MASSACHUSETTS AUDUBON SOCIETY INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MASSACHUSETTS AUDUBON SOCIETY INC (EIN 04-2104702)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-12-20
IRS object ID
202403559349300545
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-12-20T11:54:55-06:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263753134PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 BOYLSTON STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02116ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042104702EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MASSACHUSETTS AUDUBON SOCIETY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMASSBusinessNameControlTxt
Phone7812599500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1208 SOUTH GREAT ROADAddressLine1Txt
CityLINCOLNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01773ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBANCROFT POORPersonNm
Person TitleASSISTANT TREASURER, CFOPersonTitleTxt
Phone7812599500PhoneNum
Signature2024-12-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRENDA L BOOTHPreparerPersonNm
PTINP01342395PTIN
Phone6177610600PhoneNum
Preparation2024-12-20PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDAVID O'NEILLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1208 SOUTH GREAT ROADAddressLine1Txt
CityLINCOLNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01773ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$80,476,484GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTP://WWW.MASSAUDUBON.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1896FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionLAND AND HABITAT CONSERVATION AND ENVIRONMENTAL EDUCATION AND ADVOCACY.ActivityOrMissionDesc
Voting Members Governing Body28VotingMembersGoverningBodyCnt
Voting Members Independent28VotingMembersIndependentCnt
Total Employee1222TotalEmployeeCnt
Total Volunteers6455TotalVolunteersCnt
Total Gross UBI$112,503TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$16,130NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$33,972,843PYContributionsGrantsAmt
CY Contributions Grants$55,427,294CYContributionsGrantsAmt
PY Program Service Revenue$11,428,312PYProgramServiceRevenueAmt
CY Program Service Revenue$11,238,980CYProgramServiceRevenueAmt
PY Investment Income$2,193,657PYInvestmentIncomeAmt
CY Investment Income$5,925,707CYInvestmentIncomeAmt
PY Other Revenue$1,291,975PYOtherRevenueAmt
CY Other Revenue$1,064,168CYOtherRevenueAmt
PY Total Revenue$48,886,787PYTotalRevenueAmt
CY Total Revenue$73,656,149CYTotalRevenueAmt
PY Grants And Similar Paid$341,441PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$943,798CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$33,121,245PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$37,988,038CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$244,163PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$302,142CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,946,463CYTotalFundraisingExpenseAmt
PY Other Expenses$12,081,693PYOtherExpensesAmt
CY Other Expenses$11,989,390CYOtherExpensesAmt
PY Total Expenses$45,788,542PYTotalExpensesAmt
CY Total Expenses$51,223,368CYTotalExpensesAmt
PY Revenues Less Expenses$3,098,245PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$22,432,781CYRevenuesLessExpensesAmt
Total Assets BOY$343,260,160TotalAssetsBOYAmt
Total Assets EOY$380,857,060TotalAssetsEOYAmt
Total Liabilities BOY$13,130,066TotalLiabilitiesBOYAmt
Total Liabilities EOY$12,347,289TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$330,130,094NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$368,509,771NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PROTECT THE NATURE OF MASSACHUSETTS FOR PEOPLE AND FOR WILDLIFE THROUGH EDUCATION, LAND CONSERVATION, ADVOCACY, SCIENTIFIC RESEARCH, AND HABITAT STEWARDSHIP/RESTORATION.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$33,949,990ExpenseAmt
Grant$943,798GrantAmt
Revenue$10,371,318RevenueAmt
DescMASS AUDUBON MAINTAINS 25 FIELD OFFICES AND STAFFED WILDLIFE SANCTUARIES (INCLUDING 20 SANCTUARIES WITH NATURE CENTERS, TWO OF WHICH ARE IN URBAN AREAS) AND AN ADDITIONAL 40 UNSTAFFED WILDLIFE SANCTUARIES WHICH ARE PREPARED FOR PUBLIC VISITATION. MASS AUDUBON SANCTUARIES SERVE AS THE BASE FOR NATURE AND ENVIRONMENTAL EDUCATION COURSES AND PROGRAMS, SCIENTIFIC RESEARCH, ECOLOGICAL MANAGEMENT AND OTHER CONSERVATION-RELATED ACTIVITIES. AS OF JUNE 30, 2024, MASS AUDUBON PROTECTED 42,595 ACRES OF OPEN SPACE IN MASSACHUSETTS, OWNING 33,903 ACRES IN FEE AND PROTECTING THE REMAINDER WITH CONSERVATION EASEMENTS. THESE DIVERSE PROTECTED HABITATS RANGE FROM THE BERKSHIRES TO CAPE COD AND THE ISLANDS AND HELP PRESERVE THE RICH BIODIVERSITY OF MASSACHUSETTS. MASS AUDUBON ACTIVELY PURSUES BOTH DONATIONS AND PURCHASES OF ADDITIONAL CONSERVATION LAND AND IS THE LARGEST PRIVATE CONSERVATION LANDOWNER IN THE STATE. AN ESTIMATED 609,000 VISITORS CAME TO ENJOY MASS AUDUBON PROPERTIES IN FY 2024.MASS AUDUBON IS ALSO THE LARGEST NON-GOVERNMENTAL PROVIDER OF NATURE EDUCATION IN THE STATE. MASS AUDUBON DEVELOPS EDUCATIONAL MATERIALS AND ENVIRONMENTAL POLICY MATERIALS FOR STUDENTS, TEACHERS, LEGISLATORS, AND THE GENERAL PUBLIC. IN FY 2024, MASS AUDUBON TAUGHT NATURE PROGRAMS TO MORE THAN 102,000 CHILDREN AND ADULTS, ENROLLED MORE THAN 10,600 CHILDREN IN ITS SUMMER DAY AND RESIDENTIAL NATURE CAMPS, AND CONDUCTED SCIENCE/NATURE TRAINING FOR MORE THAN 2,500 TEACHERS. IN ADDITION, MASS AUDUBON WAS FORTUNATE TO HAVE MORE THAN 6,455 VOLUNTEERS CONTRIBUTE MORE THAN 106,000 HOURS OF SERVICE ACROSS THE STATE IN FY 2024.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$2,233,187ExpenseAmt
Revenue$165,498RevenueAmt
DescIN ADDITION TO THE SERVICES PROVIDED BY THE NETWORK OF SANCTUARIES AND THE EDUCATION PROGRAMMING REFERRED TO IN 4A ABOVE WHICH ARE AVAILABLE TO MEMBERS AND NON-MEMBERS ALIKE, MASS AUDUBON MEMBERS ALSO ENJOY A NEWSLETTER (EXPLORE) PRODUCED FOUR TIMES PER YEAR, A QUARTERLY E-NEWSLETTER (EXPLORATIONS), DISCOUNTS ON PROGRAMS AND AT GIFT SHOPS, AND PUBLICATIONS TO INCREASE PUBLIC AWARENESS OF WILDLIFE, NATURE, AND ENVIRONMENTAL ISSUES. FOR EXAMPLE, IN FY 2024 MASS AUDUBON RELEASED ITS LANDMARK SOLAR SITING STUDY ENTITLED "GROWING SOLAR, PROTECTING NATURE." THE REPORT SHOWS THAT MASSACHUSETTS DOES NOT NEED TO SACRIFICE THE FORESTS AND FARMLAND WE HAVE IN ORDER TO BUILD THE SOLAR ENERGY WE NEED. IN ADDITION, THE MASS AUDUBON WEBSITE (WWW.MASSAUDUBON.ORG) OFFERS A WIDE VARIETY OF INFORMATION ON MASS AUDUBON'S SANCTUARIES, CONSERVATION EFFORTS, LAND PROTECTION PROJECTS, ADVOCACY ISSUES, CLIMATE CHANGE WORK, AND THE NATURAL WORLD. CURRENTLY, MASS AUDUBON HAS NINE REGIONAL E-NEWSLETTERS AND FIVE OTHER E-NEWSLETTERS ON SPECIFIC TOPICS, AS WELL AS A NUMBER OF BLOGS. MASS AUDUBON ALSO OPERATES A GIFT SHOP IN LINCOLN WHICH SELLS MERCHANDISE RELATED TO NATURE, WILDLIFE OBSERVATION AND ENVIRONMENTAL EDUCATION TO BOTH MEMBERS AND NON-MEMBERS AS WELL AS A NUMBER OF SMALLER NATURE-THEMED GIFT SHOPS AT MANY OF THE SANCTUARIES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$3,071,069ExpenseAmt
Revenue$700,164RevenueAmt
