2023-11-15T22:16:04-06:00 2022-12-31 953001179 WINDES INC PO BOX 87 LONG BEACH CA 908010087 990 2022-01-01 237314838 TREEPEOPLE INC TREE 8187534600 12601 MULHOLLAND DR BEVERLY HILLS CA 90210 DANIEL BERGER EXEC. DIR. OF OPERATIONS 8187534600 2023-11-15 1 DANIEL BERGER 888008888 1 AARON PHILLIPS P01654760 5624351191 2023-11-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DANIEL BERGER 12601 MULHOLLAND DR BEVERLY HILLS CA 90210 13502392 0 X WWW.TREEPEOPLE.ORG X 1973 CA TO INSPIRE, ENGAGE AND SUPPORT PEOPLE TO TAKE PERSONAL RESPONSIBILITY FOR THE URBAN ENVIRONMENT. 22 22 151 7575 0 0 10694247 11860731 520907 1178318 34467 125071 0 -61302 11249621 13102818 24000 0 0 0 4959849 6973659 149750 73500 1326060 3454089 4986895 8587688 12034054 2661933 1068764 17069704 18089327 3497770 3796893 13571934 14292434 X TREEPEOPLE UNITES THE POWER OF TREES, PEOPLE, AND NATURE-BASED SOLUTIONS TO GROW MORE CLIMATE-RESILIENT AND WATER-SECURE COMMUNITIES AS THE REGION FACES EXTREME WEATHER, HISTORIC DROUGHT AND A HOTTER, DRIER FUTURE. THE ORGANIZATION INSPIRES, ENGAGES AND SUPPORTS PEOPLE TO TAKE PERSONAL RESPONSIBILITY FOR THE URBAN ENVIRONMENT MAKING IT SAFE, HEALTHY, FUN AND SUSTAINABLE AND TO SHARE THE PROCESS AS A MODEL FOR THE WORLD. TREEPEOPLE FACILITATES COLLABORATION AMONG PUBLIC AGENCIES AND LOCAL STAKEHOLDERS, AND PROMOTES LEADERSHIP IN GRASSROOTS VOLUNTEERS, YOUTH AND COMMUNITIES. IN THIS WAY, TREEPEOPLE SEEKS TO BUILD A POWERFUL AND DIVERSE COALITION TO GROW A GREENER, HEALTHIER AND MORE WATER-SECURE LOS ANGELES FOR PRESENT AND FUTURE GENERATIONS. 0 0 726762 949354 ENVIRONMENTAL EDUCATION AND OUTDOOR ACCESS: PROVIDE OPPORTUNITIES TO YOUTH IN ENVIRONMENTAL EDUCATION AND OUTDOOR LEARNING TO HELP STUDENTS EXPLORE LOCAL ENVIRONMENTAL SYSTEMS AND ISSUES SUCH AS WASTE, WATER AND FORESTRY IN A FUN AND ENGAGING WAY. THIS INCLUDES ENGAGING YOUTH AT EVERY AGE LEVEL, OFFERING AGE-APPROPRIATE PROJECTS, FIELD TRIPS, AND HANDS-ON LEARNING EXPERIENCES TO EMPOWER FUTURE GENERATIONS. THIS PROGRAM EXPANDS ACROSS LOS ANGELES COUNTY AND PRIORITIZES COMMUNITIES THAT HAVE NOT HISTORICALLY BEEN ABLE TO ACCESS NATURE. THIS PROGRAM WAS ABLE TO SERVE APPROXIMATELY 14,000 STUDENTS ACROSS 200 SCHOOLS THROUGH OVER ONE HUNDRED OF FIELD TRIPS AND OVER ONE HUNDRED SERVICE-LEARNING PROJECTS. THIS PROGRAM UPLIFTS YOUTH TO BUILD A CONNECTION WITH NATURE AND UNDERSTAND THAT THEY HAVE A ROLE TO PLAY IN IMPROVING OUR LOCAL COMMUNITIES AND ENVIRONMENT. 