UNITED STATES ENDOWMENT FORFORESTRY AND COMMUNITIES INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UNITED STATES ENDOWMENT FORFORESTRY AND COMMUNITIES INC (EIN 20-5583324)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202423199349306547
- Schema version
- 2023v5.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T12:23:51+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Ridgefield Court | AddressLine1Txt |
| City | Asheville | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205583324 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United States Endowment for Forestry | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 8642337646 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S Academy St STE 101 | AddressLine1Txt |
| City | Greenville | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Peter C Madden | PersonNm |
| Person Title | President/CEO | PersonTitleTxt |
| Phone | 8642337646 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Amy Bibby | PreparerPersonNm |
| PTIN | P00445891 | PTIN |
| Phone | 8282542254 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Peter C Madden | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S Academy St STE 101 | AddressLine1Txt |
| City | Greenville | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,543,568 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.USENDOWMENT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | TO ADVANCE POSITIVE CHANGE FOR THE NATION'S WORKING FORESTS AND FOREST-RELIANT COMMUNITIES | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,859,388 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,252,712 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,523,750 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,641,815 | CYInvestmentIncomeAmt |
| PY Other Revenue | $547,583 | PYOtherRevenueAmt |
| CY Other Revenue | $649,041 | CYOtherRevenueAmt |
| PY Total Revenue | $14,930,721 | PYTotalRevenueAmt |
| CY Total Revenue | $19,543,568 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $14,620,815 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $18,783,718 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,436,610 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,823,581 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,428,371 | PYOtherExpensesAmt |
| CY Other Expenses | $3,534,519 | CYOtherExpensesAmt |
| PY Total Expenses | $22,485,796 | PYTotalExpensesAmt |
| CY Total Expenses | $27,141,818 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$7,555,075 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$7,598,250 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $283,124,174 | TotalAssetsBOYAmt |
| Total Assets EOY | $300,985,916 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,192,824 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,639,473 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $271,931,350 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $290,346,443 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE ENDOWMENT WORKS COLLABORATIVELY WITH PARTNERS IN THE PUBLIC AND PRIVATE SECTORS TO ADVANCE SYSTEMIC, TRANSFORMATIVE, AND SUSTAINABLE CHANGE FOR THE HEALTH AND VITALITY OF THE NATION'S WORKING FORESTS AND FOREST RELIANT COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $25,849,620 | ExpenseAmt |
| Grant | $18,783,718 | GrantAmt |
| Desc | The Endowment advances its mission using a "theory of change" that focuses on three areas: retaining and restoring healthy working forests; promoting and capturing multiple value streams using market-based tools; and enhancing community capacity, collaboration, and leadership. The Endowment deploys its work through five primary initiatives, each of which supports several programs or projects. I. Ecosystem Markets: Monetizing non-traditional forest products. The Endowment continues a focus on water as an ecosystem market. The Endowment is partially funding coordinators across the country who work with local partners to seek State Revolving Fund loans for forested watershed protection and management, which will help keep drinking water supplies clean and affordable. The Endowment is also exploring opportunities for biodiversity credits for landowners as another source of revenue that will contribute to conservation goals. II. Forest Retention and Health: Retaining/expanding and ensuring health of forests. This