2020-02-24T11:42:17-07:00 2019-06-30 990 2018-07-01 411429149 PHEASANTS FOREVER INC PHEA 6517732000 1783 BUERKLE CIRCLE ST PAUL MN 551105254 James Koerber CFO 6517732000 2020-02-24 209.237.98.130 2018 2020-09-23 17:36:50Z Howard K Vincent 1783 Buerkle Circle St Paul MN 55110 83622800 0 X www.pheasantsforever.org X 1982 MN Pheasants Forever is dedicated to the conservation of pheasants, quail and other wildlife through habitat improvements, public awareness, education and land management policies and programs. 16 15 440 4000 1278290 30088 55950537 47288482 7433241 4802435 2395807 383452 10303413 10266826 76082998 62741195 0 0 0 0 18723550 20822753 0 0 8144603 56394257 40080916 75117807 60903669 965191 1837526 46291693 47065428 11363148 10217260 34928545 36848168 Pheasants Forever is dedicated to the conservation of pheasants, quail and other wildlife through habitat improvements, public awareness, education and land management policies and programs. 0 0 39509648 0 3645938 Wildlife Habitat Initiatives: During the 2019 fiscal year, Pheasants Forever, Inc. completed more than 9,000 habitat projects impacting 140,000 acres and made 25,708 landowner contacts impacting another 836,000 acres. Since its inception in 1982, Pheasants Forever has spent $825 million and completed 551,000 habitat projects. These projects include land acquisitions, shelterbelts, wetlands, food plots, nesting cover, tree planting, maintenance and include the purchase of habitat equipment. Following are current year highlights of the various projects completed by Pheasants Forever: Land Acquisitions-Land acquired by, or with the help of, Pheasants Forever is generally donated to state and federal wildlife agencies for public wildlife management areas. During the year, Pheasants Forever spent $11.4 million to help purchase 2,878 acres of land, including conservation easements Since inception, Pheasants Forever has helped purchase, and put into public domain, more than 194,000 acres of land at a cost of $216 million. Shelterbelts- A well designed shelterbelt can effectively protect wildlife from exposure to harsh weather conditions. Shelterbelts also provide loafing, feeding, roosting and escape cover for pheasants and other upland wildlife throughout the year. In harsh winters, shelterbelts become rescue cover, allowing a nucleus of breeding individuals to survive the winter and repopulate the rural landscape the next spring. During the year, Pheasants Forever expended $404,000 to plant trees and has spent $22.8 million on planted trees since 1982. Wetlands - Wetlands provide an excellent source of winter cover and provide the best overall survival rates for pheasants. A wetland's dense network of stems provides effective insulation from cold temperatures and wind chill and provides shelter from blowing and drifting snow. Pheasants Forever restored 641 acres of wetlands during the year and 86,144 acres of wetlands since inception. Food Plots- Winter cover is much more effective with a high energy food source nearby. Well-placed food plots establish safe foraging patterns, restrict unnecessary movements, and provide a dependable food source. A dependable high energy food source is needed to carry female birds through harsh winters in good condition and leads to a reduction in mortality rate during the following spring nesting season. During the year, Pheasants Forever planted 42,837 acres of food plots and has planted 1,996,000 acres of food plots since 1982. Nesting Cover - Throughout the pheasant range, nesting cover is the single most important limiting factor for wildlife populations. Establishing the right vegetation and managing it properly will provide pheasants with concealment from predators and protection from various weather conditions. Additionally, our nesting and brood-rearing projects that plant prairie grasses and forbs (flowering plants) also improves habitat for bees, butterflies and other pollinators. Pheasants Forever established or improved 22,986 acres of nesting cover during the year, and more than 3,105,000 acres since 1982. Maintenance - During fiscal year 2018 