DescMASS AUDUBON UTILIZES AND DEVELOPS SCIENTIFIC KNOWLEDGE TO SUPPORT ITS LONGSTANDING TRADITION AS AN ORGANIZATION WHICH USES SCIENCE AS THE UNDERPINNING FOR ITS EDUCATION, LAND PROTECTION, ADVOCACY AND HABITAT STEWARDSHIP ACTIVITIES. CURRENT RESEARCH AND/OR ECOLOGICAL MANAGEMENT WORK FOCUSES ON THE PROTECTION, RESTORATION, AND STEWARDSHIP OF SELECTED MASSACHUSETTS HABITATS SUCH AS GRASSLANDS, COASTAL HEATHLANDS AND SALT MARSHES. IN ADDITION, MONITORING OF KEY GROUPS OF ORGANISMS SUCH AS BIRDS, AMPHIBIANS, INVERTEBRATES AND PLANTS CONTINUES ACROSS THE STATE IN ORDER TO PROVIDE AN IMPORTANT BASELINE TO EVALUATE CHANGING ENVIRONMENTAL CONDITIONS ASSOCIATED WITH CLIMATE CHANGE AND LAND DEVELOPMENT. MASS AUDUBON HAS ALSO DEVELOPED AND IMPLEMENTS AN INVASIVE SPECIES MANAGEMENT STRATEGY TO PROTECT THE INTEGRITY OF ITS LANDS AS WELL AS TO PROVIDE GUIDANCE FOR OTHER LANDOWNERS THROUGHOUT THE STATE.MASS AUDUBON LANDS PLAY A CRITICAL ROLE IN THE DELIVERY OF ITS MISSION, AND ITS LAND PROTECTION EFFORTS FOCUS ON CONSERVING ECOLOGICALLY SIGNIFICANT TRACTS OF LAND ADJACENT TO EXISTING WILDLIFE SANCTUARIES, THEREBY PROTECTING AND ENHANCING THEIR BIOLOGICAL INTEGRITY AND VIABILITY AS PROGRAM SITES. MASS AUDUBON ALSO ADVANCES THE PROTECTION OF SELECTED HIGH PRIORITY FOCUS AREAS BEYOND ITS EXISTING WILDLIFE SANCTUARIES THROUGH COLLABORATION WITH STATE AND LOCAL PUBLIC AGENCIES AND LOCAL AND REGIONAL LAND TRUSTS. COLLECTIVELY, THESE PROTECTION PRIORITIES INCLUDE A WIDE RANGE OF MASSACHUSETTS HABITATS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$1,175,994ExpenseAmt
Revenue$2,000RevenueAmt
DescMASS AUDUBON RELEASED ITS LANDMARK SOLAR SITING STUDY ENTITLED GROWING SOLAR, PROTECTING NATURE. THE REPORT SHOWS THAT MASSACHUSETTS DOES NOT NEED TO SACRIFICE THE NATURE WE HAVE TO BUILD THE SOLAR ENERGY WE NEED. THE RESEARCH DEMONSTRATES THAT BY BUILDING MORE SOLAR ON ROOFTOPS, PARKING LOTS, AND ALREADY-DEVELOPED AREAS, MASSACHUSETTS CAN MEET OUR GOAL OF REACHING NET-ZERO GREENHOUSE GAS EMISSIONS BY 2050 WHILE CONSERVING ALMOST ALL OF OUR REMAINING FARMLANDS AND FORESTS.IN A HUGE WIN FOR HORSESHOE CRABS, THE MASSACHUSETTS' MARINE FISHERIES ADVISORY COMMISSION VOTED TO BAN THE HARVEST OF HORSESHOE CRABS FOR BAIT DURING THEIR BREEDING AND EGG-LAYING SEASON. THANKS TO THE SUPPORT OF NEARLY 100 ADVOCATES WHO JOINED US AT TWO PUBLIC HEARINGS, AND MORE THAN 2,600 PEOPLE WHO SPOKE UP TO SUPPORT STRONGER HORSESHOE CRAB PROTECTIONS IN MASSACHUSETTS BY SUBMITTING WRITTEN COMMENTS, THIS TRANSFORMATIVE DECISION COULD START HORSESHOE CRABS ON THE ROAD TO RECOVERY. SELECTED KEY ADVOCACY ACCOMPLISHMENTS IN FY 2024: WITH ENCOURAGEMENT AND SUPPORT FROM MASS AUDUBON, OVER 40 CITIES AND TOWNS HAVE TAKEN STEPS TOWARD LAUNCHING LOCAL CAMPAIGNS TO CURB HARMFUL NEW RODENT POISONS WHICH ARE KILLING WILDLIFE, ESPECIALLY BIRDS OF PREY. THESE COMMUNITY CAMPAIGNS WILL BE KEY TO REDUCING THE USE OF THESE POISONS IN MASSACHUSETTS, AND IN TURN HELPING PROTECT WILDLIFE LIKE RAPTORS, FOXES, COYOTES, AND OTHER PREDATORS THAT HELP KEEP MASSACHUSETTS' ECOSYSTEMS IN BALANCE. MASS AUDUBON AND OUR PARTNERS OFFERED RECOMMENDATIONS FOR ACCELERATING THE BUILD-OUT OF CLEAN ENERGY IN MASSACHUSETTS WHILE PROTECTING THE NEEDS OF RATEPAYERS, COMMUNITIES, FORESTS, FARMS, AND WETLANDS. A CLIMATE BILL WAS FILED THAT WOULD HAVE TRANSLATED THOSE RECOMMENDATIONS INTO ACTION, BUT DESPITE STRONG OUTREACH FROM ADVOCATES, TIME RAN OUT FOR THE LEGISLATURE TO PASS THE BILL DURING THE REGULAR LEGISLATIVE SESSION. WE AND OUR PARTNERS ARE STILL WORKING TO GET THIS BILL PASSED THIS YEAR IN INFORMAL SESSION, SO THE STATE DOES NOT WAIT ANOTHER TWO YEARS TO STREAMLINE RESPONSIBLY SITED CLEAN ENERGY PROJECTS.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$1,175,994TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$2,000TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$40,430,240TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation EasementsYes (1)ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming ActivitiesYes (1)GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document166IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1222EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members28GoverningBodyVotingMembersCnt
Independent Voting Member28IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BANCROFT POORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7812599500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1208 SOUTH GREAT ROADAddressLine1Txt
CityLINCOLNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01773ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
ALBERT NIERENBERG
DIRECTOR1.000.00Yes (X)$0$0$0
ANDREW FALENDER
DIRECTOR1.000.00Yes (X)$0$0$0
ANN HOLLINGSWORTH
DIRECTOR1.000.00Yes (X)$0$0$0
BETH KRESSLEY GOLDSTEIN
CHAIR/DIRECTOR6.000.00Yes (X)$0$0$0Yes (X)
BRIAN HICKS
DIRECTOR1.000.00Yes (X)$0$0$0
CAROL GREGORY
DIRECTOR1.000.00Yes (X)$0$0$0
CHRISTOPHER KLEM
VICE CHAIR/DIRECTOR4.000.00Yes (X)$0$0$0Yes (X)
DAVID PHELAN
DIRECTOR1.000.00Yes (X)$0$0$0
DELPHINE ZURKIYA
DIRECTOR1.000.00Yes (X)$0$0$0
ELIZABETH GILMORE
DIRECTOR1.000.00Yes (X)$0$0$0
HENRY WOOLSEY
DIRECTOR1.000.50Yes (X)$0$0$0
JOEL BARRERA
DIRECTOR1.000.00Yes (X)$0$0$0
KATHLEEN EMRICH
DIRECTOR (UNTIL 11/2/23)1.000.00Yes (X)$0$0$0
LINDA JONES
DIRECTOR1.000.00Yes (X)$0$0$0
LORNA GIBSON
DIRECTOR1.000.00Yes (X)$0$0$0
MARCELO SUAREZ-OROZCO
DIRECTOR1.000.00Yes (X)$0$0$0
MICHAEL PAPPONE
DIRECTOR1.000.00Yes (X)$0$0$0
NAGESH MAHANTHAPPA
VICE CHAIR/DIRECTOR4.000.00Yes (X)$0$0$0Yes (X)
PATRICIA SPENCE
DIRECTOR1.000.00Yes (X)$0$0$0
PETER BERNARD
DIRECTOR1.000.00Yes (X)$0$0$0
PETER ROSENBLUM
DIRECTOR1.000.00Yes (X)$0$0$0
RANDOLPH WENTWORTH
DIRECTOR1.000.00Yes (X)$0$0$0
ROBERT BALL
TREASURER/DIRECTOR5.000.00Yes (X)$0$0$0Yes (X)
ROBERT MURCHISON
DIRECTOR1.000.00Yes (X)$0$0$0
SCOTT EDWARDS
DIRECTOR1.000.00Yes (X)$0$0$0
THOMAS DEMARCO
DIRECTOR (UNTIL 11/2/23)1.000.00Yes (X)$0$0$0
THOMAS M POUNDS
DIRECTOR1.000.00Yes (X)$0$0$0
TRACEY BOLOTNICK
DIRECTOR1.000.00Yes (X)$0$0$0
SUZIE TAPSON
DIRECTOR1.000.00Yes (X)$0$0$0
CANDANCE LUN PLOTKIN
DIRECTOR1.000.00Yes (X)$0$0$0
BANCROFT POOR
CFO/ASST. TREASURER39.500.50$266,416$0$38,608Yes (X)
DAVID O'NEILL
PRESIDENT39.500.50$442,993$0$52,178Yes (X)
JAN O'NEIL
DIR OF MEMBERSHIP/ASST TREASURER40.000.00$145,714$0$37,255Yes (X)
KRISTIN BARR
ASST. SECRETARY/EA TO CFO30.000.00$53,103$0$4,248Yes (X)
MARGO MERCER
ASSISTANT SECRETARY/CHIEF OF STAFF40.000.00$97,325$0$25,081Yes (X)
MALLORY KENDOR
SECRETARY/EA TO PRESIDENT40.000.00$64,310$0$6,918Yes (X)
AMANDA HUKANOVIC
ASST TREAS/SR BUSINESS & FIN ANALYST40.000.00$23,110$0$0Yes (X)
GAIL YEO
VP OF WILDLIFE SANCTUARIES40.000.00$203,547$0$16,284Yes (X)
MICHELLE MANION
VP FOR ADVOCACY AND POLICY40.000.00$188,734$0$14,467Yes (X)
NIA KEITH
VP FOR DEIJA40.000.00$184,001$0$14,720Yes (X)
TIMOTHY CALABRESE
SR. DIR.OF CORP, FND, & GRANT SUPPORT40.000.00$153,683$0$12,295Yes (X)
VICTORIA JONES
CHIEF DEVELOPMENT OFFICER40.000.00$325,499$0$19,938Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,148,435TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$241,992TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K27IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
STAGE COACH DIGITAL
2038 NE DAVIS STREETPORTLANDOR97232MARKETING CONSULTANT$302,142
CBIZ ADVISORS LLC
500 BOYLSTON STBOSTONMA02116AUDIT/TAX/CONSULTING SERVICES$227,707
AGENCY LANDSCAPE & PLANNING LLC
91 HARVEY STREETCAMBRIDGEMA02140LANDSCAPE ARCHITECT$177,426
ROI SOLUTIONS
200 RIVERS EDGE DRIVEMEDFORDMA02155CRM SOFTWARE PROVIDER$174,732
PRIME BUCHHOLZ
273 CORPORATE DR 250PORTSMOUTHNH03801INVESTMENT CONSULTANT$159,638
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K7CntrctRcvdGreaterThan100KCnt
Membership Dues$4,444,345MembershipDuesAmt
