2019-11-12T12:04:13-06:00 2018-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2018-01-01 942474731 JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION JANE 7036829220 1595 SPRING HILL ROAD NO 550 VIENNA VA 22182 SHENAE BURGESS CFO 7036829220 2019-11-12 1 RICHARD J LOCASTRO CPA P00288314 3019519090 75.103.231.202 2019-11-12 13:04:06 ES P 4FA38BE9C690C82C721A5060F87FC7588CB81F81 60F5620986AF14763908AFE7AC6F4ECEC523E148 2018 2020-04-17 16:48:07Z TAMMY PALMER 1595 SPRING HILL ROAD NO 550 VIENNA VA 22182 16325119 0 X WWW.JANEGOODALL.ORG X 1977 CA SEE PART III, LINE 1. 20 19 42 19 0 1050 19405635 14736408 266000 512755 343230 158401 384690 385665 20399555 15793229 354014 85000 0 0 6596522 7232664 341565 327683 2304597 9510240 10405569 16802341 18050916 3597214 -2257687 13869859 11600217 1285935 1525880 12583924 10074337 X THE JANE GOODALL INSTITUTE'S MISSION IS TO: CONTRIBUTE TO THE PRESERVATION OF GREAT APES AND THEIR HABITATS THROUGH CONSERVATION, EDUCATION AND PROMOTION OF SUSTAINABLE LIVELIHOODS IN LOCAL COMMUNITIES; IMPROVE GLOBAL UNDERSTANDING AND TREATMENT OF GREAT APES THROUGH RESEARCH, PUBLIC EDUCATION AND ADVOCACY; AND CREATE A WORLDWIDE NETWORK OF YOUNG PEOPLE WHO CARE DEEPLY FOR HUMANS, ANIMALS AND THE ENVIRONMENT AND WILL TAKE RESPONSIBLE ACTION TO CARE FOR THEM. 0 0 11374068 85000 38344 ANIMAL WELFARE AND CONSERVATION: THE JANE GOODALL INSTITUTE ENSURES THE WELFARE OF CHIMPANZEES AND OTHER ANIMALS THROUGH OUR WORK AT THE TCHIMOUNGA CHIMPANZEES SANCTUARY AND REHABILITATION CENTER IN THE REPUBLIC OF CONGO BY CARING FOR AND REHABILITATING MORE THAN 140 CHIMPANZEES, MANDRILLS, MUSTACHIOED MONKEYS AND A RANGE OF OTHER SPECIES. TCHIMPOUNGA SERVES AS AN IMPORTANT ELEMENT OF THE TRIANGLE APPROACH TO PROTECTING CHIMPANZEES AND OTHER SPECIES THREATENED BY POACHING AND THE ILLEGAL PET TRADE BY PROVIDING A PLACE FOR LAW ENFORCEMENT OFFICERS TO BRING CONFISCATED ANIMALS.OUR CONSERVATION WORK PROTECTS THE HABITATS OF CHIMPANZEES. CHIMPANZEES SERVE AS A BAROMETER SPECIES: WHEN THEY ARE THRIVING MYRIAD OTHER SPECIES FLOURISH. OUR SIGNATURE, COMMUNITY-CENTERED CONSERVATION APPROACH, TACARE, ENGAGES VILLAGERS AND LOCAL STAKEHOLDERS TO IDENTIFY THEIR NEEDS AND PRIORITIES AND BUILDS DURABLE CONSERVATION APPROACHES BY SOLVING THE ISSUES THAT CAUSE THE THREAT TO CRITICAL HABITATS. IN 2017, JGI EXPANDED OUR TACARE APPROACH TO SIX NEW COUNTRIES. 1529516 474411 EDUCATION: JGI'S ROOTS & SHOOTS PROGRAM PROVIDES TRAINING FOR FORMAL AND INFORMAL EDUCATORS TO INSPIRE YOUNG PEOPLE TO BECOME COMPASSIONATE CITIZENS. ROOTS & SHOOTS ENGAGES YOUNG PEOPLE IN 100 COUNTRIES AROUND THE WORLD TO LEARN ABOUT THEIR COMMUNITIES AND TO TAKE ACTION TO BENEFIT PEOPLE, ANIMALS AND THE ENVIRONMENT. THESE PROJECTS EDUCATE YOUNG PEOPLE ABOUT A WIDE RANGE OF SUBJECTS THROUGH SERVICE LEARNING.JGI'S RESEARCH AT GOMBE STREAM RESEARCH CENTER IN TANZANIA CONTINUES DR. JANE GOODALL'S LEGACY OF DISCOVERY WHILE INFORMING A WIDE RANGE OF RESEARCH EVERY YEAR. IN ADDITION, JGI ALSO WORKS WITH COMMUNITIES ACROSS AFRICA TO DEVELOP ENVIRONMENTAL EDUCATION CURRICULA, RAISE AWARENESS ABOUT LAWS PROTECTING PRIMATES, AND SUPPORT IMPROVED KNOWLEDGE ABOUT THE LOCAL ENVIRONMENT THROUGH OUR CONSERVATION SCIENCE INNOVATIONS. 