778567 POLICY & RESEARCH: DEVELOP CUTTING-EDGE RESEARCH TO ADVANCE THE IMPLEMENTATION OF NATURE-BASED SOLUTIONS AND ADVOCATE FOR POLICIES THAT ARE GUIDED BY RESEARCH AND COMMUNITY FEEDBACK. THE RESEARCH CONDUCTED APPLIES TO ALL RELATED ISSUES IN THE URBAN ENVIRONMENT, SUCH AS WATER, SOIL AND GREEN INFRASTRUCTURE. THE RESEARCH TEAM ADVANCED THE REGION'S UNDERSTANDING OF THE USE OF URBAN SOILS FOR WATER CAPTURE, THE FEASIBILITY FOR SCHOOLS TO CAPTURE STORMWATER AND SYNTHESIS DATA RELATED TO THE LOCALIZED BENEFITS OF URBAN FORESTS. POLICIES AT THE STATE AND LOCAL LEVELS WERE ADVANCED AND IMPROVED BY TREEPEOPLE'S PARTICIPATION. THIS INCLUDED HISTORIC FUNDING FOR SCHOOL GREENING AND OTHER POLICIES THAT ENSURED THE PRIORITIZATION OF HISTORICALLY UNDERSERVED COMMUNITIES. THIS PROGRAM HAS ADVANCED THE USE AND EFFECTIVENESS OF NATURE-BASED SOLUTIONS IN UNDERSERVED COMMUNITIES. 3883873 2785 URBAN AND MOUNTAIN FORESTRY: THE FORESTRY PROGRAMS EXPANDED TREE CANOPY, CARED FOR YOUNG TREES, REFORESTED MOUNTAINOUS AREAS, AND RESTORED NATIVE HABITAT WHILE ENGAGING AND ACTIVATING THOUSANDS OF INDIVIDUALS TO PARTICIPATE AND LEARN IN THE PROCESS. TREEPEOPLE'S URBAN FORESTRY TEAMS PLANTED TREES IN HISTORICALLY UNDERSERVED COMMUNITIES ACROSS LOS ANGELES COUNTY AND INTO THE INLAND EMPIRE. TREEPEOPLE'S MOUNTAIN FORESTRY TEAM RESTORED TENS OF PROJECT SITES ACROSS THE LOCAL MOUNTAINS THAT HAVE BURNED IN RECENT FIRES. TREEPEOPLE ENGAGED MORE THAN 10,000 VOLUNTEERS, PLANTED MORE THAN 10,000 TREES AND PLANTS IN MOUNTAIN FORESTS, PLANTED 6,000 TREES IN URBAN PARKWAYS, AND DISTRIBUTED MORE THAN 2,500 FRUIT TREES TO RESIDENTS. IN ADDITION, TREEPEOPLE ENGAGED AND SUPPORTED VOLUNTEERS TO ENSURE THE SURVIVAL OF THOUSANDS OF PLANTS AND TREES ACROSS THE REGION, INCLUDING OVER 400 ACRES IN THE MOUNTAINS. THIS PROGRAM HAS DIRECTLY CONTRIBUTED TO THE MITIGATION AND ADAPTATION OF CLIMATE CHANGE, PROVIDING MUCH-NEEDED SHADE AND ECO-SYSTEM BENEFITS IN OUR WARMING ENVIRONMENT. 3569779 226179 OTHER PROGRAM SERVICES 3569779 226179 8958981 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 32 0 1 151 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X X THE ORGANIZATION 8187534600 12601 MULHOLLAND DR BEVERLY HILLS CA 90210 PHILIP BOESCH BOARD CHAIR 1.00 1.00 X X 0 0 0 NOAH PERCH- AHERN BOARD VICE CHAIR 1.00 1.00 X X 0 0 0 EDGAR DYMALLY SECRETARY 1.00 X X 0 0 0 J LEE BRALY TREASURER 1.00 1.00 X X 0 0 0 RUTH GOLDWAY DIRECTOR 1.00 X 0 0 0 LAURIE BENENSON DIRECTOR 1.00 X 0 0 0 BETH BRUNAM DIRECTOR 1.00 1.00 X 0 0 0 SUSAN DRAKE DIRECTOR 1.00 X 0 0 0 DR JONATHAN FIELDING DIRECTOR 1.00 X 0 0 0 KARIN FIELDING DIRECTOR 1.00 X 0 0 0 JONATHAN FRIEDLAND DIRECTOR 1.00 X 0 0 0 NANCY HELSLEY DIRECTOR 1.00 1.00 X 0 0 0 DR LEE KATS DIRECTOR 1.00 1.00 X 0 0 0 JARED LINDSAY DIRECTOR 1.00 X 0 0 0 SARA NICHOLS DIRECTOR 1.00 X 0 0 0 DAVID PASCHAL DIRECTOR 1.00 X 0 0 0 JOSEPHINE POWE DIRECTOR 1.00 3.00 X 0 0 0 WILLIAM QUICKSILVER DIRECTOR 1.00 X 0 0 0 MINDY MANN DIRECTOR 1.00 X 0 0 0 SAM WHITING DIRECTOR 1.00 X 0 0 0 IRA ZIERING DIRECTOR 1.00 1.00 X 0 0 