is a wide-ranging initiative that includes serving as cross-border convener for more strategic collaboration between Canada and the U.S. Other work includes corporate partnerships to protect bottomland hardwood forests, the Department of Defense's base buffering program and innovative financing approaches for forest management and retention. Each is designed to aid in retention and restoration of healthy working forests. A corporate partnership provides funding for conservation of high-value bottomland hardwood forests in North Carolina and Virginia; this program is a model for public-private partnerships. The Endowment works with local conservation partners to take advantage of USDA funds through the Natural Resources Conservation Service. Their Regional Conservation Partnership Program awards finance conservation easements that protect forests that are important for the environment and that sustain local jobs and economies. III. Traditional Markets: After successful work that led to the creation of two commodity check-offs - Softwood Lumber Board and Paper & Paper-based Packaging Board -- more recent work has included supporting initiatives to advance public understanding of the benefits of working forests and the role they play in climate solutions. We are also continuing to develop blockchain solutions through a program called ForesTrust, which seeks to track the supply chain of timber and forest products from forests to end-product, which helps alleviate issues involving illegal logging. IV. Future Markets: The Endowment is partnering with the USDA Forest Service and emerging producers to advance commercialization of cellulosic nanomaterials. This multi-year initiative engages partners to fill knowledge gaps facilitating new products and applications while placing a primary interest on ensuring human and environmental health and safety. Work continues to advance mass timber applications to support tall wooden buildings, including advancing the carbon story of forest products. The Endowment is investigating potential benefits and concerns associated with forest carbon. In response to an increase in public and private investment in carbon management and climate smart forestry on private forest lands, the Endowment is funding programs and workshops to better understand and quantify landowner capacity and willingness to adopt carbon management practices and the implications for other forest land uses (e.g., wood products). Through the US Biochar Initiative project, we work with partners to increase applications, market, and production of biochar with the ultimate goal of carbon being buried in the ground, allowing carbon credits to be realized. The Forest & Wood Carbon Data Platform launch in 2023 created a single U.S. Department of Agriculture (USDA)-sponsored platform with multiple user-friendly tools providing transparent, high-integrity forest and wood product carbon data throughout the value chain. The platform will include six measurement, monitoring, reporting, and verification (MMRV) tools that align with a U.S. Forest Service (USFS) objective to serve as the primary source of information on carbon and carbon flows across U.S. Forest lands, harvested wood products, and end-use life cycle assessment. V. Asset Creation: We continue to support the Sustainable Forestry and Land Retention (SFLR) network and their goal to use forests and forest-based assets to create economic opportunity for African American landowners. American Forest Foundation is now the SFLR fiscal agent. SFLR is a multi-year program in partnership with the USDA Forest Service and NRCS across eight southern states and has successfully seen 1,500 black families move their lands into the forest management pipeline. We are applying the applied learnings for our work with the SFLR network to explore Hispanic/Latino landowners and their ability to generate wealth for their families and communities. We continue to work with the Economic Development Administration in New England in partnership with the Northern Forest Center to assist in finding local economic solutions to help offset the impact of the closure of much of the region's pulp and paper production. | Desc |
| Total Program Service Expenses | $25,849,620 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 46 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 14 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joie More | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8642337646 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S Academy St STE 101 | AddressLine1Txt |
