2026-03-17T09:38:00-05:00 2023-12-31 263753134 CBIZ ADVISORS LLC 53 STATE STREET 17TH FLOOR BOSTON MA 02109 990 2023-01-01 464664562 ONE TREE PLANTED INC ONET 8004087850 145 PINE HAVEN SHORES ROAD 1000D SHELBURNE VT 05482 HARRY LYNCH PRESIDENT & CEO 8004087850 2026-03-17 1 1 BRENDA L BOOTH P01342395 6178075000 2026-03-17 2023 2025-03-06 01:10:19Z X HARRY LYNCH 145 PINE HAVEN SHORES ROAD 1000D SHELBURNE VT 05482 57720123 0 X WWW.ONETREEPLANTED.ORG X 2013 VT ONE TREE PLANTED AND OUR PARTNERS WORK TO REFOREST OUR PLANET, EMPOWERING COMMUNITIES, AND FOSTERING A HEALTHIER, GREENER FUTURE. 6 5 61 45119 0 0 66304193 56747090 567971 2301 120899 929120 -127048 -46600 66866015 57631911 0 0 0 0 6099960 9562604 0 0 2732301 62917844 68347467 69017804 77910071 -2151789 -20278160 70306443 68929471 35451193 54352381 34855250 14577090 ONE TREE PLANTED AND OUR PARTNERS WORK TO REFOREST OUR PLANET, EMPOWERING COMMUNITIES, AND FOSTERING A HEALTHIER, GREENER FUTURE. 0 0 70595888 2301 IN 2023, ONE TREE PLANTED CONTINUED TO LEAD GLOBAL EFFORTS IN REFORESTATION BY PLANTING MILLIONS OF TREES ACROSS URBAN LANDSCAPES AND DEGRADED ECOSYSTEMS, RESTORING HABITATS, ENHANCING BIODIVERSITY, BUILDING CLIMATE RESILIENCE, AND EMPOWERING PEOPLE. OUR PROGRAMS EXTEND ACROSS MORE THAN 60 COUNTRIES, SUPPORTING LOCAL COMMUNITIES THROUGH SUSTAINABLE LIVELIHOODS AND PARTNERSHIPS THAT INTEGRATE ECOLOGICAL HEALTH WITH ECONOMIC BENEFITS. OUR WORK IS MADE POSSIBLE THROUGH THE SUPPORT OF DEDICATED VOLUNTEERS, PARTNERSHIPS WITH LOCAL AND INTERNATIONAL ORGANIZATIONS, AND THE GENEROSITY OF OUR DONORS, WHO SHARE OUR COMMITMENT TO A SUSTAINABLE, GREENER PLANET FOR GENERATIONS TO COME. 70595888 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 2 0 1 61 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA CT FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY ND OR PA RI SC TN UT WV WI CO X X HARRY LYNCH 8004087850 145 PINE HAVEN SHORES ROAD 1000D SHELBURNE VT 05482 X MATT HILL SEE SCH O PRES./CHIEF ENVIRONMENTAL EVANGELIST 40.00 X X 97144 170083 0 MARK BENTHIN TREASURER 1.00 X X 0 0 0 JENNY BRAVO TREASURER (THROUGH 8/7/23) 1.00 X X 0 0 0 IAN BOOLER SECRETARY (THROUGH 8/7/23) 1.00 X X 0 0 0 MARK CAPOMBASSIS DIRECTOR 1.00 X 0 0 0 WILLIAM RUSSELL DIRECTOR (4/13/23 - 10/21/23) 1.00 X 0 0 0 CLARA ROWE DIRECTOR (4/13/23 - 8/7/23) 1.00 X 0 0 0 JIM MASSEY DIRECTOR (AS OF 12/7/23) 1.00 X 0 0 0 HUGH LOCKE DIRECTOR (AS OF 12/7/23) 1.00 X 0 0 0 HARRY LYNCH DIRECTOR (AS OF 12/20/23) 1.00 X 0 0 0 WILLIAM TOOMEY CHIEF OPERATING OFFICER 40.00 X 193535 0 1257 ROSS Z BERNET MONITORING MANAGER 40.00 X 116812 0 17051 AARON M MINNICK GLOBAL DIRECTOR OF PROJECTS 40.00 X 160020 0 10553 SHALON ANGEL ZEFERJAHN GENERAL COUNSEL 40.00 X 260023 0 20078 SHERLYN RAMOS VALDEZ SENIOR HUMAN RESOURCES MANAGER 40.00 X 122937 0 28863 CHRISTOPHER DICKERSON SPORTS SUSTAINABILITY MANAGER 40.00 X 117272 0 16568 1067743 170083 94370 8 0 1 0 AT HEALY LLC 2119 ART SCHOOL ROAD CHESTER SPRINGS PA 19425 ACCOUNTING 213921 9457-0918 QUEBEC INC 5403 COOLBROOK MONTREAL QUEBEC CA H3X 2L3 CONSULTING MANAGEMENT 159747 INEZ JABALPURWALA 350 LESPERANCE STREET SAINTLAMBER QUEBEC CA J4P 1Y5 CONSULTING 105600 3 56747090 105200 56747090 PLANTING EVENTS 110000 2301 2301 2301 926209 926209 2911 0 2911 2911 2911 41612 88212 -46600 -46600 57631911 2301 0 882520 1088191 471713 492309 124169 8109651 3627112 2588158 1894381 320626 51571 176766 92289 44136 19668 14782 9686 109670 109670 88594 88594 327517 145951 109689 71877 1008791 304753 602158 101880 418045 186293 140008 91744 317020 317020 726224 282145 250612 193467 199076 