Pheasants Forever completed 1,463 projects to maintain quality habitat on over 90,000 acres. Since 1999 the organization has completed more than 70,400 maintenance projects covering more than 3,477,000 acres. Equipment - Pheasants Forever chapters purchase specialized habitat equipment which is either donated to local wildlife agencies or made available to local landowners to aid in establishing and/or maintaining their own habitat projects. During the year, Pheasants Forever expended $779,000 to purchase habitat equipment and has spent $18.5 million on habitat equipment since inception. Farm Bill Biologist Program - Pheasants Forever has developed a network of more than 190 trained biologists that work directly with local landowners around the country. These Farm Bill Biologists assist landowners in designing, developing, and funding habitat improvements on private lands. PF Farm Bill Biologists possess the knowledge of federal, state, and local programs to assist landowners in finding the right program to meet their personal habitat and land use goals. Since its inception the Farm Bill Biologist Program has made more than 200,000 landowner contacts impacting 7.5 million acres. Through a unique partnership, Farm Bill Biologists are located in local USDA service centers in priority habitat areas throughout the pheasant range. 7306078 0 0 During the 2019 fiscal year, Pheasants Forever & Quail Forever chapters hosted almost 2,000 outreach events that introduced habitat education, our hunting heritage, shooting sports and conservation engagement to 115,000 youth and 82,000 adult participants across the country. Pheasants Forever and Quail Forever outreach events include events, workshops, educational materials and resources. The No Child Left Indoors(R) Initiative engages PF and QF chapters in community activities that engage youth and their families in outdoor, hands-on activities aimed at recruiting, retaining & reactivating hunter conservationists and engaged advocates for wildlife habitat. Such event include hunter safety classes, learn to hunt events, pollinator habitat projects, summer camps, shooting programs and outdoor field days. Youth 17 or younger can become Ringnecks and/or Whistler members. Over 16,000 youth members receive the youth publication Upland Tales four times a year. Youth leadership is encouraged at the local level and through state youth leadership councils and a National Youth Leadership Council comprised of about 25 active young leaders from across the country. Educational brochures also are available on subjects such as habitat and pheasant population dynamics. 2303455 0 0 Field Operations: Pheasants Forever's wildlife biologists provide support, information, hands-on education to the public, and work on implementation of wildlife habitat development and restoration. PF's biologists also assist members and chapter volunteers to improve wildlife habitat in the most efficient and effective way. 1243043 0 1156497 Pheasants Forever provides support for and informs and updates, the more than 150,000 members and nearly 750 chapters, as to the need for ongoing work in wildlife conservation and provides assistance to accomplish that goal. 1243043 0 1156497 50362224 1 1 0 1 0 0 1 0 0 1 1 0 1 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 1119 24 1 440 1 1 1 0 0 0 0 1 1 1 1 0 0 0 0 0 X 16 15 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 AR CA CO IL IN KS KY MD MI MN MS NJ NY OH OK OR PA SC WI X X X James M Koerber 6517732000 1783 BUERKLE CIRCLE ST PAUL MN 551105254 Howard K Vincent President and CEO 50 0 X X X 339940 0 31673 Tim Kessler Chair 5 0 X X 0 0 0 Matt Kucharski Vice Chair 5 0.00 X 0 0 0 Bruce Hertzke Treasurer 3 0 X X 0 0 0 Nancy Anisfield Secretary 5 0.00 X X 0 0 0 Richard Bell Director 3 0 X 0 0 0 Jerrod Burke Director 3 0 X 0 0 0 Jon Lee Director 3 0 X 0 0 0 R Charles McLravy Director 3 0 X 0 0 0 John Thames Director 3 0 X 0 0 0 Paul Gross Director 3 0 X 0 0 0 Joseph Hosmer Director 3 0 X 0 0 0 Brett Reber Director 3 0 X 0 0 0 Jeff Erickson Director 3 0 X 0 0 0 Jon Kohler Director 3 0 X 0 0 0 Shefali Mehta Director 