2015-10-21T14:18:54-05:00 2014-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA MD 208142930 990 2014-01-01 942474731 JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION JANE 7036829220 1595 SPRING HILL ROAD NO 550 VIENNA VA 22182 CHRISTINA FANNING VICE PRESIDENT OF FINANCE 7036829220 2015-10-21 1 ROBERT ALBRECHT CPA P01003783 3019519090 2014 2016-02-25 16:41:14Z MARY O HUMPHREY 1595 SPRING HILL ROAD NO 550 VIENNA VA 22182 15875915 0 X WWW.JANEGOODALL.ORG X 1977 CA SEE PART III, LINE 1. 19 18 36 200 0 0 11195128 11049122 1005613 386990 497367 262287 330990 224555 13029098 11922954 0 0 0 0 5008929 4764860 437978 291620 1064268 7514591 6098664 12961498 11155144 67600 767810 10298239 10020417 1637411 613600 8660828 9406817 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 7016035 ANIMAL WELFARE AND CONSERVATION: JGI HELPS PROTECT CHIMPANZEES THROUGH A MULTIFACETED PROGRAM. WE OPERATE THE LARGEST SANCTUARY IN AFRICA FOR ORPHANS OF THE ILLEGAL COMMERCIAL BUSHMEAT TRADE-TCHIMPOUNGA CHIMPANZEE REHABILITATION CENTER IN THE REPUBLIC OF CONGO. WE ARE DEVELOPING A FULLY INTEGRATED PROGRAM TO PROTECT CHIMPANZEE HABITAT-THE TROPICAL FOREST-THROUGH REFORESTATION, AS WELL AS AN EXTENSIVE COMMUNITY-CENTERED CONSERVATION PROGRAM, IN WHICH WE WORK WITH LOCAL POPULATIONS TO ADDRESS A WIDE RANGE OF BASIC NEEDS (WATER, SANITATION, EDUCATION, MICRO-CREDIT, AGRICULTURAL PRACTICES AND HEALTH CLINICS) SO THAT THEY IN TURN WILL BE EMPOWERED TO ACT AS PARTNERS IN CONSERVING THE FOREST AND ITS INHABITANTS. WE INCORPORATE GEOSPATIAL SCIENCE TO INFORM LARGE-SCALE LAND USE PLANNING. OUR WORK IN AFRICA ALSO INCLUDES OUR TANZANIAN ROOTS & SHOOTS YOUTH PROGRAM. FINALLY, IN THE U.S., JGI LENDS PUBLIC EDUCATION AND ADVOCACY SUPPORT TO ORGANIZATIONS SEEKING TO ADDRESS THE WELFARE OF CAPTIVE CHIMPANZEES KEPT AS PETS AND FOR ENTERTAINMENT AND MEDICAL TESTING. 1798803 382155 EDUCATION: JGI'S OVERALL APPROACH IS TO EDUCATE PEOPLE ABOUT THE INTERCONNECTEDNESS OF ALL LIVING THINGS AND HOW EVERY INDIVIDUAL CAN MAKE A DIFFERENCE. JGI HAS ONE OF THE LARGEST YOUTH PROGRAMS IN THE WORLD; ROOTS & SHOOTS, WHICH SPANS MORE THAN 120 COUNTRIES AND INSPIRES YOUTH TO TAKE ACTION FOR PEOPLE, ANIMALS AND THE ENVIRONMENT. ADMINISTERED FROM THE ARLINGTON OFFICE, IT HAS FIELD OPERATIONS IN FOUR DISTRICT OFFICES AROUND THE U.S. AS PART OF ITS EFFORTS TO PROTECT WILD CHIMPANZEES AND THEIR HABITAT, JGI ALSO SUPPORTS EDUCATION CENTERS FOR LOCAL POPULATIONS IN AREAS OF AFRICA WHERE WE WORK. FINALLY, OUR EDUCATION PROGRAM SUPPORTS DR. GOODALL'S TRAVELS IN THE U.S. AND ABROAD, AND THE INSTITUTE'S EFFORTS IN THE U.S., TO EDUCATE POLICY MAKERS AND THE PUBLIC ABOUT THE NEED TO SAVE SPECIES AND THEIR HABITATS. 