2024-11-05T09:57:31-06:00 2023-12-31 260794367 UHY ADVISORS MID-ATLANTIC INC 8601 ROBERT FULTON DRIVE SUITE 210 COLUMBIA MD 21046 990 2023-01-01 530204630 SOCIETY OF AMERICAN FORESTERS SOCI 2029383910 2121 K ST NW 315 WASHINGTON DC 20037 TERRY BAKER CHIEF EXECUTIVE OFFICER 2029383910 2024-11-05 1 0 KATSIARYNA VASILIEV P02167272 4107205220 2024-10-28 2023 2024-10-15 13:58:12Z TERRY BAKER 2121 K ST NW 315 WASHINGTON DC 20037 6519048 0 X WWW.EFORESTER.ORG X 1926 DC THE MISSION OF THE SOCIETY OF AMERICAN FORESTERS IS TO ADVANCE SUSTAINABLE MANAGEMENT OF FOREST RESOURCES THROUGH SCIENCE, EDUCATION, AND TECHNOLOGY, PROMOTING PROFESSIONAL EXCELLENCE WHILE ENSURING THE CONTINUED HEALTH, INTEGRITY, AND USE OF FORESTS TO BENEFIT SOCIETY IN PERPETUITY. 14 14 34 512 33361 0 326120 790441 2509823 2920166 1333380 854537 18321 42142 4187644 4607286 79864 123135 0 0 2139923 2623944 0 0 91204 2325952 2746067 4545739 5493146 -358095 -885860 24129334 25826097 2602481 2696984 21526853 23129113 X THE MISSION OF THE SOCIETY OF AMERICAN FORESTERS IS TO ADVANCE SUSTAINABLE MANAGEMENT OF FOREST RESOURCES THROUGH SCIENCE, EDUCATION, AND TECHNOLOGY, PROMOTING PROFESSIONAL EXCELLENCE WHILE ENSURING THE CONTINUED HEALTH, INTEGRITY, AND USE OF FORESTS TO BENEFIT SOCIETY IN PERPETUITY. 0 0 1379794 14362 965359 MEMBERSHIP SERVICES: THE SOCIETY'S MEMBERSHIP PROGRAM SERVES SOCIETY MEMBERS BY ENSURING THAT THEY RECEIVE TIMELY, HIGH QUALITY, AND HIGHLY VALUED SERVICES. THE PROGRAM IS RESPONSIBLE FOR RECRUITING, ENGAGING, RETAINING MEMBERS, PROVIDING CUSTOMER SERVICE AND MANAGING PROFESSIONAL RECOGNITION. MARKETING AND OUTREACH: THE SOCIETY'S MARKETING AND OUTREACH EFFORTS CONSTITUTE A COMPREHENSIVE COMMUNICATIONS PROGRAM THAT SPANS THE ORGANIZATION'S PORTFOLIO OF WORK AND AMPLIFIES THE VALUE OF THE FORESTRY PROFESSION ACROSS THE FOREST SECTOR AND BEYOND. THIS PROGRAM ENHANCES THE SOCIETY'S ONLINE PRESENCE AND BRAND RECOGNITION, WHILE RECRUITING FOR OUR CAUSE AND MAKING THE CASE FOR FOREST CLIMATE SOLUTIONS.STATE SOCIETIES: THROUGH ITS STATE SOCIETIES, DIVISIONS, AND CHAPTERS, SAF NATIONAL SUPPORTS THE WORK OF 30 STATE SOCIETIES AND 179 CHAPTERS ACROSS THE U.S. THAT PROVIDE VALUE, EDUCATION, NETWORKING, AND OTHER BENEFITS TO MEMBERS AND THE GENERAL PUBLIC. POLICY AND PUBLIC AFFAIRS: THE SOCIETY'S POLICY AND PUBLIC AFFAIRS PROGRAM WORKS WITH POLICYMAKERS, PARTNER ORGANIZATIONS, AND COALITIONS TO BUILD AWARENESS AND PROMOTE SCIENCE-BASED, SUSTAINABLE FOREST MANAGEMENT AND GIVE FORESTRY AND NATURAL RESOURCES PROFESSIONALS THE POLICY TOOLS, FUNDING, AND OTHER AUTHORITIES THEY NEED TO BE SUCCESSFUL. THROUGH THE POLICY AND PUBLIC AFFAIRS PROGRAM, THE SOCIETY ALSO ORGANIZES STAKEHOLDER