2025-11-17T11:05:34-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 950 NORTH GLEBE ROAD SUITE 1200 ARLINGTON VA 22203 990 2024-01-01 800030060 SUSTAINABLE FORESTRY INITIATIVE INC SUST 2025963450 2121 K STREET NW 750 WASHINGTON DC 20037 CHRISTINE LEDUC VP, COMMUNICATIONS, FIN. & GR 2025963450 2025-11-14 1 1 ROBERT WILLIAMS P01345960 5712279500 2025-11-14 2024 2025-03-06 01:10:19Z KATHY ABUSOW 2121 K STREET NW 750 WASHINGTON DC 20037 14027323 0 X WWW.FORESTS.ORG X 2002 DC SFI'S MISSION IS TO ADVANCE SUSTAINABILITY THROUGH FOREST-FOCUSED COLLABORATION. 19 19 35 22 0 0 661211 2246449 12031652 11277944 273171 295239 111150 -279466 13077184 13540166 760364 731060 0 0 7217922 7791926 0 0 120604 5024600 5289965 13002886 13812951 74298 -272785 13608270 12904391 3321864 3004523 10286406 9899868 X THE SUSTAINABLE FORESTRY INITIATIVE (SFI) INC. IS AN INDEPENDENT, NON-PROFIT ORGANIZATION WITH A MISSION TO ADVANCE SUSTAINABILITY THROUGH FOREST-FOCUSED COLLABORATIONS. SFI IS A LEADER THROUGH COLLABORATION IN STANDARDS, CONSERVATION, COMMUNITY, AND EDUCATION WITH AN EMPHASIS ON PRACTICAL SOLUTIONS DEMONSTRATED BY PROGRESS ON THE GROUND. SFI STANDARDS HAVE BECOME A HIGHLY TRUSTED SOLUTION THAT CAN SUPPORT A GROWING NEED FOR PRODUCTS FROM SUSTAINABLY MANAGED FORESTS.THE CONSERVATION PILLAR ADVANCES CONSERVATION OBJECTIVES IN OUR STANDARDS ACROSS FORESTS IN THE UNITED STATES AND CANADA THROUGH TARGETED RESEARCH, LEADERSHIP OF CRITICAL INITIATIVES, AND PARTNERSHIPS THAT ADVANCE MULTIPLE CONSERVATION EFFORTS. THE COMMUNITY NETWORK HELPS LINK OUR PILLARS, PROMOTE LEARNING, AND INCREASE OUR SCALE. PROJECT LEARNING TREE (PLT), SFI'S EDUCATION PROGRAM ADVANCES ENVIRONMENTAL EDUCATION, FOREST LITERACY AND CAREER PATHWAYS USING TREES AND FORESTS AS WINDOWS ON TO THE WORLD. 0 0 5107666 244366 10598287 STANDARDS:SFI CONTINUES TO PROMOTE STANDARDS THAT PROVIDE ASSURANCE FOR SUSTAINABLE FORESTRY AND RESPONSIBLE SOURCING. ACCORDING TO AN INDEPENDENT SURVEY CONDUCTED BY ERM SHELTON IN 2024, 63% OF U.S. CONSUMERS HAVE HEARD OF SFI, UP FROM 52% IN 2020. ADDITIONALLY, OF THOSE AWARE OF THE SFI LABEL, 93% TRUST ITA 3% INCREASE SINCE 2020. AT THE END OF 2024, THE SFI FOOTPRINT INCLUDES 370 MILLION ACRES OF FORESTS CERTIFIED TO THE SFI FOREST MANAGEMENT STANDARD AND MILLIONS MORE POSITIVELY INFLUENCED BY THE SFI FIBER SOURCING STANDARD. AND 79% OF SFI-CERTIFIED ORGANIZATIONS REPORTED STEADY OR INCREASED DEMAND FOR SFI-CERTIFIED PRODUCTS.WITH CUSTOMERS AND GOVERNMENT REGULATIONS ACCELERATING GLOBAL CONVERSATIONS ON DEFORESTATION AND FOREST DEGRADATION, SFI RECONFIRMED ITS COMMITMENT TO NO DEFORESTATION AND NO FOREST DEGRADATION ON MARCH 20, 2024, BY EXPLICITLY PROHIBITING CERTIFICATION TO THE SFI 2022 FOREST MANAGEMENT STANDARD ON LANDS THAT ARE DEFORESTED AND ON PRACTICES THAT ARE CAUSING FOREST DEGRADATION AFTER DECEMBER 31, 2020. SFI ALSO INTRODUCED TWO MODULES TO SUPPORT EUROPEAN UNION DEFORESTATION REGULATION DUE DILIGENCE REQUIREMENTS. IN 2024, SFI ALSO WORKED TO PROMOTE AN UPDATE OF ITS NEW SFI URBAN AND COMMUNITY FOREST SUSTAINABILITY STANDARD. 