PELICAN ISLAND AUDUBON SOCIETY INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: PELICAN ISLAND AUDUBON SOCIETY INC (EIN 59-6197617)
Tax period: 2024-07-01 to 2025-06-30
Filed: 2026-05-15
IRS object ID: 202641359349313689
Schema version: 2024v5.5
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule G
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-05-15T16:06:38-05:00	ReturnTs
Tax Period End	2025-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	832822870	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GOFF & ASSOCIATES LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1940 10TH AVE STE C-1	AddressLine1Txt
City	VERO BEACH	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	32960	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	596197617	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PELICAN ISLAND AUDUBON SOCIETY INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	PELI	BusinessNameControlTxt
Phone	7725673520	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1833	AddressLine1Txt
City	VERO BEACH	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	329611833	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	STEPHEN T GOFF	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	7725625611	PhoneNum
Signature	2026-05-15	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	STEPHEN T GOFF	PreparerPersonNm
PTIN	P01350244	PTIN
Phone	7725625611	PhoneNum

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	RICHARD BAKER	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1833	AddressLine1Txt
City	VERO BEACH	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	329611833	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$442,111	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	PELICANISLANDAUDUBON.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1966	FormationYr
Legal Domicile State	FL	LegalDomicileStateCd
Activity Or Mission	TO PRESERVE AND PROTECT THE ANIMALS, PLANTS, AND NATURAL COMMUNITIES, AND THE LAND AND WATER ON WHICH THEY DEPEND IN INDIAN RIVER COUNTY THROUGH EDUCATION, ADVOCACY AND PUBLIC AWARENESS.	ActivityOrMissionDesc
Voting Members Governing Body	17	VotingMembersGoverningBodyCnt
Voting Members Independent	16	VotingMembersIndependentCnt
Total Employee	4	TotalEmployeeCnt
Total Volunteers	200	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$284,788	PYContributionsGrantsAmt
CY Contributions Grants	$323,029	CYContributionsGrantsAmt
PY Program Service Revenue	$57,859	PYProgramServiceRevenueAmt
CY Program Service Revenue	$63,332	CYProgramServiceRevenueAmt
PY Investment Income	$14,207	PYInvestmentIncomeAmt
CY Investment Income	$29,927	CYInvestmentIncomeAmt
PY Other Revenue	$11,781	PYOtherRevenueAmt
CY Other Revenue	-$2,804	CYOtherRevenueAmt
PY Total Revenue	$368,635	PYTotalRevenueAmt
CY Total Revenue	$413,484	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$147,135	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$153,210	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$2,149	CYTotalFundraisingExpenseAmt
PY Other Expenses	$149,387	PYOtherExpensesAmt
CY Other Expenses	$141,087	CYOtherExpensesAmt
PY Total Expenses	$296,522	PYTotalExpensesAmt
CY Total Expenses	$294,297	CYTotalExpensesAmt
PY Revenues Less Expenses	$72,113	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$119,187	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,595,075	TotalAssetsBOYAmt
Total Assets EOY	$1,740,033	TotalAssetsEOYAmt
Total Liabilities BOY	$3,529	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$2,936	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,591,546	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,737,097	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO PRESERVE AND PROTECT THE ANIMALS, PLANTS, AND NATURAL COMMUNITIES, AND THE LAND AND WATER ON WHICH THEY DEPEND IN INDIAN RIVER COUNTY THROUGH EDUCATION, ADVOCACY AND PUBLIC AWARENESS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$73,756	ExpenseAmt
