2012-11-12T10:49:04-06:00 2012-06-30 410746749 CLIFTONLARSONALLEN LLP 2511 GALEN DRIVE CHAMPAIGN IL 61821 990 2011-07-01 371004119 INTERNATIONAL SOCIETY OF ARBORICULTURE INTE 2173559411 2101 WEST PARK CT P O BOX 3129 CHAMPAIGN IL 618263129 JIM SKIERA 2173559411 2012-11-01 1 PHIL MUEHL P00622760 2173517400 2011 2016-02-24 21:20:13Z JIM SKIERA 2101 WEST PARK CT P O BOX 3129 CHAMPAIGN IL 618263129 7923072 0 X WWW.ISA-ARBOR.COM X 1924 IL THROUGH 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. 15 15 55 582 60602 0 2512243 2512258 3066000 2776058 239892 37974 -7972 134071 5810163 5460361 36278 60933 0 0 1770057 1807365 0 0 0 3363225 3428005 5169560 5296303 640603 164058 7647445 8149865 4985222 5374978 2662223 2774887 X THROUGH 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. 0 0 682919 634090 CONFERENCES - 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. 864656 2572860 MEMBER 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. 1402273 1910969 CERTIFICATION - 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. 466321 74599 PUBLIC 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. 466321 74599 3416169 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 53 0 1 55 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 1 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 1 0 X X MARK BLUHM 2173559411 2101 WEST PARK CT CHAMPAIGN IL 618212986 MARK ROBERTS 3.90 X 0 0 0 COLIN BASHFORD 11.50 X X 0 0 0 BRIAN PHELAN 4.80 X 0 0 0 DE GOURET LITCHFIELD 18.90 X 0 0 0 FRANCESCO FERRINI 3.10 X 0 0 0 MICHAEL MARSHALL 4.40 X X 0 0 0 MICHELLE MITCHELL 15.40 X 0 0 0 TERRANCE FLANAGAN 8.40 X X 0 0 0 WILLIAM FOUNTAIN 3.90 X 0 0 0 MELINDA MYERS 2.70 X X 0 0 0 WARD PETERSON 9.20 X X 0 0 0 ZHU NING 3.90 X 0 0 0 PAUL RIES 15.40 X 0 0 0 FRANK RINN 9.60 X 0 0 0 GEOFF KEMPTER 3.90 X 0 0 0 JIM SKIERA 40.00 X 158138 0 16415 SHARON LILLY 40.00 X 109097 0 8373 267235 0 24788 2 0 1 0 PREMIER PRINT GROUP 2602 N MATTIS AVE CHAMPAIGN IL 61822 PRINTING 297822 NCS PEARSON INC 13036 COLLECTION CENTER DR CHICAGO IL 60693 TEST ADMINSTRATION 155808 UPS LOCK BOX 577 CAROL STREAM IL 601320577 SHIPPING 146296 MARTIN GRAPHICS & PRINTING 808 N COUNTRY FAIR DR CHAMPAIGN IL 61821 PRINTING AND MAILING 133749 ROYLE PRINTING 745 S BIRD STREET SUN PRAIRIE WI 53590 PRINTING AND MAILING 123200 5 2512258 2512258 CERTIFICATION PROGRAM 900099 1910969 1910969 CONFERENCE REGISTRATIO 900099 634090 634090 AFFILIATION FEES 900099 230999 230999 2776058 58639 58639 735180 755845 -20665 -20665 -20665 1780335 1706866 73469 73469 PERIODICAL ADVERTISING 541800 60602 60602 60602 5460361 2618528 60602 268973 60933 292022 1203351 32953 279039 69823 26648 657784 106889 568267 129977 137883 46720 CERTIFICATION PROGRAM 916377 MEMBERSHIP SERVICES 311841 CREDIT CARD FEES 137376 BOARD AND COMMITTEE EXP 131569 186851 5296303 1101263 1515616 218344 382670 360410 384395 303517 286539 4508890 1010810 3567011 3498080 2096900 2082565 7647445 