3498791 237797 375577 EDUCATION:SFI INC. OPERATES PROJECT LEARNING TREE (PLT), AN AWARD-WINNING INITIATIVE THAT HELPS EDUCATORS INTEGRATE ENVIRONMENTAL EDUCATION INTO LESSON PLANS AND USE THE OUTDOORS TO ENGAGE STUDENTS IN A LIFETIME OF LEARNING. PLT ADVANCES ENVIRONMENTAL EDUCATION, FOREST LITERACY AND CAREER PATHWAYS USING TREES AND FORESTS AS WINDOWS ON TO THE WORLD. IN 2024, WE WERE PROUD TO RELEASE EXPLORA TU AMBIENTE: GUA DE ACTIVIDADES K-8, THE SPANISH-LANGUAGE VERSION OF PLT'S BEST-SELLING EXPLORE YOUR ENVIRONMENT: K-8 ACTIVITY GUIDE. THIS WILL PROVIDE ENVIRONMENTAL EDUCATION AND FOREST LITERACY RESOURCES TO THE MORE THAN 4 MILLION SPANISH SPEAKING STUDENTS IN U.S. PUBLIC SCHOOLS. PLT IS ALSO EXPANDING BILINGUAL TRAINING OPPORTUNITIES FOR EDUCATORS, WITH SUCCESSFUL PILOT PROGRAMS ALREADY IMPLEMENTED IN STATES LIKE ILLINOIS. PLT ALSO EXPANDED HIGH SCHOOL-FOCUSED INSTRUCTIONAL MATERIALS WITH A BRAND-NEW DIGITAL ACTIVITY COLLECTION: FORESTS, WATER & PEOPLE WHICH INCLUDES THREE PLACE-BASED LESSONS THAT INVITE LEARNERS TO EXPLORE HOW TREES, WATERSHEDS, AND OUR COMMUNITIES ARE CONNECTED.SFI, PLT AND THE INTERNATIONAL CORRUGATED PACKAGING FOUNDATION (ICPF) ANNOUNCED A MULTI-YEAR PARTNERSHIP THAT AIMES TO INCREASE AWARENESS, ACCESS, AND EDUCATION ABOUT THE REWARDING GREEN CAREERS IN THE CORRUGATED PACKAGING INDUSTRY THROUGH THE DEVELOPMENT OF EDUCATIONAL RESOURCES AND EXPERIENCES FOR EDUCATORS AND GUIDANCE COUNSELORS WORKING WITH MIDDLE SCHOOL AND HIGH SCHOOL YOUTH. THIS COMPREHENSIVE APPROACH AIMS TO ELEVATE THE PROFILE OF THE CORRUGATED PACKAGING INDUSTRY EARLIER, AS STUDENTS PARTICIPATE IN CAREER EXPLORATION, PLANNING AND DEVELOPMENT. 2061916 248897 23288 CONSERVATION AND COMMUNITY INVESTMENTS:SFI IS THE ONLY STANDARD TO REQUIRE THAT CERTIFIED ORGANIZATIONS INVEST IN FOREST RESEARCH. THE TOTAL AMOUNT INVESTED IN RESEARCH BY SFI PROGRAM PARTICIPANTS IS $2.1 BILLION SINCE 1995. SFI ALSO INVESTS DIRECTLY IN CONSERVATION RESEARCH AND COLLABORATIVE PROJECTS TO MEASURE OUTCOMES RELATIVE TO WATER QUALITY, BIODIVERSITY AND SPECIES AT RISK, FIRE RESILIENCE AND FOREST HEALTH. IN 2024, SFI LAUNCHED A NEW CONSERVATION INITIATIVE FOCUSED ON FOREST HEALTH AND FIRE RESILIENCE. THE OVERARCHING GOAL OF THE PROJECT IS TO IDENTIFY, DEVELOP, AND IMPLEMENT PRACTICES AND STRATEGIES TO MAKE OUR FORESTS MORE RESILIENT. WITH THIS FUNDING, SFI LAUNCHED THE SFI CLIMATE SMART FORESTRY INITIATIVE. CLOSE TO 250,000 RESOURCE AND HARVESTING PROFESSIONALS HAVE PARTICIPATED IN TRAINING SINCE 1995, WITH SUPPORT FROM OUR SFI IMPLEMENTATION COMMITTEES. WE REMAIN COMMITTED TO WORKING WITH OUR PARTNERS TO INCREASE AWARENESS OF THE OPPORTUNITIES PRESENTED BY SUSTAINABLY MANAGED FORESTS. 