Revenue	$31,183	RevenueAmt
Desc	AUDUBON ADVOCATES, OUR AFTER SCHOOL PROGRAM AT AUDUBON HOUSE: ON A LIMITED BUDGET, WE PROVIDED AN EXCEPTIONAL AFTER SCHOOL PROGRAM FOR 104 5TH GRADE STUDENTS FROM FOUR UNDERSERVED SOUTH COUNTY SCHOOLS. EACH STUDENT LEARNED, IN 13 TWO-AND-A-HALF HOUR CLASSES ABOUT STORM AND WASTEWATER POLLUTION, BIRDS, AND OTHER ECOLOGICAL TOPICS BY KAYAKING IN THE INDIAN RIVER LAGOON, VISITING SEBASTIAN INLET STATE PARK, EGRET MARSH, AND THE INDIAN RIVER COUNTY WEST WASTEWATER TREATMENT FACILITY, AND BY WALKING THE COUNTY'S VARIOUS SCRUB, HAMMOCK, AND WETLANDS HABITATS. WE RECEIVED GRANTS FROM THE INDIAN RIVER COUNTY CHILDRENS SERVICE ADVISORY COUNCIL TO OPERATE THE PROGRAM, AND WE RAISED DONATIONS FROM COMMUNITY SUPPORTERS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$9,155	ExpenseAmt
Desc	PLANTING 100,000 TREES FOR LIFE: WE HAVE INSTALLED A GREENHOUSE, COLLECTED THOUSANDS OF ACORNS AND HAVE OVER 4,100 ACORNS THAT HAVE STARTED TO GERMINATE AND BEING PUT INTO ONE GALLON POTS. MANY ORGANIZATIONS AND IRC SCHOOLS HAVE SIGNED ON AS PARTNERS: UF/IFAS IRC EXTENSION OFFICE, OCEAN RESEARCH CONSERVATION ASSOCIATION, IRC SCHOOL DISTRICT, INDIAN RIVER LAND TRUST (IRLT), PETERSON'S FARMS, SEBASTIAN RIVER FARMS, CHERRY LAKE FARM, ARBOR DAY FOUNDATION, DIGG GARDENS, ESTUARINE, COASTAL & OCEAN SCIENCE, INC., FLORIDA RESEARCH CENTER, IRC HEALTH DEPARTMENT, CITY OF VERO BEACH GIS DIVISION (EACH TREE PLANTED WILL BE PLACED ON A GPS MAP.), CULTURAL COUNCIL OF IRC, INDIAN RIVER NEIGHBORHOOD ASSOCIATION, VERO BEACH ELEMENTARY, INDIAN RIVER ACADEMY, CITRUS ELEMENTARY AND GLENDALE ELEMENTARY.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$6,895	ExpenseAmt
Revenue	$16,425	RevenueAmt
Desc	PELICAN ISLAND AUDUBON SOCIETY PRESENTED OUR TRANSFORMING LANDSCAPES FOR A SUSTAINABLE FUTURE CONFERENCE TO PROVIDE INFORMATION TO RESIDENTS, BUSINESSES, HOMEOWNERS ASSOCIATIONS, AND GOVERNMENTAL ENTITIES WITH INFORMATION ON THE IMPORTANCE OF PLANTING NATIVE PLANTS AND REDUCING FERTILIZER AND PESTICIDE USE FOR THE HEALTH OF OUR ENVIRONMENT.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$68,982	ExpenseAmt
Revenue	$15,724	RevenueAmt
Desc	PELIGRAM, OUR MONTHLY PIAS NEWSLETTER (BOTH PRINTED AND ELECTRONIC), FEATURES MONTHLY ARTICLES ON NATIVE PLANTS, EXPERIENCES IN NATURE, ADVOCACY AND ARTICLES ON PUBLIC POLICY, LOCAL INTEREST, AND THE FLORIDA BIRD PHOTO OF THE MONTH WITH AN OUTSTANDING PHOTOGRAPH SUBMITTED BY A MEMBER OR STAFF. ALL ARTICLES HAVE SIGNIFICANT EDUCATIONAL MESSAGES ABOUT BIRDS, NATURE AND CONSERVATION, AND THEY ADVERTISE OUR CHAPTER TO THE PUBLIC, ESPECIALLY TO PHOTOGRAPHERS AND LOCAL NATURALISTS.PIAS WEBSITE: HTTP://WWW.PELICANISLANDAUDUBON.ORG PROVIDES EDUCATION AND CONSERVATION INFORMATION VIA VIDEOS TO OUR MEMBERS AND THE COMMUNITY ON BASIC BIRDING, EBIRD, AND THE PELICAN ISLAND NWR, AS WELL AS INFORMATION ABOUT OUR INITIATIVES AND PROJECTS AND HOW PEOPLE CAN GET INVOLVED. PELICAN ISLAND AUDUBON SOCIETY INC HAS HELD A CONSERVATION EASEMENT ON MARTHA WININGER PARK AND ADJACENT PROPERTIES WHICH WERE PURCHASED THROUGH FUNDRAISING AND ADVOCACY BY STUDENTS OF PELICAN ISLAND ELEMENTARY SCHOOL TO PROTECT RESIDENT FLORIDA SCRUB JAYS. IN THE PREVIOUS FISCAL YEARS, PELICAN ISLAND AUDUBON SOCIETY REQUESTED AND RECEIVED SUPPORT FROM THE PUBLIC TO REPAIR AND REPLACE FENCING AND INFORMATIONAL KIOSKS AND TO RESTORE AND IMPROVE TRAILS WHICH WERE CREATED FOR THE USE OF PELICAN ISLAND ELEMENTARY SCHOOL TEACHERS AND STUDENTS. IN THIS FISCAL YEAR, PELICAN ISLAND AUDUBON SOCIETY HAS DONE OUTSTANDING WORK KEEPING THE TRAILS CLEAR AND THE WORK WILL CONTINUE.FIELD