2025-12-16T11:11:30-06:00 2025-06-30 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2024-07-01 311766444 Casey Trees CASE 2028334010 3030 12th St NE Washington DC 200172408 Andrew Schichtel Executive Director 2028334010 2025-12-16 1 1 Lori A Collingsworth P00639819 7038930300 2025-12-16 2024 2025-03-06 01:10:19Z Andrew Schichtel 3030 12th St NE Washington DC 200172408 19988658 0 X www.caseytrees.org X 2001 DC To restore, enhance and protect the tree canopy of the nation's capital. 15 15 67 3472 244311 217155 2496311 3993900 1230938 1451826 10081883 5508945 37967 32053 13847099 10986724 458962 775496 0 0 6231132 6425985 0 0 378747 3049208 3272711 9739302 10474192 4107797 512532 193652416 207979606 856499 796676 192795917 207182930 X To restore, enhance and protect the tree canopy of the nation's capital. 0 0 3643073 855270 Tree Operations: Initial activities involve the community outreach and engagement associated with finding new tree installation locations. Location strategy is in direct relation to the lack of investment in communities and lack of canopy coverage of said neighborhoods. Procurement, installation, maintenance, pruning, and tracking of trees are fundamental to the Tree Operations Department scope of work. 1949732 100 573627 Casey Tree Farm: Activities geared toward the production of trees and strengthening of Casey Trees' support network. 1127696 540932 22929 Education: Activities associated with the development, implementation and evaluation of tree-based education and training programs. 869755 Communications & Development: The Communications and Development department connects people to trees, through trees, and to Casey Trees. The department achieves this by providing high-quality content, memorable experiences, outstanding customer service, and expanding the organization's support network. They complete activities that disseminate information about Casey Trees to encourage engagement in, and broad support, of its work. 636901 159464 Policy & Land Conservation: Promotes tree-friendly urban design, preservation of land, and community action in support of our mission 166709 75000 Program Development: Activities that are not of sufficient size, scale, or cost to warrant tracking on an individual basis. 1673365 234464 8393866 1 1 0 1 0 0 1 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 48 0 1 67 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA DC X X Casey Trees 2028334010 3030 12th St NE Washington DC 200172408 Jeff Stoiber President 2.00 X X 0 0 0 Kevin Kelso Vice President 2.00 X X 0 0 0 Tom Suber Treasurer 2.00 X X 0 0 0 Christy Dunkle Secretary 2.00 X X 0 0 0 Joe Bondi Assistant Treasurer 2.00 X X 0 0 0 Dave Porter Director 2.00 X 0 0 0 Mansur Abdul-Malik Director 1.00 X 0 0 0 Thomasina Poirot Director 1.00 X 0 0 0 Kathy Robertson Director 1.00 X 0 0 0 Charles Drew Director 1.00 X 0 0 0 Michael Williams Director 1.00 X 0 0 0 Barbara Shea Director 1.00 X 0 0 0 Eric Price Director 1.00 X 0 0 0 DeLane Porter GCA Representative 1.00 X 0 0 0 Betsy Huffman GCA Representative 1.00 X 0 0 0 Mark Buscaino Executive Director 40.00 X 173795 0 93533 Andrew Schichtel Chief Operating Officer 40.00 X 174600 0 44977 Robert Shaut Director, Tree Operations 40.00 X 149737 0 36440 Matthew Hansen Business Manager 40.00 X 125039 0 18864 Veva Johnson-Milton HR Generalist 40.00 X 124756 0 10339 Michael Drader Director, Communications 40.00 X 119785 0 60340 Melinda Peters Director, Education 40.00 X 116264 0 30024 983976 0 294517 11 0 1 0 The Aslan Group 1708 Mullikin Drive Champaign IL 61822 Consulting 122604 Clearstead Advisors LLC 1100 Superior Ave Ste 700 Cleveland OH 44114 Investment Management 113047 American Technology Services 2751 Prosperity Ave Ste 600 Fairfax VA 22031 IT Services 103135 3 9151 3195148 789601 1042 3993900 Contracts and program services 900099 855270 855270 Tree sales 111421 573627 573627 Education workshops 611710 22929 22929 1451826 2408129 244311 2163818 24523 0 24523 24523 24523 12101125 1625 9001934 0 3099191 1625 3100816 3100816 Other 900099 7530 7530 7530 10986724 1451826 244311 5296687 775496 775496 581420 453109 105189 23122 4402140 3430653 796421 175066 344304 268322 62290 13692 700644 546022 126758 27864 397477 309760 71910 15807 97042 10800 83964 2278 69917 69917 680 680 155358 155358 617268 509267 53753 54248 64279 63156 1123 254014 192822 38565 22627 202921 136721 44952 21248 209258 192415 13620 3223 195639 182964 12219 456 90580 83796 6570 214 546024 513802 24836 7386 168554 130104 28057 10393 Tree planting/ supplies 593977 593977 UBI taxes 7200 7200 10474192 8393866 1701579 378747 60671 1693 804022 379681 528105 761065 177307 144182 24858618 5483991 19486365 19374627 148626031 163401265 22250392 22012591 1719523 1904502 193652416 207979606 582014 376617 5000 2057 269485 418002 856499 796676 X 143412350 156885879 49383567 50297051 192795917 207182930 193652416 207979606 X 512532 13854144 20337 X X 0 1 X 1 1 1 X X 1 Garden Club of America 131626773 7 1 22500 0 1 22500 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 Part IV, Section D, Line 3: Two