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHROUGH RESEARCH, TECHNOLOGY, AND EDUCATION, THE INTERNATIONAL SOCIETY OF ARBORICULTURE WILL PROMOTE THE PROFESSIONAL PRACTICE OF ARBORICULTURE AND FOSTER A GREATER WORLDWIDE AWARENESS OF THE BENEFITS OF TREES.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense682919Expense
Revenue634090Revenue
DescriptionCONFERENCES - OPERATE SEVERAL EDUCATIONAL CONFERENCES, INCLUDING WORKSHOPS, TRADESHOWS, AND SYMPOSIUMS, TO PROVIDE INFORMATION REGARDING TREE RELATED SUBJECTS TO MEMBERS AND ATTENDEES. HELD ONE ANNUAL CONFERENCE AND TRADESHOW, AND TEN REGIONAL WORKSHOPS.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense864656Expense
Revenue2572860Revenue
DescriptionMEMBER SERVICES - TO PROVIDE SERVICES TO MEMBERS SUCH AS PRODUCING, PRINTING AND MAILING VARIOUS PUBLICATIONS, NEWSLETTERS, AND JOURNALS TO SUPPORT THE PROFESSIONAL DEVELOPMENT OF A MEMBER AND TO KEEP MEMBERS INFORMED ON TREE RELATED ISSUES. SERVED 20,411 MEMBERS IN 49 COUNTRIES.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense1402273Expense
Revenue1910969Revenue
DescriptionCERTIFICATION - PROVIDE CERTIFICATION EXAMINATION SERVICES FOR POTENTIAL CANDIDATES AND RECERTIFICATION SERVICES TO EXISTING CREDENTIALS TO SUPPORT THE PROFESSIONAL DEVELOPMENT OF THE ARBORISTS. SERVED 31,529 CREDENTIAL HOLDERS, 3,879 NEW CANDIDATES, AND MANAGED 389,918 CONTINUING EDUCATION UNITS SUBMITTED BY VARIOUS CREDENTIAL HOLDERS.Description

Activity Other ActivityOther

FieldValueIRS element (for citing)
Expense466321Expense
Revenue74599Revenue
DescriptionPUBLIC AND INDUSTRY RELATIONS - PROVIDE PUBLIC RELATION INITIATIVES INCLUDING OPERATING THE INTERNATIONAL TREE CLIMBING COMPETITION AND THE EUROPEAN TREE CLIMBING COMPETITION TO DEMONSTRATE THE VARIOUS SKILLS OF TREE CLIMBING AND CREATING AWARENESS ABOUT THE IMPORTANCE OF TREES AND TREE CARE TO THE PUBLIC.Description
FieldValueIRS element (for citing)
Total Of Other Program Service Exp466321TotalOfOtherProgramServiceExp
Total Of Other Program Service Rev74599TotalOfOtherProgramServiceRev
Total Program Service Expense3416169TotalProgramServiceExpense
Described In501 C30DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Subject To Proxy Tax1SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp1OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109653NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees55NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Number Of8282 Filed0NumberOf8282Filed
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Excess Business Holdings0ExcessBusinessHoldings
Taxable Distributions0TaxableDistributions
Distribution To Donor0DistributionToDonor
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members15NbrVotingGoverningBodyMembers
Number Independent Voting Members15NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address1OfficerMailingAddress
Local Chapters1LocalChapters
Policies Reference Chapters1PoliciesReferenceChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Own WebsiteXOwnWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1MARK BLUHMBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2173559411TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line12101 WEST PARK CTAddressLine1
CityCHAMPAIGNCity
StateILState
ZIP Code618212986ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (17 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
MARK ROBERTS
DIRECTOR3.90X000
COLIN BASHFORD
DIRECTOR/PRESIDENT11.50X000X
BRIAN PHELAN
DIRECTOR4.80X000
DE GOURET LITCHFIELD
DIRECTOR18.90X000
FRANCESCO FERRINI
DIRECTOR3.10X000
MICHAEL MARSHALL
DIRECTOR/TREASURER4.40X000X
MICHELLE MITCHELL
DIRECTOR15.40X000
TERRANCE FLANAGAN
DIRECTOR/PRESIDENT-ELECT8.40X000X
WILLIAM FOUNTAIN
DIRECTOR3.90X000
MELINDA MYERS
DIRECTOR/VICE PRESIDENT2.70X000X
WARD PETERSON
DIRECTOR/SECRETARY9.20X000X
ZHU NING
DIRECTOR3.90X000
PAUL RIES
DIRECTOR15.40X000
FRANK RINN
DIRECTOR9.60X000
GEOFF KEMPTER
DIRECTOR3.90X000
JIM SKIERA
EXECUTIVE DIRECTOR40.00158138016415X
SHARON LILLY
EDUCAT GOODS & SERVICES DI40.0010909708373X
FieldValueIRS element (for citing)
Total Reportable Comp From Org267235TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation24788TotalOtherCompensation
Number Individuals GT100 K2NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
PREMIER PRINT GROUP
2602 N MATTIS AVECHAMPAIGNIL61822PRINTING297822
NCS PEARSON INC
13036 COLLECTION CENTER DRCHICAGOIL60693TEST ADMINSTRATION155808
UPS
LOCK BOX 577CAROL STREAMIL601320577SHIPPING146296
MARTIN GRAPHICS & PRINTING
808 N COUNTRY FAIR DRCHAMPAIGNIL61821PRINTING AND MAILING133749
ROYLE PRINTING
745 S BIRD STREETSUN PRAIRIEWI53590PRINTING AND MAILING123200
FieldValueIRS element (for citing)
Number Of Contractors GT100 K5NumberOfContractorsGT100K
Membership Dues2512258MembershipDues
Total Contributions2512258TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeExclusionExclusionAmount
CERTIFICATION PROGRAM90009919109691910969
CONFERENCE REGISTRATIO900099634090634090
AFFILIATION FEES900099230999$230,999
FieldValueIRS element (for citing)
Total Program Service Revenue2776058TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column58639TotalRevenueColumn
Exclusion$58,639ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities735180Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities755845Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-20665Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-20665TotalRevenueColumn
Exclusion-$20,665ExclusionAmount
FieldValueIRS element (for citing)
Gross Sales Of Inventory1780335GrossSalesOfInventory
Cost Of Goods Sold1706866CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column73469TotalRevenueColumn
Related Or Exempt Function Income73469RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionPERIODICAL ADVERTISINGDescription
Business Code541800BusinessCode
Total Revenue Column60602TotalRevenueColumn
Unrelated Business Revenue60602UnrelatedBusinessRevenue
FieldValueIRS element (for citing)
Total Other Revenue60602TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column5460361TotalRevenueColumn
Related Or Exempt Function Income2618528RelatedOrExemptFunctionIncome
Unrelated Business Revenue60602UnrelatedBusinessRevenue
Exclusion$268,973ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total60933Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total292022Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total1203351Total