3 0 X 0 0 0 Marilyn Vetter Director 3 0 X 0 0 0 James M Koerber Chief Financial Officer 50 0 X X 212504 0 16536 David E Nomsen VP of Governmental Affairs 50 0 X 207218 0 22520 Richard Young VP of Field Operations 50 0 X 174413 0 16632 David Bue VP Development 50 0 X 166508 0 23118 Robert St Pierre Vice President of Marketing 50 0 X 133835 0 13039 Bethany Erb Government Affairs Representative 50 0 X 120543 0 12804 Timothy Schultz Director of Finance 50 0 X 116317 0 8310 Richard Wissink Vice President of Education & Outreach 50 0 X 113165 0 14760 1584443 0 159392 9 0 1 0 Pinpoint 360 7407 Washington Avenue South Edina MN 554392410 Printing Services 684612 RSM US LLP 5155 Paysphere Circle Chicago IL 606740051 IT Consulting Services 310961 MN Native Landscapes 8740 77th Street NE Monticello MN 553624321 Native Landscaping Services 272278 Native Resources Preservation LLC 260 Wentworth Avenue East Suite 155 West St Paul MN 551183525 Native Grass Seed Planting Services 240038 MN Habitat Management LLC 15399 SW Amelia Road Glenwood MN 563344080 Habitat Improvement Services 178906 9 8716 4600654 0 0 33227656 9451456 1630772 47288482 Habitat Project Revenue 900099 3645938 3645938 0 0 Membership Dues 900099 1156497 1156497 0 0 0 0 0 0 4802435 335468 0 0 335468 0 0 0 0 248588 0 0 248588 120711 0 30643 0 90068 0 90068 0 0 90068 3147064 0 3099080 0 47984 0 47984 0 0 47984 12479997 0 8249918 4230079 0 4230079 10702981 6903376 3799605 0 0 3799605 3302338 2598588 703750 470795 232955 0 Advertising Publications 541800 1000837 0 1000837 0 Web Advertising 541800 44498 0 44498 0 Misc Support 900099 105395 105395 0 0 44006 44006 0 0 1194736 62741195 5422631 1278290 8751792 0 0 0 0 0 0 0 0 1230088 697948 292015 240125 0 0 0 0 16458336 12544172 1221751 2692413 737752 535960 71978 129814 1127526 972286 -1869 157109 1269051 963784 101290 203977 122345 1052 0 121293 17173 0 15931 1242 181004 0 181004 0 0 0 0 0 0 0 0 0 0 0 0 0 1207759 0 0 1207759 2381151 1567013 133378 680760 0 0 0 0 0 0 0 0 61796 22274 9399 30123 1995226 1335490 44075 615661 0 0 0 0 314168 154771 138251 21146 34786 0 34786 0 0 0 0 0 199216 133054 29748 36414 482163 390610 25685 65868 Habitat Conservation 26100587 26100587 0 0 Conservation Education 3797378 3797378 0 0 Direct Mail Expense 1055501 0 0 1055501 Equipment Rental & Other Expense 644719 552295 53198 39226 1485944 593550 46222 846172 60903669 50362224 2396842 8144603 5704089 4998877 5072806 5007110 683590 1498358 8886664 8393274 0 0 0 0 0 0 2098957 2152380 918787 750557 6059071 3858777 1530684 2200294 14369960 13877514 0 0 5384831 6451362 0 0 1641325 1735702 46291693 47065428 7017582 5092382 0 0 337163 521636 0 0 0 0 0 0 151516 537103 0 0 3856887 4066139 11363148 10217260 X 26615396 27671581 7594886 8455824 718263 720763 34928545 36848168 46291693 47065428 1837526 82097 0 0 0 0 X 0 1 X 1 1 1 X 39221315 50825360 51414653 57223864 48444979 247130171 0 0 0 0 0 0 0 0 0 0 0 0 39221315 50825360 51414653 57223864 48444979 247130171 247130171 3878142 6630006 6646926 4223945 3851831 25230850 2951046 3126034 3474395 3208688 3848184 16608347 132135 130182 113268 132345 149401 657331 289626699 0 0.85327 0.86496 X Schedule A, Part II, Line 10 Calendar and Rooster Road Trip sponsorship and misc income RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 853394 853394 50362224 51215618 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 834296 831143 906248 853394 3425081 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 X X X 16 7202 0 0 0 5 1 60 5000 1 2331279 333320 123703 0 74893 0 2713409 2188566 72162 137180 0 66629 0 2331279 1943850 94984 206070 0 56338 0 2188566 1465741 583283 -60112 0 45062 0 1943850 1275768 235221 -10298 0 34950 0 1465741 0.438 0.266 0.296 0 0 0 410000 410000 0 967625 403177 564448 0 67398 20852 46546 0 4614048 3434748 1179300 0 0 0 0 2200294 Land Held for Resale 6451362 F 6451362 0 Unearned Revenue 3895031 Charitable Gift Annuity - Long Term 171108 4066139 X 78114554 82097 13511472 0 -508418 13085151 65029403 0 -2288208 -2288208 62741195 76194931 13511472 0 0 2288208 15799680 60395251 0 508418 508418 60903669 Schedule D, Part II, Line 