0 DAVID ZUCKER DIRECTOR 1.00 X 0 0 0 CINDY MONTANEZ CHIEF EXECUTIVE OFFICER 40.00 X 262247 0 20404 ROBYN REHAK CHIEF DEVELOPMENT OFFICER 40.00 X 151739 0 13282 JEAN PAUL RENAUD CHIEF COMMUNICATIONS OFFICER 40.00 X 118419 0 4120 AUTUMN TORREGANO DIRECTOR OF HUMAN RESOURCES 40.00 X 150552 0 800 ROBERTA TURITZ CHIEF FINANCIAL OFFICER 40.00 X 174881 0 39771 ARIEL WHITSON DIRECTOR OF EDUCATION AND COMMUNITY 40.00 X 112455 0 14152 970293 0 92529 10 0 1 0 0 291088 6580993 4988650 11860731 GENERATION EARTH/OTHER 900099 870319 870319 AFFILIATE FEES REVENUE 900099 214364 214364 PROGRAM REVENUE 900099 93635 93635 1178318 120323 120323 329065 324317 4748 4748 4748 9300 291088 68602 -59302 -59302 4655 6655 -2000 -2000 13102818 1176318 0 65769 X 282652 226121 56531 5770341 4189614 1028695 552032 555303 460788 67085 27430 365363 203765 112045 49553 6210 6210 20100 20100 73500 73500 2792169 2404880 158824 228465 24913 4546 1753 18614 190090 107178 66947 15965 257259 220425 19064 17770 49325 31818 10204 7303 46165 46165 524266 390107 76141 58018 137083 103061 19309 14713 PLANTING RELATED 422778 418398 3565 815 EQUIPMENT AND VEHICLES 207169 175197 21579 10393 DIRECT MAIL EXPENSES 116728 116728 ACCOUNT FEES 72642 4214 29651 38777 119998 18869 5145 95984 12034054 8958981 1749013 1326060 X 1432317 1281823 4275309 3194832 205060 3783421 6045660 58981 113249 252854 278876 10820102 7765794 3148297 3054308 3913465 4094199 0 26380 17069704 18089327 1628524 2195775 386737 375738 957697 889817 524812 335563 3497770 3796893 X 9640508 10179259 3931426 4113175 13571934 14292434 17069704 18089327 1068764 -348264 0 X 0 1 X 1 1 1 X 6477262 7848808 10648168 10694247 11860731 47529216 6477262 7848808 10648168 10694247 11860731 47529216 3067681 44461535 6258 10781 4480 34467 120323 176309 47705525 3880260 0.93200 0.92660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10367837 10367837 668392 167098 0 0 499020 565297 517640 668392 2250349 3375524 124755 141324 129410 167098 562587 843881 1700000 300000 2000000 1400000 300000 4260 4260 1700000 1100000 300000 3401 3401 1400000 800000 300000 1100000 500000 300000 800000 1.00000 0 0 8578756 6245902 2332854 718002 273093 444909 1298872 1025366 273506 224472 221433 3039 3054308 DEFERRED COMPENSATION 309183 OPERATING LEASE LIABILITY 26380 335563 X 12761209 -348264 6655 -341609 13102818 0 13102818 12040709 6655 6655 12034054 0 12034054 PART V, LINE 4: DESCRIBE THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS: TREEPEOPLE'S ENDOWMENTS CONSIST OF FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ENDOWMENT FUNDS ARE ESTABLISHED BY DONOR-RESTRICTED GIFTS AND BEQUESTS TO EITHER PROVIDE A PERMANENT ENDOWMENT, WHICH IS TO PROVIDE A PERMANENT SOURCE OF INCOME TO TREEPEOPLE, OR A TERM