members of the governing body of the Garden Club of America (the supported organization) also serve as members of the governing body of Casey Trees (the supporting organization). The President of the Garden Club of America ("GCA") annually appoints two members of the Board of Directors of the GCA to serve on Casey Trees' Board of Directors. Both members are chosen from the membership of the GCA. Service as a director of Casey Trees shall automatically terminate in the event such director is no longer a member of the GCA, for any reason whatsoever. Part IV, Section E, Line 2a: The mission of the GCA is to stimulate the knowledge and love of gardening, to share the advantages of assocation by means of educational meetings, conferences, correspondence, and pubclications, and to restore, improve, and protect the quality of the environment through educational programs and action in the fields of conservation and civic improvement. Substantially all Casey Trees activities conducted are in direct furtherance of the mission of the GCA. Casey Trees was organized by the GCA in 2001 to accept a permanently restricted endowment granted by the Eugene B. Casey Foundation of Gaithersburg, Maryland. Casey Trees provides support to the GCA through its reforestation projects in Washington, D.C. Part IV, Section E, Line 2b: Casey Trees holds title to and manages exempt use assets through its ownership of Casey Tree Farm, LLC. Casey Trees activities include tree planting and the protection of the "Urban Canopy". RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 4102 0 0 1 2251 0 0 6353 0 Part II-B, Line 1: Line 1a: Volunteers are trained to be advocates in their community, trained to provide testimony to Council Members and stakeholders, and trained on the role of tree legislation in DC. Line 1b: Staff train volunteers and periodically meet with DC stakeholders including public officials to emphasize the importance of trees in our community. Line 1d: Email communications Line 1g: Casey Trees staff have had meetings with DC officials on proposed and in-process legislation and provided testimony for the City Council hearings on legislation and its impacts on the mission of Casey Trees. We also issued calls to action through our online newsletter. X X X 6 2.80 0 1 1 300.00 17500 1 49311463 0 5542492 4788042 50065913 49311463 595961 8917496 9513457 49311463 49311463 2454952 5781045 8235997 49311463 61624358 3343587 -8565366 7091116 49311463 49311463 0 18392814 6079919 61624358 0.00000 1.00000 0.00000 0 0 11218052 11218052 9988729 3481952 6506777 1831732 704932 1126800 1740097 1297107 442990 80008 80008 19374627 Hedge Funds 9721351 F Private equity funds 9569885 F Pooled funds 2721355 F 22012591 Deferred compensation liabilities 376591 Lease liability - operating lease 39411 Security deposits 2000 418002 X Part II, Line 5: The conservation agreements and related documents state that Casey Trees maintains the following rights with regard to monitoring and enforcement policies: 1. A perpetual easement and right to preserve and protect the conservation values of the property; 2. A perpetual easement and right to enter upon and inspect the property at reasonable times, and upon prior reasonable notice in order to monitor the landowner's compliance with and otherwise enforce the terms of the easement; provided, however, in cases where holder determines that immediate entry is reasonably necessary to prevent, terminate or mitigate a violation or suspected violation of this conservation easement, such entry may be without prior notice to land owner. 3. A perpetual easement and right to prevent (including the right to see injunctive relief) for any activity on or use of the property that is inconsistent with terms of the conservation easement and the purpose, and to require restoration of such areas or features of the property that may be damaged by any inconsistent activity or use; and 4. A perpetual easement and right to display on the property, at its discretion such signs as it may customarily use to identify lands under conservation easement, the terms of the conservation easement or the conservation values being protected. If Casey Trees determines that the landowner, or third parties under landowner's authority or control or acting with landowner's knowledge, is in violation of the terms of the conservation easement, Casey Trees will give written notice to landowner of such violations and demand corrective action. If landowner fails to cure the violation within 30 days after receipt of notice, Casey Trees may bring action at law or in equity in a court of competent jurisdiction to enforce terms of the conservation easement. Part II, Line 9: The Organization is a holder and administrator of five conservation easements in various locations in Washington, D.C. The purpose of the conservation easements is to preserve and protect the environment of the properties and permanently maintain the open-space value and character of the associated property. The conservation easements held by the Organization were all obtained via gift deed from the property owner of record at the time of donation. Since these easements have no marketable value, the Organization assigned a nominal value of $1 per easement and included them in other assets in the accompanying consolidated statements of financial position. The conservation easements totaled $5 at year end. Part V, Line 4: Casey Trees' endowment is used to fund operations. Part X, Line 2: Management has evaluated the Organization's tax positions and concluded that the Organization had no significant uncertain tax positions at June 30, 2025 and 2024. 