| City | Greenville | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Chris McIver | ||||||||
| Vice Chair | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Kevin Schuyler | ||||||||
| Treasurer | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Mark Emmerson | ||||||||
| Chairman | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Peter Madden | ||||||||
| CEO Secretary | 40.0 | Yes (X) | Yes (X) | $435,910 | $0 | $70,435 | ||
| Adrian Blocker | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Anna Torma | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Beatriz Da Cunha | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Caroline Dauzat | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Cris Stanbrook | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Fritz Mason | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Jo-Ellen Darcy | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Joshua Raglin | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Mark Reed | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Maro Imirzian | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Rehad (Paul) Hossain | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Soile Kilpi | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Joie Mor | ||||||||
| Chief Financial Officer | 40.0 | Yes (X) | $205,258 | $0 | $54,700 | |||
| Peter Stangel | ||||||||
| Chief Operating Officer | 40.0 | Yes (X) | $331,496 | $0 | $58,042 | |||
| Alicia Cramer | ||||||||
| Senior Vice President | 40.0 | $284,167 | $0 | $50,158 | Yes (X) | |||
| Matthew Krumenauer | ||||||||
| Vice President | 40.0 | $235,151 | $0 | $25,867 | Yes (X) | |||
| Michael Goergen | ||||||||
| Vice President | 40.0 | $257,185 | $0 | $28,290 | Yes (X) | |||
| Aleta Rogers | ||||||||
| Director, Grants & Contracts Compliance | 40.0 | $121,226 | $0 | $13,335 | Yes (X) | |||
| Jaime Daniel | ||||||||
| Finance Director | 40.0 | $133,560 | $0 | $40,099 | Yes (X) | |||
| Laura Garner | ||||||||
| Development Director | 40.0 | $105,834 | $0 | $11,642 | Yes (X) | |||
| Teal Edelen | ||||||||
| Program Officer | 40.0 | $124,034 | $0 | $13,644 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,233,821 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $366,212 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Legacy Philanthropy Works | |||||
| 521 Santa Barbara St | Santa Barbara | CA | 93101 | Project Management | $1,124,428 |
| The Longleaf Alliance | |||||
| 12130 Dixon Center Rd | Andalusia | AL | 36420 | Project Management | $641,758 |
| Quantified Ventures LLC | |||||
| 6410 Ruffin Rd | Chevy Chase | MD | 20815 | Project Management | $587,801 |
| mano-Y-ola | |||||
| 3813 Birchwood Ct | Raleigh | NC | 27612 | Project Management | $537,838 |
| Vireo Advisors LLC | |||||
| 111 Perkins St Apt 216 | Boston | MA | 02130 | Environmental Consulting | $405,484 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 30 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $12,028,685 | GovernmentGrantsAmt |
| All Other Contributions | $4,224,027 | AllOtherContributionsAmt |
| Total Contributions | $16,252,712 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$119,563 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$912,095 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $792,532 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,761,378 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,761,378 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,761,378 | TotalRevenueColumnAmt |
| Exclusion | $2,761,378 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Miscellaneous Income | 900099 | $502,077 | $502,077 |
| Management Fees | 541610 | $146,964 | $146,964 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $649,041 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,543,568 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$912,095 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,202,951 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,783,718 | TotalAmt |
| Program Services | $18,783,718 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,155,842 | TotalAmt |
| Program Services | $840,167 | ProgramServicesAmt |