MEETINGS FUNDED BY GOVERNMENT GRANTS TO CONVENE THE SECTOR AND BENEFIT THE BROADER FORESTRY COMMUNITY. #FORESTPROUD: THE SOCIETY'S #FORESTPROUD PROGRAM IS THE FOREST SECTOR'S GREATEST COMMUNICATIONS ASSET. WHEN #FORESTPROUD WAS LAUNCHED, ITS GOAL WAS TO BRING THE FOREST SECTOR TOGETHER TO BETTER TELL THE STORY OF WHO WE ARE, WHAT WE DO, AND WHY WE ARE PROUD OF WHAT WE CONTRIBUTE TO OUR COMMUNITIES AND ECOSYSTEMS. TOGETHER, WE BUILT THE #FORESTPROUD COMMUNITY. AND TODAY, WE ARE BETTER POSITIONED TO ELEVATE TRUSTED VOICES WITHIN THE SECTOR, PROMOTE SUSTAINABLE FORESTRY PRACTICES, AND INCREASE OPPORTUNITIES FOR PUBLIC ENGAGEMENT WITH THE SECTOR AT SCALE. 1096496 98773 GOVERNMENT GRANT AND OTHER PROGRAMS: THE SOCIETY OFFERS OTHER PROGRAMS IN SERVICE OF ITS MEMBERSHIP AND OF THE PROFESSION. THE SOCIETY AWARDS GRANTS TO AFFILIATED STATE SOCIETIES FOR INNOVATIVE PROJECTS AND ACTIVITIES THAT BENEFIT THE PROFESSION. THE SOCIETY ALSO AWARDS GRANTS IN THE AREAS OF INDUSTRY LEADERSHIP, DIVERSITY AND INCLUSION, SCIENCE AND TECHNOLOGY, COMMUNICATIONS, PROFESSIONAL DEVELOPMENT, AND STUDENT LEADERSHIP. 806018 10000 935880 CONVENTIONS AND MEETINGS: THE SOCIETY'S CONVENTIONS AND MEETINGS PROGRAM IS THE PROGRAM THROUGH WHICH THE SOCIETY PLANS AND HOSTS ITS ANNUAL CONVENTION AND OTHER EVENTS PROMOTING THE PROFESSION. THE SOCIETY'S ANNUAL CONVENTION BRINGS TOGETHER FORESTRY AND NATURAL RESOURCES STUDENTS, PRACTITIONERS, ACADEMICS, AND VENDORS EACH YEAR TO SHARE KNOWLEDGE AND RECENT DEVELOPMENTS IN THE FORESTRY FIELD, AND TO OFFER NETWORKING AND CAREER DEVELOPMENT OPPORTUNITIES. 718067 418757 SCIENCE AND EDUCATION: THE SOCIETY'S SCIENCE AND EDUCATION PROGRAM WORKS TO PROTECT AND TO PROMOTE THE FIELD OF FORESTRY BY CREATING AND MAINTAINING EDUCATIONAL STANDARDS AND PROFESSIONAL CERTIFICATION PROGRAMS, AND BY PROVIDING AN EFFECTIVE MEANS FOR IDENTIFYING SCIENCE AND TECHNOLOGY NEEDS AND ENGAGING IN ISSUES RELATED TO FOREST SCIENCE AND FOREST RESOURCE MANAGEMENT. THE PROGRAM ACCREDITS FORESTRY, URBAN FORESTRY, NATURAL RESOURCE AND ECOSYSTEM MANAGEMENT, AND FOREST TECHNOLOGY PROGRAMS AT INSTITUTIONS OF POST-SECONDARY EDUCATION. THE PROGRAM CREATES AND ADMINISTERS COMPETENCY EXAMS FOR PROFESSIONALS WISHING TO BECOME CERTIFIED THROUGH THE SOCIETY OR LOCAL PROGRAMS, OR LICENSED THROUGH STATE PROGRAMS, AND EVALUATES CANDIDATE ACADEMIC AND PROFESSIONAL QUALIFICATIONS. THROUGH THE SCIENCE AND EDUCATION PROGRAM, THE SOCIETY ALSO DELIVERS ITS PROFESSIONAL DEVELOPMENT PROGRAM, WHICH OFFERS AND ACCREDITS INDUSTRY PROFESSIONALS CONTINUING EDUCATION OPPORTUNITIES, THROUGH IN PERSON AND ONLINE LEARNING CONTENT, TO DEVELOP THEIR SKILLS AND KNOWLEDGE. 