NATURESERVE: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- NATURESERVE (EIN 52-1884438)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-04-25
- IRS object ID
- 202511159349300406
- Schema version
- 2023v6.0
- 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 | 2025-04-25T06:14:19-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582676261 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rogers & Company PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8300 Boone Boulevard Suite 600 | AddressLine1Txt |
| City | Vienna | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22182 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521884438 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NatureServe | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATU | BusinessNameControlTxt |
| Phone | 7039081800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2550 South Clark Street 930A | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Anne Bowser | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 7039081800 | PhoneNum |
| Signature | 2025-04-24 | 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 | Amanda E Waterhouse | PreparerPersonNm |
| PTIN | P02014004 | PTIN |
| Phone | 7038930300 | PhoneNum |
| Preparation | 2025-04-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Anne Bowser | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2550 South Clark Street 930A | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,519,702 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.natureserve.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | NatureServe is the global leader in data, science and technology to conserve biodiversity. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 73 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,959,110 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,354,230 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,855,824 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,109,725 | CYProgramServiceRevenueAmt |
| PY Investment Income | $382,728 | PYInvestmentIncomeAmt |
| CY Investment Income | $152,501 | CYInvestmentIncomeAmt |
| PY Other Revenue | $40,482 | PYOtherRevenueAmt |
| CY Other Revenue | $34,625 | CYOtherRevenueAmt |
| PY Total Revenue | $10,238,144 | PYTotalRevenueAmt |
| CY Total Revenue | $9,651,081 | 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 | $7,258,305 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,913,123 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $432,047 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,844,087 | PYOtherExpensesAmt |
| CY Other Expenses | $3,250,071 | CYOtherExpensesAmt |
| PY Total Expenses | $10,102,392 | PYTotalExpensesAmt |
| CY Total Expenses | $10,163,194 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $135,752 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$512,113 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,857,984 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,031,140 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,082,526 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,637,797 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,775,458 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,393,343 | NetAssetsOrFundBalancesEOYAmt |
| Mission | NatureServe's mission is to leverage the power of science, data, and technology to guide biodiversity conservation and stewardship. We activate our mission by working with a network of 60+ partners located in states and provinces across North America. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,153,286 | ExpenseAmt |
| Desc | Scientific Data and Methods: NatureServe is North America's authoritative source for standardized data on the location and condition of species and ecosystems collected by biodiversity experts from the NatureServe Network. Our scientists develop peer-reviewed methods for collecting, classifying, assessing, and mapping biodiversity data and information. Guided by these shared methods, the NatureServe Network documents and predicts distributions, evaluates threats, assesses extinction risks, and documents trends for at-risk species and ecosystems. We help our partners prioritize species and geographic areas for effective conservation and management decisions. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,028,454 | ExpenseAmt |
| Desc | Conservation Products and Services: NatureServe and the NatureServe Network develop and manage the most comprehensive data for over 100,000 species and ecosystems, answering fundamental questions about what exists, where it is found, and how it is doing. We serve this information to the public through our flagship data delivery product NatureServe Explorer, the authoritative and free online guide for the plants, animals, and ecosystems in North America. We provide direct access to geospatial data through NatureServe Explorer Pro and our open data Conservation GeoHub. We also provide advanced ecological modeling services to predict species habitat and assess landscape condition and vulnerability. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,634,210 | ExpenseAmt |
| Desc | Technology Research and Development & Technology Data Management: NatureServe develops and maintains Biotics, the biodiversity information management system that serves as a common operating platform for state and provincial NatureServe Network programs to assess the status and map the locations of imperiled species and ecosystems. The Biotics database serves as the backbone behind NatureServe Explorer and state environmental review tools that are also powered by NatureServe technology. We are also exploring how to leverage artificial intelligence (AI) to accelerate our scientific assessments. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,815,950 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 73 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | 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 | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Oscar Yurica | PersonNm |
| Phone | 7039081800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2550 South Clark Street 930A | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22202 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Sean O'Brien | |||||||
| President and CEO (end 3/24) | 35.00 | Yes (X) | Yes (X) | $243,928 | $0 | $19,918 | |
| Bryce Maxell | |||||||
| Board of Directors Chair | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Urban Lehner | |||||||
| Board of Directors Vice Chair | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Carolyn Hendricks | |||||||
| Board of Directors Vice Chair | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Jane Breckinridge | |||||||