TRIPS AND MONTHLY MEETINGS. PIAS SPONSORED BIRDING FIELD TRIPS AND MONTHLY EDUCATIONAL MEETINGS WITH DIFFERENT SPEAKERS IN TWO CITIES - SEBASTIAN AND VERO BEACH - TO EXPAND OUR EDUCATIONAL EFFORTS TO THE WHOLE COUNTY. ATTENDANCE VARIED FROM 40-110 FOR EACH MONTHLY MEETING, AND 15-40 PEOPLE JOINED EACH OF THE FIELD TRIPS. WE ALSO PARTICIPATE IN OUR LOCAL CHRISTMAS BIRD AND GREAT BACKYARD BIRD COUNTS. EAGLE WATCH. PIAS MEMBER LEADS THE PROGRAM TO MONITOR NESTING BALD EAGLES IN INDIAN RIVER COUNTY WITH ADDITIONAL PIAS MEMBERS CONTRIBUTING TO THE EFFORT. ANNUAL AWARDS. TO ENCOURAGE EXCELLENCE, PIAS GAVE DIFFERENT AWARDS TO FIFTEEN MEMBERS OF THE COMMUNITY AND OUR CHAPTER, IN THE AREAS OF OUTSTANDING CONSERVATIONIST, EDUCATOR, ENVIRONMENTAL CITIZEN, JOURNALIST, LANDSCAPER, AND GENEROSITY OF TIME & MONEY.PIAS NATURE LIBRARY. TWO PIAS BOARD MEMBERS WITH MEMBER SUPPORT HAVE TRANSFERED OUR 3,500-VOLUME LIBRARY TO THE AUDUBON HOUSE AND ARE CONTINUING TO COMPUTERIZE THE CATALOG COLLECTION SO THE PUBLIC MAY ACCESS IT MORE EASILY ON A COMPUTER IN OUR AUDUBON HOUSE BUILDING.SPOONBILL WATCH: TWO ROOKERY ISLANDS AT THE STICK MARSH RESERVOIR WERE DECLARED A CRITICAL WILDLIFE AREA BY THE FLORIDA FISH AND WILDLIFE CONSERVATION COMMISSION. THE DESIGNATION HAS HELPED TO PROVIDE A SAFE PLACE FOR SPOONBILLS AND MANY OTHER NESTING BIRD SPECIES WITHOUT DISTURBANCE. CITIZEN SCIENCE VOLUNTEERS TRACKED ROSEATE SPOONBILLS, LED BY DR. DAVID COX AND DR. BILL LOFTUS.OSPREY WATCH: BLUE CYPRESS LAKE IN INDIAN RIVER COUNTY FORMS THE HEADWATERS OF THE ST. JOHN'S RIVER AND HAS THE HIGHEST NESTING DENSITY OF OSPREY IN THE WORLD. SUCCESSFUL SURVEYS OF OSPREYS AND OTHER BIRD NESTS WERE CONDUCTED ON BLUE CYPRESS LAKE AS PART OF THIS CITIZEN-SCIENCE PROJECT THAT WE CONDUCT EACH YEAR. WE ALSO PERFORMED GEO-MAPPING OF THE GPS DATA TO VISUALLY DISPLAY THE NESTS ON AN AERIAL PHOTO OF THE LAKE. THIS DATA WILL BE INVALUABLE AS WE CONTINUE ON-GOING YEARLY SURVEYS WITH ADDITIONAL FUNDING. LOCAL NEWSPAPER COVERAGE INFORMED THE PUBLIC OF THIS AMAZING LOCAL RESOURCE.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$68,982	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue	$15,724	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$158,788	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	5	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	4	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	17	GoverningBodyVotingMembersCnt
Independent Voting Member	16	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	0	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	0	RegularMonitoringEnfrcInd
Whistleblower Policy	0	WhistleblowerPolicyInd
Document Retention Policy	0	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	STEPHEN GOFF	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7725625611	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1940 10TH AVE STE C	AddressLine1Txt
City	VERO BEACH	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	32960	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd
GRAHAM COX PH D
DIRECTOR	10.00	Yes (X)	$0	$0	$0
NANCY IRVIN
DIRECTOR	5.00	Yes (X)	$0	$0	$0
BILL LOFTUS PH D
DIRECTOR	5.00	Yes (X)	$0	$0	$0
BONNIE SWANSON
DIRECTOR	5.00	Yes (X)	$0	$0	$0
RICKY RAY
DIRECTOR	5.00	Yes (X)	$0	$0	$0
ALBERT ALLEY
DIRECTOR	5.00	Yes (X)	$0	$0	$0
HADI SHALHOUB
DIRECTOR	5.00	Yes (X)	$0	$0	$0
NICHOLAS POLGE
DIRECTOR	10.00	Yes (X)	$0	$0	$0
JEWEL DAVIS
DIRECTOR	10.00	Yes (X)	$0	$0	$0
DONNA HALLERAN
EXECUTIVE DIRECTOR	40.00	Yes (X)	$64,575	$0	$0
WILL JOHNSON
DIRECTOR	10.00	Yes (X)	$0	$0	$0
RICHARD BAKER PH D
BOARD CHAIR	40.00		$0	$0	$0	Yes (X)
DARLENE HALLIDAY
RECORDING SECRETARY	5.00		$0	$0	$0	Yes (X)
STEPHEN T GOFF
TREASURER	5.00		$0	$0	$0	Yes (X)
BILL HALLIDAY
1ST VICE CHAIR	5.00		$0	$0	$0	Yes (X)
STEVE PALMQUIST