355691 578439 PUBLICATIONS: THE SOCIETY'S PUBLICATIONS PROGRAM SERVES THE FORESTRY PROFESSION BY PUBLISHING SCIENTIFIC, SCHOLARLY, AND EDITORIAL CONTENT IN PRINT AND DIGITAL PERIODICALS THAT COMMUNICATE SCIENCE, RESEARCH, POLICY, AND DEVELOPMENTS IN THE FIELD. ADDITIONALLY, THE PROGRAM WORKS WITH AUTHORS TO PUBLISH WORKS OF INTEREST TO OUR MEMBERS AND THE PROFESSION AT LARGE. 1073758 997196 4356066 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 35 0 1 34 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 1 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 DC X X THE ORGANIZATION 2029383910 2121 K ST NW 315 WASHINGTON DC 20037 SAM COOK PRESIDENT; CHAIR, EXECUTIVE COMMITTEE 5.00 X X 0 0 0 REBECCA BARNARD VICE PRESIDENT; CHAIR, GOVERNANCE COMMITTEE 5.00 X X 0 0 0 JOHN MAISCH CF IMMEDIATE PAST PRESIDENT 5.00 X X 0 0 0 CHRIS SCHNEPF BOARD MEMBER, DISTRICT 1 2.00 X 0 0 0 DR RONALD BOLDENOW CF BOARD MEMBER, DISTRICT 2 2.00 X 0 0 0 JOHN TODD BOARD MEMBER, DISTRICT 3 2.00 X 0 0 0 KELLY NORRIS CF BOARD MEMBER, DISTRICT 4 2.00 X 0 0 0 AMBER MARCHEL BOARD MEMBER, DISTRICT 5 2.00 X 0 0 0 KAREN BENNETT CF BOARD MEMBER, DISTRICT 6 2.00 X 0 0 0 SARAH WURZBACHER BOARD MEMBER, DISTRICT 7; CHAIR, AUDIT COMMITTEE 2.00 X 0 0 0 DAVID DOSTER CF BOARD MEMBER, DISTRICT 8 2.00 X 0 0 0 DR VICTOR FORD CF BOARD MEMBER, DISTRICT 9 2.00 X 0 0 0 DR THOMAS FOX CF BOARD MEMBER, DISTRICT 10; CHAIR, FINANCE COMMITTE 2.00 X 0 0 0 JASON HOLLAND BOARD MEMBER, DISTRICT 11 2.00 X 0 0 0 TERRY BAKER CHIEF EXECUTIVE OFFICER 40.00 X 229000 0 16608 SUSANNE METZ CHIEF FINANCIAL OFFICER 40.00 X 122385 0 28816 WHITNEY FORMAN-COOK CHIEF OPERATIONS OFFICER 40.00 X 111599 0 13198 PATRICIA FINCHAM DIRECTOR OF PUBLICATIONS 40.00 X 107348 0 12719 570332 0 71341 4 0 1 0 NELSON MULLINS RILEY & SCARBOROUGH LLP 1320 MAIN STREET 17TH FLOOR COLUMBIA SC 29201 PROFESSIONAL AND LEGAL SERVICES 186623 2121 K LLC 1156 15TH STREET NW SUITE 310 WASHINGTON DC 20005 RENT 170728 2 659998 130443 790441 CONVENTIONS AND MEETINGS 900099 935880 935880 MEMBERSHIP DUES 900099 860359 860359 PUBLICATIONS 900099 424093 424093 SCIENCE AND EDUCATION 611710 337990 337990 OTHER PROGRAM REVENUE 900099 185767 185767 176077 142716 33361 2920166 634113 634113 2129605 1909181 220424 220424 220424 14211 2581 11630 11630 MISCELLANEOUS 900099 30512 30512 30512 4607286 2898435 33361 885049 79995 79995 41062 41062 2078 2078 521607 420133 84905 16569 1633316 1315571 265868 51877 48568 39120 7906 1542 257774 207626 41961 8187 162679 131031 26481 5167 158935 125320 33168 447 33508 26421 6993 94 78410 78410 440545 347370 91936 1239 137109 108110 28613 386 262613 227486 33914 1213 303680 244810 57892 978 188649 178696 9573 380 361018 235148 125375 495 567785 447698 