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total32953Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total279039Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total69823Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total26648Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total657784Total

Travel Travel

FieldValueIRS element (for citing)
Total106889Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total568267Total

Interest Interest

FieldValueIRS element (for citing)
Total129977Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total137883Total

Insurance Insurance

FieldValueIRS element (for citing)
Total46720Total

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotal
CERTIFICATION PROGRAM916377
MEMBERSHIP SERVICES311841
CREDIT CARD FEES137376
BOARD AND COMMITTEE EXP131569

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total186851Total

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total5296303Total

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY1101263BOY
EOY1515616EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY218344BOY
EOY382670EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY360410BOY
EOY384395EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY303517BOY
EOY286539EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis4508890LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec1010810LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY3567011BOY
EOY3498080EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY2096900BOY
EOY2082565EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY7647445BOY
EOY8149865EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY618457BOY
EOY569655EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY2204870BOY
EOY2678528EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY2155135BOY
EOY2119034EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY6760BOY
EOY7761EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY4985222BOY
EOY5374978EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY2662223BOY
EOY2774887EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2662223BOY
EOY2774887EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY7647445BOY
EOY8149865EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses164058ReconcilationRevenueExpenses
Reconcilation Other Changes-51394ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues Nondeduct0SubstantiallyAllDuesNondeduct
Only In House Lobbying1OnlyInHouseLobbying
Agree To Carryover Prior Year0AgreeToCarryoverPriorYear