Fundraising$32,600FundraisingAmt
Government Grants$5,034,586GovernmentGrantsAmt
All Other Contributions$45,915,763AllOtherContributionsAmt
Noncash Contributions$2,565,333NoncashContributionsAmt
Total Contributions$55,427,294TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescSANCTUARIESDesc
Business900099BusinessCd
Total Revenue Column$11,238,980TotalRevenueColumnAmt
Related Or Exempt Func Income$11,238,980RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$11,238,980TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,132,644TotalRevenueColumnAmt
Unrelated Business Revenue$112,503UnrelatedBusinessRevenueAmt
Exclusion$3,020,141ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$332,269RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$332,269RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$332,269TotalRevenueColumnAmt
Exclusion$332,269ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$8,915,388SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$6,122,325SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,793,063SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,793,063TotalRevenueColumnAmt
Exclusion$2,793,063ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$92,203FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$32,600ContriRptFundraisingEventAmt
Fundraising Direct Expenses$22,654FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$69,549TotalRevenueColumnAmt
Exclusion$69,549ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$23,170GamingGrossIncomeAmt
Gaming Direct Expenses$6,671GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,499TotalRevenueColumnAmt
Exclusion$16,499ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$1,314,536GrossSalesOfInventoryAmt
Cost Of Goods Sold$668,685CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$645,851TotalRevenueColumnAmt
Exclusion$645,851ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$73,656,149TotalRevenueColumnAmt
Related Or Exempt Func Income$11,238,980RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$112,503UnrelatedBusinessRevenueAmt
Exclusion$6,877,372ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$27,500TotalAmt
Program Services$27,500ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$765,298TotalAmt
Program Services$765,298ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$151,000TotalAmt
Program Services$151,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,239,238TotalAmt
Program Services$161,975ProgramServicesAmt
Management And General$1,077,263ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$30,060,384TotalAmt
Program Services$24,541,955ProgramServicesAmt
Management And General$2,897,007ManagementAndGeneralAmt
Fundraising$2,621,422FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,148,541TotalAmt
Program Services$1,009,491ProgramServicesAmt
Management And General$128,313ManagementAndGeneralAmt
Fundraising$10,737FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,570,660TotalAmt
Program Services$2,550,710ProgramServicesAmt
Management And General$574,304ManagementAndGeneralAmt
Fundraising$445,646FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,969,215TotalAmt
Program Services$1,477,350ProgramServicesAmt
Management And General$296,376ManagementAndGeneralAmt
Fundraising$195,489FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$100,297TotalAmt
Program Services$32,038ProgramServicesAmt
Management And General$68,259ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$111,195TotalAmt
Management And General$111,195ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$120,000TotalAmt
Program Services$120,000ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$302,142TotalAmt
Fundraising$302,142FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$234,865TotalAmt
Management And General$234,865ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,545,904TotalAmt
Program Services$1,062,976ProgramServicesAmt
Management And General$477,268ManagementAndGeneralAmt
Fundraising$5,660FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$120,127TotalAmt
Program Services$33,038ProgramServicesAmt
Management And General$87,014ManagementAndGeneralAmt
Fundraising$75FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$271,511TotalAmt
Program Services$97,597ProgramServicesAmt
Management And General$163,230ManagementAndGeneralAmt
Fundraising$10,684FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$350,544TotalAmt
Program Services$290,889ProgramServicesAmt
Management And General$39,882ManagementAndGeneralAmt
Fundraising$19,773FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$518,556TotalAmt
Program Services$487,412ProgramServicesAmt
Management And General$31,119ManagementAndGeneralAmt
Fundraising$25FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$523,323TotalAmt
Program Services$477,758ProgramServicesAmt
Management And General$34,620ManagementAndGeneralAmt
Fundraising$10,945FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$95,032TotalAmt
Program Services$88,694ProgramServicesAmt
Management And General$5,713ManagementAndGeneralAmt
Fundraising$625FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$3,080,901TotalAmt
Program Services$3,028,810ProgramServicesAmt
Management And General$52,091ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$618,218TotalAmt
Program Services$541,421ProgramServicesAmt
Management And General$76,797ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
SUPPLIES$1,816,760$1,745,110$65,616$6,034
SERVICE CONTRACTS$947,124$549,524$174,177$223,423
PRINTING AND PUBLICATIO$589,549$417,918$156,090$15,541
FOOD$413,603$357,920$31,846$23,837

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$531,881TotalAmt
Program Services$413,856ProgramServicesAmt
Management And General$63,620ManagementAndGeneralAmt
Fundraising$54,405FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$51,223,368TotalAmt
Program Services$40,430,240ProgramServicesAmt
Management And General$6,846,665ManagementAndGeneralAmt
Fundraising$3,946,463FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$7,047,872BOYAmt
EOY$2,127,324EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$27,988,933BOYAmt
EOY$27,754,967EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,787,148BOYAmt
EOY$18,279,628EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$657,820BOYAmt
EOY$1,659,435EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$302,905BOYAmt
EOY$343,011EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$214,345BOYAmt
EOY$172,327EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$159,175,873LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$36,618,387LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$112,976,805BOYAmt
EOY$122,557,486EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$76,615,061BOYAmt
EOY$77,184,101EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$115,538,791BOYAmt
EOY$130,778,781EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$130,480BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$343,260,160BOYAmt
EOY$380,857,060EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,033,687BOYAmt
EOY$4,284,927EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$5,230,207BOYAmt
EOY$4,796,053EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,866,172BOYAmt
EOY$3,266,309EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$13,130,066BOYAmt
EOY$12,347,289EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$95,679,144BOYAmt
