2023-01-12T08:39:15-06:00 2022-06-30 411431613 BERGANKDV LTD 12100 MEREDITH DR SUITE 200 URBANDALE IA 50323 990 2021-07-01 421127544 IOWA NATURAL HERITAGE FOUNDATION IOWA 5152881846 505 5TH AVENUE 444 DES MOINES IA 50309 JOE MCGOVERN PRESIDENT 5152881846 2023-01-09 1 JOE MCGOVERN 999009999 BRENT L ALEXANDER CPA P00075113 5157275700 2023-01-09 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z JOE MCGOVERN 505 5TH AVENUE 444 DES MOINES IA 50309 41793802 0 X WWW.INHF.ORG X 1979 IA THE FOUNDATION PROTECTS AND RESTORES IOWA'S LAND, WATER AND WILDLIFE FOR FUTURE GENERATIONS. THIS MEMBER-SUPPORTED ORGANIZATION'S PRIORITIES INCLUDE PERMANENT LAND PROTECTION, PROMOTION OF IMPROVED LAND MANAGEMENT AND BRINGING NEW CONSERVATION IDEAS AND OPPORTUNITIES TO IOWA. 34 33 58 1052 0 0 8867159 15161939 10304429 16048176 1833390 3712254 0 0 21004978 34922369 0 0 0 0 2216850 2495443 0 0 504878 11875037 25194129 14091887 27689572 6913091 7232797 98583186 108833936 28095991 39207131 70487195 69626805 X THIS MEMBER-SUPPORTED ORGANIZATION PROTECTS AND RESTORES IOWA'S LAND, WATER AND WILDLIFE FOR FUTURE GENERATIONS. PRIORITIES INCLUDE PERMANENT LAND PROTECTION, PROMOTION OF IMPROVED LAND MANAGEMENT AND BRINGING NEW CONSERVATION OPPORTUNITIES TO IOWANS. 0 0 25777380 16048176 LAND PROTECTION AND STEWARDSHIP:DURING THE 12-MONTH FISCAL YEAR JULY 1, 2021 - JUNE 30, 2022 INHF PROTECTED 45 CONSERVATION PROPERTIES TOTALING 5,068 ACRES. OF THESE, 30 PROPERTIES HAVE BEEN OR WILL BE TRANSFERRED TO A PUBLIC CONSERVATION AGENCY FOR PUBLIC ENJOYMENT. EIGHT PROPERTIES WILL BE OWNED AND STEWARDED BY INHF AND SIX CONSERVATION EASEMENTS ON PRIVATELY OWNED LANDS WERE ACCEPTED BY INHF. DESPITE THE IMPACTS THAT THE COVID PANDEMIC HAD ON THE NATION AND THE WORLD, OUR LAND CONSERVATION WORK CONTINUED AT A STEADY PACE. NUMEROUS LANDOWNERS CHOSE TO PERMANENTLY PROTECT WILDLIFE HABITAT, OPEN SPACE, AND AGRICULTURAL AREAS WITH INHF. ALL INHF-HELD CONSERVATION EASEMENT ARE MONITORED ANNUALLY BY VISITING THE PROPERTY AND TALKING WITH THE LANDOWNER. SINCE 1979, INHF HAS HELPED PROTECT OVER 188,387 ACRES OF LAND ACROSS IOWA. THIS INCLUDES IMPORTANT PROTECTION IN PRIORITY REGIONS SUCH AS THE LOESS HILLS OF WESTERN IOWA, UPPER MISSISSIPPI RIVER BLUFFLANDS AND IOWA GREAT LAKES AND PRAIRIE POTHOLE REGIONS. INHF WORKS TOWARDS THE CREATION OF LARGER STRETCHES OF INTER-CONNECTED PROTECTED CONSERVATION LANDS THAT IMPROVE WILDLIFE HABITAT AND OFFERS MANAGEMENT FOR IMPROVED SOIL HEALTH, WATER QUALITY AND OUTDOOR RECREATION. 