1347467 0 1326 PROMOTION AND COMMUNICATION:IN 2024, SFI HOSTED AN ANNUAL CONFERENCE IN COLLABORATION IN ATLANTA, GEORGIA. SFI ALSO HOSTED ITS LARGEST EVER YOUTH DELEGATES COHORT AT THE 2024 ANNUAL CONFERENCE WITH OVER 50 PARTICIPANTS. PARTICIPANTS OF THE YOUTH DELEGATES PROGRAM HAD OPPORTUNITIES TO NAVIGATE THEIR EARLY CAREERS, NETWORK WITH PROFESSIONALS, AND ENGAGE IN IMPORTANT DISCUSSIONS. THE SFI ANNUAL CONFERENCE BRINGS TOGETHER PEOPLE FROM THE CONSERVATION, COMMUNITY, EDUCATION, AND ECONOMIC SECTORS WHO CARE ABOUT FORESTS. ATTENDEES INCLUDED CEOS OF FORTUNE 500 COMPANIES, CONSERVATION AND COMMUNITY LEADERS, INDIGENOUS REPRESENTATIVES, FOREST MANAGERS, UNIVERSITY FACULTY AND STUDENTS, GOVERNMENT OFFICIALS, AND MANY MORE. MORE THAN 450 PEOPLE JOINED THE 2024 SFI ANNUAL CONFERENCE. SFI UNVEILED ITS SFI 2025-2030 STRATEGIC DIRECTION AT THE 2024 SFI ANNUAL CONFERENCE. MORE THAN 400 THOUGHT LEADERS CONTRIBUTED TO SHAPING THE SFI 2025-2030 STRATEGIC DIRECTION. IT INCLUDES A THEORY OF CHANGE FRAMEWORK DESIGNED TO ENHANCE OUR IMPACT BY ENGAGING COMMUNITIES IN A COLLABORATIVE WORLD THAT VALUES AND BENEFITS FROM SUSTAINABLY MANAGED FORESTS.SFI PROVIDES FACILITIES, MANAGEMENT AND ADMINISTRATIVE SERVICES TO PROJECT LEARNING TREE CANADA (PLT CANADA), A CHARITABLE NON-PROFIT IN CANADA. PLT CANADA WORKS TO USE THE OUTDOORS TO ENGAGE YOUTH IN LEARNING ABOUT THE WORLD AROUND US AND ADVANCE ENVIRONMENTAL EDUCATION, FOREST LITERACY AND CAREER PATHWAYS USING TREES AND FORESTS AS WINDOWS ON THE WORLD. SFI IS THE SOLE MEMBER OF PLT CANADA AND THE PLT CANADA BOARD REPRESENTS A SUBSET OF THE SFI BOARD. IN 2024, PLT CANADA WORKED WITH PARTNERS TO PLACE YOUNG ADULTS INTO NEARLY 400 GREEN JOBS ACROSS THE COUNTRY. SINCE 2018, SFI AND PLT CANADA HAVE PLACED OVER 8,100 YOUNG ADULTS INTO GREEN JOBS IN THE FOREST AND CONSERVATION SECTOR. 1347467 0 1326 12015840 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 1 1 1 0 1 31 0 1 35 1 0 1 CA 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC ND OR PA RI SC TN UT VA WV WI X MARCIA BELL CHIEF FINANCIAL OFFICER 2025963450 2121 K STREET NW 750 WASHINGTON DC 20037 MICHAEL P DOSS CHAIR 1.00 X X 0 0 0 PATRICIA LAYTON VICE CHAIR 1.00 X X 0 0 0 BRENT KEEFER SECRETARY-TREASURER 1.00 X X 0 0 0 ASHLEY HOFFMAN DIRECTOR 1.00 X 0 0 0 CAITLYN POLLIHAN DIRECTOR 1.00 X 0 0 0 CATHERINE GRENIER DIRECTOR 1.00 X 0 0 0 DAN LAMBE DIRECTOR 1.00 X 0 0 0 DAVID GRAHAM DIRECTOR 1.00 X 0 0 0 DON KAYNE DIRECTOR 1.00 X 0 0 0 EBONIE ALEXANDER DIRECTOR (UNTIL 10/24) 1.00 X 0 0 0 GEORGE EMMERSON DIRECTOR 1.00 X 0 0 0 HEATHER SLAYTON DIRECTOR 1.00 X 0 0 0 JEFF BROMLEY DIRECTOR 1.00 X 0 0 0 JIM IRVING DIRECTOR (UNTIL 10/24) 1.00 X 0 0 0 LENNARD JOE DIRECTOR 1.00 X 0 0 0 MICHAEL NADLER DIRECTOR 1.00 X 0 0 0 MICHAEL PARR DIRECTOR (UNTIL 10/24) 1.00 X 0 0 0 PHIL RIGDON DIRECTOR 1.00 X 0 0 0 SAM COOK DIRECTOR 1.00 X 0 0 0 SUSAN YURKOVICH DIRECTOR 1.00 X 0 0 0 TERRY BAKER DIRECTOR 1.00 X 0 0 0 TRACY FARREL DIRECTOR 1.00 X 0 0 0 BRIAN