CAPITAL TREES

EIN: 472998043 501(c)(3) Environment

RICHMOND, VA

Total Revenue
$922,201
Total Expenses
$394,099
Total Assets
$891,688
Net Assets
$877,525
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
2014
Legal Domicile
VA
Principal Officer
SUSAN FITCHETT ROBERTSON
Phone
8043701610
Tax Period
2023-07-01 to 2024-06-30

CAPITAL TREES, founded in 2014, is a small nonprofit in the Environment sector that reported $330K in total revenue in fiscal year 2017. Revenue surged 207% from the prior year, signaling strong growth momentum. The organization ran a surplus of $141K, a strong 43% operating margin.

Mission

CAPITAL TREES' MISSION IS TO CREATE A GREENER, MORE BEAUTIFUL RICHMOND, VIRGINIA THROUGH THE THOUGHTFUL PLANNING AND PLANTING OF TREES AND PUBLIC GARDENS, MINDFUL OF THE CITY'S EXTRAORDINARY HERITAGE AND LOCATION ON THE BANKS OF THE JAMES RIVER. WE PROMOTE FOR A POWERFUL CONNECTION BETWEEN PEOPLE AND NATURE. WE IDENTIFY PUBLIC FUNDS, LEVERAGE THOSE WITH PRIVATE SUPPORT, BOTH HUMAN AND CAPITAL, TO CREATE AND MAINTATIN BETTER PLACES FOR ALL. IDENTIFYING PUBLIC PROPERTY OF OUTSTANDING INTEREST AND PROFOUND NEGLECT (HISTORICAL, ENVIRONMENTAL, AESTHETIC) AND FUND THE DESIGN AND IMPLEMENTATION OF EXEMPLARY PROJECTS, TRANSFORMING RICHMOND INTO A HEALTHIER, MORE LIVABLE CITY, MINDFUL OF ITS PAST AND HOPEFUL FOR ITS FUTURE.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $854,064
Program Service Revenue $55,750
Investment Income $12,387
Other Revenue $0
TOTAL REVENUE $922,201

Expense Breakdown

Grants Paid $0
Salaries & Benefits $197,649
Fundraising Expenses $91,520
Program Expenses $230,785
Other Expenses $192,311
TOTAL EXPENSES $394,099

Year-over-Year Comparison

2023 2022 Change
Revenue $922,201 $338,613 +1.7%
Expenses $394,099 $337,051 +0.2%
Net Income $528,102 $1,562 +337.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
21
Independent Members
21
Employees
3
Volunteers
291

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$0
Total Directors
22
$76,823
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SUSAN FITCHETT ROBERTSON CO-CHAIRMAN 1.00
Officer Director
$0 $0 $0
DIANE LINDERMAN CO-CHAIRMAN 1.00
Officer Director
$0 $0 $0
VIVEK MURTHY VICE CHAIRMA 1.00
Officer Director
$0 $0 $0
JACK COOPER SECRETARY 1.00
Officer Director
$0 $0 $0
BRIAN K KINNEAR TREASURER 1.00
Officer Director
$0 $0 $0
KEVIN FINTO IMMEDIATE PA 1.00
Director
$0 $0 $0
ANNA AQUINO DIRECTOR 1.00
Director
$0 $0 $0
FRAZIER ARMSTRONG DIRECTOR 1.00
Director
$0 $0 $0
JACK BERRY DIRECTOR 1.00
Director
$0 $0 $0
HOLLEE FREEMAN DIRECTOR 1.00
Director
$0 $0 $0
TIFFANY GOODMAN DIRECTOR 1.00
Director
$0 $0 $0
FREDDIE GRAY DIRECTOR 1.00
Director
$0 $0 $0
RUSSELL HARPER DIRECTOR 1.00
Director
$0 $0 $0
JIM HILL DIRECTOR 1.00
Director
$0 $0 $0
DEVIN JEFFERSON DIRECTOR 1.00
Director
$0 $0 $0
ASHLEY PEACE DIRECTOR 1.00
Director
$0 $0 $0
GENNI SASNETT DIRECTOR 1.00
Director
$0 $0 $0
THOMAS VALENTINE DIRECTOR 1.00
Director
$0 $0 $0
KATRINA VANORDEN DIRECTOR 1.00
Director
$0 $0 $0
ASHLEY WALLACE DIRECTOR 1.00
Director
$0 $0 $0
ANEDRA WISEMAN BOURNE DIRECTOR 1.00
Director
$0 $0 $0
SHELLY BARRICK PARSONS EXECUTIVE DI 40.00
Director
$76,823 $0 $76,823
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $922,201 $394,099 $891,688 $528,102
2023 $338,613 $337,051 $373,489 $1,562
2022 $245,144 $299,399 $352,653 $-54,255
2021 $278,208 $297,166 $404,791 $-18,958
2020 $571,044 $702,031 $421,714 $-130,987
2019 $507,845 $261,705 $556,325 $246,140
2018 $330,034 $189,438 $314,724 $140,596
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