439115 CONNECTING PEOPLE WITH NATURE:OUR DONOR-SUPPORTED ORGANIZATION WORKS STATEWIDE TO PROTECT OUR NATURAL HERITAGE - IOWA'S PRAIRIES, WOODLANDS, WATERS AND OPEN SPACES. EACH YEAR WE WORK ON DOZENS OF PROJECTS THAT INCREASE THE NUMBER OF ACRES AVAILABLE TO THE PUBLIC FOR OUTDOOR RECREATION, SUPPORT PRIVATE LANDOWNERS IN PLACING PERMANENT PROTECTION ON THEIR PROPERTIES WITH OUR CONSERVATION EASEMENT PROGRAM, HELP COORDINATE THE CONTINUED GROWTH OF IOWA'S NETWORK OF MULTI-USE TRAILS WITH OUR TRAILS AND GREENWAYS PROGRAM, GET OVER 1,000 PEOPLE OF EVERY AGE OUT ON THE LAND WITH OUR VOLUNTEER PROGRAM, ESTABLISH CONSERVATION LEGACIES WITH OUR PLANNED GIVING PROGRAM, AND GIVE 20+ COLLEGE STUDENTS MEANINGFUL AND EDUCATIONAL EMPLOYMENT WITHOUR INTERN PROGRAM. IN ADDITION, WE STEWARD A RANGE OF INHF-OWNED PROPERTIES, SOME OF WHICH ARE OPEN TO THE PUBLIC. INTERESTED LANDOWNERS LEARN ABOUT OPTIONS FOR PERMANENT LAND PROTECTION THROUGH PRINTED MATERIALS, ONLINE RESOURCES AND PERSONAL COMMUNICATION WITH INHF STAFF. INHF INTRODUCES PEOPLE TO IOWA'S CONSERVATION CHALLENGES AND SHARES STORIES OF CONSERVATION SUCCESS IN OUR QUARTERLY MAGAZINE, MEDIA OUTREACH, STRONG DIGITAL COMMUNICATION, AND CO-SPONSORED EVENTS AND CONFERENCES ARE SHARED. 236041 CREATING IMPACT STATEWIDE AND BEYOND:INHF EXCELS IN PUBLIC AND PRIVATE COLLABORATIONS THAT BRING ORGANIZATIONS AND AGENCIES TOGETHER FOR ACTION. IN FISCAL YEAR 2022 INHF LED PARTNERSHIPS TO RESTORE EXTENSIVE PRAIRIE AND POLLINATOR HABITAT ACROSS IOWA, AND TO CONDUCT ECOLOGICAL STEWARDSHIP ON NATURAL AND CONSERVATION LANDS. BECAUSE IOWA'S LANDSCAPE AND LAND-USE CHOICES ARE STRONGLY SHAPED BY PUBLIC POLICY AND FUNDING, INHF COLLABORATES IN A NON-PARTISAN WAY TO SUPPORT CONSERVATION POLICY. THIS CREATES TOMORROW'S CONSERVATION OPPORTUNITIES IN IOWA THROUGH STRONGER STATE PUBLIC POLICIES AND FUNDING THAT HELP PROTECT AND RESTORE IOWA'S NATURAL LANDS, WORKING LANDS AND WILDLIFE HABITAT ALONG WITH RECREATION, TRAILS, AND WATER RESOURCES. ADVOCACY ALSO HELPS PROTECT STATE AND FEDERAL TAX INCENTIVES FOR LAND PROTECTION. INHF SUPPORTS THE DEVELOPMENT AND IMPLEMENTATION OF LONG-RANGE CONSERVATION PLANS. INHF'S LAND CONSERVATION AND TRAIL PROJECTS HELP FULFILL MULTIPLE LONG-RANGE PLANS DEVELOPED BY FEDERAL, STATE AND COUNTY AGENCIES SUCH AS THE IOWA WILDLIFE ACTION PLAN, IOWA MONARCH CONSERVATION CONSORTIUM ACTION PLAN, IOWA BICYCLE-PEDESTRIAN AND TRAILS PLAN, PRAIRIE POTHOLE JOINT VENTURE, MULTIPLE WATERSHED MANAGEMENT AUTHORITY PRIORITIES, PROTECTED WATER AREAS PLAN, IOWA NUTRIENT REDUCTION STRATEGY AND THE IOWA OPEN SPACES PLAN. 26452536 1 1 0 1 0 1 1 0 0 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 75 0 1 58 1 0 0 0 0 0 0 0 0 0 0 0 0 X 34 33 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X SUSAN JOHNSON 5152881846 505 5TH AVENUE SUITE 444 DES MOINES IA 50309 JOE MCGOVERN PRESIDENT 40.00 X X 158469 0 18624 JOHN