Schedule D IRS990ScheduleD

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis524000OtherCostOrOtherBasis
Book Value524000BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis3313464OtherCostOrOtherBasis
Depreciation474088Depreciation
Book Value2839376BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis671426OtherCostOrOtherBasis
Depreciation536722Depreciation
Book Value134704BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings3498080TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionSECTION 125 PLAN ASSETS HELDDescription
Amount$7,761Amount
FieldValueIRS element (for citing)
Total Of Amounts7761TotalOfAmounts
Total Revenue5460361TotalRevenue
Total Expenses5296303TotalExpenses
Excess Or Deficit For Year164058ExcessOrDeficitForYear
Net Unrealized GL On Investments-51394NetUnrealizedGLOnInvestments
Total Adjustments-51394TotalAdjustments
Excess Or Deficit Per FS112664ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt7115835TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-51393NetUnrealizedGainsInvestments
Other Revenues1706867OtherRevenues
Revenue Not Rptd F9901655474RevenueNotRptdF990
Revenue Subtotal5460361RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9905460361TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt7003170TotExpensesEtcAuditedFinclStmt
Other Expenses Included1706867OtherExpensesIncluded
Expenses Not Rptd F9901706867ExpensesNotRptdF990
Expenses Subtotal5296303ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9905296303TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifierExplanationExplanation
PART XII, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD 1,706,867.
PART XIII, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD 1,706,867.

Schedule F IRS990ScheduleF

Accts Actvs Out US Table AcctsActvsOutUSTable (8 entries)

RegionRegionNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedSpecific Services ProvidedSpecificServicesProvidedTotal ExpendituresTotalExpenditures
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESMEMBERSHIP AND CERTIFICATION SERVICES, EDUCATIONAL GOODS, CONFERENCES AND PUBLIC RELATIONS600169
EUROPE00PROGRAM SERVICESMEMBERSHIP AND CERTIFICATION SERVICES, EDUCATIONAL GOODS, CONFERENCES AND PUBLIC RELATIONS286389
NORTH AMERICA00PROGRAM SERVICESMEMBERSHIP AND CERTIFICATION SERVICES, EDUCATIONAL GOODS, CONFERENCES AND PUBLIC RELATIONS455840
SOUTH AMERICA00PROGRAM SERVICESMEMBERSHIP, CERTIFICATION, CONFERENCING, AND EDUCATIONAL GOODS6108
CENTRAL AMERICA00PROGRAM SERVICESMEMBERSHIP250
MIDDLE EAST AND NORTH AFRICA -00PROGRAM SERVICESMEMBERSHIP, CERTIFICATION, CONFERENCING, AND EDUCATIONAL GOODS832
SUB-SAHARAN AFRICA - ANGOLA,00PROGRAM SERVICESMEMBERSHIP, CERTIFICATION AND EDUCATIONAL GOODS1518
RUSSIA & THE NEWLY INDEPENDENT STATES -00PROGRAM SERVICESMEMBERSHIP400
FieldValueIRS element (for citing)
Subtotal Number Of Offices0SubtotalNumberOfOffices
Subtotal Number Of Employees0SubtotalNumberOfEmployees
Cont Number Of Offices0ContNumberOfOffices
Cont Number Of Employees0ContNumberOfEmployees
Total Number Of Offices0TotalNumberOfOffices
Total Number Of Employees0TotalNumberOfEmployees
Subtotal Amount Spent1351506SubtotalAmountSpent
Cont Amount Spent0ContAmountSpent
Total Amount Spent1351506TotalAmountSpent
Transfer To Foreign Corp0TransferToForeignCorp
Interest In Foreign Trust0InterestInForeignTrust
Own Foreign Corp0OwnForeignCorp
Passive Foreign Invest Co0PassiveForeignInvestCo
Foreign Partnership0ForeignPartnership
Boycott Countries0BoycottCountries

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

FieldValueIRS element (for citing)
Business Name Line1TREE FUNDBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1552 S WASHINGTON STREET SUITE 109AddressLine1
CityNAPERVILLECity
StateILState
ZIP Code60540ZIPCode
FieldValueIRS element (for citing)
EIN Of Recipient371018692EINOfRecipient
IRC Section501(C)3IRCSection
Amount Of Cash Grant60333AmountOfCashGrant
Amount Of Non Cash Assistance600AmountOfNonCashAssistance
Method Of ValuationCASHMethodOfValuation
Description Of Non Cash AssistancePRINTING COSTDescriptionOfNonCashAssistance
Purpose Of GrantDONATION IN SUPPORT FOR PRODUCTION OF BROCHURE.PurposeOfGrant

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsXTravelForCompanions
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonJIM SKIERANamePerson
Base Compensation Filing Org158138BaseCompensationFilingOrg
Comp Based On Related Orgs0CompBasedOnRelatedOrgs
Bonus Filing Org0BonusFilingOrg
Bonus Related Orgs0BonusRelatedOrgs
Other Compensation Filing Org0OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org1500DeferredCompFilingOrg
Deferred Comp Related Orgs0DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org14915NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs0NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org174553TotalCompensationFilingOrg
Total Compensation Related Orgs0TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)

RelationshipRelationshipDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
BRIAN PHELAN
DIRECTORSPOUSE (CATHERINE PHELAN) IS EXECUTIVE ASSISTANT AND TREASURER FOR THE ISA ATLANTIC CHAPTER. THIS A VOLUNTEER, NON PAID POSITION.0
DE GOURET LITCHFIELD
DIRECTOROWNER OF SVENSK TRADVARD & UTBILDNING AB, WHICH PURCHASES BOOKS FROM ISA AND RESELLS THEM IN SWEDEN.0
GEOFF KEMPTER
DIRECTORUNDER CONTRACT TO REWRITE UTILITY SPECIALIST CERTIFICATION STUDY GUIDE. ONCE COMPLETE WILL RECEIVE 10% ROYALTY BASED ON SALES.0
FRANK RINN
DIRECTOREXECUTIVE DIRECTOR OF THE ISA GERMAN CHAPTER.0

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (10 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION A, LINE 2BOARD MEMBERS FROM VARIOUS COMPONENTS ARE HIRED AS SPEAKERS FOR CHAPTERS OR OTHER ARBORICULTURAL EDUCATIONAL EVENTS.
FORM 990, PART VI, SECTION A, LINE 6MEMBERS
FORM 990, PART VI, SECTION A, LINE 7AUNDER THE RELEVANT TERMS OF BYLAWS, THE NEW STRUCTURE IS COMPOSED OF THE ISA BOARD OF DIRECTORS, COMPRISED OF FIFTEEN (15) DIRECTORS, INCLUDE: EIGHT (8) DIRECTOR POSITIONS FILLED BY DIRECT ISA MEMBERSHIP ELECTIONS; FIVE (5) DIRECTOR POSITIONS FILLED BY ELECTION OF THE COUNCIL OF COMPONENT REPRESENTATIVES; AND, A PRESIDENT/CHAIR OF THE BOARD AND A PRESIDENT/CHAIR-ELECT ELECTED BY THE BOARD OF DIRECTORS FROM THE CURRENT DIRECTORS. DIRECTORS SERVE FOR A THREE YEAR TERM. OTHER THAN THE PRESIDENT/CHAIR OF THE BOARD OF DIRECTORS, AND PRESIDENT/CHAIR ELECT IN LIMITED CIRCUMSTANCES, NO DIRECTOR SHALL BE PERMITTED TO SERVE MORE THAN TWO (2) CONSECUTIVE TERMS OF OFFICE OR SIX (6) CONSECUTIVE YEARS, WHICHEVER PERIOD IS LONGER. THE TERMS OF THE DIRECTOR SHALL BE STAGGERED.
FORM 990, PART VI, SECTION B, LINE 11INITIAL REVIEW IS COMPLETED BY THE DIRECTOR OF FINANCE AND OPERATIONS AND THE EXECUTIVE DIRECTOR. THE ISA PRESIDENT AND CHAIR OF THE FINANCE COMMITTEE IS FORWARDED A COPY. THESE FOUR HAVE FINAL APPROVAL. THE COMPLETED 990 IS POSTED TO THE BOARD OF DIRECTORS WEBSITE FOR REVIEW AND COMMENT.
FORM 990, PART VI, SECTION B, LINE 12CALL BOARD MEMBERS MUST SIGN THE CONFLICT OF INTEREST DISCLOSURE ONCE A YEAR AND OR PRIOR TO THE CURRENT BOARD MEETING IF THE MEMBER IS NEW TO THE BOARD. ALL STAFF MUST SIGN THE DISCLOSURE ONCE A YEAR.
FORM 990, PART VI, SECTION B, LINE 15PERFORMANCE WILL BE DETERMINED UTILIZING A FORMAL EVALUATION FORM AND WILL INCORPORATE THE INPUT OF MEMBERS OF THE BOARD OF DIRECTORS AND THE EXECUTIVE COMMITTEE AT A MINIMUM. THE ISA PRESIDENT WILL INITIATE AN ANNUAL REVIEW OF THE WORK PERFORMANCE OF THE ISA EXECUTIVE DIRECTOR IN ACCORDANCE WITH THIS POLICY. A SALARY RANGE WILL BE DETERMINED FOR THE POSITION OF EXECUTIVE DIRECTOR. ADJUSTMENTS TO SALARY ARE DETERMINED BASED ON EVALUATION OF THE EXECUTIVE DIRECTOR'S PERFORMANCE DURING THE PAST YEAR. THE PRESIDENT ALONG WITH THE EXECUTIVE COMMITTEE WILL DETERMINE PAY ADJUSTMENTS BASED ON