5 Pheasants Forever, Inc. believe that the long-term control of wildlife habitat is often in the best interest of both the public and wildlife. Conservation easements provide one mechanism by which the organization can facilitate long-term control without the upfront expense and long term operational costs of land ownership. On-going monitoring and enforcement are important components of successful conservation easements. The following steps will be conducted for each Pheasant Forever owned conservation easement. Baseline survey - Pheasants Forever staff will evaluate the property with the owners to document the property's resource values (current and potential), boundaries, and potential threats and hazards. The Baseline Survey will be conducted using The Forever Land Trust Baseline Documentation Checklist. The Baseline Survey should be conducted within one year of acquiring the interest and the landowner should be involved whenever possible. Monitoring - Pheasants Forever staff and/or volunteers will conduct annual on-site or aerial monitoring of all conservation easements to evaluate current resource conditions and to document existing or potential threats to the easement. To the extent practicable, the persons involved in monitoring should have pertinent information from the Baseline Survey for comparison with current conditions. A monitoring report will be filed and maintained along with the Baseline Survey in Pheasant Forever's files at the National Office. The Public Finance Director will immediately be notified of any perceived threats. Enforcement - Any necessary enforcement action is to be undertaken by Pheasants Forever's Public Finance Director in conjunction with local staff. Easement Modifications - Easements may be modified only if the protected resources will benefit from a modification. Any modification request should be sent to the Public Finance Director for evaluation. The Chief Executive Officer must approve any modification. Schedule D, Part II, Line 9 - A conservation easement is a voluntary, legal enforceable agreement between a landowner and another entity in which the landowner gives up certain rights to use or modify their land subject to the terms of the easement. The entity agrees to monitor and enforce conditions within the agreement throughout the life of the easement (usually in perpetuity). In certain cases, the Organization acquires, or accepts as a donation, easements that provide conservation benefits consistent with the Organization's mission. Conservation easements that are purchased are recorded as program expense in the year acquired. Contributed easements are recorded as contribution income and program expense based on appraisal or other estimated value. Schedule D, Part V, Line 4 Wildlife Conservation Experience Fund - The Wildlife Conservation Experience Fund is meant to perpetually fund an annual Conservation Career Day for high school aged students in the host community of Pheasants Fest or other national events. Students are provided the opportunity to explore a variety of careers in conservation and the outdoor recreation industry. Resource professionals and representatives from the outdoor recreation industry provide sessions that emphasize the opportunities and career paths students can pursue. Students are provided the opportunity to visit the Youth Village and the show floor to experience "hands on" activities. Forever Shooting Sports Fund - The Forever Shooting Sports Fund will perpetually fund the Chapter incentive portion of PF & QF's Forever Shooting Sports Program. The chapter incentive program consists of an ammunition match grant that partially reimburses chapters for ammunition costs associated with local shooting events for kids and their families. Chapters are required to submit a post event report form, ammo grant request form and a copy of the ammo receipt. Dependent upon organizational chapter priorities, this program may provide other incentives for shooting sports initiatives in the future. Habitat Education Fund - This fund is used to fund opportunities to educate youth and others about