FISHER CHAIR 5.00 X X 0 0 0 GREG GRUPP FIRST VICE CHAIR 1.00 X X 0 0 0 DONALD BENEKE SECRETARY 1.00 X X 0 0 0 WENDY WIEDNER TREASURER 1.00 X X 0 0 0 DAVID BROWN SECOND VICE CHAIR 1.00 X X 0 0 0 WILL ANDERSON DIRECTOR 1.00 X 0 0 0 PEG ARMSTRONG-GUSTAFSON DIRECTOR 1.00 X 0 0 0 AMY ANDERSON DIRECTOR 1.00 X 0 0 0 CINDY BURKE DIRECTOR 1.00 X 0 0 0 ED COX DIRECTOR 1.00 X 0 0 0 MIKE DECOOK DIRECTOR 1.00 X 0 0 0 PAUL EASTER DIRECTOR 1.00 X 0 0 0 VERN FISH DIRECTOR 1.00 X 0 0 0 JOHN GRAY DIRECTOR 1.00 X 0 0 0 ROB HALL DIRECTOR 1.00 X 0 0 0 NEIL HAMILTON DIRECTOR 1.00 X 0 0 0 KIRSTEN HEINE DIRECTOR 1.00 X 0 0 0 THOMAS HOFF DIRECTOR 1.00 X 0 0 0 BOB JESTER DIRECTOR 1.00 X 0 0 0 JEFF LOCKWOOD DIRECTOR 1.00 X 0 0 0 JAN LOVELL DIRECTOR 1.00 X 0 0 0 DAVID MACKAMAN DIRECTOR 1.00 X 0 0 0 PAUL MORF DIRECTOR 1.00 X 0 0 0 ELIZABETH NEUMANN DIRECTOR 1.00 X 0 0 0 JOHN NEWMAN DIRECTOR 1.00 X 0 0 0 RICHARD RAMSAY DIRECTOR 1.00 X 0 0 0 CAROLE SARGENT REICHARDT DIRECTOR 1.00 X 0 0 0 SUSAN SALTERBERG DIRECTOR 1.00 X 0 0 0 SUSAN SHULLAW DIRECTOR 1.00 X 0 0 0 LORI HOWE DIRECTOR 1.00 X 0 0 0 SETH WATKINS DIRECTOR 1.00 X 0 0 0 PAUL WILLIS DIRECTOR 1.00 X 0 0 0 GARTH ADAMS DIRECTOR 1.00 X 0 0 0 PATRICIA WRIGHT CFO 40.00 X 120676 0 9595 SUSAN JOHNSON CFO EFFECTIVE 10-25-21 40.00 X 16488 0 1218 295633 0 29437 2 0 1 0 ACCESS SYSTEMS 955 SE OLSON DR WAUKEE IA 50263 INFORMATION TECHNOLOGY 169938 SNYDER & ASSOCIATES 2727 SW SNYDER BLVD ANKENY IA 50023 CONTRACTED SERVICES FOR LAND PROJECTS 157237 2 188455 14973484 10028390 15161939 LAND PROJECTS 531390 15656407 15656407 LAND MANAGEMENT 531390 390173 390173 PLANNING SERVICES 531390 1000 1000 MERCHANDISE SALES 531390 596 596 16048176 2127384 2127384 8456303 6871433 1584870 1584870 1584870 34922369 16048176 0 3712254 360372 136021 212948 11403 1747160 1418678 151630 176852 86632 71827 6035 8770 150891 122185 14053 14653 150388 110581 26252 13555 5033 5033 40693 40693 16145 16145 62615 62615 74287 17715 56068 504 162365 101581 33063 27721 98892 62844 24187 11861 87996 79754 4412 3830 28484 3459 12772 12253 219755 219755 78220 55413 22807 114075 78975 17550 17550 LAND PROJECT EXPENSES 16358266 16358266 LAND IMPAIRMENT 7525000 7525000 PROMOTIONS 186716 3212 128 183376 PRINTING & PUBLICATIONS 46719 37351 9368 88868 28741 46945 13182 27689572 26452536 732158 504878 733207 4872119 114849 1669017 464920 150839 75250 69192 946374 531469 321302 414905 38838634 28143776 26113257 30376741 31921767 43137347 98583186 108833936 377993 555022 1504204 1422974 22440350 33586269 425303 442095 3348141 3200771 28095991 39207131 X 54398787 53091070 16088408 16535735 70487195 69626805 98583186 108833936 X 7232797 -8547111 453924 X X 0 1 X 1 0 X 8136817 4920467 5514452 