2023-11-13T15:29:15-06:00 2022-12-31 260794367 UHY ADVISORS MID-ATLANTIC MD INC 8601 ROBERT FULTON DRIVE SUITE 210 COLUMBIA MD 21046 990 2022-01-01 530204630 SOCIETY OF AMERICAN FORESTERS SOCI 2029383910 2121 K ST NW 315 WASHINGTON DC 20037 TERRY BAKER CHIEF EXECUTIVE OFFICER 2029383910 2023-11-13 1 TERRY BAKER 999009999 0 KATSIARYNA VASILIEV P02167272 4107205220 2023-11-11 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TERRY BAKER 2121 K ST NW 315 WASHINGTON DC 20037 8496712 0 X WWW.EFORESTER.ORG X 1926 DC THE MISSION OF THE SOCIETY OF AMERICAN FORESTERS IS TO ADVANCE SUSTAINABLE MANAGEMENT OF FOREST RESOURCES THROUGH SCIENCE, EDUCATION, AND TECHNOLOGY, PROMOTING PROFESSIONAL EXCELLENCE WHILE ENSURING THE CONTINUED HEALTH, INTEGRITY, AND USE OF FORESTS TO BENEFIT SOCIETY IN PERPETUITY. 14 14 31 512 9833 0 429893 326120 2130808 2509823 1283667 1333380 11017 18321 3855385 4187644 81142 79864 0 0 1507854 2139923 0 0 74240 1532269 2325952 3121265 4545739 734120 -358095 29953536 24129334 2706726 2602481 27246810 21526853 X THE MISSION OF THE SOCIETY OF AMERICAN FORESTERS IS TO ADVANCE SUSTAINABLE MANAGEMENT OF FOREST RESOURCES THROUGH SCIENCE, EDUCATION, AND TECHNOLOGY, PROMOTING PROFESSIONAL EXCELLENCE WHILE ENSURING THE CONTINUED HEALTH, INTEGRITY, AND USE OF FORESTS TO BENEFIT SOCIETY IN PERPETUITY. 0 0 1158595 7834 881309 "MEMBERSHIP SERVICES: THE SOCIETY'S MEMBERSHIP PROGRAM SERVES SOCIETY MEMBERS BY ENSURING THAT THEY RECEIVE TIMELY, HIGH QUALITY, AND HIGHLY VALUED SERVICES. THE PROGRAM IS RESPONSIBLE FOR RECRUITING, ENGAGING, RETAINING MEMBERS, PROVIDING CUSTOMER SERVICE AND MANAGING PROFESSIONAL RECOGNITION. MARKETING AND OUTREACH: THE SOCIETY'S MARKETING AND OUTREACH EFFORTS CONSTITUTE A COMPREHENSIVE COMMUNICATIONS PROGRAM THAT SPANS THE ORGANIZATION'S PORTFOLIO OF WORK AND AMPLIFIES THE VALUE OF THE FORESTRY PROFESSION ACROSS THE FOREST SECTOR AND BEYOND. THIS PROGRAM ENHANCES THE SOCIETY'S ONLINE PRESENCE AND BRAND RECOGNITION, WHILE RECRUITING FOR OUR CAUSE AND MAKING THE CASE FOR FOREST CLIMATE SOLUTIONS.STATE SOCIETIES: THROUGH ITS STATE SOCIETIES, DIVISIONS, AND CHAPTERS, SAF NATIONAL SUPPORTS THE WORK OF 30 STATE SOCIETIES AND 179 CHAPTERS ACROSS THE US THAT PROVIDE VALUE, EDUCATION, NETWORKING, AND OTHER BENEFITS TO MEMBERS AND THE GENERAL PUBLIC. POLICY AND PUBLIC AFFAIRS: THE SOCIETY'S POLICY AND PUBLIC AFFAIRS PROGRAM WORKS WITH POLICYMAKERS, PARTNER ORGANIZATIONS, AND COALITIONS TO BUILD AWARENESS AND PROMOTE SCIENCE-BASED, SUSTAINABLE FOREST MANAGEMENT AND GIVE FORESTRY AND NATURAL RESOURCES PROFESSIONALS THE POLICY TOOLS, FUNDING, AND OTHER