conservation programs. Forever Stewardship Fund - The Forever Stewardship Fund is used to fund the obligation that Organization has for on-going monitoring and enforcement of the easements acquired. Schedule D, Part X, Line 2 - The Organization has been granted exempt status for federal and state corporate income taxes purposes under Section 501(c)(3) of the Internal Revenue Code and applicable state codes. It has been classified as an organization that is not a private foundation. Therefore, charitable contributions are tax deductible. The Organization follows the guidance outlined in the Income Tax Topic of FASB Accounting Standards Codification. The Organization is subject to unrelated business income tax on advertising revenues and merchandise sales. The two single member limited liability companies owned by Organization are disregarded entities for income tax purposes and follow the same tax treatment as the Organization. Schedule D, Part XI, Line 2d Cost of membership premiums -$508,418 Schedule D, Part XI, Line 4b Cost of habitat seed sold -$2,288,208 Schedule D, Part XII, Line 2d Cost of habitat seed sold $2,288,208. Schedule D, Part XII, Line 4b Cost of membership premium $508,418 Pheasant Fest 1252352 0 1252352 0 53674 173799 244355 0 310375 Norther CO Banquet 54675 0 54675 0 15977 0 5109 0 5013 592 11172970 0 11172970 0 3467362 0 1622604 0 2351649 12479997 0 12479997 0 3537013 173799 1872068 0 2667037 8249917 4230080 10702981 0 6883276 20100 1 1 10702981 0 6883276 0 20100 6903376 3799605 AL AR AZ CA CO FL GA IA ID IL IN KS KY LA MD MI MN MO MS MT NC ND NE NH NJ NM NY OH OK OR PA SC SD TN TX UT VA WA WI WY 1 0 1 0 0 1 Various volunteers at local chapter 1783 Beurkle Circle St Paul MN 55110 0 Various volunteers at local chapter 0 Chapter volunteers host banquets to raise funds on behalf of the Organization. These volunteers host the events to include a meal, live gaming and other fund raising activities. They collect and account for the funds raised. X 1 3799605 Schedule G, Part III, Line 17a Pheasants Forever raises funds through gaming activities, including raffles. The revenue from raffles held within a state are often required to be spent within the state on the Organization's mission. X X X X 0 1 0 0 0 0 0 0 0 Howard K Vincent President and CEO 294421 0 18200 0 27318 0 16143 0 15530 0 371612 0 0 0 James M Koerber Chief Financial Officer 200915 0 3333 0 8256 0 10263 0 6273 0 229040 0 0 0 David E Nomsen VP of Governmental Affairs 187134 0 3250 0 16834 0 9856 0 12664 0 229738 0 0 0 Richard Young VP of Field Operations 167043 0 2829 0 4541 0 8658 0 7974 0 191045 0 0 0 David Bue VP Development 160239 0 2827 0 3443 0 8638 0 14480 0 189627 0 0 0 Schedule J, Part I, Line 3 Compensation for the President/CEO is set by the executive committee and is based on the review of compensation data from other nonprofit organizations of similar size and scope as well as data from several published compensation surveys. The Committee reviews the President/CEOs achievement of goals for the year along with the compensation data described above to determine salary adjustments as well as any inventive compensation to be awarded. This review process takes place annually. Compensation for other officers and key employees is set by the President/CEO and is performed using the same compensation data sources described above for the applicable positions. Schedule J, Part I, Line 4 Pheasants Forever has a split dollar life insurance benefit that is available to executive leadership. Both the eligible employees and Pheasants Forever contribute to the premium costs of the policies. For calendar year 2017 the following amounts were included in the employees' compensation: Howard Vincent - $22,976; James Koerber - $8,256; Dave Nomsen - $16,834; Richard Young - $4,541; & David Bue - $3,443. X 1400 Retail Value X 1 42000 Retail Value X 2 28214 Fair Market Value X 1 177300 Appraised Value X 16 1266660 Appraised Value X Shotguns 2 4813 Retail Value X Polaris ATVs 5 39700 Retail Value X John Deere Tractors Lease 2 68285 Retail Value X Soundgear Ear Plugs 12 2400 Retail Value 0 1 0 Form 