| Board of Directors Secretary | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Nancy L Weiss | |||||||
| Board of Directors Treasurer | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| David Anderson | |||||||
| Board of Directors Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Francisco Carrillo | |||||||
| Board of Directors Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Chris Friesen | |||||||
| Board of Directors Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Steven Quarles | |||||||
| Board of Directors Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Jed Sundwall | |||||||
| Board of Directors Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| John Trezise | |||||||
| Board of Directors Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Alan Weakley | |||||||
| Board of Directors Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Stephen Sellers | |||||||
| COO/CBO (end 5/24) | 35.00 | Yes (X) | $198,520 | $0 | $15,261 | ||
| Lori Scott | |||||||
| Interim CEO | 35.00 | Yes (X) | $164,597 | $0 | $14,626 | ||
| Anne Bowser | |||||||
| Interim Pres & EVP of Programs | 35.00 | Yes (X) | $135,655 | $0 | $14,339 | ||
| Jeanette Stoltzfus Chief | |||||||
| Advancemet Officer (end 4/24) | 35.00 | $157,693 | $0 | $9,658 | Yes (X) | ||
| Frank McLean | |||||||
| IT Manager | 35.00 | $148,559 | $0 | $9,641 | Yes (X) | ||
| Regan Smyth | |||||||
| VP of Conservation Science | 35.00 | $137,770 | $0 | $8,435 | Yes (X) | ||
| David Hauver | |||||||
| Principal Software Engineer | 35.00 | $131,738 | $0 | $10,514 | Yes (X) | ||
| Oscar Yurica | |||||||
| Director of Finance | 35.00 | $122,915 | $0 | $15,656 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,441,375 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $118,048 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 19 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Your Part-Time Controller LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 Market Street Suite 3425 | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Accounting services | ServicesDesc |
| Compensation | $185,585 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $87,000 | MembershipDuesAmt |
| Government Grants | $4,040,598 | GovernmentGrantsAmt |
| All Other Contributions | $1,226,632 | AllOtherContributionsAmt |
| Noncash Contributions | $17,098 | NoncashContributionsAmt |
| Total Contributions | $5,354,230 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Contract Revenues | 900099 | $2,214,483 | $2,214,483 |
| Software Support & Svc | 541700 | $1,634,164 | $1,634,164 |
| Data Requests & Maps | 541700 | $251,033 | $251,033 |
| Registration Fees | 900099 | $10,045 | $10,045 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,109,725 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $77,692 | TotalRevenueColumnAmt |
| Exclusion | $77,692 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $34,625 | 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 | $34,625 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,625 | TotalRevenueColumnAmt |
| Exclusion | $34,625 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $943,430 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $868,621 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $74,809 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $74,809 | TotalRevenueColumnAmt |
| Exclusion | $74,809 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,651,081 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,109,725 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $187,126 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $791,758 | TotalAmt |
| Program Services | $541,183 | ProgramServicesAmt |
| Management And General | $208,045 | ManagementAndGeneralAmt |
| Fundraising | $42,530 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,776,941 | TotalAmt |
| Program Services | $3,271,138 | ProgramServicesAmt |
| Management And General | $1,248,179 | ManagementAndGeneralAmt |
| Fundraising | $257,624 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,886 | TotalAmt |
| Program Services | $178,650 | ProgramServicesAmt |
| Management And General | $68,167 | ManagementAndGeneralAmt |
| Fundraising | $14,069 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $647,615 | TotalAmt |
| Program Services | $435,863 | ProgramServicesAmt |
| Management And General | $178,127 | ManagementAndGeneralAmt |
| Fundraising | $33,625 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $435,923 | TotalAmt |
| Program Services | $298,436 | ProgramServicesAmt |
| Management And General | $113,990 | ManagementAndGeneralAmt |
| Fundraising | $23,497 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,580 | TotalAmt |
| Management And General | $11,580 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,496 | TotalAmt |
| Management And General | $27,496 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,058 | TotalAmt |
| Management And General | $16,058 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $548,237 | TotalAmt |
| Program Services | $276,291 | ProgramServicesAmt |
| Management And General | $260,837 | ManagementAndGeneralAmt |
| Fundraising | $11,109 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,284 | TotalAmt |
| Program Services | $11,763 | ProgramServicesAmt |
| Management And General | $141,758 | ManagementAndGeneralAmt |
| Fundraising | $4,763 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $637,044 | TotalAmt |
| Program Services | $395,955 | ProgramServicesAmt |
| Management And General | $237,399 | ManagementAndGeneralAmt |
| Fundraising | $3,690 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $666,235 | TotalAmt |
| Program Services | $524,151 | ProgramServicesAmt |
| Management And General | $115,443 | ManagementAndGeneralAmt |
| Fundraising | $26,641 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,305 | TotalAmt |
| Program Services | $172,022 | ProgramServicesAmt |
| Management And General | $42,911 | ManagementAndGeneralAmt |
| Fundraising | $5,372 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,948 | TotalAmt |
| Program Services | $59,624 | ProgramServicesAmt |
| Management And General | $20,200 | ManagementAndGeneralAmt |
| Fundraising | $5,124 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,784 | TotalAmt |
| Management And General | $4,784 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,289 | TotalAmt |
| Management And General | $24,289 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,119 | TotalAmt |
| Management And General | $54,119 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Subagreements | $652,607 | $576,882 | $75,725 | |
| Payroll fees | $74,261 | $53,044 | $17,239 | $3,978 |
