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Nonprofiteer
← CASEY TREES

Form 990 for tax year 2023

Filed by CASEY TREES.

Totals

Total revenue
$13,847,099
Total expenses
$9,739,302
Contributions and grants received
$2,496,311
Grants paid
$458,962
Program service revenue
$1,230,938
Investment income
$10,081,883
Other revenue
$37,967
Total assets, end of year
$193,652,416
Total liabilities, end of year
$856,499
Net assets or fund balances, end of year
$192,795,917
Program services expenses (Part IX)
$7,882,816
Management and general expenses
$1,555,399
Fundraising expenses
$301,087
Program service expenses (Part III)
$7,882,816

Program services were 80.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $9,863

  • 1e · Government grants (contributions)

    $1,496,663

  • 1f · All other contributions, gifts and grants

    $989,785

  • 1g · Noncash contributions included above

    $196,000

  • 2a · Program service revenue: Contracts and program services

    total $850,022 · related or exempt $850,022

  • 2b · Program service revenue: Tree sales

    total $376,407 · related or exempt $376,407

  • 2c · Program service revenue: Education workshops

    total $4,509 · related or exempt $4,509

  • 3 · Investment income

    total $3,341,130 · unrelated business $34,076 · excluded $3,307,054

  • 6a · Gross rents

    real property $24,549

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $24,549

  • 6d · Net rental income or loss

    total $24,549 · excluded $24,549

  • 7a · Gross sales of assets other than inventory

    securities $16,452,400

  • 7b · Less cost or other basis and sales expenses

    securities $9,711,647

  • 7c · Gain or loss

    securities $6,740,753

  • 7d · Net gain or loss

    total $6,740,753 · excluded $6,740,753

  • 11a · Other revenue: Other

    total $13,418 · excluded $13,418

  • 11e · Other revenue, total

    $13,418

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $458,962 · program services $458,962

  • 5 · Compensation of officers, directors and key employees

    total $473,126 · program services $381,621 · management and general $74,837 · fundraising $16,668

  • 7 · Other salaries and wages

    total $4,433,223 · program services $3,575,811 · management and general $701,235 · fundraising $156,177

  • 8 · Pension plan contributions

    total $313,782 · program services $253,095 · management and general $49,633 · fundraising $11,054

  • 9 · Other employee benefits

    total $644,105 · program services $519,531 · management and general $101,883 · fundraising $22,691

  • 10 · Payroll taxes

    total $366,896 · program services $295,936 · management and general $58,035 · fundraising $12,925

  • 11b · Fees: legal

    total $53,137 · program services $230 · management and general $52,907

  • 11c · Fees: accounting

    total $83,817 · management and general $83,817

  • 11f · Fees: investment management

    total $144,539 · management and general $144,539

  • 11g · Fees: other

    total $464,306 · program services $363,471 · management and general $77,765 · fundraising $23,070

  • 12 · Advertising and promotion

    total $61,539 · program services $59,399 · management and general $450 · fundraising $1,690

  • 13 · Office expenses

    total $252,345 · program services $173,355 · management and general $56,475 · fundraising $22,515

  • 14 · Information technology

    total $200,809 · program services $150,153 · management and general $37,359 · fundraising $13,297

  • 16 · Occupancy

    total $219,094 · program services $203,028 · management and general $13,341 · fundraising $2,725

  • 17 · Travel

    total $153,798 · program services $147,072 · management and general $6,218 · fundraising $508

  • 19 · Conferences, conventions and meetings

    total $77,664 · program services $70,775 · management and general $3,754 · fundraising $3,135

  • 22 · Depreciation, depletion and amortization

    total $539,013 · program services $500,928 · management and general $31,395 · fundraising $6,690

  • 23 · Insurance

    total $151,540 · program services $97,442 · management and general $46,156 · fundraising $7,942

  • 24a · Other expenses: Tree planting/ supplies

    total $605,998 · program services $605,998

  • 24b · Other expenses: Other taxes/ licenses

    total $26,009 · program services $26,009

  • 24c · Other expenses: UBI taxes

    total $15,600 · management and general $15,600

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $104,519 · end of year $60,671