2ND VICE CHAIR	10.00		$0	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$64,575	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Membership Dues	$14,665	MembershipDuesAmt
Fundraising	$33,745	FundraisingAmt
All Other Contributions	$274,619	AllOtherContributionsAmt
Total Contributions	$323,029	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
AUDUBON ADVOCATES	611600	$31,183	$31,183
TRANSFORMING LANDSCAPE	611600	$16,425	$16,425
SPRING & SUMMER CAMPS	611600	$12,954	$12,954
BIRDING & NATURE CLASS	611600	$2,770	$2,770

Field	Value	IRS element (for citing)
Total Program Service Revenue	$63,332	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$29,927	TotalRevenueColumnAmt
Exclusion	$29,927	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$360	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$360	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$360	TotalRevenueColumnAmt
Exclusion	$360	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$2,031	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$33,745	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$16,406	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$14,375	TotalRevenueColumnAmt
Exclusion	-$14,375	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$23,432	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$12,221	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$11,211	TotalRevenueColumnAmt
Exclusion	$11,211	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$413,484	TotalRevenueColumnAmt
Related Or Exempt Func Income	$63,332	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$27,123	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$64,575	TotalAmt
Management And General	$64,575	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$77,747	TotalAmt
Program Services	$60,663	ProgramServicesAmt
Management And General	$17,084	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$10,888	TotalAmt
Program Services	$4,641	ProgramServicesAmt
Management And General	$6,247	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$2,900	TotalAmt
Management And General	$2,900	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$17,601	TotalAmt
Program Services	$17,601	ProgramServicesAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,124	TotalAmt
Program Services	$400	ProgramServicesAmt
Management And General	$50	ManagementAndGeneralAmt
Fundraising	$674	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,940	TotalAmt
Program Services	$590	ProgramServicesAmt
Management And General	$3,350	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$8,475	TotalAmt
Program Services	$5,235	ProgramServicesAmt
Management And General	$3,240	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$613	TotalAmt
Program Services	$613	ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$290	TotalAmt
Program Services	$290	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$43,014	TotalAmt
Program Services	$28,693	ProgramServicesAmt
Management And General	$14,321	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$20,146	TotalAmt
Program Services	$11,273	ProgramServicesAmt
Management And General	$8,873	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	FundraisingFundraisingAmt	Management And GeneralManagementAndGeneralAmt
SUPPLIES/BOOKS/EDUCATIO	$11,692	$10,241	$1,451
TELECOMMUNICATIONS	$7,631			$7,631
NEWSLETTER PRINTING & S	$4,575	$4,575
FOOD & SNACKS	$4,523	$4,499	$24

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$14,563	TotalAmt
Program Services	$9,474	ProgramServicesAmt
Management And General	$5,089	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$294,297	TotalAmt
Program Services	$158,788	ProgramServicesAmt
Management And General	$133,360	ManagementAndGeneralAmt
Fundraising	$2,149	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$161,510	BOYAmt