AUTHORITIES THEY NEED TO BE SUCCESSFUL. THROUGH THE POLICY AND PUBLIC AFFAIRS PROGRAM, THE SOCIETY ALSO ORGANIZES STAKEHOLDER MEETINGS FUNDED BY GOVERNMENT GRANTS TO CONVENE THE SECTOR AND BENEFIT THE BROADER FORESTRY COMMUNITY. #FORESTPROUD: THE SOCIETY'S #FORESTPROUD PROGRAM IS THE FOREST SECTOR'S GREATEST COMMUNICATIONS ASSET. WHEN #FORESTPROUD WAS LAUNCHED NEARLY SIX YEARS AGO, ITS GOAL WAS TO BRING THE FOREST SECTOR TOGETHER TO BETTER TELL THE STORY OF WHO WE ARE, WHAT WE DO, AND WHY WE ARE PROUD OF WHAT WE CONTRIBUTE TO OUR COMMUNITIES AND ECOSYSTEMS. TOGETHER, WE BUILT THE #FORESTPROUD COMMUNITY. AND TODAY, WE ARE BETTER POSITIONED TO ELEVATE TRUSTED VOICES WITHIN THE SECTOR, PROMOTE SUSTAINABLE FORESTRY PRACTICES, AND INCREASE OPPORTUNITIES FOR PUBLIC ENGAGEMENT WITH THE SECTOR AT SCALE. 711600 5000 651734 CONVENTIONS AND MEETINGS: THE SOCIETY'S CONVENTIONS AND MEETINGS PROGRAM IS THE PROGRAM THROUGH WHICH THE SOCIETY PLANS AND HOSTS ITS ANNUAL CONVENTION AND OTHER EVENTS PROMOTING THE PROFESSION. THE SOCIETY'S ANNUAL CONVENTION BRINGS TOGETHER FORESTRY AND NATURAL RESOURCES STUDENTS, PRACTITIONERS, ACADEMICS, AND VENDORS EACH YEAR TO SHARE KNOWLEDGE AND RECENT DEVELOPMENTS IN THE FORESTRY FIELD, AND TO OFFER NETWORKING AND CAREER DEVELOPMENT OPPORTUNITIES. 563752 262250 SCIENCE AND EDUCATION: THE SOCIETY'S SCIENCE AND EDUCATION PROGRAM WORKS TO PROTECT AND TO PROMOTE THE FIELD OF FORESTRY BY CREATING AND MAINTAINING EDUCATIONAL STANDARDS AND PROFESSIONAL CERTIFICATION PROGRAMS, AND BY PROVIDING AN EFFECTIVE MEANS FOR IDENTIFYING SCIENCE AND TECHNOLOGY NEEDS AND ENGAGING IN ISSUES RELATED TO FOREST SCIENCE AND FOREST RESOURCE MANAGEMENT. THE PROGRAM ACCREDITS FORESTRY, URBAN FORESTRY, NATURAL RESOURCE AND ECOSYSTEM MANAGEMENT, AND FOREST TECHNOLOGY PROGRAMS AT INSTITUTIONS OF POST-SECONDARY EDUCATION. THE PROGRAM CREATES AND ADMINISTERS COMPETENCY EXAMS FOR PROFESSIONALS WISHING TO BECOME CERTIFIED THROUGH THE SOCIETY OR LOCAL PROGRAMS, OR LICENSED THROUGH STATE PROGRAMS, AND EVALUATES CANDIDATE ACADEMIC AND PROFESSIONAL QUALIFICATIONS. THROUGH THE SCIENCE AND EDUCATION PROGRAM, THE SOCIETY ALSO DELIVERS ITS PROFESSIONAL DEVELOPMENT PROGRAM, WHICH OFFERS AND ACCREDITS INDUSTRY PROFESSIONALS CONTINUING EDUCATION OPPORTUNITIES, THROUGH IN PERSON AND ONLINE LEARNING CONTENT, TO DEVELOP THEIR SKILLS AND KNOWLEDGE. 301219 426188 PUBLICATIONS: THE SOCIETY'S PUBLICATIONS PROGRAM SERVES THE FORESTRY PROFESSION BY PUBLISHING SCIENTIFIC, SCHOLARLY, AND EDITORIAL CONTENT IN PRINT AND DIGITAL PERIODICALS THAT COMMUNICATE SCIENCE, RESEARCH, POLICY, AND DEVELOPMENTS IN THE FIELD. ADDITIONALLY, THE PROGRAM WORKS WITH AUTHORS TO PUBLISH WORKS OF INTEREST TO OUR MEMBERS AND THE PROFESSION AT LARGE. 