THE RESULTS OF THE EXECUTIVE DIRECTOR'S PERFORMANCE REVIEW. IT IS THE RESPONSIBILITY OF THE PRESIDENT AND PRESIDENT-ELECT TO COMMUNICATE THE RESULTS OF THE PERFORMANCE EVALUATION AND ANY ADJUSTMENTS TO THE SALARY. RESPONSIBILITY FOR EXECUTION OF SALARY CHANGES LIES WITH THE DIRECTOR OF OPERATIONS AS DIRECTED BY THE PRESIDENT. THE RANGE WILL BE BASED ON BENCHMARKING OF SIMILAR POSITIONS IN TERMS OF GEOGRAPHIC LOCATION, BUDGET, PERSONNEL AND JOB RESPONSIBILITIES. THE RANGE OF SALARY FOR THE EXECUTIVE DIRECTOR WILL BE SET BY BENCHMARKING AGAINST NON-PROFITS SIMILAR IN SIZE, GEOGRAPHIC AREA, BUDGET AND RESPONSIBILITIES OF THE EXECUTIVE DIRECTOR. SALARY BENCHMARKING WILL BE CONDUCTED BY A PROFESSIONAL EXECUTIVE COMPENSATION RESEARCH SERVICE EVERY FIVE YEARS OR NO SOONER THEN THREE YEARS IF NECESSARY. THE DIRECTOR OF OPERATIONS WILL ASSIST THE PRESIDENT TO ACQUIRE DATA AND SELECT AND RETAIN THE BENCHMARKING CONSULTANT IF NEEDED. PAY IS GENERALLY CENTERED ON THE MID-POINT OF THE RANGE. PAY ABOVE THE MID-POINT IS FOR CONSISTENT EXEMPLARY PERFORMANCE. SOURCES USED INCLUDE: 2008 NATIONAL EXECUTIVE COMPENSATION SURVEY FROM EMPLOYERS ASSOCIATION, 2008 ASAE ASSOCIATION COMPENSATION, AMERICAN RESEARCH COMPANY NATIONAL COMPENSATION STUDY, AND A THIRD PARTY (EMPLOYERS' ASSN) REVIEW LETTER.
FORM 990, PART VI, SECTION C, LINE 19ISA PUTS THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ON THE ISA WEBSITE, BEHIND A MEMBER LOGIN SO ONLY MEMBERS HAVE ACCESS. CONFLICT OF INTEREST POLICY IS LISTED ON ISA INTRANET AND BOARD WEBSITE. ISA WILL MAKE COPIES OF EACH AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART VIIMARK ROBERTS - 6 BAKER ST, DUNEDIN, NEW ZEALAND 9012. COLIN BASHFORD - 14 DAMSON CRESCENT, HAMPSHIRE, UNITED KINGDOM SO508RE. BRIAN PHELAN - 375 COWIE HILL DR, HALIFAX, NOVA SCOTIA, CANADA B3J3A5. DE GOURET LITCHFIELD - PL 2427, BALLINGSLOV, SWEDEN S-28197. FRANCESCO FERRINI - VIALE DELLE IDEE, SESTO FIORENTINO, ITALY 30-50019. MICHAEL MARSHALL - 17350 S.E. 65TH ST, MORRISTON, FL 32668. MICHELLE MITCHELL - 853 OAK TREE LANE, LAPEER, MI 48446. TERRANCE FLANAGAN - 3145 WESTVIEW CIRCLE, LAKE OSWEGO, OR 97034. WILLIAM FOUNTAIN - N-318 AGRI. SCIENCE NORTH, LEXINGTON, KY 40546. MELINDA MYERS - 2642 S 16TH ST, MILWAUKEE, WI 53215. WARD PETERSON - 1500 N MANTUA, KENT, OH 44240. ZHU NING - SOUTHERN UNIVERSITY, BATON ROUGE, LA 70813. PAUL RIES - 2600 STATE ST BLDG D, SALEM, OR 97310. FRANK RINN - HARDTSTRASSE 20-22, HEIDELBERG, GERMANY 69124. GEOFF KEMPTER - 44 PARKVIEW NE, GRAND RAPIDS, MI 49503.CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
FORM 990, PART XI, LINE 5:NET UNREALIZED LOSSES ON INVESTMENTS: -51,394.CHANGES IN NET ASSETS OR FUND BALANCES:
FORM 990, PART XI, LINE 2CISA HAS NOT CHANGED THE OVERSIGHT PROCESS OR THE SELECTION PROCESS DURING THE CURRENT YEAR.

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