2012-12-10T11:16:10-06:00 2012-06-30 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VI 22182 990 2011-07-01 311766444 Casey Trees CASE 2028334010 3030 12th St NE Washington DC 20017 Mark Buscaino 2028334010 2012-12-07 1 Nicole M Simon CPA P01315245 7038930300 2012-12-07 2011 2016-02-24 21:20:13Z Mark Buscaino 3030 12th St NE Washington DC 20017 77574564 0 X www.caseytrees.org X 2001 DC To restore, enhance and protect the tree canopy of the Nation's Capital. 16 16 66 1740 0 0 560582 381624 48386 83282 3358495 2210709 3906 26810 3971369 2702425 4100 10085 0 0 1755995 1958991 0 0 131516 1907483 1678727 3667578 3647803 303791 -945378 128635056 122673636 295427 233177 128339629 122440459 X To restore, enhance and protect the tree canopy of the Nation's Capital. 0 0 900232 Tree Planting: Activities associated with the planting and maintenance of trees with individuals, neighborhood groups and associations, etc., - including tree planting, pruning, mulching and other maintenance. 640049 Casey Tree Farm: Used primarily for the production of trees for Casey Trees' planting operations. 399029 83282 Education: Activities associated with the development, implementation and evaluation of all education and training programs including the Citizen Forester program, school-based projects and the summer high school internship program. 183168 Geographic Resources: Activities designed to collect and maintain information about the condition and extent of the District's tree canopy, and the survival rates of planted trees. 272649 Planning and design: Activities to engage and collaborate with government, business community, developers and others so that plans, designs and construction practices protect existing trees and forests, and create spaces capable of sustaining large, healthy trees. 31003 Program development: Activities related to the work of the Casey Trees Endowment Fund that, as individual programs, are not of sufficient size, scale, or cost to warrant tracking on an individual basis. 392949 Communications: Activities associated with outreach regarding the value of trees, the care of trees, and the dissemination of information regarding all program areas including engaging volunteers in tree planting and training programs. 879769 2819079 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 42 0 66 1 0 1 CJ 0 0 0 0 0 0 0 0 X 16 16 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 Lianna King 10.00 X X 0 0 0 Eric Price 0.90 X X 0 0 0 Charles Flickinger 7.00 X X 0 0 0 Henry Ravenel 1.00 X X 0 0 0 David Porter 0.50 X X 0 0 0 Walker Williams 6.20 X X 0 0 0 Barbara Shea 6.70 X 0 0 0 Anna Bredley 1.00 X 0 0 0 Anne Neal 0.10 X 0 0 0 Dennis Chestnut 0.50 X 0 0 0 Don Edwards 0.20 X 0 0 0 Jim Sherald 2.00 X 0 0 0 Karl Warnke 0.20 X 0 0 0 Lew Rumford 1.00 X 0 0 0 Linda Greene 0.40 X 0 0 0 Sean Cahill 1.50 X 0 0 0 Mark Buscaino 40.00 X 170850 0 7679 170850 0 7679 1 0 1 0 University Homes LLC 194 N 21st St Purcellville VA 20132 Renovation services 457816 Sylvan Stoltzfus Builders LLC 148 Harristown Rd Paradise PA 17562 Renovation services 215966 2 12848 263348 105428 381624 Contract services 900099 83282 83282 83282 2147329 2147329 27030 220 26810 26810 26810 74935299 74871919 63380 63380 63380 2702425 83282 0 2237519 10085 10085 179615 141784 29118 8713 1425608 1125320 231084 69204 33243 26261 5389 1593 165104 130426 26766 7912 155421 122777 25196 7448 1992 386 1606 24738 4791 19947 262658 262658 116753 114135 261 2357 91031 77545 663 12823 109878 101199 5173 3506 44824 42406 1422 996 1922 1922 40457 38280 1360 817 81396 76793 4074 529 171869 137822 29323 4724 50830 45842 5024 -36 Trees/planting material 298711 298711 Overhead 216534 171838 34601 10095 Repairs & maintenance 93528 93451 56 21 Taxes 30697 20747 9950 40909 36558 3537 814 3647803 2819079 697208 131516 17016 25152 2674713 1979123 131317 76033 7229 568 95560 119889 15622516 570142 13920185 15052374 98746637 91851468 12792722 13321527 249677 247502 128635056 122673636 293177 229927 1050 1050 1200 2200 295427 233177 X 67630433 65826079 11397733 7302917 49311463 49311463 128339629 122440459 128635056 122673636 X -945378 -4953792 X X 0 1 1 X 0 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 60709196 -1510550 2584266 56614380 51920650 10411340 1622794 60709196 47681609 6125788 1886747 51920650 59852184 -9331756 2838819 47681609 0.87100 0.12900 0 0 6747749 6747749 7827152 126336 7700816 505633 291749 213884 541982 152057 389925 15052374 Limited Partnership Interests 13321527 F 13321527 Rental Deposits 2200 2200 2702425 3647803 -945378 -4953792 -4953792 -5899170 -2193397 -4953792 57750 220 -4895822 2702425 0 2702425 3705773 57750 220 57970 3647803 0 3647803 Description of Intended Use of Endowment Funds: Part V, Line 4: Casey Trees' endowment is used to fund operations. Description of Uncertain Tax Positions Under FIN 48: Part X: Casey Trees had no significant uncertain tax positions for the year ended June 30, 2012. Part XII, Line 2d - Other Adjustments: Rental expenses 220. Part XIII, Line 2d - Other Adjustments: Rental expenses 220. X X X X 0 0 0 0 0 0 0 1 0 Mark Buscaino 170000 0 0 0 850 0 5625 0 2054 0 178529 0 0 0 Part I, Line 7 Bonus compensation was provided to Executive Director based upon individual performance and programmatic successes of Casey Trees. This bonus was not contingent upon revenues, net earnings or other financial peformance of Casey 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. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized losses on investments: -4,953,792. 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 96182 64447233 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) 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0