278650 67030 235570 GOVERNMENT GRANT AND OTHER PROGRAMS: THE SOCIETY OFFERS OTHER PROGRAMS IN SERVICE OF ITS MEMBERSHIP AND OF THE PROFESSION. THE SOCIETY AWARDS GRANTS TO AFFILIATED STATE SOCIETIES FOR INNOVATIVE PROJECTS AND ACTIVITIES THAT BENEFIT THE PROFESSION. SOCIETY ALSO AWARDS GRANTS IN THE AREAS OF INDUSTRY LEADERSHIP, DIVERSITY AND INCLUSION, SCIENCE AND TECHNOLOGY, COMMUNICATIONS, PROFESSIONAL DEVELOPMENT, AND STUDENT LEADERSHIP. 579869 67030 661758 3013816 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 43 0 1 31 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 DC X X THE ORGANIZATION 2029383910 2121 K ST NW 315 WASHINGTON DC 20037 TERRY BAKER CHIEF EXECUTIVE OFFICER 40.00 X 192340 0 14553 SUSANNE METZ DIRECTOR OF FINANCE AND ADMIN 40.00 X 118355 0 26413 WHITNEY FORMAN-COOK CHIEF OPERATIONS OFFICER 40.00 X 12381 0 950 JOHN MAISCH CF PRESIDENT 5.00 X X 0 0 0 SAM COOK VICE PRESIDENT 5.00 X X 0 0 0 HENRY KODAMA CF IMMEDIATE PAST PRESIDENT 5.00 X X 0 0 0 CHRIS SCHNEPF BOARD MEMBER, DISTRICT 1 2.00 X 0 0 0 MARK BUCKBEE BOARD MEMBER, DISTRICT 2 2.00 X 0 0 0 JOHN TODD BOARD MEMBER, DISTRICT 3 2.00 X 0 0 0 KELLY NORRIS BOARD MEMBER, DISTRICT 4 2.00 X 0 0 0 TARA BAL PHD CF BOARD MEMBER, DISTRICT 5 2.00 X 0 0 0 KAREN BENNETT CF BOARD MEMBER, DISTRICT 6 2.00 X 0 0 0 SARAH WURZBACHER BOARD MEMBER, DISTRICT 7 2.00 X 0 0 0 ANNE JEWELL CF BOARD MEMBER, DISTRICT 8 2.00 X 0 0 0 VICTOR FORD PHD CF BOARD MEMBER, DISTRICT 9 2.00 X 0 0 0 THOMAS FOX PHD CF BOARD MEMBER, DISTRICT 10 2.00 X 0 0 0 ERIC GAGE CF BOARD MEMBER, DISTRICT 11 2.00 X 0 0 0 323076 0 41916 2 0 1 0 NELSON MULLINS RILEY & SCARBOROUGH LLP 1320 MAIN STREET 17TH FLOOR COLUMBIA SC 29201 PROFESSIONAL AND LEGAL SERVICES 188418 CENTERPLATE 9801 WASHINGTONIAN BOULEVARD GAITHERSBURG MD 20878 CATERING SERVICES 158803 PRESTIGE AV & CREATIVE SERVICES 4835 PARA DRIVE CINCINNATI OH 45237 AUDIO VISUAL SERVICES 120278 3 223954 102166 326120 MEMBERSHIP DUES 900099 881309 881309 CONVENTIONS AND MEETINGS 900099 651734 651734 PUBLICATION 900099 426188 426188 SCIENCE AND EDUCATION 611710 262250 262250 ADVERTISING 900099 228342 218509 9833 60000 60000 2509823 490582 490582 5148331 4305533 842798 842798 842798 10240 3535 6705 6705 MISCELLANEOUS 900099 11616 11616 11616 4187644 2518311 9833 1333380 59710 59710 19534 19534 620 620 364992 251846 102197 10949 1384354 954171 386228 43955 40686 28039 11348 1299 215256 148380 60074 6802 134635 92817 37588 4230 214862 148370 66010 482 46349 32006 