ENDOWMENT, WHICH IS TO PROVIDE INCOME FOR A SPECIFIED PERIOD TO TREEPEOPLE. TREEPEOPLE'S BOARD OF DIRECTORS ESTABLISHED A SPENDING POLICY TO DISTRIBUTE ACCUMULATED EARNINGS ON AN ANNUAL BASIS TO FURTHER THE PURPOSES OF THE INDIVIDUAL DONOR-DESIGNATED FUNDS AS OF THE END OF 2022. PART X, LINE 2: FIN 48: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AS A CHARITABLE ORGANIZATION WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 512(A)(1) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX. THE ORGANIZATION CURRENTLY HAS NO UNRELATED BUSINESS INCOME. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED. THE ORGANIZATION IS ALSO EXEMPT UNDER CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701(D). THE ORGANIZATION IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 6,655. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 6,655. PART V, COLUMN (B), ENDOWMENT FUNDS ADJUSTMENTS: THE 2021 SCHEDULE D REPORTED AN INCORRECT AMOUNT IN THE CURRENT YEAR ENDOWMENT ACTIVITY - LINE 1E REPORTED A NEGATIVE EXPENSE ($4,260), CAUSING THE ENDING BALANCE ON LINE 1G TO BE INCORRECT. ON THIS 2022 SCHEDULE D, LINES 1E AND 1G IN THE PRIOR YEAR COLUMN (B) HAVE BEEN ADJUSTED TO CORRECT THE ERROR. X X X X X 1 ALAN MAGREE CONSULTING 1967 YOSEMITE ROAD BERKELEY CA 94707 DIRECT MAILING CONSULTANT 0 566525 73500 493025 566525 73500 493025 CA HARVEST MOON 300388 291088 9300 10427 58175 300388 291088 9300 10427 58175 68602 -59302 X 0 0 0 0 0 0 0 0 0 CINDY MONTANEZ CHIEF EXECUTIVE OFFICER 242247 0 20000 0 0 0 10000 0 10404 0 282651 0 0 0 ROBERTA TURITZ CHIEF FINANCIAL OFFICER 174881 0 0 0 0 0 27000 0 12771 0 214652 0 0 0 ROBYN REHAK CHIEF DEVELOPMENT OFFICER 151739 0 0 0 0 0 0 0 13282 0 165021 0 0 0 AUTUMN TORREGANO DIRECTOR OF HUMAN RESOURCES 150552 0 0 0 0 0 800 0 0 0 151352 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE GOVERNING BODY DELEGATED BROAD AUTHORITY TO AN EXECUTIVE COMMITTEE: MEMBERS INCLUDE; 1) PHIL BOESCH, BOARD CHAIR 2) LAURIE BENENSEN, DIRECTOR 3) J. LEE BRALY, TREASURER 4) EDGAR DYMALLY, SECRETARY 5) KARIN FIELDING, DIRECTOR 6) JONATHAN FIELDING, DIRECTOR 7) NOAH PERCH-AHERN, BOARD VICE CHAIR FORM 990, PART VI, SECTION A, LINE 2 DESCRIBE ANY FAMILY RELATIONSHIP OR BUSINESS RELATIONSHIP BETWEEN OFFICERS, DIRECTORS, TRUSTEES, OR KEY EMPLOYEES: DR. JONATHAN FIELDING AND KARIN FIELDING ARE SPOUSES. FORM 990, PART VI, SECTION B, LINE 11B DESCRIBE THE PROCESS USED BY THE ORGANIZATION TO REVIEW THIS FORM 990: THE FORM 990 IS REVIEWED BY THE CFO. THE RETURN IS THEN APPROVED BY THE FINANCE COMMITTEE. THE FORM 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C DID THE ORGANIZATION REGULARLY AND CONSISTANTLY MONITOR THE CONFLICT OF INTEREST POLICY: THE BOARD MEMBER WITH THE CONFLICT WILL BE