EOY$101,448,117EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$234,450,950BOYAmt
EOY$267,061,654EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$330,130,094BOYAmt
EOY$368,509,771EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$343,260,160BOYAmt
EOY$380,857,060EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$22,432,781ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$15,222,118NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$724,778OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20,071,462CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,422,342CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$28,672,847CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$33,972,843CurrentTaxYearMinus1YearAmt
Current Tax Year$55,427,294CurrentTaxYearAmt
Total$161,566,788TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20,071,462CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,422,342CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$28,672,847CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$33,972,843CurrentTaxYearMinus1YearAmt
Current Tax Year$55,427,294CurrentTaxYearAmt
Total$161,566,788TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$24,048,594SubstantialContributorsTotAmt
Public Support Total170$137,518,194PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,142,894CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,081,094CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,652,964CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,684,041CurrentTaxYearMinus1YearAmt
Current Tax Year$3,352,410CurrentTaxYearAmt
Total$9,913,403TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$43,825CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$170,083CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,072CurrentTaxYearMinus2YearsAmt
Current Tax Year$16,130CurrentTaxYearAmt
Total$245,110TotalAmt
FieldValueIRS element (for citing)
Total Support$171,725,301TotalSupportAmt
Gross Receipts Rltd Activities$46,066,760GrossReceiptsRltdActivitiesAmt
Public Support CY1700.80080PublicSupportCY170Pct
Public Support PY1700.87960PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$18,177FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$183,744FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$201,921FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$47,075,484FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$47,277,405FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$144,237CurrentYearMinus3Amt
Current Year Minus2$207,318CurrentYearMinus2Amt
Current Year Minus1$176,252CurrentYearMinus1Amt
Current Year$201,921CurrentYearAmt
Total$729,728TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$5,546CurrentYearMinus3Amt
Current Year Minus2$8,105CurrentYearMinus2Amt
Current Year Minus1$8,600CurrentYearMinus1Amt
Current Year$18,177CurrentYearAmt
Total$40,428TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Preservation Public UseYes (X)PreservationPublicUseInd
Protection Natural HabitatYes (X)ProtectionNaturalHabitatInd
Preservation Open SpaceYes (X)PreservationOpenSpaceInd
Total Easements139TotalEasementsCnt
Total Acreage8692.30TotalAcreageCnt
Historic Structure Easements0HistoricStructureEasementsCnt
Historic Strctr Easements Aftr0HistoricStrctrEasementsAftrCnt
Modified Easements2ModifiedEasementsCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringYes (1)WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement6200.00StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$139,947ExpensesIncurredEnforcementAmt
Section170h Rqr StsfdYes (1)Section170hRqrStsfdInd
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$184,805,816BeginningYearBalanceAmt
Contributions$2,171,124ContributionsAmt
Investment Earnings Or Losses$19,457,175InvestmentEarningsOrLossesAmt
Other Expenditures$8,332,791OtherExpendituresAmt
Administrative Expenses$234,865AdministrativeExpensesAmt
End Year Balance$197,866,459EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$168,003,923BeginningYearBalanceAmt
Contributions$6,223,274ContributionsAmt
Investment Earnings Or Losses$12,306,269InvestmentEarningsOrLossesAmt
Grants Or Scholarships-$5,163,451GrantsOrScholarshipsAmt
Other Expenditures$6,664,744OtherExpendituresAmt
Administrative Expenses$226,357AdministrativeExpensesAmt
End Year Balance$184,805,816EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$191,096,698BeginningYearBalanceAmt
Contributions$5,327,634ContributionsAmt
Investment Earnings Or Losses-$24,080,571InvestmentEarningsOrLossesAmt
Other Expenditures$4,339,838OtherExpendituresAmt
End Year Balance$168,003,923EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$147,184,290BeginningYearBalanceAmt
Contributions$3,455,064ContributionsAmt
Investment Earnings Or Losses$50,662,215InvestmentEarningsOrLossesAmt
Other Expenditures$10,204,871OtherExpendituresAmt
End Year Balance$191,096,698EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$147,911,196BeginningYearBalanceAmt
Contributions$2,386,972ContributionsAmt
Investment Earnings Or Losses$1,944,720InvestmentEarningsOrLossesAmt
Other Expenditures$5,058,598OtherExpendituresAmt
End Year Balance$147,184,290EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.10700BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.47900PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.41400TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$69,037,501OtherCostOrOtherBasisAmt
Book Value$69,037,501BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$57,420,464OtherCostOrOtherBasisAmt
Depreciation$31,902,810DepreciationAmt
Book Value$25,517,654BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,834,686OtherCostOrOtherBasisAmt
Depreciation$3,835,922DepreciationAmt
Book Value$998,764BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$27,883,222OtherCostOrOtherBasisAmt
Depreciation$879,655DepreciationAmt
Book Value$27,003,567BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$122,557,486TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
LIMITED PARTNERSHIPS$64,846,425F
DIRECT HEDGE FUNDS$36,597,425F
COMMINGLED TRUST FUNDS$10,341,395F
FUND OF FUNDS$18,406,444F
MUTUAL FUNDS: LARGE CAP$587,092F
FieldValueIRS element (for citing)
Total Book Value Securities$130,778,781TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescSPLIT-INTEREST AGREEMENT LIABILITIESDesc
Amt$3,266,309Amt
FieldValueIRS element (for citing)
Total Liability$3,266,309TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$89,815,016TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$15,222,118NetUnrealizedGainsInvstAmt
Other Revenue$936,749OtherRevenueAmt
Revenue Not Reported$16,158,867RevenueNotReportedAmt
Revenue Subtotal$73,656,149RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$73,656,149TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$51,310,985TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$87,617OtherExpensesIncludedAmt
Expenses Not Reported$87,617ExpensesNotReportedAmt
Expenses Subtotal$51,223,368ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$51,223,368TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 5:MASS AUDUBON HAS A WRITTEN POLICY FOR THE MONITORING AND ENFORCEMENT OF THE CONSERVATION EASEMENTS ENTRUSTED TO ITS CARE. THE POLICY ESTABLISHES A TARGET OF AT LEAST ONE ON-SITE MONITORING VISIT EACH YEAR AND DESCRIBES THE STEPS TO BE TAKEN IN RESPONSE TO ANY VIOLATION TO PROTECT THE CONSERVATION VALUES OF THE PROPERTY.