| Taxes, licenses, and pe | $49,646 | $6,040 | $43,606 | |
| Dues and subscriptions | $20,178 | $14,908 | $5,245 | $25 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,163,194 | TotalAmt |
| Program Services | $6,815,950 | ProgramServicesAmt |
| Management And General | $2,915,197 | ManagementAndGeneralAmt |
| Fundraising | $432,047 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,034,687 | BOYAmt |
| EOY | $763,099 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $362,498 | BOYAmt |
| EOY | $554,437 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,051,700 | BOYAmt |
| EOY | $878,081 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,327,510 | BOYAmt |
| EOY | $1,888,556 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,218 | BOYAmt |
| EOY | $131,613 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,379,503 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,297,310 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,482 | BOYAmt |
| EOY | $82,193 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,729,035 | BOYAmt |
| EOY | $2,021,522 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,155,854 | BOYAmt |
| EOY | $1,711,639 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,857,984 | BOYAmt |
| EOY | $8,031,140 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $925,417 | BOYAmt |
| EOY | $985,716 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,092,812 | BOYAmt |
| EOY | $1,656,838 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $800,000 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,264,297 | BOYAmt |
| EOY | $1,995,243 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,082,526 | BOYAmt |
| EOY | $4,637,797 | 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 | $2,006,394 | BOYAmt |
| EOY | $2,114,605 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,769,064 | BOYAmt |
| EOY | $1,278,738 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,775,458 | BOYAmt |
| EOY | $3,393,343 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,857,984 | BOYAmt |
| EOY | $8,031,140 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$512,113 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $130,883 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$885 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | 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 | $5,660,192 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,435,967 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,173,605 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,959,110 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,354,230 | CurrentTaxYearAmt |
| Total | $25,583,104 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,660,192 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,435,967 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,173,605 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,959,110 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,354,230 | CurrentTaxYearAmt |
| Total | $25,583,104 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,508,181 | SubstantialContributorsTotAmt |
| Public Support Total170 | $24,074,923 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $460,454 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $418,044 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $346,457 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $179,664 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $112,317 | CurrentTaxYearAmt |
| Total | $1,516,936 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,219 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,369 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,062 | CurrentTaxYearMinus2YearsAmt |
| Total | $63,650 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $27,163,690 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $14,730,846 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.88630 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84850 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,147,136 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,147,136 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $657,357 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $164,339 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $525,081 | CurrentYearMinus3Amt |
| Current Year Minus2 | $618,041 | CurrentYearMinus2Amt |
| Current Year Minus1 | $655,120 | CurrentYearMinus1Amt |
| Current Year | $657,357 | CurrentYearAmt |
| Total | $2,455,599 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,683,399 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $115,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $180,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $155,001 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $450,001 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $131,270 | CurrentYearMinus3Amt |
| Current Year Minus2 | $154,510 | CurrentYearMinus2Amt |
| Current Year Minus1 | $163,780 | CurrentYearMinus1Amt |
| Current Year | $164,339 | CurrentYearAmt |
| Total | $613,899 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $920,849 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,091,533 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $284,426 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $800,000 | OtherExpendituresAmt |
| End Year Balance | $2,575,959 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,679,079 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $396,312 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,983,858 | OtherExpendituresAmt |
| End Year Balance | $3,091,533 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,191,364 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$584,154 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,928,131 | OtherExpendituresAmt |
| End Year Balance | $4,679,079 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,349,781 | BeginningYearBalanceAmt |
| Contributions | $378,362 | ContributionsAmt |
| Investment Earnings Or Losses | $1,553,270 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,090,049 | OtherExpendituresAmt |
| End Year Balance | $7,191,364 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,272,266 | BeginningYearBalanceAmt |
| Contributions | $750 | ContributionsAmt |
| Investment Earnings Or Losses | $245,061 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $298,206 | OtherExpendituresAmt |
| End Year Balance | $6,219,871 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.75284 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.21315 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.03401 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $57,227 | OtherCostOrOtherBasisAmt |
| Depreciation | $56,316 | DepreciationAmt |