14239 104 82880 82880 395595 273167 121377 1051 73763 50936 22662 165 220576 192554 26314 1708 242693 181402 60331 960 304077 123448 180260 369 222875 79439 143436 187617 129557 57640 420 20729 18096 2473 160 54535 37657 16755 123 CATERING SERVICE 171548 118460 52703 385 MISCELLANEOUS 69448 60625 8285 538 PAYROLL ADMIN 11428 7878 3191 359 DUES AND SUBSCRIPTIONS 5377 3707 1501 169 1600 1397 191 12 4545739 3013816 1457683 74240 648815 459511 1009949 95467 184184 123528 131482 578909 359109 253715 219800 27340695 20775282 1491316 1349126 29953536 24129334 368194 455869 719455 686887 1619077 1459725 2706726 2602481 X 26559172 21526853 687638 0 27246810 21526853 29953536 24129334 -358095 -5361862 0 X X 0 1 X 1 0 X 80722 55978 55083 429893 326120 947796 2516355 2262829 1712193 2143323 2531679 11166379 2597077 2318807 1767276 2573216 2857799 12114175 0 373580 190354 563934 373580 190354 563934 11550241 601085 618926 463133 575689 490582 2749415 601085 618926 463133 575689 490582 2749415 51885 65450 40487 6894 11616 176332 3250047 3003183 2270896 3155799 3359997 15039922 0.76800 0.78480 0.18280 0.17630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 222147 889 -34065 5473 183498 199922 1547 23558 2880 222147 174088 310 26580 1056 199922 146296 2530 27152 1890 174088 157335 36 -9071 2004 146296 0.41144 0.58856 0 0 153585 30252 123333 425324 328857 96467 219800 SECURITY DEPOSITS 27304 OPERATING LEASE RIGHT OF USE 1321822 1349126 LONG-TERM LEASE LIABILITY 1459725 1459725 X -1253563 -5361862 -5361862 4108299 82880 -3535 79345 4187644 4466394 3535 3535 4462859 82880 82880 4545739 PART V, LINE 4: THE SOCIETY'S ONLY DONOR-RESTRICTED ENDOWMENT FUND WAS ESTABLISHED IN MEMORY OF G. ROBINSON (BOB) GREGORY, WHO WAS A PIONEER IN FOREST ECONOMICS AND RESOURCE DEVELOPMENT. THE GREGORY ENDOWMENT FUND PROVIDES ECONOMIC ASSISTANCE TO OUTSTANDING STUDENTS OR PROFESSIONALS FROM OUTSIDE OF NORTH AMERICA SO THAT THEY MAY ATTEND THE SOCIETY'S ANNUAL CONFERENCE AND HAVE A MEANINGFUL ENGAGEMENT WITH THE FORESTERS OF NORTH AMERICA. PART X, LINE 2: THE SOCIETY HAS ESTIMATED THAT ITS TAXABLE ACTIVITIES WILL GENERATE AN ADDITIONAL NET OPERATING LOSS CARRYFORWARD FOR THE YEAR ENDED DECEMBER 31, 2022. IN ACCORDANCE WITH U.S. GAAP, A DEFERRED TAX ASSET RELATED TO THE NET OPERATING LOSS CARRYFORWARD, WHICH REPRESENTS A FUTURE TAX BENEFIT, SHOULD BE RECORDED. HOWEVER, DUE TO THE UNCERTAINTY THAT THE SOCIETY WILL REALIZE A BENEFIT FROM THE DEFERRED TAX ASSET, A VALUATION ALLOWANCE OF 100% HAS ALSO BEEN RECORDED. THEREFORE, THE NET DEFERRED TAX ASSET IS $-0- AT DECEMBER 31, 2022 AND 2021. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -3,535. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 3,535. 1 APPALACHIAN SAF 2704C EXCHANGE DR WILMINGTON NC 284056459 237065203 501C3 10060 0 TO PROMOTE FORESTRY AND EDUCATION COLORADOWYOMING SAF PO BOX 801 KREMMLING CO 804590801 846051298 501C3 12704 0 TO PROMOTE FORESTRY AND EDUCATION MISSISSIPPI SAF 407 PEBBLE BROOK DR CLINTON MS 390565823 521273256 501C3 8000 0 TO PROMOTE FORESTRY AND EDUCATION MONTANA SAF 225 EDGEWOOD DR KALISPELL MT 599012410 237397217 501C3 6400 0 TO PROMOTE FORESTRY AND EDUCATION 4 0 BEALE MEMORIAL AWARD 1 500 MOLLIE BEATTIE VISITING SCHOLARSHIP 1 5000 SAF NATIONAL AWARD 6 4500 STUDENT LEADERSHIP AWARD 1 200 STUDENT POSTER AWARDS 3 850 STUDENT PRESENTATION AWARDS 3 850 YOUNG FORESTER LEADERSHIP AWARD 1 500 TRAVEL AWARDS 2 723 RMS/SAF SCHOLARSHIP 1 5000 PART I, LINE 2: SAF MAINTAINS A THOROUGH APPLICATION AND SELECTION PROCESS WHERE APPLICABLE. CERTAIN GRANTS REQUIRE SUBSEQUENT REPORTING TO ENSURE THAT GRANT FUNDS ARE USED IN ACCORDANCE WITH THE GRANT PURPOSE. 1 X X X X 0 0 0 0 0 0 0 0 0 TERRY BAKER CHIEF EXECUTIVE OFFICER 176500 0 15840 0 0 0 11059 0 3494 0 206893 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF THE SOCIETY SHALL CONSIST OF PROFESSIONAL MEMBERS, CONDITIONAL PROFESSIONAL MEMBERS, ASSOCIATE MEMBERS, TECHNICIAN MEMBERS, AND STUDENT MEMBERS. ALL MEMBERS MAY VOTE ON ANY QUESTIONS BEFORE THE SOCIETY. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS HAVE THE RIGHT TO CAST A VOTE THAT IS BINDING ON THE SOCIETY FOR THE ELECTION AND REMOVAL OF DIRECTORS AND OFFICERS. ELECTION TO THE BOARD OF DIRECTORS SHALL BE BY VOTING DISTRICTS, AND ONE MEMBER SHALL BE ELECTED FROM EACH VOTING DISTRICT. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS HAVE THE RIGHT TO CAST A VOTE THAT IS BINDING ON THE SOCIETY FOR AMENDMENTS TO THE ARTICLES OF INCORPORATION AND THE BYLAWS, AND OTHER MATTERS RESERVED TO THE MEMBERS BY LAW. FORM 990, PART VI, SECTION B, LINE 11B DRAFT FROM 990 IS EMAILED TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C DURING DECEMBER BOARD MEETING, (IN PREPARATION FOR FOLLOWING YEAR) ALL BOARD MEMBERS (INCLUDING NEW) SIGN A CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 THIRD-PARTY CONSULTANT PROVIDED FEEDBACK ON CEO COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 SOCIETY OF AMERICAN FORESTERS MAKES THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE ALSO AVAILABLE VIA THE ORGANIZATION'S WEBSITE. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED THE OVERSIGHT PROCESS FOR ITS AUDIT OR THE SELECTION PROCESS OF AN INDEPENDENT ACCOUNTANT.