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DUNCAN TREE VENTURES INCORPORATED

ROSEDALE, NY · EIN 261262029 · Form 990EZ · FY2024 · NTEE Q33 · International Affairs · Micro (<$100K) · duncantreefoundation.org
revenue
$8K
expenses
$4K
net assets
$-33K
employees
program ratio
1%
mission · from form 990

DUNCAN TREE VENTURES IS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. WE PROVIDE COACHING, MENTORING, AND LIFE-SKILLS DEVELOPMENT TO YOUTH AND UNDERSERVICED COMMUNITIES, FOSTERING EMOTIONAL INTELLIGENCE, RESILIENCE, AND SELF-LEADERSHIP.

profile · synthesized from sources

Duncan Tree Ventures is a nonprofit delivering the "In The Middle" (ITM) workshop program, a 5-week emotional intelligence and leadership development experience for professionals, organizations, and individuals in transition. Grounded in the Four Pillars of Wholeness—Physical, Emotional, Spiritual/Mindfulness, and Financial—the program uses the Energy Leadership Index (ELI) Assessment and Bronfenbrenner’s Ecological Systems Theory to build resilience, self-awareness, and adaptive capacity. It serves professional associations, organizations, and individuals navigating change.

named programs · 4 · from sources

What they call their work

Coaching Integration
Individual and group coaching packages delivered by iPEC-certified coaches to deepen and sustain workshop outcomes.
In The Middle (ITM) Core Workshop
5-week emotional intelligence and leadership development program covering all Four Pillars of Wholeness in weekly 60–90 minute sessions for groups of 8–15 participants, including pre- and post-ELI assessments.
Standalone Workshop Modules
Targeted workshops drawn from the extended ITM curriculum, designed for conferences, retreats, and professional development days on specific topics across the Four Pillars.
Train-the-Trainer
Program for organizations to build internal capacity to deliver wholeness-based professional development at scale.
activities · 6 groups

What they do

  • Program Evaluation and Impact Research 2 activities
    • Administer pre- and post-program ELI assessments
      Conducts Energy Leadership Index (ELI) assessments at the beginning and end of development programs to measure participants' energetic and attitudinal growth, using the data to evaluate program effectiveness.
    • Conduct research to refine program methodologies
      Engages in research and development to improve the Four Pillars of Wholeness framework and the In The Middle (ITM) program methodology.
  • Teacher Professional Development 2 activities
    • Produce and distribute free educational content
      Creates and shares free video and written content to expand access to wholeness-based professional development resources and support self-directed learning.
    • Provide individual and group coaching programs
      Offers individual and group coaching by iPEC-certified coaches to support and deepen engagement with the ITM curriculum and sustain outcomes from professional development workshops.
  • Nonprofit Capacity Building Services 1 activity
    • Deliver train-the-trainer programs for organizational capacity building
      Provides train-the-trainer programs to help organizations build internal capacity for delivering wholeness-based professional development, enabling sustainable implementation of the Four Pillars framework.
  • Peer-Led Mental Health Support Groups 1 activity
    • Facilitate community development for professionals in transition
      Creates community spaces and development programs focused on emotional intelligence and mutual support for professionals navigating career and life transitions.
  • Financial Aid and Scholarship Access Programs 1 activity
    • Provide subsidized and scholarship-based access to programs
      Offers subsidized and scholarship-funded workshops in evidence-based professional development to individuals and organizations with financial need to increase accessibility.
  • Uncategorized 3 activities
    • Deliver the In The Middle (ITM) workshop program
      Delivers a 5-week emotional intelligence and leadership development workshop program called In The Middle (ITM), structured around the Four Pillars of Wholeness—Physical, Emotional, Spiritual/Mindfulness, and Financial—and includes pre- and post-program assessment using the Energy Leadership Index (ELI) to measure participant growth.
    • Offer consultation services for program partnerships
      Provides no-commitment consultations and 30-minute video calls with leadership teams to explore workshop partnerships, coaching packages, institutional programming, and application of the In The Middle framework.
    • Offer customized and standalone professional development workshops
      Provides tailored workshops and standalone modules on topics across the Four Pillars of Wholeness for organizations, conferences, sports teams, and professional development days, using evidence-based methodologies including the Energy Leadership Index (ELI) and Bronfenbrenner's Ecological Systems Theory.
financials · form 990EZ · fy2024
revenue
Total revenue$8K
Contributions & grants$8K100%
Program service revenue
Investment income
Other revenue
expenses
Total expenses$4K
Program expenses1%
Admin / overhead99%
Fundraising0%
Salaries & benefits
Grants paid out
Largest expense lineCompensation
balance sheet
Total assets$126
Cash$13K
Investments$0
Liabilities$39K
Net assets$-33K
Liquid reserves44.9 mo
4 years on record · 2020–2024 · YoY revenue +247.2%
leadership · form 990 part vii · fy2024

Who runs it

board members · 3
  • DAVID BLUMSTEIN — BOARD MEMBER (INTERIM)
  • OUIDA DUNCAN — EXECUTIVE DIRECTOR
  • SHEILA CAMPBELL-FORRESTER — BOARD MEMBER (INTERIM)
relationships · 8

Who they work with

  • Energy Leadership Index Partner — Uses the Energy Leadership Index (ELI) Assessment as the foundation of its programs
  • In The Middle (ITM) Partner — Collaborates on workshop programming and facilitation support
  • email@example.com Government — Primary contact for donation inquiries, planned giving, and corporate sponsorship opportunities
  • iPEC Partner — Collaborates with iPEC in using the Energy Leadership Index (ELI) Assessment, which is based on iPEC’s coaching methodology.
  • iPEC Partner — Collaborates with iPEC to use the Energy Leadership Index (ELI) Assessment in professional development programs.
  • iPEC Partner — Collaborates with iPEC to utilize the Energy Leadership Index (ELI) Assessment and COR.E Dynamics methodology in the ITM program.
  • iPEC Partner — Uses iPEC's proprietary Energy Leadership Index (ELI) Assessment in its workshop programming.
  • iPEC Partner — Uses iPEC’s Energy Leadership Index (ELI) Assessment to guide its workshop programming.
strategies · 4

How they approach the work

Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.

  • Ecological Systems Approach to Personal Development
    methodology: ecological_systems_approach
    By integrating Bronfenbrenner’s Ecological Systems Theory with individual emotional intelligence assessments (e.g., ELI), the organization tailors development to personal and environmental contexts because individual growth is fundamentally shaped by nested systems — relationships, organizations, communities, and culture — and must be addressed systemically for lasting change.
  • Four Pillars of Wholeness Framework
    methodology: holistic_wholeness_framework
    By addressing physical, emotional, spiritual/mindfulness, and financial domains together, the organization builds stable and resilient individuals and organizations because imbalance or absence in any one pillar destabilizes overall well-being and professional effectiveness, as symbolized by the four-legged chair metaphor.
  • Human Capacity Development in the Age of AI
    methodology: human-capacity_development
    By cultivating irreplaceable human skills—such as attunement, discernment, presence, and emotional intelligence—the organization enhances professional resilience and effectiveness because these capacities cannot be replicated by AI and are essential for authentic leadership and adaptive performance in evolving work environments.
  • Values-Integrated Emotional and Financial Resilience
    methodology: values-integrated-financial-planning
    By integrating emotional intelligence and financial literacy with personal values and long-term vision, the organization fosters deeper engagement and sustainable resilience because financial and emotional well-being are most effective when aligned with an individual’s core purpose and identity.