990, Part VI, Section B, Line 11b The Form 990 was prepared by qualified staff and reviewed by upper management for accuracy. All members of the Board of Directors received a copy prior to filing and were given an overview by management and were provided an opportunity to ask questions of management before the return was filed. Form 990, Part VI, Section B, Line 12c Responsible Persons with respect to the conflict of interest policy include (a) any person who is, or was at any time during the past five years, in a position to exercise substantial influence over the affairs of the Corporation, or (b) a member of the family (spouses, children, grandchildren, great grandchildren, brothers and sisters, and spouses to any of them, and ancestors) or business partners or associates of an individual described in (a) above, or (c) a 35% controlled entity (a corporation, partnership, or trust or estate for which person(s) described in (a) or (b) above, control more than 35% of the voting rights, profit interests, and beneficial interests , respectively.) In addition, all voting members of the Board of Directors, presidents, CEOs, CFOs, COOs, treasurers, and other persons who have or share similar powers or responsibilities shall automatically be considered Responsible Persons by this policy with respect to this policy. All responsible persons are required to annually disclose in writing any potential conflicts of interest in accordance with the policy as well as disclosing any family or business relationships that they have with another Responsible Person. A responsible Person is immediately required to disclose to the Chief Executive Officer or the Chair of the Board of Directors any material transaction that he or she has entered into, or is contemplating entering into with the Corporation. If the transaction involves the Chief Executive Officer, he or she must disclose to the Chair of the Board of Directors or the Secretary of the Board of Directors the potential conflict. If the transaction involves the Chair of the Board of Directors, he or she shall disclose to the Chief Executive Officer or the Secretary of the Board of Directors the potential conflict. The person(s) receiving notice that a potential conflict of interest exists shall review the facts and circumstances of the transaction or matter and make a determination as to whether a conflict of interest exists as defined above. Contemporaneous documentation of the facts, circumstances and the decision reached shall be made in the minutes of the Board of Directors, or a Committee of the Board of Directors, or in other written documentation to be retained in the Corporation's permanent records. Upon the determination that a conflict of interest involving a Responsible Person does in fact exist, that person shall be notified as such, and he or she shall be precluded from voting on, or otherwise making, participating in, or attempting to influence a decision related to the transaction for which the conflict of interest exists. Form 990, Part VI, Section B, Line 15 - Compensation for President/CEO is set by the Executive Committee of the Board, and is based on review of compensation data from other nonprofit organizations of similar size and scope as well as data from several published compensation surveys. The Committee reviews the President/CEO's achievement of goals for the year along with the compensation data described above to determine salary adjustments as well as any incentive compensation to be awarded. This review process takes place annually. Compensation for other officers and key employees is set by the President/CEO and is performed using the same compensation data sources described above for the applicable positions. Form 990, Part VI, Section C, Line 19 The organizing documents and financial statements are available to the public upon request. Habitat Forever LLC 1783 Buerkle Circle St Paul MN 55110 205803961 Wildlife Habitat Development and Improvement DE 71793 1617455 N/A The Forever Land Trust LLC 1783 Buerkle Circle St Paul MN 55110 205803401 Long-term Land Protection DE -1294 258770 N/A