199076 56061 56061 PAYMENTS FOR TREES 65301913 65301913 BANK CHARGES 294466 141658 152808 BAD DEBTS 49238 49238 CURRENCY GAIN -753917 -753917 204769 204769 77910071 70595888 4581882 2732301 51507543 60354152 13036045 3721471 3310431 4380 1264758 446828 707291 817930 1329713 4446958 70306443 68929471 2772023 7892476 32679170 46459905 35451193 54352381 X -8794185 -10400160 43649435 24977250 34855250 14577090 70306443 68929471 -20278160 0 X 0 1 X 1 0 X 5944371 16802962 55730739 66304193 56747090 201529355 5944371 16802962 55730739 66304193 56747090 201529355 83574363 117954992 942 23377 99745 926209 1050273 202579628 1190389 0.58230 0.53880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 72400 72400 301690 54052 247638 287688 183448 104240 602980 209328 393652 817930 LOAN FROM ONE TREE PLANTED CANADA 4216565 DEPOSITS 230211 LOAN TO ONE TREE PLANTED GLOBAL 182 4446958 X 57631911 0 57631911 0 57631911 77910071 0 77910071 0 77910071 PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. THE ORGANIZATION HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AND ITS DETERMINATIONS AS TO INCOME BEING RELATED AND UNRELATED AS ITS ONLY SIGNIFICANT TAX POSITIONS; HOWEVER, THE ORGANIZATION HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE ORGANIZATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. FEDERAL TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS AFTER THE DATE OF THE FILING OF THE RELATED RETURN. CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES PLANTING TREES 2166383 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES PLANTING TREES 14832168 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES PLANTING TREES 5375758 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES PLANTING TREES 80360 NORTH AMERICA 0 0 PROGRAM SERVICES PLANTING TREES 12059991 SOUTH AMERICA 0 0 PROGRAM SERVICES PLANTING TREES 6481983 SOUTH ASIA 0 0 PROGRAM SERVICES PLANTING TREES 1439055 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES PLANTING TREES 15467670 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM SERVICES PLANTING TREES 320000 0 0 0 0 0 0 57903368 320000 58223368 0 0 0 0 0 0 PART I, LINE 3: EXPENDITURES IN COLUMN (F) ARE BASED ON THE ACCRUAL METHOD OF ACCOUNTING. X 1 1 X X X X 0 0 0 0 0 0 0 1 0 SHALON ANGEL ZEFERJAHN GENERAL COUNSEL 190057 0 69966 0 0 0 0 0 20078 0 280101 0 0 0 MATT HILL SEE SCH O PRES./CHIEF ENVIRONMENTAL EVANGELIST 0 159747 0 10336 97144 0 0 0 0 0 97144 170083 0 0 WILLIAM TOOMEY CHIEF OPERATING OFFICER 120154 0 52466 0 20915 0 0 0 1257 0 194792 0 0 0 AARON M MINNICK GLOBAL DIRECTOR OF PROJECTS 91905 0 43581 0 24534 0 10480 0 73 0 170573 0 0 0 SHERLYN RAMOS VALDEZ SENIOR HUMAN RESOURCES MANAGER 81835 0 30415 0 10687 0 5802 0 23061 0 151800 0 0 0 PART I, LINE 1A ALL ONE TREE PLANTED STAFF, INCLUDING OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES (OF WHICH THERE ARE 7 DISCLOSED ON FORM 990, PART VII, SECTION A), ARE ELIGIBLE TO UTILIZE A COTTAGE OWNED BY ONE TREE PLANTED UP TO TWO TIMES PER YEAR FOR THREE DAYS EACH TIME. ONE OF THE LISTED INDIVIDUALS EITHER USED OR WAS PRESUMED TO HAVE USED THE COTTAGE, AND THE BENEFIT WAS TREATED AS COMPENSATION FROM ONE TREE PLANTED. PART I, LINE 4 CHRISTOPHER DICKERSON RECEIVED A SEVERANCE PAYMENT OF $4,154 IN CALENDAR 2023. PART I, LINE 7 EMPLOYEES RECEIVED DISCRETIONARY BONUSES THAT ARE REPORTED ON SCHEDULE J, PART II, COLUMN B(II). X 2 105200 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER LISTED IN PART I, COLUMN (B) REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. EXPLANATION OF PARTS AND SCHEDULES OF FORM 990 THAT WERE AMENDED: 990, PART VI, SECTION A, QUESTION 2 WAS CHANGED FROM NO TO YES AND THE RELEVANT STATEMENT WAS ADDED TO SCHEDULE O. 990, PART VI, SECTION C, QUESTION 17 - COLORADO WAS ADDED TO THE LIST OF STATES WITH WHICH A COPY OF THE FORM 990 IS REQUIRED TO BE FILED. 