118490 1597 2378 2060 307 11 20884 18091 2697 96 69083 54472 14417 194 MISCELLANEOUS 92993 80554 12009 430 PAYROLL ADMIN 13123 10347 2739 37 TAXES & FEES 8218 7119 1061 38 DUES AND SUBSCRIPTIONS 7136 5748 1161 227 5493146 4356066 1045876 91204 459511 303546 1009949 593789 184184 353895 131482 143515 646409 393955 219800 252454 20775282 22973341 1349126 1205557 24129334 25826097 455869 404751 686887 695228 302378 1459725 1294627 2602481 2696984 X 21526853 22471514 657599 21526853 23129113 24129334 25826097 -885860 2488120 0 X X 0 1 X 1 0 X 55978 55083 429893 326120 790441 1657515 2262829 1712193 2143323 2531679 2931796 11581820 2318807 1767276 2573216 2857799 3722237 13239335 0 373580 190354 948806 1512740 373580 190354 948806 1512740 11726595 618926 463133 575689 490582 634113 2782443 618926 463133 575689 490582 634113 2782443 65450 40487 6894 11616 30512 154959 3003183 2270896 3155799 3359997 4386862 16176737 0.72490 0.76800 0.17200 0.18280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 183498 2086 27973 4379 209178 222147 889 -34065 5473 183498 199922 1547 23558 2880 222147 174088 310 26580 1056 199922 146296 2530 27152 1890 174088 0.37000 0.63000 0 0 153585 44214 109371 492824 349741 143083 252454 OPERATING LEASE LIABILITY 1294627 1294627 X 7019577 2488120 2488120 4531457 78410 -2581 75829 4607286 5417317 2581 2581 5414736 78410 78410 5493146 PART V, LINE 4: THE SOCIETY'S ONLY DONOR-RESTRICTED ENDOWMENT FUND WAS ESTABLISHED IN MEMORY OF G. ROBINSON (BOB) GREGORY, WHO WAS A PIONEER IN FOREST ECONOMICS AND RESOURCE DEVELOPMENT. THE GREGORY ENDOWMENT FUND PROVIDES ECONOMIC ASSISTANCE TO OUTSTANDING STUDENTS OR PROFESSIONALS FROM OUTSIDE OF NORTH AMERICA SO THAT THEY MAY ATTEND THE SOCIETY'S ANNUAL CONFERENCE AND HAVE A MEANINGFUL ENGAGEMENT WITH THE FORESTERS OF NORTH AMERICA. PART X, LINE 2: THE SOCIETY HAS ESTIMATED THAT ITS TAXABLE ACTIVITIES WILL GENERATE AN ADDITIONAL NET OPERATING LOSS CARRYFORWARD FOR THE YEAR ENDED DECEMBER 31, 2023. IN ACCORDANCE WITH U.S. GAAP, A DEFERRED TAX ASSET RELATED TO THE NET OPERATING LOSS CARRYFORWARD, WHICH REPRESENTS A FUTURE TAX BENEFIT, SHOULD BE RECORDED. HOWEVER, DUE TO THE UNCERTAINTY THAT THE SOCIETY WILL REALIZE A BENEFIT FROM THE DEFERRED TAX ASSET, A VALUATION ALLOWANCE OF 100% HAS ALSO BEEN RECORDED. THEREFORE, THE NET DEFERRED TAX ASSET IS $-0- AT DECEMBER 31, 2023. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -2,581. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 2,581. 