CROWE FORMER CFO (UNTIL 07/24) 37.50 X 166668 0 26539 KATHY ABUSOW PRESIDENT & CEO 37.50 X 914007 0 23003 MARCIA BELL CFO (EFFECTIVE MAR. 2024) 37.50 X 144496 0 7521 JASON METNICK SVP CUSTOMER AFFAIRS 37.50 X 224836 0 68331 CHRISTINE LEDUC VP, COMMUNICATIONS, FINANCE & GR. 37.50 X 147897 0 29414 HELEN HAMILTON CHIEF SCIENTIST 37.50 X 199890 0 60825 LAUREN COOPER CHIEF CONSERVATION OFFICER 37.50 X 172486 0 89643 NADINE BLOCK SVP COMMUNITY & GOV'T RELATIONS 37.50 X 195042 0 96016 PAUL JOHNSON VP, URBAN AND COMMUNITY FORESTRY 37.50 X 161183 0 89400 2326505 0 490692 28 0 1 0 MAYER BROWN 311 WEST MONROE STREET CHICAGO IL 60606 LEGAL SERVICES 140727 CLIFTONLARSONALLEN LLP 6406 IVY LANE STE 200 GREENBELT MD 20770 ACCOUNTING SERVICES 126797 JACLYN STALLARD 3171 BEAUMONT WOODS PL HONOLULU HI 96822 EDUCATIONAL CURRICULUM ADVISOR 104370 3 731151 1515298 2246449 CERTIFIED ORG FEES 900099 9829727 9829727 PLT CANADA SERVICE FEES 900099 575144 575144 PEFC INCOME & OTHER SERVICE FEES 900099 453890 453890 REGISTRATION FEES 900099 225883 225883 SPONSORSHIP 900099 193300 193300 11277944 295239 295239 207691 487157 -279466 -279466 13540166 10998478 0 295239 X 673083 673083 57977 57977 1575401 1033656 442714 99031 4740516 4233533 506983 456732 394549 60988 1195 548538 461145 84855 2538 470739 393780 73525 3434 221961 192065 29876 20 78366 62574 15344 448 1526451 1399861 121417 5173 269411 269048 363 180223 167412 12617 194 481164 414345 65332 1487 17265 17265 493149 417712 72137 3300 535148 467977 67136 35 597025 569372 27565 88 205730 181247 23391 1092 85835 71804 13405 626 DUES AND SUBSCRIPTIONS 621780 617037 4743 BANK, CC'S & PROCESSING 258534 217237 39466 1831 PRINTING AND PRODUCTION 152392 142583 9784 25 TAXES AND REGISTRATIONS 51892 47115 4690 87 -486361 -486537 176 13812951 12015840 1676507 120604 2926197 2179447 5777739 1535414 298062 1315573 1210047 361482 201361 131340 390047 469156 1354011 1035727 400689 318284 4537565 261394 220860 2142734 1835270 13608270 12904391 734551 657163 9715 150000 5306 14936 2572292 2182424 3321864 3004523 X 9848798 9120619 437608 779249 10286406 9899868 13608270 12904391 X -272785 -113753 X 0 1 X 1 0 X 555795 1426694 667628 661211 2246449 5557777 9666321 10542458 11669719 12427409 11485635 55791542 10222116 11969152 12337347 13088620 13732084 61349319 474937 506236 587186 963437 983848 3515644 5542943 1807218 2034208 2342419 2306811 14033599 6017880 2313454 2621394 3305856 3290659 17549243 43800076 19622 38897 46090 273171 295239 673019 19622 38897 46090 273171 295239 673019 10387 10387 10241738 12018436 12383437 13361791 14027323 62032725 0.70610 0.69700 0.01080 0.00880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 1514 0 0 1514 0 PART II-B LINE 1: SFI'S GOVERNMENT OUTREACH WORK IS HANDLED IN-HOUSE BY A SINGLE STAFF PERSON WHO IS NOT A REGISTERED LOBBYIST. SFI OVERALL OBJECTIVE FOR GOVERNMENT OUTREACH IS TO RAISE AWARENESS OF THE SFI