| Management And General | $315,675 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,782,722 | TotalAmt |
| Program Services | $2,442,235 | ProgramServicesAmt |
| Management And General | $340,487 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $619,086 | TotalAmt |
| Program Services | $555,762 | ProgramServicesAmt |
| Management And General | $63,324 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,931 | TotalAmt |
| Program Services | $193,302 | ProgramServicesAmt |
| Management And General | $72,629 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,442 | TotalAmt |
| Management And General | $49,442 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,021 | TotalAmt |
| Management And General | $54,021 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,555 | TotalAmt |
| Management And General | $160,555 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,645 | TotalAmt |
| Program Services | $300,645 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,855 | TotalAmt |
| Program Services | $58,855 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $893,305 | TotalAmt |
| Program Services | $876,142 | ProgramServicesAmt |
| Management And General | $17,163 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $691,717 | TotalAmt |
| Program Services | $640,998 | ProgramServicesAmt |
| Management And General | $50,719 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,573 | TotalAmt |
| Program Services | $96,890 | ProgramServicesAmt |
| Management And General | $58,683 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,075 | TotalAmt |
| Program Services | $23,443 | ProgramServicesAmt |
| Management And General | $4,632 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,386 | TotalAmt |
| Program Services | $15,689 | ProgramServicesAmt |
| Management And General | $69,697 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $622,984 | TotalAmt |
| Program Services | $606,034 | ProgramServicesAmt |
| Management And General | $16,950 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,329 | TotalAmt |
| Program Services | $413,734 | ProgramServicesAmt |
| Management And General | $10,595 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Taxes and Other Expenses | Desc |
| Total | $9,632 | TotalAmt |
| Program Services | $2,006 | ProgramServicesAmt |
| Management And General | $7,626 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,141,818 | TotalAmt |
| Program Services | $25,849,620 | ProgramServicesAmt |
| Management And General | $1,292,198 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,716,155 | BOYAmt |
| EOY | $9,105,002 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,760,496 | BOYAmt |
| EOY | $6,507,299 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $277,279 | BOYAmt |
| EOY | $254,516 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,247 | BOYAmt |
| EOY | $81,599 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $21,338,902 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,764,352 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,955,882 | BOYAmt |
| EOY | $19,574,550 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,034,640 | BOYAmt |
| EOY | $177,971,318 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,600,653 | BOYAmt |
| EOY | $85,415,964 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $677,822 | BOYAmt |
| EOY | $2,075,668 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $283,124,174 | BOYAmt |
| EOY | $300,985,916 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,192,824 | BOYAmt |
| EOY | $10,639,473 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,192,824 | BOYAmt |
| EOY | $10,639,473 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,636,985 | BOYAmt |
| EOY | $23,119,304 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $249,294,365 | BOYAmt |
| EOY | $267,227,139 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $271,931,350 | BOYAmt |
| EOY | $290,346,443 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $283,124,174 | BOYAmt |
| EOY | $300,985,916 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$7,598,250 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $26,013,343 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,675,091 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,387,679 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,743,082 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,859,388 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,252,712 | CurrentTaxYearAmt |