1 APPALACHIAN SAF 194 JAY RIDGE RD CLOVERDALE VA 240773029 237065203 501C3 6725 0 TO PROMOTE FORESTRY AND EDUCATION INTERMOUNTAIN SAF 1134 N COVENANT HILL WAY EAGLE ID 836167095 237056241 501C3 11325 0 TO PROMOTE FORESTRY AND EDUCATION MISSISSIPPI SAF 407 PEBBLE BROOK DR CLINTON MS 390565823 521273256 501C3 5225 0 TO PROMOTE FORESTRY AND EDUCATION NEW ENGLAND SAF 4396 ROUTE 132 THETFORD CENTER VT 050758825 237065209 501C3 5950 0 TO PROMOTE FORESTRY AND EDUCATION VIRGINIA TECH 902 PRICES FORK ROAD SUITE 4600 BLACKSBURG VA 24060 540721690 501C3 5000 0 TO PROMOTE FORESTRY AND EDUCATION OREGON SAF 82166 LOST VALLEY LN DEXTER OR 97431 237065108 501C3 5083 0 TO PROMOTE FORESTRY AND EDUCATION 6 BEALE MEMORIAL AWARD 1 500 MOLLIE BEATTIE VISITING SCHOLARSHIP 3 15000 SAF NATIONAL AWARD 9 6000 STUDENT LEADERSHIP AWARD 1 200 STUDENT POSTER AWARDS 3 850 STUDENT PRESENTATION AWARDS 3 850 YOUNG FORESTER LEADERSHIP AWARD 1 500 TRAVEL AWARDS 5 2500 RMS/SAF SCHOLARSHIP 1 10000 PART I, LINE 2: SAF MAINTAINS A THOROUGH APPLICATION AND SELECTION PROCESS WHERE APPLICABLE. CERTAIN GRANTS REQUIRE SUBSEQUENT REPORTING TO ENSURE THAT GRANT FUNDS ARE USED IN ACCORDANCE WITH THE GRANT PURPOSE. 1 X X X X 0 0 0 0 0 0 0 0 0 TERRY BAKER CHIEF EXECUTIVE OFFICER 210100 0 18900 0 0 0 13167 0 3441 0 245608 0 0 0 SUSANNE METZ CHIEF FINANCIAL OFFICER 122385 0 0 0 0 0 3700 0 25116 0 151201 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE UPDATED ON MAY 31, 2023. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF THE SOCIETY SHALL CONSIST OF PROFESSIONAL MEMBERS, AFFILIATE MEMBERS, INTERNATIONAL MEMBERS, AND STUDENT MEMBERS. PROFESSIONAL MEMBERS AND STUDENT MEMBERS MAY VOTE ON ANY QUESTIONS BEFORE THE SOCIETY. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS HAVE THE RIGHT TO CAST A VOTE THAT IS BINDING ON THE SOCIETY FOR THE ELECTION AND REMOVAL OF DIRECTORS AND OFFICERS. ELECTION TO THE BOARD OF DIRECTORS SHALL BE BY VOTING DISTRICTS, AND ONE MEMBER SHALL BE ELECTED FROM EACH VOTING DISTRICT. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS HAVE THE RIGHT TO CAST A VOTE THAT IS BINDING ON THE SOCIETY FOR AMENDMENTS TO THE ARTICLES OF INCORPORATION AND THE BYLAWS, AND OTHER MATTERS RESERVED TO THE MEMBERS BY LAW. FORM 990, PART VI, SECTION B, LINE 11B DRAFT FROM 990 IS EMAILED TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C DURING DECEMBER BOARD MEETING, (IN PREPARATION FOR FOLLOWING YEAR) ALL BOARD MEMBERS (INCLUDING NEW) SIGN A CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 THIRD-PARTY CONSULTANT PROVIDED FEEDBACK ON CEO COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 SOCIETY OF AMERICAN FORESTERS MAKES THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE ALSO AVAILABLE VIA THE ORGANIZATION'S WEBSITE. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED THE OVERSIGHT PROCESS FOR ITS AUDIT OR THE SELECTION PROCESS OF AN INDEPENDENT ACCOUNTANT.