PROGRAM AMONG THE EXECUTIVE AND LEGISLATIVE BRANCHES OF THE FEDERAL GOVERNMENT AND STATE GOVERNMENTS. SFI INC. LOBBYING ACTIVITY INCLUDES OUTREACH TO LEGISLATORS THROUGH LETTERS OR MEETINGS ON ISSUES INCLUDING MANAGEMENT OF FORESTLANDS AND PROCUREMENT OF FOREST PRODUCTS. TOTAL STAFF TIME SPENT ON LOBBYING IS TEN HOURS. NO EXPENSES BEYOND STAFF TIME HAVE BEEN INCURRED RELATED TO THIS ACTIVITY. SFI HAS NOT ENGAGED IN POLITICAL CAMPAIGN ACTIVITY. SFI INC. DOES NOT HAVE ANY CONTRACTS FOR OUTSIDE LOBBYING SUPPORT. 690762 372478 318284 663249 663249 0 318284 DEPOSIT 77553 RIGHT-OF-USE ASSETS 1757717 1835270 DEFERRED LEASE LIABILITIES 2182424 2182424 X PART X, LINE 2: SFI IS EXEMPT FROM INCOME TAXES ON ITS EXEMPT ACTIVITIES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). SFI'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. SFI IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX EXEMPT STATUS. SFI HAS EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED ON EXAMINATION. 0 EUROPE 0 0 PROGRAM SERVICES PROMOTE SUSTAINABLE FORESTRY 663765 NORTH AMERICA 1 96 PROGRAM SERVICES PROMOTE SUSTAINABLE FORESTRY 3095046 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 78431 1 96 0 0 1 96 3837242 0 3837242 NORTH AMERICA FOREST CONSERVATION RESEARCH, FOCUS AREAS INCLUDE BIODIVERSITY, WATER QUALITY AND CLIMATE SCIENCE. 23156 CHECK 0 N/A N/A NORTH AMERICA FOREST CONSERVATION RESEARCH, FOCUS AREAS INCLUDE BIODIVERSITY, WATER QUALITY AND CLIMATE SCIENCE. 17403 CHECK 0 N/A N/A NORTH AMERICA FOREST CONSERVATION RESEARCH, FOCUS AREAS INCLUDE BIODIVERSITY, WATER QUALITY AND CLIMATE SCIENCE. 7163 CHECK 0 N/A N/A NORTH AMERICA TO BUILD COMMUNITY UNDERSTANDING OF SUSTAINABLY MANAGED FORESTS. 10255 CHECK 0 N/A N/A 4 0 0 0 1 0 0 0 PART I, LINE 2: SFI REQUIRES PERIODIC AND FINAL REPORTS FROM GRANT RECIPIENTS. 1 ALABAMA FORESTRY FOUNDATION 555 ALABAMA STREET MONTGOMERY AL 36104 630756161 501(C)(3) 6500 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION ARKANSAS FORESTRY ASSOCIATION EDUCATION FOUNDATION 1213 WEST 4TH STREET LITTLE ROCK AR 72201 621665530 501(C)(3) 5750 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION AUBURN UNIVERSITY 208 M WHITE SMITH HALL 381 MELL ST AUBURN AL 36849 636000724 STATE-OWNED NON-PROF 18209 0 N/A N/A BUILD COMMUNITY UNDERSTANDING OF SUSTAINABLY MANAGED FORESTS CAL-WOOD EDUCATION CENTER 2282 COUNTY ROAD 87 JAMESTOWN CO 80455 202472544 501(C)(3) 10000 0 N/A N/A BUILD COMMUNITY UNDERSTANDING OF SUSTAINABLY MANAGED FORESTS COLORADO ALLIANCE FOR ENVIRONMENTAL EDU 1536 WYNKOOP ST STE 314 DENVER CO 80202 841134814 501(C)(3) 11296 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION CONNECTICUT FOREST & PARK ASSOCIATION LINDA PIERCE 16 MERIDEN ROAD ROCKFALL CT 06481 060613430 501(C)(3) 6310 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION DOVETAIL PARTNERS INC DOVETAIL PARTNERS INC 528 HENNEPIN AVE STE 703 MINNEAPOLIS MN 55403 