| Total | $60,917,952 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,675,091 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,387,679 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,743,082 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,859,388 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,252,712 | CurrentTaxYearAmt |
| Total | $60,917,952 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,917,414 | SubstantialContributorsTotAmt |
| Public Support Total170 | $59,000,538 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $917,660 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $492,286 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $639,613 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $505,508 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $792,532 | CurrentTaxYearAmt |
| Total | $3,347,599 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $283,233 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $342,687 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $541,193 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $547,583 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $649,041 | CurrentTaxYearAmt |
| Total | $2,363,737 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $66,629,288 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.8855 | PublicSupportCY170Pct |
| Public Support PY170 | 0.8832 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - OTHER INCOME, COLUMN A - 283233.0, COLUMN B - 342687.0, COLUMN C - 541193.0, COLUMN D - 547583.0, COLUMN E - 649041.0, COLUMN F - 2363737.0; | ExplanationTxt |
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 | $247,635,293 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $28,366,990 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,615,001 | OtherExpendituresAmt |
| End Year Balance | $263,387,282 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $284,425,359 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$26,075,066 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,715,000 | OtherExpendituresAmt |
| End Year Balance | $247,635,293 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $247,828,142 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $44,248,217 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,651,000 | OtherExpendituresAmt |
| End Year Balance | $284,425,359 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $230,682,480 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $24,953,662 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,808,000 | OtherExpendituresAmt |
| End Year Balance | $247,828,142 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $201,429,295 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $37,428,185 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,175,000 | OtherExpendituresAmt |
| End Year Balance | $230,682,480 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.7593 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.2407 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $621,858 | OtherCostOrOtherBasisAmt |
| Book Value | $621,858 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $332,368 | OtherCostOrOtherBasisAmt |
| Depreciation | $92,658 | DepreciationAmt |
| Book Value | $239,710 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,384,676 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,671,694 | DepreciationAmt |
| Book Value | $18,712,982 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $19,574,550 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Private Limited Partnerships | Desc |
| Book Value | $85,415,964 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $85,415,964 | TotalBookValueSecuritiesAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $45,396,356 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $26,013,343 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $26,013,343 | RevenueNotReportedAmt |