EXCUSED FROM ANY VOTE ON THE MATTER. QUESTIONNAIRES ARE ALSO GIVEN ANNUALLY. ANY OUTSIDE CONTRACTOR FINANCIALLY TIED TO A CURRENT TREEPEOPLE EMPLOYEE IN A WAY THAT THE EMPLOYEE COULD BENEFIT FINANCIALLY IF THE CONTRACTOR IS HIRED, IS NOT ALLOWED TO BID OR OTHERWISE BE CONSIDERED FOR CONTRACTING. SUCH TIES INCLUDE BUT ARE NOT LIMITED TO A SPOUSE/PARTNER, MEMBERS OF THE EMPLOYEE'S HOUSEHOLD OR OUTSIDE BUSINESS PARTNER(S). TREEPEOPLE MAY ELECT TO REVISIT THIS POLICY IN THE CLEAR INSTANCE THAT THE SERVICES AND COST PROVIDED BY THE POTENTIAL CONTRACTOR ARE UNIQUE TO THE POINT OF BEING THE ONLY RESOURCE AVAILABLE ("SOLE SOURCE"). TREEPEOPLE WELCOMES OUTSIDE CONTRACTORS TIED FINANCIALLY TO CURRENT EMPLOYEES SHOULD THEY CHOOSE TO PARTICIPATE AS PRO-BONO PROFESSIONALS OR VOLUNTEERS, BUT THERE IS NO EXPECTATION WHATSOEVER FOR THEM TO DO SO. FORM 990, PART VI, SECTION B, LINE 15 DID THE PROCESS TO DETERMINE COMPENSATION INCLUDE A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABLE DATA AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION? IN THE PROCESS TO DETERMINE COMPENSATION FOR THE PRESIDENT AND THE CFO, THE BOARD OF DIRECTORS REVIEWED COMPARABLE DATA AS WELL AS CONTEMPORANEOUS SUBSTANTIATION OF THE COMPENSATION INDEPENDENTLY, WITHOUT THE PARTICIPATION OF INTERESTED PERSONS. FORM 990, PART VI, SECTION C, LINE 19 DESCRIBE HOW THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMETNS AVAILABLE TO THE PUBLIC: GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. OUR MOST RECENT 990 IS AVAILABLE TO THE PUBLIC ON GUIDESTAR AND WILL BE POSTED ON OTHER APPROPRIATE PUBLIC ACCESS WEBSITES AS WELL. FORM 990, PART IX, LINE 11G PROGRAM CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 1,866,021. MANAGEMENT AND GENERAL EXPENSES 99,881. FUNDRAISING EXPENSES 228,404. TOTAL EXPENSES 2,194,306. GENERAL CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 3,840. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,840. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 2,108. MANAGEMENT AND GENERAL EXPENSES 23,295. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,403. CONSTRUCTION/ LABOR: PROGRAM SERVICE EXPENSES 450,787. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 450,787. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 82,124. MANAGEMENT AND GENERAL EXPENSES 35,648. FUNDRAISING EXPENSES 61. TOTAL EXPENSES 117,833. MOUNTAINS RESTORATION TRUST DBA TREEPEOPLE LAND TRUST 23075 MULHOLLAND HWY CALABASAS CA 91302 953677444 ENVIRONMENTAL CONSERVATION AND EDUCATION CA 501(C)(3) LINE 7 TREEPEOPLE INC 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 MOUNTAINS RESTORATION TRUST DBA TREEPEOPLE LAND TRUST O 265569 ACCRUAL MOUNTAINS RESTORATION TRUST DBA TREEPEOPLE LAND TRUST P 214364 ACCRUAL