569490 96354 COMMUNITY ENGAGEMENT: DR. JANE GOODALL TRAVELS MORE THAN 300 DAYS A YEAR TO SPREAD HER MESSAGE OF HOPE IN ACTION. JGI ALSO ENGAGES MORE THAN A MILLION PEOPLE EVERY YEAR TO TAKE ACTION TO PROTECT PEOPLE, ANIMALS AND THE WORLD WE ALL SHARE. WE ALSO WORK ON SPECIFIC CAMPAIGNS TO EDUCATE THE PUBLIC ABOUT SPECIFIC POLICY ISSUES THAT ARE IMPORTANT TO THE WELL-BEING OF PEOPLE, ANIMALS AND THE PLANET WE ALL CALL HOME. 13473074 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 X 30 0 1 42 1 1 1 1 UG TZ CG CF RW 0 0 0 0 0 0 0 0 0 0 X 20 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AR CA CT FL GA HI IL KS KY MA MD MI MN MS NC NH NJ NM NY OR PA RI SC TN UT VA WI WV X X SHENAE BURGESS 7036829220 1595 SPRING HILL ROAD NO 550 VIENNA VA 22182 X DR JANE GOODALL DBE FOUNDER (SEE SCHEDULE O) 20.00 X X 0 0 16034 BETH STEVENS CHAIR 5.00 X X 0 0 0 LINDA BERDINE VICE CHAIR 5.00 X X 0 0 0 PAUL BARIBAULT VICE CHAIR & TREASURER 5.00 X X 0 0 0 MARY MAPES SECRETARY 5.00 X X 0 0 0 BECCI CROWE BOARD MEMBER 1.00 X 0 0 0 VIVIAN LOWERY DERRYCK BOARD MEMBER 1.00 X 0 0 0 DAFNA TAPIERO BOARD MEMBER 1.00 X 0 0 0 ELIZABETH GRAY BOARD MEMBER 1.00 X 0 0 0 JAMES LEMBELI BOARD MEMBER 1.00 X 0 0 0 KEITH MARTIN BOARD MEMBER 1.00 X 0 0 0 REED OPPENHEIMER BOARD MEMBER 1.00 X 0 0 0 BARBARA RYAN BOARD MEMBER 1.00 X 0 0 0 TEDD SAUNDERS BOARD MEMBER 1.00 X 0 0 0 MADISON MADI VORVA BOARD MEMBER 1.00 X 0 0 0 STEVE WOODRUFF BOARD MEMBER 1.00 X 0 0 0 ADDISON FISCHER BOARD MEMBER 1.00 X 0 0 0 MICHELLE HALEY BOARD MEMBER 1.00 X 0 0 0 GEORGE MACRICOSTAS BOARD MEMBER 1.00 X 0 0 0 GERRIE MCMANUS BOARD MEMBER 1.00 X 0 0 0 CARLOS DREWS EXECUTIVE DIRECTOR 40.00 X 331837 0 37728 TAMMY PALMER VP THEN COO (EFF. 10/18) 40.00 X 210096 0 28818 ISAAC MINTZ VP, FINANCE (THRU 10/18) 40.00 X 102676 0 13895 SHENAE BURGESS CFO (START 11/18) 40.00 X 17949 0 0 ANNA GIBSON VP, DEV'L & MRKTING (THRU 7/18) 40.00 X 224712 0 12168 SUSANA NAME VP FOUNDER RELATIONS 40.00 X 123817 0 32237 CARMEN MULLINS ACTING VP,DEVELOPMENT (START 7/18) 40.00 X 121160 0 26663 LILIAN PINTEA VP, CONSERVATION SCIENCE 40.00 X 120481 0 28149 CAROL IRWIN VP, BOARD RELATIONS 40.00 X 118100 0 21179 1370828 0 216871 15 0 1 0 ADVENTURE ADVICE LLC 2120 CAREY AVE CHEYENNE WY 82001 IN-COUNTRY TRAVEL LOGISTICS 446211 CHAPMAN CUBINE ADAMS HUSSEY INC 2000 15TH ST N STE 550 ARLINGTON VA 22201 FUNDRAISING-DIRECT MAIL 327683 BLACKBAUD PO BOX 930256 ATLANTA GA 311930256 FUNDRAISING-DATABASE 198048 FM DIRECT LLC 7311 GROVE RD STE V FREDERICK MD 21704 DIRECT MAILING SERVICES 158045 AVEPOINT INC HARBORSIDE CTR PLAZA 10/3 2ND ST JERSEY CITY NJ 07311 IT CONVERSION RELATED SERVICES 126400 10 