| Revenue Subtotal | $19,383,013 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $160,555 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $160,555 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $19,543,568 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $26,981,263 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $26,981,263 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $160,555 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $160,555 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $27,141,818 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | THE ORGANIZATION WAS FUNDED WITH A ONE-TIME INFUSION OF $200 MILLION UNDER THE TERMS OF THE SOFTWOOD LUMBER AGREEMENT BETWEEN THE UNITED STATES AND CANADA. EARNINGS FROM THE ENDOWMENT CAN BE USED TO FUND THE ORGANIZATION'S PURPOSES OF SUPPORTING EDUCATIONAL AND CHARITABLE CAUSES IN TIMBER-RELIANT COMMUNITIES, EDUCATIONAL AND PUBLIC-INTEREST PROJECTS ADDRESSING FOREST MANAGEMENT ISSUES THAT AFFECT TIMBER-RELIANT COMMUNITIES, OR THE SUSTAINABILITY OF FORESTS AS SOURCES OF BUILDING MATERIALS, WILDLIFE HABITAT, BIO-ENERGY, RECREATION, AND OTHER VALUES. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | THE ENDOWMENT HAS OBTAINED TAX EXEMPT STATUS UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), AND AS SUCH, IS EXEMPT FROM INCOME TAXES EXCEPT ON UNRELATED BUSINESS INCOME. ACCORDINGLY, THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. THE ENDOWMENT HAS DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF DECEMBER 31, 2023. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (61 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| 2030 Inc | |||||||
| 607 Cerrillos Road Suite G | Sante Fe | NM | 87505 | 260251104 | 501(c)(5) | $64,500 | Mass Timber |
| American Forests | |||||||
| 1220 L Street NW Suite 750 | Washington | DC | 20005 | 530196544 | 501(c)(3) | $218,904 | Carbon |
| Auburn University | |||||||
| 636000724 | University | $271,354 | Mass Timber | ||||
| Black Family Land Trust Inc | |||||||
| 043797149 | 501(c)(3) | $80,000 | Sustainable Forestry and Land Retention | ||||
| Blue Forest Finance | |||||||
| 5960 S Land Park Dr Suite 1264 | Sacramento | CA | 95822 | 831666979 | 501(c)(3) | $342,143 | Innovative Finance; Ecosystem Markets |
| Bosland Growth LLC | |||||||
| 922555910 | For-Profit | $339,009 | Scarred Mine Land; Forest Conservation | ||||
| Clemson University | |||||||
| 576000254 | University | $133,475 | P3 Nano Research to Commercialization | ||||
| Coalitions & Collaboratives Inc | |||||||
| PO Box 746 | Lake George | CO | 80827 | 472144690 | 501(c)(3) | $15,962 | Innovative Finance |
| Colorado State University | |||||||
| 408 University Services Center | Fort Collins | CO | 80523 | 846000545 | University | $188,399 | Mass Timber |
| Council of Great Lakes Governors Inc | |||||||
| 309 East Rand Road | Arlington Heights | IL | 60004 | 411427529 | 501(c)(3) | $26,784 | Innovative Finance |
| County of Humboldt | |||||||
| 946000513 | Govt | $24,981 | Innovative Finance | ||||
| Dovetail Partners | |||||||
| 528 Hennepin Ave Suite 303 | Minneapolis | MN | 55403 | 522419510 | 501(c)(3) | $15,200 | Carbon |
| Florida State University | |||||||
| 591961248 | University | $56,219 | Prescribed Fire | ||||
| Georgia Tech Research Corporation | |||||||
| 580603146 | 501(c)(3) | $62,261 | P3 Nano Research to Commercialization; Carbon | ||||
| Iowa State University of Science and Technology | |||||||
| 426004224 | University | $38,043 | Mass Timber | ||||
| Kodama Systems Inc | |||||||
| 871861470 | For-Profit | $12,500 | Innovative Finance | ||||
| Lincoln Institute of Land Policy | |||||||
| 866021106 | 501(c)(3) | $114,999 | Forest Retention | ||||
| Mammoth Lake Trails and Public Access Foundation | |||||||
| 205554141 | 501(c)(3) | $16,671 | Innovative Finance | ||||
| McIntosh SEED | |||||||
| 582556194 | 501(c)(3) | $115,000 | Sustainable Forestry and Land Retention | ||||
| Michigan State University | |||||||
| 386005984 | University | $36,484 | Blockchain | ||||
| Mississippi State University | |||||||
| 646000819 | University | $46,406 | Mass Timber | ||||
| Mount St Helens Institute | |||||||
| 911569993 | 501(c)(3) | $56,650 | Innovative Finance | ||||
| Multiplier | |||||||
| 912166435 | 501(c)(3) | $20,734 | Innovative Finance | ||||
| National Woodland Owners Association | |||||||
| 542060831 | 501(c)(3) | $77,590 | Diversity Equity Inclusion | ||||
| New Leaf Climate Partners | |||||||
| 882100068 | Corp | $162,600 | Carbon | ||||
| Northern Forest Center | |||||||
| 205583324 | 501(c)(3) | $411,961 | Economic Development Administration | ||||
| Ohio State University | |||||||
| 316025986 | University | $99,999 | Forest Retention | ||||
| Oregon State University | |||||||