522419510 501(C)(3) 7000 0 N/A N/A BUILD COMMUNITY UNDERSTANDING OF SUSTAINABLY MANAGED FORESTS ENVIRONMENTAL EDUCATION ASSOC OF ILLINOIS 1505 N BROADWAY AVENUE URBANA IL 61801 362837731 501(C)(3) 5035 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION GA SFI COMMITTEE (GEORGIA FORESTRY FOUNDATION PROJECT LEARNING TREE) GEORGIA FORESTRY ASSOCIATION 551 NORTH FRONTAGE ROAD FORSYTH GA 31029 581888283 501(C)(3) 6000 0 N/A N/A BUILD COMMUNITY UNDERSTANDING OF SUSTAINABLY MANAGED FORESTS IDAHO FOREST PRODUCTS COMMISSION 350 N 9TH STREET SUITE 102 BOISE ID 83702 820454604 501(C)(3) 8575 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION KENTUCKY ASSOCIATION FOR ENVIRONMENTAL EDUCATION PO BOX 2739 ELIZABETHTOWN KY 42702 611208924 501(C)(3) 13730 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION MAEOE VENDOR 3420 2ND ST SUITE 300 BALTIMORE MD 21225 521900328 501(C)(3) 17260 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION MICHIGAN ALLIANCE FOR ENVIRONMENTAL AND OUTDOOR EDUCATION 525 W ALLEGAN STREET CONST HALL LANSING MI 48933 382869003 501(C)(3) 9968 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION MICHIGAN STATE UNIVERSITY 426 AUDITORIUM ROAD ROOM 360 EAST LANSING MI 48824 386005984 501(C)(3) 20000 0 N/A N/A FOREST CONSERVATION RESEARCH. FOCUS AREAS INCLUDE BIODIVERSITY, WATER QUALITY, AND CLIMATE SCIENCE. MICHIGAN STATE UNIVERSITY EXTENSION BUSINESS OFFICE 446 W CIRCLE DRIVE RM 160 EAST LANSING MI 48824 386005985 501(C)(3) 50000 0 N/A N/A FOREST CONSERVATION RESEARCH. FOCUS AREAS INCLUDE BIODIVERSITY, WATER QUALITY, AND CLIMATE SCIENCE. NCASI 1513 WALNUT STREET SUTIE 200 CARY NC 27511 131085344 501(C)(3) 25000 0 N/A N/A FOREST CONSERVATION RESEARCH. FOCUS AREAS INCLUDE BIODIVERSITY, WATER QUALITY, AND CLIMATE SCIENCE. NCASI FOUNDATION 1513 WALNUT STREET SUITE 200 CARY NC 27511 311745612 501(C)(3) 106398 0 N/A N/A FOREST CONSERVATION RESEARCH. FOCUS AREAS INCLUDE BIODIVERSITY, WATER QUALITY, AND CLIMATE SCIENCE. NORTH DAKOTA STATE UNIVERSITY NDSU DEPT 3130 PO BOX 6050 FARGO ND 581086050 456002439 501(C)(3) 12000 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION OREGON STATE UNIVERSITY A312 KERR ADMINISTRATION BUILDING CORVALLIS OR 97331 611730890 501(C)(3) 19158 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION PACIFIC EDUCATION INSTITUTE 724 COLUMBIA STREET NW SUITE 255 OLYMPIA WA 98501 753108166 501(C)(3) 11265 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION PENNSYLVANIA SUSTAINABLE FORESTRY INITIATIVE IMPLEMENTATION COMM 211 BARRINGTON LANE BELLEFONTE PA 16823 541155971 501(C)(3) 9100 0 N/A N/A BUILD COMMUNITY UNDERSTANDING OF SUSTAINABLY MANAGED FORESTS REGENTS OF THE UNIVERSITY OF CALIFORNIA LOCKBOX PO BOX 743739 LOS ANGELES CA 90074 946036494 501(C)(3) 18825 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION TENNESSEE FORESTRY ASSOCIATION 2605 ELM HILL PIKE SUITE G NASHVILLE TN 37214 620702146 501(C)(3) 