191371 2943822 11601215 939239 14736408 LECTURE TOUR/HONORARIA 900099 439811 439811 ANIMAL WELFARE PROGRAM FEES 900099 38344 38344 EDUCATIONAL TRIP FEES 900099 34600 34600 512755 97437 97437 116312 116312 592854 531890 60964 60964 60964 96354 0 96354 96354 REIMB. AND RECLASS 900099 157932 157932 MISCELLANEOUS INCOME 900099 14756 14756 TRANSLATION GAIN 900099 311 311 172999 15793229 609109 0 447712 85000 85000 759033 156386 597362 5285 4976087 3945759 306842 723486 124166 90132 11962 22072 1080479 807208 69336 203935 292899 212614 28218 52067 14355 10984 2204 1167 295075 295075 327683 327683 35883 35883 1511734 1156781 232107 122846 67579 53037 4890 9652 492590 360129 77778 54683 214905 176651 17974 20280 546328 300962 245006 360 1302811 1040015 73090 189706 157807 118891 38916 84310 22425 43776 18109 FIELD EXPENSES 3920058 3920058 DIRECT MAIL 1146173 848949 297224 DATABASE & WEBSITE MGMT 267012 40149 19670 207193 DUES 60000 45912 9212 4876 288949 81032 163944 43973 18050916 13473074 2273245 2304597 X 1473856 848949 0 624907 1463012 676384 2630000 2214444 1565490 740523 1434805 868600 128660 227667 3405276 974389 2582040 2430887 4047375 4423235 18477 18477 13869859 11600217 1169167 1335813 100000 116768 90067 1285935 1525880 X 3574217 3765826 7781929 5080733 1227778 1227778 12583924 10074337 13869859 11600217 X -2257687 -281654 29754 X 0 1 X 1 1 1 X 11049122 11921674 11668749 19412037 14736408 68787990 11049122 11921674 11668749 19412037 14736408 68787990 10308704 58479286 292550 330999 278503 342499 213749 1458300 2445 2445 110916 173409 113972 90483 172999 661779 70910514 2490966 0.82470 0.85040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1227778 43520 -43520 1227778 1227778 115689 115689 1227778 227778 1000000 14439 14439 1227778 227778 7739 7739 227778 217728 10050 227778 0.00000 1.00000 0.00000 0 0 152943 49620 103323 2583688 322520 2261168 61124 51315 9809 607521 550934 56587 2430887 DEFERRED RENT ABATEMENT 90067 90067 X 16796184 -281654 1320492 1038838 15757346 35883 35883 15793229 19335525 1320492 1320492 18015033 35883 35883 18050916 PART V, LINE 4: INCOME EARNED ON THE INVESTED BALANCE IS TO BE USED TO SUPPORT THE GENERAL OPERATIONS OF THE INSTITUTE. PART X, LINE 2: FOR THE YEAR ENDED DECEMBER 31, 2018, THE INSTITUTE HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE COMBINED FINANCIAL STATEMENTS. 1 SUB-SAHARAN AFRICA 4 239 PROGRAM SERVICES PROGRAM WORK, INVOLVES PROTECTING CHIMPANZEES AND THEIR HABITAT 9042408 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 60000 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 25000 4 239 0 0 4 239 9127408 0 9127408 EAST ASIA AND THE PACIFIC AUSTRALIA ROOTS & SHOOTS PROGRAM SUPPORT 25000 WIRE EUROPE (INCLUDING ICELAND & GREENLAND) FUNDING TO PROGRAM IN THE UNITED KINGDOM SUPPORT 60000 WIRE 2 0 1 0 0 0 0 0 PART I, LINE 2: PROJECT PROPOSALS ARE REQUIRED PRIOR TO FUNDING AND PROGRESS REPORTS AND MONTHLY CALLS ARE REQUIRED