| 611730890 | University | $100,295 | P3 Nano Research to Commericalization | ||||
| Our Katahdin | |||||||
| 472382072 | 501(c)(3) | $33,469 | Economic Development Administration | ||||
| Pennsylvania State University | |||||||
| 246000376 | University | $51,205 | Carbon | ||||
| Prairie View A&M University | |||||||
| 746001078 | University | $80,000 | Sustainble Forestry and Land Retention | ||||
| Purdue University | |||||||
| 356002041 | University | $27,964 | P3 Nano Research to Commericalization | ||||
| Research Foundation of SUNY | |||||||
| 141368361 | University | $35,972 | Economic Development Administration; P3 Nano Research to Commericalization | ||||
| Rice University | |||||||
| 741109620 | University | $69,488 | P3 Nano Research to Commericalization | ||||
| Roanoke Economic Development Inc | |||||||
| 562182552 | 501(c)(3) | $115,000 | Sustainable Forestry and Land Retention | ||||
| Ruffed Grouse Society & American Woodcock Society | |||||||
| 540846925 | 501(c)(3) | $11,929 | Mitigation | ||||
| Sand County Foundation Inc | |||||||
| 396089450 | 501(c)(3) | $39,904 | Innovative Finance | ||||
| Sappi North America Inc | |||||||
| 232366983 | For-Profit | $414,111 | P3 Nano | ||||
| Save The Redwoods League | |||||||
| 940843915 | 501(c)(3) | $21,600 | Innovative Finance | ||||
| Softwood Lumber Board | |||||||
| 454225562 | 501(c)(3) | $128,000 | Mass Timber | ||||
| Somerset Economic Development Corp | |||||||
| 010535534 | 501(c)(3) | $13,530 | Economic Development Administration | ||||
| Summit County | |||||||
| 050513167 | Govt | $206,230 | Innovative Finance | ||||
| The Freshwater Trust | |||||||
| 930843521 | 501(c)(3) | $71,289 | Innovative Finance | ||||
| The Nature Conservancy | |||||||
| 530242652 | 501(c)(3) | $375,000 | Conservation | ||||
| The Sierra Fund | |||||||
| 680485725 | 501(c)(3) | $350,342 | Carbon | ||||
| The University of Vermont | |||||||
| 030179440 | 501(c)(3) | $30,059 | Mass Timber | ||||
| Trout Unlimited Inc | |||||||
| 381612715 | 501(c)(3) | $63,717 | Innovative Finance | ||||
| Trust to Conserve Northeast Forest Lands | |||||||
| 731674778 | 501(c)(3) | $145,000 | Economic Development Administration | ||||
| United States Biochar Initiative | |||||||
| 813951338 | 501(c)(3) | $279,506 | Biochar | ||||
| University of Arkansas Pine Bluff | |||||||
| 581353149 | 501(c)(3) | $7,003 | Sustainable Forestry and Land Retention | ||||
| University of Maine | |||||||
| 016000769 | University | $386,408 | P3 Nano Research to Commericalization; Economic Development Administration | ||||
| University of Miami | |||||||
| 590624458 | University | $49,795 | Mass Timber | ||||
| University of Wisconsin-Madison | |||||||
| 396006492 | University | $222,477 | P3 Nano Research to Commericalization | ||||
| University of Nebraska-Lincoln | |||||||
| 470049123 | University | $34,274 | Mass Timber | ||||
| University of New Hampshire Cooperative Extension | |||||||
| 026000937 | University | $83,531 | Economic Development Administration | ||||
| Vermont Sustainable Jobs Fund | |||||||
| 030349736 | 501(c)(3) | $30,000 | Economic Development Administration | ||||
| Virginia Tech Foundation Inc | |||||||
| 540721690 | 501(c)(3) | $172,515 | Mitigation | ||||
| West Virigina University | |||||||
| 550665758 | 501(c)(3) | $18,604 | Mass Timber | ||||
| Winston County Self Help | |||||||
| 811396515 | 501(c)(3) | $55,000 | Sustainable Forestry and Land Retention | ||||
| World Resources Insitute | |||||||
| 521257057 | 501(c)(3) | $387,965 | Conservation Finance | ||||
| Working Forest Initiative | |||||||
| 882635577 | 501(c)(6) | $500,000 | Traditional Markets | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 55 | Total501c3OrgCnt |
| Total Other Org | 6 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | GRANTEES ARE TYPICALLY SELECTED FROM SUBMISSIONS IN RESPONSE TO COMPETITIVE REQUESTS FOR PROPOSALS PROCESSES. EACH PROJECT HAS A DIFFERENT SET OF CRITERIA. ALL GRANTEES OPERATE WITH AN AGREED-UPON WORKPLAN AND DELIVERABLES FOR EACH PROJECT. FUNDS ARE DISBURSED BASED UPON MONITORING OF PROGRESS AND THE AGREEMENT BETWEEN THE GRANTEE AND THE ENDOWMENT OF SATISFACTORY ACCOMPLISHMENTS PER THE AWARD CONTRACT. THE ORGANIZATION'S PROGRAM-RELATED INVESTMENTS ARE MADE UNDER THE DIRECTION OF THE BOARD OF DIRECTORS. ALL INVESTMENTS ARE WITH ORGANIZATIONS THAT SUPPORT THE US ENDOWMENT FOR FORESTRY AND COMMUNITIES' PURPOSE AND GOALS. THE INVESTMENTS ARE MONITORED BY THE BOARD OF DIRECTORS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Peter Madden | ||||||||||||||