PART II, LINE 9:THE COST OF PURCHASING CONSERVATION RESTRICTIONS AND EASEMENTS IS CAPITALIZED.
PART III, LINE 1A:MASS AUDUBON DOES NOT CAPITALIZE ITS COLLECTIONS AS AN ASSET IN THE COMBINED STATEMENTS OF FINANCIAL POSITION. FINE ARTS COLLECTIONS INCLUDE ARTWORK HELD FOR EDUCATIONAL AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. OCCASIONALLY, MASS AUDUBON WILL SELL OR DE-ACCESS CERTAIN PIECES. THE DE-ACCESSION PROCEEDS WILL BE UTILIZED AS DETERMINED BY THE BOARD OF DIRECTORS FOR FUTURE COLLECTION ACQUISITIONS UNLESS THE ORIGINAL DONOR HAS SPECIFIED A RESTRICTION ON THE DE-ACCESSION PROCEEDS. MASS AUDUBON HAS APPROXIMATELY 2,700 ITEMS CATALOGUED IN ITS COLLECTION.
PART III, LINE 4:MASS AUDUBON MAINTAINS A COLLECTION OF ARTWORKS DEPICTING BIRDS, OTHER WILDLIFE, AND NATURAL HABITATS. THIS COLLECTION IS ACTIVELY USED FOR TEACHING STUDENTS AND ADULTS AND ALSO BY SCHOLARS FOR RESEARCH. PORTIONS OF THE COLLECTION ARE FREQUENTLY ON DISPLAY AT MASS AUDUBON'S MUSEUM OF AMERICAN BIRD ART (TEMPORARILY CLOSED) AND OCCASIONALLY AT OTHER SANCTUARIES AROUND THE STATE. THE COLLECTION IS USED TO EDUCATE VISITORS ABOUT BIRDS AND THE NATURAL WORLD AND TO INSPIRE THEM TO BECOME ACTIVELY INVOLVED IN PROTECTING THE NATURE OF MASSACHUSETTS IN DIRECT FURTHERANCE OF MASS AUDUBON'S MISSION.
PART V, LINE 4:MASS AUDUBON USES INCOME FROM ITS ENDOWMENT FUNDS IN DIRECT FURTHERANCE OF ITS MISSION AND IN SUPPORT OF THE MANY SANCTUARIES AND ACTIVITIES FOR WHICH DONORS HAVE CREATED RESTRICTED ENDOWMENT FUNDS. APPROXIMATELY 17% OF MASS AUDUBON'S ANNUAL OPERATING BUDGET COMES FROM ENDOWMENT INCOME. FOR INSTANCE, MANY DONORS HAVE LEFT BEQUESTS TO ESTABLISH RESTRICTED ENDOWMENT FUNDS TO SUPPORT OPERATIONS AND ACTIVITIES AT SANCTUARY PROPERTIES WHICH THEY HAD PREVIOUSLY OWNED OR TO WHICH THEY WERE PARTICULARLY ATTACHED, AND OTHER DONORS HAVE ESTABLISHED ENDOWMENTS TO SUBSIDIZE CHILDREN FROM DISADVANTAGED BACKGROUNDS TO ATTEND MASS AUDUBON SUMMER CAMPS AND EDUCATIONAL PROGRAMS.
PART X, LINE 2:MASS AUDUBON ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. MASS AUDUBON HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AND ITS DETERMINATION AS TO ITS INCOME BEING RELATED OR UNRELATED AS ITS ONLY SIGNIFICANT TAX POSITIONS AND HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. MASS AUDUBON IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED.
PART XI, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING AND GAMING EVENT EXPENSES 29,325. REVENUES OF WHETSTONE WOOD TRUST FUND INCLUDED IN CONSOLIDATED FINANCIALS 182,646. CHANGES IN SPLIT INTEREST AGREEMENTS 724,778.