EOY	$192,068	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$398,927	BOYAmt
EOY	$428,055	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$23,691	BOYAmt
EOY	$23,055	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$4,911	BOYAmt
EOY	$4,483	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$751,491	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$239,306	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$555,199	BOYAmt
EOY	$512,185	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$385,456	BOYAmt
EOY	$514,806	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$65,381	BOYAmt
EOY	$65,381	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,595,075	BOYAmt
EOY	$1,740,033	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$3,529	BOYAmt
EOY	$2,936	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$3,529	BOYAmt
EOY	$2,936	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$1,591,546	BOYAmt
EOY	$1,737,097	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,591,546	BOYAmt
EOY	$1,737,097	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,595,075	BOYAmt
EOY	$1,740,033	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$119,187	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$26,364	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	0	FSAuditedInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$259,470	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$219,811	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$269,257	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$252,984	CurrentTaxYearMinus1YearAmt
Current Tax Year	$323,029	CurrentTaxYearAmt
Total	$1,324,551	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$60,787	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$56,967	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$137,052	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$112,789	CurrentTaxYearMinus1YearAmt
Current Tax Year	$63,332	CurrentTaxYearAmt
Total	$430,927	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$320,257	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$276,778	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$406,309	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$365,773	CurrentTaxYearMinus1YearAmt
Current Tax Year	$386,361	CurrentTaxYearAmt
Total	$1,755,478	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$1,755,478	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$331	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$762	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$6,712	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$14,457	CurrentTaxYearMinus1YearAmt
Current Tax Year	$29,927	CurrentTaxYearAmt
Total	$52,189	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$331	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$762	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$6,712	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$14,457	CurrentTaxYearMinus1YearAmt
Current Tax Year	$29,927	CurrentTaxYearAmt
Total	$52,189	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$320,588	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$277,540	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$413,021	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$380,230	CurrentTaxYearMinus1YearAmt
Current Tax Year	$416,288	CurrentTaxYearAmt
Total	$1,807,667	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.97110	PublicSupportCY509Pct
Public Support PY509	0.98620	PublicSupportPY509Pct
Investment Income CY	0.02890	InvestmentIncomeCYPct
Investment Income PY	0.01380	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$385,456	BeginningYearBalanceAmt
Contributions	$105,000	ContributionsAmt
Investment Earnings Or Losses	$24,350	InvestmentEarningsOrLossesAmt