990, PART VII - MATT HILL'S REPORTABLE COMPENSATION IN COLUMN (D) WAS UPDATED TO $97,144. 990, PART VII - MATT HILL'S TITLE WAS CHANGED TO PRES./CHIEF ENVIRONMENTAL EVANGELIST. A STATEMENT WAS ADDED TO SCHEDULE O REGARDING THIS CHANGE. 990, PART IX, LINE 5 WAS INCREASED BY $97,144. 990, PART IX, LINE 7 WAS DECREASED BY $97,144. 990, PART X, LINE 27, COLUMN (A) WAS CHANGED FROM $11,216,921 TO ($8,794,185.) 990, PART X, LINE 28, COLUMN (A) WAS CHANGED FROM $23,638,329 TO $43,649,435. 990, PART X, LINE 27, COLUMN (B) WAS CHANGED FROM $6,365,379 TO ($10,400,160.) 990, PART X, LINE 28, COLUMN (B) WAS CHANGED FROM $8,211,711 TO $24,977,250. SCHEDULE J, PART I, QUESTION 1A - THE BOX FOR "HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL" USE WAS CHECKED AND THE RELEVANT INFORMATION WAS ADDED TO SCHEDULE J, PART III. SCHEDULE J, PART I, QUESTIONS 1B AND 2 WERE CHANGED TO "YES." SCHEDULE J, PART I, QUESTION 3, THE CHECKBOXES FOR "FORM 990 OF OTHER ORGANIZATIONS AND "COMPENSATION SURVEY OR STUDY" WERE CHECKED. SCHEDULE R, PART I - THE AMOUNT IN COLUMN (D) TOTAL INCOME FOR ONE TREE PLANTED GLOBAL, LLC WAS CHANGED FROM $1,205,463 TO $1,513,676. SCHEDULE R, PART I - ONE FOREST AND ONE TREE ASSET MANAGEMENT WERE ADDED AS RELATED ORGANIZATIONS. SCHEDULE R, PART IV - 7064 BOUL. SAINT-LAURENT, INC. WAS ADDED AS A RELATED ORGANIZATION. SCHEDULE R, PART V, QUESTIONS 1N AND 1P RESPONSES WERE CHANGED FROM NO TO YES. SCHEDULE R, PART V, QUESTION 2 - A TRANSACTION WITH A RELATED ORGANIZATION WAS ADDED. FORM 990, PART VI, SECTION A, LINE 2 TWO MEMBERS OF THE BOARD OF DIRECTORS ENGAGED IN A BUSINESS RELATIONSHIP UNRELATED TO THE ACTIVITIES OF ONE TREE PLANTED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS SHARED WITH ALL BOARD MEMBERS FOR REVIEW AHEAD OF ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY AND AN ACKNOWLEDGEMENT AND DISCLOSURE FORM IS PROVIDED ANNUALLY TO THOSE INDIVIDUALS COVERED BY THE CONFLICT OF INTEREST POLICY (THIS INCLUDES BOARD MEMBERS, OFFICERS AND KEY PERSONNEL). THESE AND ANY ADDITIONAL AD HOC DISCLOSURES ARE REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 COMPARABILITY DATA INCLUDING 3RD PARTY SALARY GUIDE AND 990S OF COMPARABLE ENTITIES IN SIZE AND SECTOR ARE PRESENTED TO A COMPENSATION COMMITTEE OF THE BOARD FOR REVIEW AND ASSESSMENT IN LINE WITH THE COMPENSATION POLICY. THE COMMITTEE'S RECOMMENDATIONS ARE THEN REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. 990, PART VII MATT HILL'S TITLE WAS CHANGED TO CHIEF ENVIRONMENTAL EVANGELIST ON AUGUST 16, 2023. HE RETAINED THE PRESIDENT TITLE UNTIL NOVEMBER 27, 2023. ONE TREE PLANTED GLOBAL LLC 145 PINE HAVEN SHORES ROAD 1000D SHELBURNE VT 05482 870906591 EMPLOYEE SERVICES VT 1513676 182 ONE TREE PLANTED INC ONE FOREST 145 PINE HAVEN SHORES ROAD 1000D SHELBURNE VT 05482 NOT ACTIVE VT 0 0 ONE TREE PLANTED INC ONE TREE ASSET MANAGEMENT 145 PINE HAVEN SHORES ROAD 1000D SHELBURNE VT 05482 NOT ACTIVE VT 0 0 ONE TREE PLANTED INC ONE TREE PLANTED CANADA INC 3 PLACE VILLE MARIE SUITE 400 MONTREAL QC CA H3B 2E3 EMPLOYEE SERVICE CA 501(C)(3) 0 7064 BOUL SAINT-LAURENT INC 7064 BLVD SAINT LAURENT MONTRAL QUEBEC CA QC H2S 3E2 LANDLORD CA ONE TREE PLANTED INC C 1.00000 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 ONE TREE PLANTED CANADA INC O 2681211 ACTUAL COST