PART XII, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING AND GAMING EVENT EXPENSES 29,325. EXPENSES OF WHETSTONE WOOD TRUST FUND INCLUDED IN CONSOLIDATED FINANCIALS 58,292.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCENTRAL AMERICA AND THE CARIBBEANRegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedGRANTMAKINGTypeOfActivitiesConductedTxt
Region Total Expenditures$151,000RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$151,000SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$151,000TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmt
CENTRAL AMERICA AND THE CARIBBEANTROPICAL FOREST AND SAVANNAH WILDLIFE PROTECTION AND FIRE SUPPRESSION EFFORTS, EQUIPMENT PURCHASES, AND BUILDING REPAIRS/CONSTRUCTION AT THE 252,000-ACRE RIO BRAVO CONSERVATION AND MANAGEMENT AREA IN NORTHWESTERN BELIZE$68,000WIRE TRANSFER$0
CENTRAL AMERICA AND THE CARIBBEANMARINE AND TERRESTRIAL WILDLIFE PROTECTION IN PROTECTED AREAS IN THE TOLEDO DISTRICT OF SOUTHEASTERN BELIZE, INCLUDING EQUIPMENT PURCHASES AND PERSONNEL COSTS AND TRAINING$83,000WIRE TRANSFER$0
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2FormAndLineReferenceDesc
ExplanationMASS AUDUBON CLOSELY MONITORS THE EXPENDITURE OF THE FUNDS BY THE ORGANIZATIONS IN BELIZE FOR WHICH IT PROVIDES GRANTS, ADVICE AND TECHNICAL ASSISTANCE. WRITTEN PROPOSALS ARE REQUIRED FOR ALL GRANT REQUESTS AND FINAL REPORTS ARE REQUIRED FOR ALL GRANTS AWARDED (AND FOR LARGER GRANTS INTERIM REPORTS ARE REQUIRED AS WELL). ALL PROPOSALS CONTAIN BUDGET INFORMATION, AND ALL FINAL REPORTS PROVIDE DETAILS ON ACTUAL AMOUNTS EXPENDED ON FUNDED PROJECTS. MASS AUDUBON STAFF WORK CLOSELY WITH THE ORGANIZATIONS FUNDED AND VISIT THEM IN BELIZE IN MOST YEARS. SUCH VISITS INCLUDE THE VISUAL INSPECTION OF CAPITAL IMPROVEMENTS OR EQUIPMENT FUNDED BY THE GRANTS AND THE DISCUSSION OF PRIORITIES, ACCOMPLISHMENTS AND GOALS WITH THE LEADERS OF THE ORGANIZATIONS.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1STAGE COACH DIGITALBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12038 NE DAVIS STREETAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97232ZIPCd
FieldValueIRS element (for citing)
ActivityDIGITAL MARKETING AND MEMBERSHIP RECRUITMENTActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$0GrossReceiptsAmt
Retained By Contractor$302,142RetainedByContractorAmt
Net To Organization$0NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$302,142TotalRetainedByContractorsAmt
Licensed StatesCALicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesWILicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1ARCADIA FOLK FESTEvent1Nm
Gross Receipts Event1$49,549GrossReceiptsEvent1Amt
Charitable Contri Event1$27,500CharitableContriEvent1Amt
Gross Revenue Event1$22,049GrossRevenueEvent1Amt
Other Direct Expenses Event1$3,345OtherDirectExpensesEvent1Amt
Event2BIRDERS MEETINGEvent2Nm
Gross Receipts Event2$8,400GrossReceiptsEvent2Amt
Charitable Contri Event2$100CharitableContriEvent2Amt
Gross Revenue Event2$8,300GrossRevenueEvent2Amt
Rent Facility Costs Event2$6,370RentFacilityCostsEvent2Amt
Other Direct Expenses Event2$484OtherDirectExpensesEvent2Amt
Other Events Total11OtherEventsTotalCnt
Gross Receipts Other Events$66,854GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$5,000CharitableContriOtherEventsAmt
Gross Revenue Other Events$61,854GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$3,222RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$456FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$8,777OthDirectExpnssOtherEventsAmt
Gross Receipts Total$124,803GrossReceiptsTotalAmt
Charitable Contributions Tot$32,600CharitableContributionsTotAmt
Gross Revenue Total Events$92,203GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$9,592RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$456FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$12,606OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$22,654DirectExpenseSummaryEventsAmt
Net Income Summary$69,549NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

FieldValueIRS element (for citing)
Gross Revenue Other Gaming$23,170GrossRevenueOtherGamingAmt
Cash Prizes Other Gaming$5,000CashPrizesOtherGamingAmt
Oth Direct Expnss Other Gaming$1,671OthDirectExpnssOtherGamingAmt
Volunteer Labor Other Gaming0VolunteerLaborOtherGamingInd
Gross Revenue Total Gaming$23,170GrossRevenueTotalGamingAmt
Cash Prizes Total Gaming$5,000CashPrizesTotalGamingAmt
Oth Direct Expnss Total Gaming$1,671OthDirectExpnssTotalGamingAmt
Direct Expense Summary Gaming$6,671DirectExpenseSummaryGamingAmt
Net Gaming Income Summary$16,499NetGamingIncomeSummaryAmt
FieldValueIRS element (for citing)
States Where Gaming ConductedMAStatesWhereGamingConductedCd
LicensedYes (1)LicensedInd
License Suspended Etc0LicenseSuspendedEtcInd
Gaming With NonmembersYes (1)GamingWithNonmembersInd
Member Of Other Entity0MemberOfOtherEntityInd
Gaming Own Facility0.00000GamingOwnFacilityPct
Gaming Other Facility1.00000GamingOtherFacilityPct

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BRIANA WINGATEBusinessNameLine1Txt

Persons With Books US Address PersonsWithBooksUSAddress

FieldValueIRS element (for citing)
Address Line11280 HORSE NECK ROADAddressLine1Txt
CityWESTPORTCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02790ZIPCd
FieldValueIRS element (for citing)
Cntrct With3rd Prty For Game Rev0CntrctWith3rdPrtyForGameRevInd

Gaming Manager Business Name GamingManagerBusinessName

FieldValueIRS element (for citing)
Business Name Line1GINA PURTELLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Gaming Manager Compensation$323GamingManagerCompensationAmt
Gaming Manager Services ProvMANAGES ONE DAY DUCK DERBY EVENTGamingManagerServicesProvTxt
Gaming Manager Is EmployeeYes (X)GamingManagerIsEmployeeInd
Charitable Distribution Rqr0CharitableDistributionRqrInd