End Year Balance	$514,806	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$293,332	BeginningYearBalanceAmt
Contributions	$64,409	ContributionsAmt
Investment Earnings Or Losses	$27,715	InvestmentEarningsOrLossesAmt
End Year Balance	$385,456	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$183,613	BeginningYearBalanceAmt
Contributions	$100,000	ContributionsAmt
Investment Earnings Or Losses	$9,719	InvestmentEarningsOrLossesAmt
End Year Balance	$293,332	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$143,082	BeginningYearBalanceAmt
Contributions	$49,344	ContributionsAmt
Investment Earnings Or Losses	-$8,813	InvestmentEarningsOrLossesAmt
End Year Balance	$183,613	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$110,180	BeginningYearBalanceAmt
Contributions	$32,895	ContributionsAmt
Investment Earnings Or Losses	$7	InvestmentEarningsOrLossesAmt
End Year Balance	$143,082	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$50,516	OtherCostOrOtherBasisAmt
Book Value	$50,516	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$558,520	OtherCostOrOtherBasisAmt
Depreciation	$147,332	DepreciationAmt
Book Value	$411,188	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$142,455	OtherCostOrOtherBasisAmt
Depreciation	$91,974	DepreciationAmt
Book Value	$50,481	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$512,185	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
PAYROLL TAX PAYABLE	$2,777
SALES TAX PAYABLE	$139
NATIONAL AUDUBON- NEW MEMBER DUES PAYABLE	$20

Field	Value	IRS element (for citing)
Total Liability	$2,936	TotalLiabilityAmt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	FUNDRAISING-APRIL 12 2025 GALA	Event1Nm
Gross Receipts Event1	$33,745	GrossReceiptsEvent1Amt
Charitable Contri Event1	$33,745	CharitableContriEvent1Amt
Rent Facility Costs Event1	$600	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$9,600	FoodAndBeverageEvent1Amt
Entertainment Event1	$700	EntertainmentEvent1Amt
Other Direct Expenses Event1	$4,741	OtherDirectExpensesEvent1Amt
Event2	FUNDRAISING-VAN FIELD TRIPS	Event2Nm
Gross Receipts Event2	$755	GrossReceiptsEvent2Amt
Gross Revenue Event2	$755	GrossRevenueEvent2Amt
Other Direct Expenses Event2	$538	OtherDirectExpensesEvent2Amt
Other Events Total	2	OtherEventsTotalCnt
Gross Receipts Other Events	$1,276	GrossReceiptsOtherEventsAmt
Gross Revenue Other Events	$1,276	GrossRevenueOtherEventsAmt
Food And Beverage Other Events	$189	FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events	$38	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$35,776	GrossReceiptsTotalAmt
Charitable Contributions Tot	$33,745	CharitableContributionsTotAmt
Gross Revenue Total Events	$2,031	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$600	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$9,789	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$700	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$5,317	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$16,406	DirectExpenseSummaryEventsAmt
Net Income Summary	-$14,375	NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2	DARLENE HALLIDAY, RECORDING SECRETARY, AND BILL HALLIDAY, 1ST VICE CHAIR, ARE MARRIED
FORM 990, PART VI, SECTION A, LINE 6	PELICAN ISLAND AUDUBON SOCIETY IS COMPOSED OF MEMBERS THROUGH NATIONAL AUDUBON SOCIETY AND THROUGH PELICAN ISLAND AUDUBON SOCIETY AS A LOCAL ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 8B	THERE ARE NO EXISTING COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11B	THE BOARD CHAIR OF PELICAN ISLAND AUDUBON SOCIETY INC MEETS WITH THE ACCOUNTANT TO REVIEW FORM 990. THE BOARD CHAIR REVIEWS FORM 990 WITH GOVERNING BODY BEFORE THE RETURN IS FILED.
FORM 990, PART VI, SECTION C, LINE 19	PELICAN ISLAND AUDUBON SOCIETY INC MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.