282412 37155 COMMUNICATIONS AND MEMBERSHIP: OUR COMMUNICATIONS FUNCTION SUPPORTS MEDIA FOR ALL PROGRAMS, THE INSTITUTE GENERALLY AND OUR FOUNDER, AS WELL AS OUR COMMUNICATIONS WITH DONORS. ALSO INCLUDED ARE OUR MARKETING AND MERCHANDISE INITIATIVES, WHICH ARE ANOTHER WAY THAT WE COMMUNICATE OUR MESSAGES TO THE PUBLIC, AND OUR EFFORTS TO EFFECT CHANGES IN PUBLIC POLICY THROUGH U.S. LEGISLATION. 9097250 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 1 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 X 11 0 1 36 1 0 1 UG TZ CG CF 0 0 0 1 1 0 0 0 0 X 19 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AK AL AR CA CO CT FL GA HI IL KS KY LA MA MD ME MI MN MS NC ND NH NJ NM NY OK OR PA RI SC TN UT VA WA WI WV X X CHRISTINA FANNING 7036829220 1595 SPRING HILL ROAD NO 550 VIENNA VA 22182 X BRIAN GRAFF CO-CHAIR 5.00 X X 0 0 0 KATHERINE BERGER CO-CHAIR 5.00 X X 0 0 0 DON KENDALL VICE CHAIR 5.00 X X 0 0 0 ADDISON FISCHER VICE CHAIR 5.00 X X 0 0 0 GEORGE MACRICOSTAS TREASURER 5.00 X X 0 0 0 BETH STEVENS SECRETARY 5.00 X X 0 0 0 JANE GOODALL SEE SCHEDULE O FOUNDER 40.00 X 47941 0 0 JOAN NORTON BOARD MEMBER 1.00 X 0 0 0 SUE ANSCHUTZ RODGERS BOARD MEMBER 1.00 X 0 0 0 BILLY CAMPBELL BOARD MEMBER 1.00 X 0 0 0 DANIEL CARUCCI BOARD MEMBER 1.00 X 0 0 0 KEITH MARTIN BOARD MEMBER 1.00 X 0 0 0 VIVIAN LOWERY DERRYCK BOARD MEMBER 1.00 X 0 0 0 MARY MAPES BOARD MEMBER 1.00 X 0 0 0 CINDY MERCER BOARD MEMBER 1.00 X 0 0 0 DAVID SHEAR BOARD MEMBER 1.00 X 0 0 0 SHELBY JEAN SLOAN BOARD MEMBER 1.00 X 0 0 0 BRADLEY MCLAIN BOARD MEMBER 1.00 X 0 0 0 BILLY WEISMAN BOARD MEMBER 1.00 X 0 0 0 MARY O HUMPHREY CHIEF EXECUTIVE OFFICER 40.00 X 195000 0 12058 CHRISTINA FANNING VP, FINANCE 40.00 X 163219 0 10508 TAMMY PALMER VP, AFRICA PROGRAMS 40.00 X 128675 0 19163 ANNA GIBSON VP, DEVELOPMENT, MARKETING & COMM 40.00 X 128942 0 11788 LILIAN PINTEA VP, CONSERVATION SCIENCE 40.00 X 105538 0 20792 769315 0 74309 5 0 1 0 CHAPMAN CUBINE ADAMS HUSSEY 2005 15TH STREET NW 550 ARLINGTON VA 22201 FUNDRAISING - DIRECT MAIL 204356 BLACKBAUD PO BOX 930256 ATLANTA GA 31193 FUNDRAISING - DATABASE 158862 MARY LEWIS 8 QUEENSDALE RD LONDON UK W114 2D EXECUTIVE SERVICES 110000 3 63219 780664 99400 1116318 8989521 556612 11049122 LECTURE TOUR/HONORARIA 900099 382155 382155 PROGRAM SERVICE FEES 900099 4835 4835 386990 213676 213676 78874 78874 3967935 3919324 48611 48611 48611 23500 99400 21055 2445 2445 44902 12582 32320 32320 REIMBURSEMENTS 900099 110916 110916 110916 11922954 419310 0 454522 X 428726 136117 240844 51765 3198839 2417064 537284 244491 85559 81027 2170 2362 789077 652530 100372 36175 262659 216272 34222 12165 8093 7656 132 305 84560 79989 1381 3190 291620 291620 57513 37811 2567 17135 1225728 1159470 20015 46243 280839 230551 14579 35709 43587 41231 712 1644 503784 437926 1046 64812 663291 638716 6039 18536 13844 9101 618 4125 46616 41398 3211 2007 84414 55496 3768 25150 FIELD EXPENSE 1902110 1902047 63 DIRECT MAIL 641353 521443 8327 111583 EQUIP. REPAIRS & MAINT. 