Distributed$0DistributedAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
MASSACHUSETTS LAND TRUST COALITION
18 WOLBACH ROADSUDBURYMA01776272331022501(C)(3)$7,500$0CONFERENCE SPONSOR
MOUNT GRACE LAND CONSERVATION TRUST
1461 OLD KEENE ROADATHOLMA01331042938967501(C)(3)$20,000$0AWARD FOR BEING A PARTNER IN THE WINCHENDON LAND PURCHASE
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeCAMP, COLLEGE AND PRESCHOOL SCHOLARSHIP FUNDGrantTypeTxt
Recipient1530RecipientCnt
Cash Grant$765,298CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationMASS AUDUBON CLOSELY MONITORS DAY AND RESIDENTIAL CAMP SCHOLARSHIPS AND OTHER PROGRAM SCHOLARSHIPS. THESE SCHOLARSHIPS ARE DISCOUNTS (EITHER FULL OR PARTIAL) TO PROGRAMS OFFERED, AND MASS AUDUBON IS PROVIDING REDUCED OR FREE TUITION BASED ON NEED. THE FEW COLLEGE SCHOLARSHIPS WHICH ARE PROVIDED ARE ALSO CLOSELY MONITORED AND THE SCHOLARSHIP MONIES ARE GENERALLY SENT DIRECTLY TO THE COLLEGE AT WHICH THE RECIPIENT WILL BE STUDYING.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DAVID O'NEILL
PRESIDENT$382,993$0$60,000$0$0$0$26,580$0$25,598$0$495,171$0$0$0
VICTORIA JONES
CHIEF DEVELOPMENT OFFICER$325,499$0$0$0$0$0$13,020$0$6,918$0$345,437$0$0$0
BANCROFT POOR
CFO/ASST. TREASURER$266,416$0$0$0$0$0$21,313$0$17,295$0$305,024$0$0$0
GAIL YEO
VP OF WILDLIFE SANCTUARIES$203,547$0$0$0$0$0$16,284$0$0$0$219,831$0$0$0
MICHELLE MANION
VP FOR ADVOCACY AND POLICY$188,734$0$0$0$0$0$7,549$0$6,918$0$203,201$0$0$0
NIA KEITH
VP FOR DEIJA$184,001$0$0$0$0$0$14,720$0$0$0$198,721$0$0$0
JAN O'NEIL
DIR OF MEMBERSHIP/ASST TREASURER$145,714$0$0$0$0$0$11,657$0$25,598$0$182,969$0$0$0
TIMOTHY CALABRESE
SR. DIR.OF CORP, FND, & GRANT SUPPOR$153,683$0$0$0$0$0$12,295$0$0$0$165,978$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 7FormAndLineReferenceDesc
ExplanationTHIS DISCRETIONARY BONUS WAS AWARDED TO THE PRESIDENT OF MASS AUDUBON IN RECOGNITION OF PERFORMANCE IN FY 2024 EXCEEDING EXPECTATIONS FOR THE YEAR. AFTER AN EXTENSIVE AND INCLUSIVE 360 REVIEW PROCESS AND A REVIEW OF ORGANIZATIONAL METRICS, THE BONUS TO THE PRESIDENT WAS APPROVED BY THE FULL BOARD OF DIRECTORS.ExplanationTxt

Schedule M IRS990ScheduleM

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$13,840NoncashContributionsRptF990Amt
Method Of Determining RevenuesAT NOMINAL AMOUNTMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution39ContributionCnt
Noncash Contributions Rpt F990$1,264,035NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMV PER BROKERMethodOfDeterminingRevenuesTxt

Real Estate Other RealEstateOtherGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution6ContributionCnt
Noncash Contributions Rpt F990$1,287,458NoncashContributionsRptF990Amt
Method Of Determining RevenuesASSESSOR'S VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE NUMBER IN PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS OF GIFTS, NOT THE NUMBER OF ITEMS CONTRIBUTED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6MASS AUDUBON DOES NOT HAVE ANY STOCKHOLDERS BUT IT DOES HAVE MEMBERS. MEMBERSHIP IS OPEN TO ALL INDIVIDUALS WHO SHARE THE MISSION OF PROTECTING THE MASSACHUSETTS ENVIRONMENT AND WHO PAY THE REQUIRED MEMBERSHIP DUES. BASIC MEMBERSHIP COSTS IN FY 2024 WERE $50 PER YEAR FOR AN INDIVIDUAL AND $70 PER YEAR FOR A FAMILY. MASS AUDUBON CURRENTLY HAS APPROXIMATELY 160,000 MEMBERS AND SUPPORTERS. IN ADDITION TO LENDING THEIR SUPPORT TO IMPORTANT ENVIRONMENTAL EDUCATION, ADVOCACY, LAND PROTECTION AND WILDLIFE CONSERVATION EFFORTS, MEMBERS RECEIVE FREE ADMISSION TO ALL MASS AUDUBON WILDLIFE SANCTUARIES, DISCOUNTS TO MASS AUDUBON PROGRAMS, COURSES AND GIFT SHOPS, AND A ONE-YEAR SUBSCRIPTION TO THE MASS AUDUBON NEWSLETTER (EXPLORE).
FORM 990, PART VI, SECTION A, LINE 7AMASS AUDUBON MEMBERS ARE INVITED TO THE ANNUAL MEETING OF MEMBERS (HELD IN OCTOBER OR NOVEMBER OF EACH YEAR) TO VOTE ON THE ELECTION OF DIRECTORS, THE MEMBERSHIP OF THE AUDIT COMMITTEE, AND ANY OTHER MATTERS WHICH PROPERLY COME BEFORE THE MEETING.
FORM 990, PART VI, SECTION A, LINE 7BMASS AUDUBON MEMBERS MUST APPROVE ANY AMENDMENTS OR ALTERATIONS TO THE BY-LAWS AND THE ARTICLES OF ORGANIZATION OF MASS AUDUBON AND ANY OTHER BUSINESS WHICH MAY PROPERLY COME BEFORE THE ANNUAL MEETING OR ANY OTHER MEETING OF THE MEMBERS DULY CALLED IN ACCORDANCE WITH THE BY-LAWS.
FORM 990, PART VI, SECTION B, LINE 11BA COPY OF THE FORM 990 WAS REVIEWED IN DETAIL BY THE MASS AUDUBON AUDIT COMMITTEE (A COMMITTEE ELECTED DIRECTLY BY THE MASS AUDUBON MEMBERSHIP EACH YEAR AT THE ANNUAL MEETING) AND WAS ALSO MADE AVAILABLE ELECTRONICALLY TO ALL MASS AUDUBON DIRECTORS FOR REVIEW AND COMMENT PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CMASS AUDUBON REQUIRES DIRECTORS, OFFICERS, AND KEY EMPLOYEES TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE EVERY YEAR. THESE INDIVIDUALS ARE INSTRUCTED TO REVIEW THE MASS AUDUBON CONFLICT OF INTEREST POLICY PRIOR TO COMPLETING THE QUESTIONNAIRE. THE COMPLETED FORMS ARE REVIEWED BY THE CHAIR OF THE BOARD OF DIRECTORS WHO REPORTS TO THE EXECUTIVE COMMITTEE. THE QUESTIONNAIRE OF THE CHAIR IS REVIEWED BY THE TREASURER WHO REPORTS TO THE EXECUTIVE COMMITTEE. THE QUESTIONNAIRES ARE ON FILE AT THE MASS AUDUBON HEADQUARTERS IN LINCOLN AND ARE AVAILABLE FOR REVIEW BY ANY INTERESTED DIRECTOR OR OFFICER. THE BOARD OF DIRECTORS AND STAFF ARE ALSO VIGILANT DURING THE YEAR FOR ANY CONFLICTS OF INTEREST WHICH MAY ARISE AFTER COMPLETING THE ANNUAL QUESTIONNAIRES. AT THE BEGINNING OF A BOARD OR BOARD COMMITTEE DISCUSSION OF ANY ISSUE IN WHICH A DIRECTOR, OFFICER OR EMPLOYEE, A CLOSE FAMILY MEMBER OF A DIRECTOR, OFFICER OR EMPLOYEE, OR ANOTHER ORGANIZATION IN WHICH THEY HOLD A POSITION OF POWER MAY HAVE AN INTEREST, THE DIRECTOR, OFFICER OR EMPLOYEE IS REQUIRED TO DISCLOSE THAT INTEREST AND ABSTAIN FROM VOTING. THE DIRECTOR, OFFICER OR EMPLOYEE IS ALSO REQUIRED TO LEAVE THE ROOM WHILE THE DISCUSSION OF THIS ISSUE AND THE VOTING IS TAKING PLACE.