  • 3 · Pledges and grants receivable

    beginning of year $496,849 · end of year $804,022

  • 4 · Accounts receivable

    beginning of year $183,277 · end of year $528,105

  • 9 · Prepaid expenses and deferred charges

    beginning of year $144,387 · end of year $177,307

  • 10a · Land, buildings and equipment: cost or other basis

    $24,495,483

  • 10b · Land, buildings and equipment: accumulated depreciation

    $5,009,118

  • 10c · Land, buildings and equipment, net

    beginning of year $19,578,407 · end of year $19,486,365

  • 11 · Investments: publicly traded securities

    beginning of year $137,096,927 · end of year $148,626,031

  • 12 · Investments: other securities

    beginning of year $20,931,202 · end of year $22,250,392

  • 15 · Other assets

    beginning of year $1,334,268 · end of year $1,719,523

  • 17 · Accounts payable and accrued expenses

    beginning of year $339,989 · end of year $582,014

  • 19 · Deferred revenue

    beginning of year $0 · end of year $5,000

  • 25 · Other liabilities

    beginning of year $158,317 · end of year $269,485

  • 27 · Net assets without donor restrictions

    beginning of year $129,987,963 · end of year $143,412,350

  • 28 · Net assets with donor restrictions

    beginning of year $49,383,567 · end of year $49,383,567

Mission and programs · 2023

Mission

To restore, enhance and protect the tree canopy of the nation's capital.

  • 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.

    Expenses $3,420,345 · Revenue $850,022

  • Casey Tree Farm: Activities geared toward the production of trees and strengthening of Casey Trees' support network.

    Expenses $2,013,625 · Grants $1,541 · Revenue $376,407

  • 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.

    Expenses $902,282 · Revenue $4,509

  • Education: Activities associated with the development, implementation and evaluation of tree-based education and training programs.

    Expenses $902,105 · Grants $307,421

  • Policy & Land Conservation: Promotes tree-friendly urban design, preservation of land, and community action in support of our mission

    Expenses $426,079

  • Program Development: Activities that are not of sufficient size, scale, or cost to warrant tracking on an individual basis.

    Expenses $218,380 · Grants $150,000

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Mark Buscaino

    Executive Director

    Total calculated
    $250,695
    From this org
    $174,546
    From related orgs
    $0
    Other
    $76,149
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,546
    Bonus
    $0
    Other
    $0
    Deferred
    $35,500
    Nontaxable benefits
    $40,649
    Filer's total
    $250,695

  • Andrew Schichtel

    Chief Operating Officer

    Total calculated
    $193,190
    From this org
    $154,550
    From related orgs
    $0
    Other
    $38,640
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,550
    Bonus
    $0
    Other
    $0
    Deferred
    $30,750
    Nontaxable benefits
    $7,890
    Filer's total
    $193,190

  • Michael Drader

    Dir. of Communications/Dev

    Total calculated
    $163,919
    From this org
    $116,767
    From related orgs
    $0
    Other
    $47,152
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $116,767
    Bonus
    $0
    Other
    $0
    Deferred
    $22,400
    Nontaxable benefits
    $24,752
    Filer's total
    $163,919

  • Robert Shaut

    Director of Tree Operations

    Total calculated
    $161,655
    From this org
    $133,000
    From related orgs
    $0
    Other
    $28,655
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,500
    Bonus
    $500
    Other
    $0
    Deferred
    $20,600
    Nontaxable benefits
    $8,055
    Filer's total
    $161,655

  • Matthew Hansen

    Business Manager

    Total calculated
    $122,590
    From this org
    $108,010
    From related orgs
    $0
    Other
    $14,580
    Hours/week
    40

  • Veva Johnson-Milton

    HR Generalist

    Total calculated
    $115,227
    From this org
    $108,150
    From related orgs
    $0
    Other
    $7,077
    Hours/week
    40

  • Jeff Stoiber

    President

    Total calculated
    $0
    Hours/week
    2

  • Kevin Kelso

    Vice President

    Total calculated
    $0
    Hours/week
    2

  • Christy Dunkle

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Harpreet Peleg

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Dave Porter

    Assistant Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Sean Cahill

    Past President

    Total calculated
    $0
    Hours/week
    2

  • John Kyle

    Director

    Total calculated
    $0
    Hours/week
    1

  • Brenda Richardson

    Director

    Total calculated
    $0
    Hours/week
    1

  • Mansur Abdul Malik

    Director

    Total calculated
    $0
    Hours/week
    1

  • Joe Bondi

    Director

    Total calculated
    $0
    Hours/week
    1

  • Thomasina Poirot

    Director

    Total calculated
    $0
    Hours/week
    1

  • Eric Price

    Director

    Total calculated
    $0
    Hours/week
    1

  • Kathy Robertson

    Director

    Total calculated
    $0
    Hours/week
    1

  • Barbara Shea

    Director

    Total calculated
    $0
    Hours/week
    1

  • Tom Suber

    Director

    Total calculated
    $0
    Hours/week
    1

  • DeLane Porter

    Director - GCA Representative

    Total calculated
    $0
    Hours/week
    1

  • Betsy Huffman

    Director - GCA Representative

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • Casey Tree Farm LLC

    To manage real estate and property, grow trees and conduct tree research. · VA · income $400,956 · assets $9,319,010

    Directly controlled by Casey Trees

Provenance

Return type
form_990
Tax year
2023
Filed
17 December 2024
IRS schema version
2023v5.1
Source object
202413529349300806

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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