THROUGHOUT THE DURATION OF EACH PROJECT. X X X X X X X 1 CHAPMAN CUBINE ADAMS & HUSSEY 2000 15TH ST N ARLINGTON VA 22201 DIRECT MAIL 0 2577344 327683 2249661 2577344 327683 2249661 AK AL AR CA CO CT FL GA IL KS KY LA MA MD ME MI MN MS MO NC ND NV NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WY WV HI X 1 1 X X X X 1 0 0 0 0 0 0 1 0 CARLOS DREWS EXECUTIVE DIRECTOR 281837 0 50000 0 0 0 14092 0 23636 0 369565 0 0 0 TAMMY PALMER VP THEN COO (EFF. 10/18) 210096 0 0 0 0 0 10505 0 18313 0 238914 0 0 0 ANNA GIBSON VP, DEV'L & MRKTING (THRU 7/18) 116062 0 0 0 108650 0 5803 0 6365 0 236880 0 0 0 SUSANA NAME VP FOUNDER RELATIONS 123817 0 0 0 0 0 6191 0 26046 0 156054 0 0 0 PART I, LINE 1A JANE GOODALL FLIES FIRST CLASS WHEN TRAVELING AND THESE EXPENSES ARE PAID BY THE ORGANIZATION. THIS ARRANGMENT WAS APPROVED BY THE BOARD OF DIRECTORS. PART I, LINE 4A JGI PAID SEVERANCE IN THE AMOUNT OF $108,650. PART I, LINE 7 CARLOS DREWS RECEIVED A BONUS OF $50,000. JANE GOODALL JGI OFFICER INTEREST FREE LOAN TO THE ORGANIZATION WITH NO REPAYMENT DATE X 100000 100000 0 1 1 100000 X 1 939239 FMV 0 1 0 PART I, COLUMN (B): THIS COLUMN INCLUDES THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B 1. SENIOR MANAGEMENT OF THE ORGANIZATION IS RESPONSIBLE FOR THE TIMELY PREPARATION OF THE 990. 2. THE COMPLETED DRAFT FORM 990 WAS PROVIDED TO THE AUDIT/GOVERNANCE COMMITTEE OF THE BOARD SUFFICIENTLY IN ADVANCE OF THE FILING DEADLINE TO ENABLE A DETAILED AND CONSCIENTIOUS REVIEW BY ALL MEMBERS OF THE COMMITTEE. ALL QUESTIONS, CONCERNS, ETC. OF THE FINANCE COMMITTEE MEMBERS WERE ADDRESSED BY THE CHIEF FINANCIAL OFFICER AND INCORPORATED INTO THE FORM 990, AS APPROPRIATE. 3. ALL MEMBERS OF THE BOARD WERE INVITED TO REVIEW THE COMPLETED FORM 990 IN ADVANCE OF THE FILING DEADLINE VIA A DEDICATED JGI WEBSITE OR SIMILAR MEANS. ALL QUESTIONS, CONCERNS, ETC. OF THE MEMBERS OF THE BOARD WERE ADDRESSED BY THE CHIEF FINANCIAL OFFICER AND INCORPORATED INTO THE FORM 990, AS APPROPRIATE. 4. AFTER ALL OF THE INPUT FROM THE BOARD AND THE AUDIT/GOVERNANCE COMMITTEE WAS APPROPRIATELY ADDRESSED, SENIOR MANAGEMENT OF THE ORGANIZATION FORWARDED A FINAL COPY TO THE BOARD AND FILED THE FINAL FORM 990. 5. A BOARD/COMMITTEE RESOLUTION IS REQUIRED IN ORDER FOR FORM 990 TO BE FILED. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, EACH INSTITUTE EMPLOYEE, OFFICER, DIRECTOR, FORMAL REPRESENTATIVE AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS SIGNS A STATEMENT THAT AFFIRMS THAT SUCH PERSON: (A) HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, (B) HAS READ AND UNDERSTANDS THE POLICY, (C) HAS AGREED TO COMPLY WITH THE POLICY, AND (D) UNDERSTANDS THAT THE INSTITUTE IS A NON-PROFIT/CHARITABLE ORGANIZATION AND THAT, IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. AFTER DISCLOSURE OF A FINANCIAL INTEREST, THE INTERESTED PERSON LEAVES THE BOARD OR COMMITTEE MEETING WHILE THE FINANCIAL INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE DISCLOSURE IS MADE TO THE PRESIDENT OF THE INSTITUTE, THE PRESIDENT GIVES INSTRUCTIONS TO THE INTERESTED PERSON FOR HOW THE MATTER WILL BE ADDRESSED. PROCEDURES FOR ADDRESSING A CONFLICT OF INTEREST: (A) THE PRESIDENT OF THE INSTITUTE OR THE CHAIRPERSON OF THE BOARD OR COMMITTEE, IF APPROPRIATE, APPOINTS A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE EXISTING OR PROPOSED TRANSACTION OR ARRANGEMENT. (B) AFTER EXERCISING DUE DILIGENCE, THE PRESIDENT OF THE INSTITUTE OR BOARD OR COMMITTEE DETERMINES WHETHER THE INSTITUTE CAN OBTAIN A MORE ADVANTAGEOUS (OR COMPARABLE) TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. (C) IF A MORE ADVANTAGEOUS (OR COMPARABLE) TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE DETERMINES BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS (OR COMMITTEE MEMBERS, AS THE CASE, MAY BE), OR THE PRESIDENT OF THE INSTITUTE DETERMINES, WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE INSTITUTE'S BEST INTEREST AND FOR ITS OWN BENEFIT AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE INSTITUTE AND MAKES ITS DECISION AS TO WHETHER TO MAINTAIN OR ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. FORM 990, PART VI, SECTION B, LINE 15A PRIOR TO ADDRESSING THE CEO'S COMPENSATION, THE CHAIRMAN OF THE JGI BOARD OF DIRECTORS MEETS PERSONALLY WITH EACH MEMBER OF THE SENIOR MANAGEMENT TEAM AND CONDUCTS AN IN-PERSON REVIEW WITH THE CEO. THE GENERAL RESULTS OF THESE ACTIVITIES ARE SHARED WITH THE FULL BOARD AS PART OF THE DISCUSSION ABOUT COMPENSATION. JGI'S BOARD, WITH EXTERNAL CONSULTANTS, SETS COMPENSATION FOR THE CEO. THE LAST COMPENSATION REVIEW TOOK PLACE IN JUNE 2016. THE RESULTS OF THE SALARY COMPENSATION REVIEW WAS REVIEWED WITH THE SENIOR LEADERSHIP TEAM AND BOARD AND WAS USED TO GUIDE MANAGEMENT IN DETERMINING SALARY LEVELS. THE DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN WRITING TO OUTSIDE H.R. PERSONNEL. MANAGERS COMPLETE SELF-EVALUATIONS. PERFORMANCE REVIEW FORMS ARE ALSO COMPLETED BY THE CEO FOR SENIOR MANAGERS AND BY MANAGERS FOR THEIR STAFF. IN-PERSON REVIEWS ARE ALSO CONDUCTED AT ALL LEVELS. COMPLETED EVALUATION FORMS ARE MAINTAINED IN THE INDIVIDUAL'S PERSONNEL FILE. FORM 990, PART VI, SECTION C, LINE 19 JGI MAINTAINS COPIES OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS IN ITS OFFICE IN VIENNA, VIRGINIA. THESE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. A SUMMARY STATEMENT OF THE ORGANIZATION'S FINANCIAL POSITION IS INCLUDED IN THE ANNUAL REPORT, WHICH IS MAILED TO CONTRIBUTORS AND AVAILABLE ON JGI'S WEB SITE. FORM 990, PART VII, BOARD MEMBER COMPENSATION: DURING 2018, JGI PAID $16,034 IN BENEFIT COSTS ON JANE GOODALL'S (BOARD MEMNBER) BEHALF. THESE BENEFITS WERE LESS THAN THE FAIR MARKET VALUE OF SERVICES PROVIDED BY HER TO JGI. THE INSURANCE COST BENEFITS WERE UNRELATED TO HER POSITION AS A BOARD MEMBER. FORM 990, PART XI, LINE 9: EXCHANGE RATE GAIN 29,754.