7946 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION TEXAS FORESTRY ASSOCIATION PO BOX 1488 LUFKIN TX 759021488 272501071 501(C)(3) 10126 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION UNIVERSITY OF FLORIDA SCHOOL OF FOREST FISHERIES AND GEOMATICS SCIENCES PO BOX 110410 GAINESVILLE FL 32611 596002052 501(C)(3) 10515 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION UNIVERSITY OF WISCONSIN STEVENS POINT 2100 MAIN STREET OLD MAIN 210 ATTN HEATHER REICHOFF STEVENS POINT WI 54481 396098038 501(C)(3) 10840 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION WASILLA SOIL AND WATER CONSERVATION DISTRICT 1508 E BOGARD RD SUITE 1 WASILLA AK 99654 920131670 STATE GOVERNMENT 11800 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION WYOMING PROJECT LEARNING TREE 21960 SHOSHONE ST ALCOVA WY 82620 311581080 501(C)(3) 11288 0 N/A N/A CAPACITY BUILDING FOR ENVIRONMENTAL EDUCATION 26 2 PART I, LINE 2: SUSTAINABLE FOREST INITIATIVE REQUIRES PERIODIC AND FINAL REPORTS FROM GRANT RECIPIENTS. X 1 1 X X X 0 0 0 0 0 0 0 0 0 KATHY ABUSOW PRESIDENT & CEO 645638 0 250896 0 17473 0 16383 0 6620 0 937010 0 0 0 JASON METNICK SVP CUSTOMER AFFAIRS 208786 0 15600 0 450 0 25587 0 42744 0 293167 0 0 0 NADINE BLOCK SVP COMMUNITY & GOV'T RELATIONS 116589 0 12600 0 65853 0 22389 0 73627 0 291058 0 0 0 LAUREN COOPER CHIEF CONSERVATION OFFICER 101780 0 8400 0 62306 0 19563 0 70080 0 262129 0 0 0 HELEN HAMILTON CHIEF SCIENTIST 154649 0 9188 0 36053 0 22264 0 38561 0 260715 0 0 0 PAUL JOHNSON VP, URBAN AND COMMUNITY FORESTRY 88954 0 9400 0 62829 0 18829 0 70571 0 250583 0 0 0 BRIAN CROWE FORMER CFO (UNTIL 07/24) 149531 0 16800 0 337 0 18496 0 8043 0 193207 0 0 0 CHRISTINE LEDUC VP, COMMUNICATIONS, FINANCE & GR. 120078 0 9241 0 18578 0 9376 0 20038 0 177311 0 0 0 MARCIA BELL CFO (EFFECTIVE MAR. 2024) 134738 0 6189 0 3569 0 2888 0 4633 0 152017 0 0 0 PART I, LINE 1A PURSUANT TO THE TERMS OF THE EMPLOYEE TAX EQUALIZATION AGREEMENT, KATHY ABUSOW'S COMPENSATION INCLUDES A TAXABLE BENEFIT OF $53,654.60 CAD RECEIVED IN 2024. MICHAEL P DOSS PRESIDENT & CEO GRAPHIC PACKAGING INTERNATIONAL INC BOARD MEMBER OF THE ORGANIZATION 311980 PROGRAM FEES FOR THE USE OF SFI'S FOREST MANAGEMENT OR FIBER SOURCING STANDARDS 0 JIM IRVING CO-CEO JD IRVING LTD BOARD MEMBER OF THE ORGANIZATION 248952 PROGRAM FEES FOR THE USE OF SFI'S FOREST MANAGEMENT OR FIBER SOURCING STANDARDS 0 BRENT KEEFER CEO AMERICAN FOREST MANAGEMENT BOARD MEMBER OF THE ORGANIZATION 2421 PROGRAM FEES FOR THE USE OF SFI'S FOREST MANAGEMENT OR FIBER SOURCING STANDARDS 0 DON KAYNE CEO CANFOR CORPORATION AND CANFOR PULP BOARD MEMBER OF THE ORGANIZATION 198895 PROGRAM FEES FOR THE USE OF SFI'S FOREST MANAGEMENT OR FIBER SOURCING STANDARDS 0 GEORGE EMMERSON SIERRA PACIFIC INDUSTRIES BOARD MEMBER OF THE ORGANIZATION 221600 PROGRAM FEES FOR THE USE OF SFI'S FOREST MANAGEMENT OR FIBER SOURCING STANDARDS 0 SCHEDULE L, PART IV: MICHAEL P. DOSS, PRESIDENT & CEO GRAPHIC PACKAGING INTERNATIONAL, INC. - PAYMENT TO SFI IS 1.8% OF TOTAL REVENUEJIM IRVING, CO-CEO, JD IRVING LTD. - PAYMENT TO SFI IS 1.9% OF TOTAL REVENUE. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE OFFICERS OF THE CORPORATION AND IS EMPOWERED TO ACT WITH THE AUTHORITY OF THE BOARD WHEN THE BOARD IS NOT IN SESSION. FORM 990, PART VI, SECTION B, LINE 11B OFFICERS, BOARD MEMBERS AND MANAGEMENT ALL REVIEW THE ENTIRE 990 PRIOR TO FILING WITH THE IRS AND ARE GIVEN AN OPPORTUNITY TO COMMENT. FORM 990, PART VI, SECTION B, LINE 12C SFI'S CONFLICT OF INTEREST POLICY FOR BOARD AND STAFF, WHICH ALL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES RECEIVE, PROVIDES THAT BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES HAVE A CONTINUING OBLIGATION TO REPORT CONFLICTS AND MUST PROMPTLY REPORT ANY CONFLICT THAT HAS NOT PREVIOUSLY BEEN REPORTED. BOARD DIRECTORS THAT ARE DEEMED TO HAVE A CONFLICT OF INTEREST BASED ON THE ABOVE PROCESSES MUST ABSTAIN FROM PARTICIPATING IN THE DISCUSSION AND VOTING ON ANY TRANSACTION OR ITEM WHEREIN A CONFLICT EXISTS. OFFICERS AND KEY EMPLOYEES ARE NOT PERMITTED TO PARTICIPATE IN A DECISION IN WHICH THEY HAVE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A SFI EVALUATES CEO AND EXECUTIVE MANAGEMENT COMPENSATION AGAINST PUBLISHED SOURCES APPLICABLE TO THE SECTOR AND/OR WITH THE ASSISTANCE OF AN EXPERIENCED INDEPENDENT CONSULTING FIRM. THE AUDIT & COMPENSATION COMMITTEE REVIEWS ANY COMPENSATION ADJUSTMENT FOR THE CEO. THE PRESIDENT/CEO DOES NOT PARTICIPATE IN THIS REVIEW AND ABSTAINS FROM THE MEETING OF THE COMMITTEE. AFTER THOROUGH REVIEW AND OTHER RELEVANT INFORMATION, INCLUDING PERFORMANCE REVIEW, THE AUDIT & COMPENSATION COMMITTEE DETERMINES CEO COMPENSATION. THE CEO, IN COMBINATION WITH THE SENIOR LEADERSHIP TEAM, RETAINS THE RIGHT TO SET ALL OTHER EMPLOYEE COMPENSATION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 SFI'S GOVERNING DOCUMENTS, COMPLAINT RESOLUTION, OPERATIONS AS A PUBLIC CHARITY, STRATEGIC DIRECTION, AND TRANSPARENCY POLICY ARE AVAILABLE ON SFI'S WEBSITE. THE CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND THE FEDERAL FORM 990 ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 1,370,372. MANAGEMENT AND GENERAL EXPENSES 121,417. FUNDRAISING EXPENSES 5,173. TOTAL EXPENSES 1,496,962. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 29,489. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,489. FORM 990, PART XI, LINE 9: MULTI-CURRENCY GAIN/LOSS -113,753. PROJECT LEARNING TREE CANADA 1306 WELLINGTON STREET WEST SUITE OTTAWA ON OTTAWA CA KY1Y 3B2 797462884 TO FOSTER COMMUNITY INTEREST IN THE BENEFITS OF ENVIRONMENTAL EDUCATION CA SUSTAINABLE FORESTRY INITIATIVE 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 PROJECT LEARNING TREE CANADA B 150000 FMV USD PROJECT LEARNING TREE CANADA O 500933 FMV USD PROJECT LEARNING TREE CANADA Q 573025 FMV USD