| Book Value | $911 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $446,428 | OtherCostOrOtherBasisAmt |
| Depreciation | $446,428 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $875,848 | OtherCostOrOtherBasisAmt |
| Depreciation | $794,566 | DepreciationAmt |
| Book Value | $81,282 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $82,193 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Deposits | $51,504 |
| Right-of-use asset - operating lease | $1,660,135 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,711,639 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Tenant deposits | $1,111 |
| Lease liability - operating lease | $1,994,132 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,995,243 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,866,470 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $130,883 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,100,564 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $1,231,447 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,635,023 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $16,058 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $16,058 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,651,081 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,248,585 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,100,564 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $885 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,101,449 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,147,136 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $16,058 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $16,058 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,163,194 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The intended use of the organization's permanent endowment funds is for the investment return to be used to help support operations. The intended use of the organization's quasi-endowment funds is for (1) the investment return to be used to help support operations, and (2) transfer funds to the project investment fund to execute the strategic plan. |
| Part X, Line 2: | Management has evaluated the Organization's tax positions and concluded that the Organization's financial statements do not include any uncertain tax positions that require either recognition or disclosure in the accompanying financial statements. |
| Part XII, Line 2d - Other Adjustments: | Provision for credit losses 885. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sean O'Brien | ||||||||||||||
| President and CEO (end 3/24) | $241,606 | $0 | $0 | $0 | $2,322 | $0 | $14,849 | $0 | $5,069 | $0 | $263,846 | $0 | $0 | $0 |
| Stephen Sellers | ||||||||||||||
| COO/CBO (end 5/24) | $194,956 | $0 | $0 | $0 | $3,564 | $0 | $11,697 | $0 | $3,564 | $0 | $213,781 | $0 | $0 | $0 |
| Lori Scott | ||||||||||||||
| Interim CEO | $163,823 | $0 | $0 | $0 | $774 | $0 | $10,180 | $0 | $4,446 | $0 | $179,223 | $0 | $0 | $0 |
| Jeanette Stoltzfus Chief | ||||||||||||||
| Advancemet Officer (end 4/24) | $157,513 | $0 | $0 | $0 | $180 | $0 | $9,478 | $0 | $180 | $0 | $167,351 | $0 | $0 | $0 |
| Frank McLean | ||||||||||||||
| IT Manager | $147,785 | $0 | $0 | $0 | $774 | $0 | $8,867 | $0 | $774 | $0 | $158,200 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 6 | Constituent members include NatureServe's network of 64 biodiversity information centers, consisting of organizations utilizing NatureServe's standard methodology, approving the objectives of NatureServe, and serving in the role of using science to inform conservation action. These members have the right to vote for representatives to their section council, to vote for the section representatives to the Board of Directors, and to vote on resolutions at meetings of the membership. |
| Form 990, Part VI, Section A, line 7a | Three seats on the Board of Directors are selected by the constituent members to represent the two section councils: one seat for the Canadian section and two seats for the United States section. |
| Form 990, Part VI, Section B, line 11b | Upon receipt of a draft form 990 from its accounting and tax firm, the organization provides copies to the audit committee of the Board of Directors to review, upon satisfactory review with the organization management and the audit committee, the final form 990 is provided to the full Board for comment in a timely fashion and then filed with the IRS. |
| Form 990, Part VI, Section B, line 12c | Each member of NatureServe's Board of Directors and each of its corporate officers annually signs a statement disclosing any and all real, potential, or perceived conflicts of interest. In case of any Board member or corporate officer disclosed conflict, the Board (absent the member in question if needed), determines how to resolve the conflict; including: (1) whether the Board member or corporate officer should be removed from the discussion of the matter; and (2) whether the relationship with the individual or entity presenting the conflict should be terminated. |
| Form 990, Part VI, Section B, line 15a | In early 2024, NatureServe conducted a review of CEO and Executive Director compensation as part of its commitment to nonprofit best practices and responsible stewardship. Guided by the organization's internal Compensation Increase Framework, this review included an evaluation of market data from peer nonprofits and executive compensation surveys to ensure salaries remained reasonable and aligned with industry standards. A recommended adjustment was presented to the Executive Committee, composed entirely of independent directors, which considered the data alongside organizational performance and financial health. Their deliberations and recommendation were documented in accordance with IRS guidelines for establishing reasonable compensation. The Executive Committee's recommendation was then reviewed and formally approved by the independent members of the full Board of Directors. NatureServe also applies this compensation framework to other key staff, using current market data and performance-based criteria to guide decisions around salary adjustments and cost-of-living increases. All compensation decisions are carefully documented, reflecting the organization's commitment to transparency, fairness, and sound governance practices. |
| Form 990, Part VI, Section C, line 19 | The organization has a public disclosure policy which states that the organization's governing documents, conflict of interest policy, form 990 and financial statements are to be made available to the public upon written request. Form 990 and financial statements are also available on the organization's website. |
| Form 990, Part XI, line 9: | Provision for credit losses -885. |