322156 314050 4830 3276 OTHER EVENT COSTS 81068 45356 590 35122 139708 71999 10919 56790 11155144 9097250 993626 1064268 X 840007 436804 0 403203 581806 704133 908185 980196 2021867 1143163 737678 730720 38846 30089 96792 122842 2146513 573355 1002509 1573158 4892079 4717639 18477 18477 10298239 10020417 837411 457321 800000 156279 1637411 613600 X 5306296 5222270 3136804 3956769 217728 227778 8660828 9406817 10298239 10020417 X 767810 -31086 9265 X 0 1 X 1 1 1 X 11732414 10019379 10400690 11195128 11049122 54396733 11732414 10019379 10400690 11195128 11049122 54396733 1057118 53339615 507525 374519 476898 388140 292550 2039632 15826 755 2816 6141 2445 27983 172555 102758 388044 196427 110916 970700 57435048 3491510 0.92870 0.94360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 217728 10050 227778 217728 2160 1782 378 217728 217728 11389 9645 1744 217728 217728 217728 217728 217728 0.00000 1.00000 0.00000 0 0 203864 49831 154033 1344515 1344515 79341 44976 34365 518793 478548 40245 1573158 DEFERRED RENT ABATEMENT 156279 156279 X 11891868 -31086 -31086 11922954 0 11922954 11155144 0 11155144 0 11155144 PART V, LINE 4: INTEREST 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, 2014, 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 FINANCIAL STATEMENTS. THE FEDERAL FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER IT IS FILED. SUB-SAHARAN AFRICA 5 202 PROGRAM SERVICES JGI'S PROGRAM WORK IN AFRICA INVOLVES PROTECTING CHIMPANZEES AND THEIR HABITAT, AS HELPING LOCAL POPULATIONS ADDRESS BASIC NEEDS SO THEY CAN BECOME PARTNERS IN THE CONSERVATION EFFORT. SPECIFIC ACTIVITIES INCLUDE RESEARCH, REFORESTATION, AND REGENERATION OF FORESTS, AGRICULTURAL PROJECTS, WOMEN AND GIRLS' EDUCATION, HEALTH AND HIV/AIDS CLINICS, WATER AND SANITATION PROJECTS, MICRO-CREDIT AND A HIGHLY EFFECTIVE PROGRAM TO EMPOWER YOUTH OF ALL AGES TO BETTER THEIR ENVIRONMENT AND COMMUNITIES. 