8149865 618457 569655 2204870 2678528 2155135 2119034 6760 7761 4985222 5374978 X 2662223 2774887 2662223 2774887 7647445 8149865 X 164058 -51394 X X 0 1 1 X 0 0 1 0 524000 524000 3313464 474088 2839376 671426 536722 134704 3498080 SECTION 125 PLAN ASSETS HELD 7761 7761 5460361 5296303 164058 -51394 -51394 112664 7115835 -51393 1706867 1655474 5460361 0 5460361 7003170 1706867 1706867 5296303 0 5296303 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. EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES MEMBERSHIP AND CERTIFICATION SERVICES, EDUCATIONAL GOODS, CONFERENCES AND PUBLIC RELATIONS 600169 EUROPE 0 0 PROGRAM SERVICES MEMBERSHIP AND CERTIFICATION SERVICES, EDUCATIONAL GOODS, CONFERENCES AND PUBLIC RELATIONS 286389 NORTH AMERICA 0 0 PROGRAM SERVICES MEMBERSHIP AND CERTIFICATION SERVICES, EDUCATIONAL GOODS, CONFERENCES AND PUBLIC RELATIONS 455840 SOUTH AMERICA 0 0 PROGRAM SERVICES MEMBERSHIP, CERTIFICATION, CONFERENCING, AND EDUCATIONAL GOODS 6108 CENTRAL AMERICA 0 0 PROGRAM SERVICES MEMBERSHIP 250 MIDDLE EAST AND NORTH AFRICA - 0 0 PROGRAM SERVICES MEMBERSHIP, CERTIFICATION, CONFERENCING, AND EDUCATIONAL GOODS 832 SUB-SAHARAN AFRICA - ANGOLA, 0 0 PROGRAM SERVICES MEMBERSHIP, CERTIFICATION AND EDUCATIONAL GOODS 1518 RUSSIA & THE NEWLY INDEPENDENT STATES - 0 0 PROGRAM SERVICES MEMBERSHIP 400 0 0 0 0 0 0 1351506 0 1351506 0 0 0 0 0 0 1 TREE FUND 552 S WASHINGTON STREET SUITE 109 NAPERVILLE IL 60540 371018692 501(C)3 60333 600 CASH PRINTING COST DONATION IN SUPPORT FOR PRODUCTION OF BROCHURE. X 1 1 X X X X X 0 0 0 JIM SKIERA 158138 0 0 0 0 0 1500 0 14915 0 174553 0 0 0 BRIAN PHELAN DIRECTOR SPOUSE (CATHERINE PHELAN) IS EXECUTIVE ASSISTANT AND TREASURER FOR THE ISA ATLANTIC CHAPTER. THIS A VOLUNTEER, NON PAID POSITION. 0 DE GOURET LITCHFIELD DIRECTOR OWNER OF SVENSK TRADVARD & UTBILDNING AB, WHICH PURCHASES BOOKS FROM ISA AND RESELLS THEM IN SWEDEN. 0 GEOFF KEMPTER DIRECTOR UNDER CONTRACT TO REWRITE UTILITY SPECIALIST CERTIFICATION STUDY GUIDE. ONCE COMPLETE WILL RECEIVE 10% ROYALTY BASED ON SALES. 0 FRANK RINN DIRECTOR EXECUTIVE DIRECTOR OF THE ISA GERMAN CHAPTER. 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS FROM VARIOUS COMPONENTS ARE HIRED AS SPEAKERS FOR CHAPTERS OR OTHER ARBORICULTURAL EDUCATIONAL EVENTS. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS FORM 990, PART VI, SECTION A, LINE 7A UNDER 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 11 INITIAL 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 12C ALL 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 15 PERFORMANCE 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 19 ISA 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. CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC FORM 990, PART VII MARK 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -51,394. FORM 990, PART XI, LINE 2C ISA HAS NOT CHANGED THE OVERSIGHT PROCESS OR THE SELECTION PROCESS DURING THE CURRENT YEAR.