FORM 990, PART VI, SECTION B, LINE 15THE PROCESS AND POLICY FOR DETERMINING COMPENSATION FOR KEY EXECUTIVES AT MASS AUDUBON IS AS FOLLOWS: THE POLICY OF MASS AUDUBON IS TO ATTRACT AND RETAIN KEY EXECUTIVE TALENT BY PROVIDING A COMPETITIVE TOTAL COMPENSATION PACKAGE. IN DETERMINING COMPETITIVENESS, MASS AUDUBON LOOKS PRIMARILY TO COMPENSATION OFFERED BY OTHER LOCAL NON-PROFIT ORGANIZATIONS THAT ARE SIMILAR IN SIZE AND ALSO TAKES INTO ACCOUNT ANY SPECIAL CIRCUMSTANCES AFFECTING MASS AUDUBON. THE POLICY ALSO SUPPORTS PROVIDING APPROPRIATE KEY EXECUTIVE PAY-FOR-PERFORMANCE EARNING OPPORTUNITIES FOR ACHIEVING CHALLENGING, PRE-ESTABLISHED GOALS CONSISTENT WITH THE MISSION, TAX-EXEMPT PURPOSE, AND FINANCIAL RESOURCES OF MASS AUDUBON. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS RECOMMENDS TO THE BOARD OF DIRECTORS FOR ITS ACTION THE CASH AND NON-CASH COMPENSATION POLICIES, PROGRAMS AND AMOUNTS OF COMPENSATION, AS WELL AS MAJOR CHANGES IN MASS AUDUBON'S BENEFITS PLANS, APPLICABLE TO KEY EXECUTIVES OF MASS AUDUBON AS WELL AS TO ANY INDIVIDUAL/ORGANIZATION THAT OTHERWISE MEETS THE DEFINITION OF "DISQUALIFIED PERSON" IN THE INTERNAL REVENUE CODE. "KEY EXECUTIVE" IS DEFINED AS PRESIDENT, VICE PRESIDENT FOR OPERATIONS, VICE PRESIDENT FOR WILDLIFE SANCTUARIES AND PROGRAMS, VICE PRESIDENT FOR PHILANTHROPY, VICE PRESIDENT FOR MARKETING AND COMMUNICATIONS, AND ANY OTHER EXECUTIVE EARNING OVER $100,000 PER YEAR. "DISQUALIFIED PERSON" INCLUDES FOR PURPOSES OF THIS POLICY ANYONE ON THE BOARD OF DIRECTORS AND MAY, IN SPECIFIED CIRCUMSTANCES, BE DEEMED TO INCLUDE MEMBERS OF THE MASS AUDUBON COUNCIL. THE TERM IS FURTHER DEEMED TO INCLUDE ANY OTHER MASS AUDUBON EMPLOYEE EARNING MORE THAN $100,000 PER YEAR. THE EXECUTIVE COMMITTEE WILL: ENSURE THAT NO PART OF MASS AUDUBON'S NET EARNINGS INURE TO THE PRIVATE BENEFIT OF ANY INDIVIDUAL AND THAT ANY PAYMENT OF BENEFITS OR PERSONAL EXPENSES TO OR FOR THE BENEFIT OF SELECT INDIVIDUALS AND OTHER TRANSACTIONS POTENTIALLY BENEFITING ANY SUCH INDIVIDUALS ARE ANALYZED AND CAREFULLY APPROVED AS COMPENSATION FOR SERVICES TO MASS AUDUBON WITH THE BENEFITS TO THE INDIVIDUALS CLEARLY MEASURED AND CONSIDERED BY THE EXECUTIVE COMMITTEE. ESTABLISH AND REVIEW MASS AUDUBON'S OVERALL EXECUTIVE COMPENSATION POLICY TO ENSURE THAT THE POLICY CONTINUES TO SUPPORT MASS AUDUBON'S MISSION AND PURPOSE, ATTRACTS AND RETAINS KEY EXECUTIVES, AND PROVIDES COMPETITIVE TOTAL COMPENSATION OPPORTUNITIES AT REASONABLE COST. ACT ON BEHALF OF THE BOARD OF DIRECTORS IN SETTING EXECUTIVE TOTAL COMPENSATION POLICY, COMPENSATION PLANS, BENEFIT PLANS AND EXECUTIVE CONTRACTS FOR KEY ADMINISTRATORS, AND DEVELOPING RECOMMENDATIONS FOR THE BOARD OF DIRECTORS WITH RESPECT TO THE TOTAL COMPENSATION OF MASS AUDUBON'S KEY EXECUTIVES AND OF ANY DISQUALIFIED PERSONS. THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR A THOROUGH AND DISINTERESTED REVIEW OF APPROPRIATE TOTAL COMPENSATION FOR KEY EXECUTIVES. THE COMMITTEE WILL: ASSESS THE NATURE AND SCOPE OF EACH EXECUTIVE'S POSITION UNDER REVIEW BY THE COMMITTEE. ASSESS THE BASIS BY WHICH COMPENSATION WAS PAID TO THE KEY EXECUTIVE IN EACH COVERED POSITION, AS FOR EXAMPLE, EXCEPTIONAL PERFORMANCE, ADDITIONAL DUTIES, OR THE UNIQUE BACKGROUND EXPERIENCES, PERSONAL SKILLS, SPECIAL ABILITIES, AND BUSINESS CHALLENGES FACING MASS AUDUBON THAT REQUIRE USE OF THESE SKILLS AND ATTRIBUTES. OBTAIN APPROPRIATE AND COMPARABLE COMPENSATION MARKET DATA, SUCH AS DATA ON THE FOLLOWING: - SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS; - GEOGRAPHIC DIFFERENTIALS WHICH REFLECT THE COST OF LABOR IN THE GREATER BOSTON AREA; - THE AVAILABILITY OF SIMILAR SPECIALTIES IN THE GEOGRAPHIC AREA; - INDEPENDENT COMPENSATION SURVEYS; - IRS FORM 990 COMPENSATION INFORMATION FOR FUNCTIONALLY COMPARABLE POSITIONS; - ACTUAL WRITTEN OFFERS FROM SIMILAR ORGANIZATIONS COMPETING FOR THE SERVICES OF THE EMPLOYEE. THE EXECUTIVE COMMITTEE SHALL DOCUMENT THE BASIS FOR ITS DETERMINATION OF THE REASONABLE COMPENSATION FOR THOSE KEY EXECUTIVES UNDER ITS REVIEW INCLUDING PERFORMANCE ASSESSMENT OF THE KEY EXECUTIVE AND THE BASIS FOR DETERMINING THAT THE EXECUTIVE'S COMPENSATION WAS REASONABLE IN LIGHT OF THAT PERFORMANCE ASSESSMENT AND MARKET DATA. THE EXECUTIVE COMMITTEE WILL MAKE ITS RECOMMENDATIONS TO THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. THE BOARD OF DIRECTORS WILL PERIODICALLY REVIEW THE MEMBERSHIP OF THE EXECUTIVE COMMITTEE WITH A VIEW TO MAKING SURE THAT NO MEMBER IS SUBJECT TO A CONFLICT OF INTEREST WHICH WOULD MAKE HIS OR HER PARTICIPATION IN THE REVIEW OF COMPENSATION INAPPROPRIATE.
FORM 990, PART VI, SECTION C, LINE 19MASS AUDUBON MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY, RECORDS RETENTION POLICY, FEDERAL TAX RETURNS, AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON ITS WEB SITE (WWW.MASSAUDUBON.ORG) AS WELL AS UPON REQUEST.
FORM 990, PART XI, LINE 9:CHANGES IN SPLIT INTEREST AGREEMENTS 724,778.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1WHETSTONE WOOD TRUST FUND CO MASSACHUSETTS AUDUBON SOCIETYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1208 SOUTH GREAT ROADAddressLine1Txt
CityLINCOLNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01773ZIPCd
FieldValueIRS element (for citing)
EIN300174595EIN
Primary ActivitiesACQUISITION & PRESERVATION OF LAND FOR WILD HABITAT & CONSERVATION PURPOSESPrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 12B, IIPublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1MASSACHUSETTS AUDUBON SOCIETY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)

Primary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
GIFT ANNUITIES (39)
TRUSTMAMASSACHUSETTS AUDUBON SOCIETY INCTYes (1)
POOLED INCOME (12)
TRUSTMAMASSACHUSETTS AUDUBON SOCIETY INCTYes (1)
UNITRUSTS (10)
TRUSTMAMASSACHUSETTS AUDUBON SOCIETY INCTYes (1)
TRUST ON OUR BEHALF (1)
TRUSTMAMASSACHUSETTS AUDUBON SOCIETY INCTYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1WHETSTONE WOOD TRUST FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeETransactionTypeTxt
Involved$435,081InvolvedAmt
Method Of Amount DeterminationFAIR VALUEMethodOfAmountDeterminationTxt

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