5772667 5 202 0 0 5 202 5772667 0 5772667 0 0 0 0 0 0 X X 1 CHAPMAN CUBINE ADAMS & HUSSEY 1600 WILSON BLVD ARLINGTON VA 22209 DIRECT MAIL 0 1726045 212312 1513733 PUBLIC INTEREST COMMUNICATIONS 7700 LEESBURG PIKE FALLS CHURCH VA 22043 TELEMARKETING 0 35329 32332 2997 DONOR SERVICES GROUP 6715 SUNSET BLVD LOS ANGELES CA 90028 TELEMARKETING 0 22813 32986 -10173 HARRIS MARKETING GROUP 21250 CALIFA ST SUITE 114 WOODLAND HILLS CA 91367 TELEMARKETING 0 20756 13990 6766 1804943 291620 1513323 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 WI WV CRANES TRIP 17900 8400 9500 2651 1160 954 2290 TCHIMPOUNGA 105000 91000 14000 14000 122900 99400 23500 2651 1160 954 16290 21055 2445 X 1 1 X X X 0 0 0 0 0 0 0 1 0 MARY O HUMPHREY CHIEF EXECUTIVE OFFICER 180000 0 15000 0 0 0 9711 0 2347 0 207058 0 0 0 CHRISTINA FANNING VP, FINANCE 163219 0 0 0 0 0 8161 0 2347 0 173727 0 0 0 PART I, LINE 1A JANE GOODALL, FOUNDER, RECEIVES PAYMENTS FROM JGI FOR THE USE OF HER HOME IN DAR ES SALAAM, TANZANIA. THIS BENEFIT IS INCLUDED AS TAXABLE COMPENSATION ON HER W-2. PART I, LINE 7 MARY HUMPHREY, CEO, RECEIVED A BONUS PAYMENT OF $15,000. X 11 556612 FMV 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS RECEIVED IS REPORTED IN THIS COLUMN. FORM 990, PART VI, SECTION B, LINE 11 1. SENIOR MANAGEMENT OF THE ORGANIZATION IS RESPONSIBLE FOR THE TIMELY PREPARATION OF THE 990. 2. THE COMPLETED 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 MET PERSONALLY WITH EACH MEMBER OF THE SENIOR MANAGEMENT TEAM AND CONDUCTED AN IN-PERSON REVIEW WITH THE CEO. THE GENERAL RESULTS OF THESE ACTIVITIES WERE SHARED WITH THE FULL BOARD AS PART OF THE DISCUSSION ABOUT COMPENSATION. JGI'S BOARD SET COMPENSATION FOR THE CEO AND THE LAST COMPENSATION REVIEW TOOK PLACE IN OCTOBER, 2014. IN ADDITION, IN 2008, JGI HIRED A CONSULTANT TO CONDUCT A SALARY COMPARABILITY STUDY OF SIMILAR ORGANIZATIONS. THIS WAS PRESENTED TO THE WHOLE STAFF AND WAS USED TO GUIDE MANAGEMENT IN DETERMINING SALARY LEVELS. THE DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN WRITING TO OUTSIDE H.R. PERSONNEL. MANAGERS COMPLETED SELF-EVALUATIONS. PERFORMANCE REVIEW FORMS WERE ALSO COMPLETED BY THE CEO FOR SENIOR MANAGERS AND BY MANAGERS FOR THEIR STAFF. IN-PERSON REVIEWS WERE 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 OUR 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 OUR ANNUAL REPORT, WHICH IS MAILED TO OUR CONTRIBUTORS AND AVAILABLE ON OUR WEB SITE. FORM 990, PART VII, BOARD MEMBER COMPENSATION: JANE GOODALL, A BOARD MEMBER, WAS COMPENSATED $47,941. THE COMPENSATION WAS UNRELATED TO HER POSITION AS A BOARD MEMBER AND WAS PAID FOR HER SERVICES PROVIDED TO THE ORGANIZATION DURING THE YEAR. FORM 990, PART IX, LINE 11G CONTRACTORS: PROGRAM SERVICE EXPENSES 1,063,152. MANAGEMENT AND GENERAL EXPENSES 18,352. FUNDRAISING EXPENSES 42,402. TOTAL EXPENSES 1,123,906. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 96,318. MANAGEMENT AND GENERAL EXPENSES 1,663. FUNDRAISING EXPENSES 3,841. TOTAL EXPENSES 101,822. FORM 990, PART XI, LINE 9: EXCHANGE RATE LOSS 9,265.