1 Alice Ferguson Foundation Inc 2001 Bryan Point Road Accokeek MD 20607 520694646 501(c)(3) 118800 0 N/A N/A Nature Near Schools Meaningful Watershed Educational Experience Anacostia Watershed Society Inc 4302 Baltimore Avenue Bladensburg MD 20710 521666511 501(c)(3) 56694 0 N/A N/A Nature Near Schools Meaningful Watershed Educational Experience Anacostia Watershed Society Inc 4302 Baltimore Avenue Bladensburg MD 20710 521666511 501(c)(3) 25000 0 N/A N/A Grant to DC Environmental Network Baltimore Tree Trust 2631 SISSON STREET BALTIMORE MD 21211 264031411 501(c)(3) 25000 0 N/A N/A General Support of Organization's overall mission and programs District of Columbia Green Spaces Alliance Inc 1102 Monroe St NW Washington DC 20010 273486932 501(c)(3) 24000 0 N/A N/A Grant to Capital Nature Chesapeake Climate Action PO Box 11138 Takoma Park MD 20913 113644283 501(c)(3) 109896 0 N/A N/A Invasive Vine Removal Edgewood Alley Green 316 Bryant St NE Washington DC 20002 921668213 501(c)(3) 24000 0 N/A N/A Land Conservation Fusion Partnerships Inc 1601 Guilford Ave 2 South BALTIMORE MD 21202 522148413 501(c)(3) 10000 0 N/A N/A Wellness Empowerment Series Living Classrooms Foundation of the National Capital Region-156 515 M Street SE Ste 222 Washington DC 20003 900518838 501(c)(3) 38016 0 N/A N/A Nature Near Schools Meaningful Watershed Educational Experience Nature Forward Inc 8940 Jones Mill Road Chevy Chase MD 20815 530233715 501(c)(3) 22942 0 N/A N/A Nature Near Schools Meaningful Watershed Educational Experience NatureBridge 1033 Fort Cronkhite Sausalito CA 94965 942145930 501(c)(3) 135996 0 N/A N/A Nature Near Schools Meaningful Watershed Educational Experience The Garden Club of America 14 East 60th Street 3rd Floor New York NY 10022 131626773 501(c)(3) 22500 0 N/A N/A Annual Scholarships The School of Harvest 5200 Foote St NE Washington DC 20019 992005233 501(c)(3) 6800 0 N/A N/A Youth Education Urban Learning and Teaching Center 1101 Connecticut Ave NW 450 Washington DC 20036 813314763 501(c)(3) 111565 0 N/A N/A Nature Near Schools Meaningful Watershed Educational Experience Ward 8 Woods Conservancy Inc 3214 11th Place Southeast Washington DC 20032 834448574 501(c)(3) 25000 0 N/A N/A General Support of Organization's overall mission and programs 14 0 Part I, Line 2: When Casey Trees makes grants to other US organizations, it does so through a written grant agreement that requires reports from the grantee either in writing, verbally, or both. X X X X X X 0 1 0 0 0 0 0 0 0 Mark Buscaino Executive Director 173338 0 0 0 457 0 35500 0 58033 0 267328 0 0 0 Andrew Schichtel Chief Operating Officer 174600 0 0 0 0 0 32788 0 12189 0 219577 0 0 0 Robert Shaut Director, Tree Operations 149687 0 0 0 50 0 24411 0 12029 0 186177 0 0 0 Michael Drader Director, Communications 119744 0 0 0 41 0 22927 0 37413 0 180125 0 0 0 Part I, Line 4b The Organization has a non-qualified deferred compensation plan under IRC Section 457(f) on behalf of certain key executives. During calendar year 2024, the Organization made the following 457(f) plan contributions on behalf of key executives listed in Form 990, Part VII, Section A. Mark Buscaino $17,000 Andrew Schichtel $15,000 Robert Shaut $10,000 Michael Drader $10,000 Melinda Peters $10,000 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 11b A copy of the Form 990 is first reviewed and approved by Casey Trees' outside accountant and management. Upon management's approval, the Form 990 is forwarded to the audit committee for review 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 conflict 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 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 dictate. The setting of 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 its website. Form 990, Part VI, Section C, line 19 Casey Trees makes its governing documents, certain policies (including conflict of interest policy) available upon request based on the discretion of management. Casey Trees makes available its audited financial statements and annual impact report on its website. Form 990, Part XI, line 9: NPV discount on Life Estate 20,337. Form 990, Part XII, Line 2c: Casey Trees' Audit Committee assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant. Casey Tree Farm LLC 3030 12th Street NE Washington DC 200172408 To manage real estate and property, grow trees and conduct tree research. VA 598150 9223441 Casey Trees Garden Club of America 14 East 60th Street 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