| CEO Secretary | $395,846 | $0 | $40,064 | $0 | $0 | $0 | $36,300 | $0 | $34,135 | $0 | $506,345 | $0 | $0 | $0 |
| Peter Stangel | ||||||||||||||
| Chief Operating Officer | $299,709 | $0 | $31,787 | $0 | $0 | $0 | $36,300 | $0 | $21,742 | $0 | $389,538 | $0 | $0 | $0 |
| Joie Mor | ||||||||||||||
| Chief Financial Officer | $188,110 | $0 | $17,148 | $0 | $0 | $0 | $23,715 | $0 | $30,985 | $0 | $259,958 | $0 | $0 | $0 |
| Alicia Cramer | ||||||||||||||
| Senior Vice President | $256,901 | $0 | $27,266 | $0 | $0 | $0 | $31,807 | $0 | $18,351 | $0 | $334,325 | $0 | $0 | $0 |
| Michael Goergen | ||||||||||||||
| Vice President | $232,917 | $0 | $24,268 | $0 | $0 | $0 | $28,290 | $0 | $0 | $0 | $285,475 | $0 | $0 | $0 |
| Matthew Krumenauer | ||||||||||||||
| Vice President | $212,962 | $0 | $22,189 | $0 | $0 | $0 | $25,867 | $0 | $0 | $0 | $261,018 | $0 | $0 | $0 |
| Jaime Daniel | ||||||||||||||
| Finance Director | $120,208 | $0 | $13,352 | $0 | $0 | $0 | $15,590 | $0 | $24,509 | $0 | $173,659 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 18 | COPIES OF THE ORGANIZATION'S FORM 990 IS AVAILABLE ON THE ORGANIZATIONAL WEBSITE AND WWW.GUIDESTAR.ORG. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE ENTIRE BOARD OF DIRECTORS WAS PROVIDED A COPY OF THE DRAFT FORM 990 WITH OPPORTUNITY FOR REVIEW AND DISCUSSION. |
| Form 990, Part VI, Line 12c Conflict of interest policy | AT EVERY MEETING OF THE BOARD OF DIRECTORS, BEFORE ANY ACTION IS TAKEN ON A PARTICULAR TOPIC, MEMBERS ARE ASKED TO NOTE FOR THE RECORD ANY AREAS OF POTENTIAL CONFLICT. ANNUALLY, EACH MEMBER OF THE BOARD AND STAFF ARE ASKED TO REVIEW AND SIGN A COPY OF THE CONFLICT OF INTEREST POLICY. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | OFFICER-LEVEL SALARIES ARE ESTABLISHED BASED UPON THE EDUCATION, EXPERIENCE AND OTHER QUALIFICATIONS OF EACH INDIVIDUAL AND BENCHMARKED AGAINST THE PAY OF SIMILAR POSITIONS WITHIN NOT-FOR-PROFITS AS A CLASS (E.G. AVERAGE ANNUAL SALARY OF WASHINGTON, DC-BASED NGOS) AND A MORE DEFINED GROUP OF NOT-FOR-PROFITS "PEERGANIZATIONS. SALARIES OF ALL STAFF, WITH THE EXCEPTION OF THE CEO, ARE ESTABLISHED USING THESE BENCHMARKS AND ADMINISTERED BY THE CEO WITH BOARD REVIEW/APPROVAL ON EACH EMPLOYEE'S ON APRIL 1ST OF EACH YEAR. IN THE CASE OF THE CEO, THE BOARD OF DIRECTORS REVIEWS THE CEO'S PAY AND BENEFITS AT LEAST ANNUALLY. THE ENTIRE PAY/BENEFITS PACKAGE IS TESTED IN A REVIEW OF PEER GROUP AND OTHER BENCHMARKS AND PERIODICALLY REVIEWED BY OUTSIDE COUNSEL AND/OR A BENEFITS CONSULTANT. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | OFFICER-LEVEL SALARIES ARE ESTABLISHED BASED UPON THE EDUCATION, EXPERIENCE AND OTHER QUALIFICATIONS OF EACH INDIVIDUAL AND BENCHMARKED AGAINST THE PAY OF SIMILAR POSITIONS WITHIN NOT-FOR-PROFITS AS A CLASS (E.G. AVERAGE ANNUAL SALARY OF WASHINGTON, DC-BASED NGOS) AND A MORE DEFINED GROUP OF NOT-FOR-PROFITS "PEERGANIZATIONS. SALARIES OF ALL STAFF, WITH THE EXCEPTION OF THE CEO, ARE ESTABLISHED USING THESE BENCHMARKS AND ADMINISTERED BY THE CEO WITH BOARD REVIEW/APPROVAL ON EACH EMPLOYEE'S ON APRIL 1ST OF EACH YEAR. IN THE CASE OF THE CEO, THE BOARD OF DIRECTORS REVIEWS THE CEO'S PAY AND BENEFITS AT LEAST ANNUALLY. THE ENTIRE PAY/BENEFITS PACKAGE IS TESTED IN A REVIEW OF PEER GROUP AND OTHER BENCHMARKS AND PERIODICALLY REVIEWED BY OUTSIDE COUNSEL AND/OR A BENEFITS CONSULTANT. |
| Form 990, Part VI, Line 19 Required documents available to the public | COPIES OF ALL GOVERNANCE DOCUMENTS -- CHARTER, BYLAWS, STEWARDSHIP PRINCIPLES, VALUES -- ARE AVAILABLE ON THE ORGANIZATIONAL WEBSITE. |
| Form 990, Part XII, Line 2c | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| Restoration Fuels | |||||||||
| PO Box 668 | Pineville | OR | 97754 | 371881323 | Manufacturing | OR | $4,131,657 | $20,987,238 | United States Endowment for Forestry and Communities Inc |
| Timberhaulingcom | |||||||||
| 10 S Academy St STE 101 | Greenville | SC | 29601 | 842204346 | Purchasing Manager | SC | $525,719 | $0 | United States Endowment for Forestry and Communities Inc |
| Forestrust | |||||||||
| 10 S Academy St STE 101 | Greenville | SC | 29601 | 853186870 | Technology | SC | $0 | $0 | United States Endowment for Forestry and Communities Inc |