8867159 15161939 42600834 8136817 4920467 5514452 8867159 15161939 42600834 4797658 37803176 1314861 1304355 866252 1218658 2127384 6831510 49432344 85762896 0.76470 0.79170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14382 16851 31233 27658339 27689572 1000000 250000 0 0 1000000 1000000 854594 1000000 3854594 5781891 73100 58345 26833 31233 189511 250000 250000 213649 250000 963649 1445474 36550 31975 8199 14382 91106 7 76585 63937 617201 1 1 X X X 209 25313.00 1 2 1 1252.00 4350 53162779 3618440 -4223668 1574034 189657 50793860 36747265 9503278 7021449 109213 53162779 34796975 1811495 1488096 1247868 101433 36747265 32220836 903904 1792635 70763 49637 34796975 32395120 60612 438179 638547 34528 32220836 0.90870 0.09130 0 0 76072 74764 1308 870302 456705 413597 414905 LAND 17377865 C LAND SUBJECT TO RLE 12592019 C ASSETS HELD IN TRUST 406857 C 30376741 LAND PROJECTS IN PROCESS 43043137 INTEREST RECEIVABLE 19336 BENEFICIAL INTEREST IN COMMUNITY FO 74874 43137347 FUNDS HELD IN TRUST 617201 BENEFICIARY USE OF RESERVE LIFE ESTATE 2583570 3200771 26766567 -8547111 453924 -8093187 34859754 62615 62615 34922369 27626957 0 27626957 62615 62615 27689572 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF REAL ESTATE SUBJECT OT LIFE ESTATE 468,986. CHANGE IN VALUE OF BENEFICIAL INTEREST -15,062. PART VI LINE 1D PART V, LINE 4: THE FOUNDATION'S ENDOWMENT FUNDS CONSISTS OF BOARD DESIGNATED UNRESTRICTED NET ASSETS WHICH ARE AVAILABLE FOR LAND CONSERVATION PROJECTS AND PERMANENTLY RESTRICTED NET ASSETS REQUIRING THAT THE PRINCIPAL BE INVESTED AND ONLY THE EARNINGS CAN BE USED. X X X X 0 0 0 0 0 0 0 0 0 JOE MCGOVERN PRESIDENT 158469 0 0 0 0 0 11130 0 7494 0 177093 0 0 0 X 23 3355962 MARKET VALUE X 4 7 APPRAISAL X 11 5342122 APPRAISAL X BARGAIN SALE 7 1324130 APPRAISAL X MISCELLANEOUS AND SUPPLIES 14 6169 FAIR MARKET VALUE 8 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION'S AUDIT COMMITTEE REVIEWS THE FORM 990 WITH MANAGEMENT. THE FORM 990 IS ALSO PROVIDED TO THE ENTIRE BOARD OF DIRECTORS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REQUIRED TO BE REVIEWED ANNUALLY BY EACH MEMBER OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION'S PERSONNEL COMMITTEE CONDUCTS AN ANALYSIS OF COMPARABLE COMPENSATION EVERY THREE YEARS. THIS ANALYSIS IS CONDUCTED BY A QUALIFIED CONSULTANT OR VOLUNTEER USING LOCAL AND REGIONAL INFORMATION WHERE AVAILABLE. THIS DATA IS USED TO RECOMMEND SALARY RANGES AND BENEFITS TO THE BOARD FOR ITS APPROVAL. THE BOARD IS RESPONSIBLE FOR EVALUATING AND ESTABLISHING COMPENSATION FOR THE PRESIDENT. THE BOARD AND ITS DESIGNATED MEMBERS MEET ANNUALLY WITH THE PRESIDENT AND APPROVE THE PRESIDENT'S COMPENSATION. THE PRESIDENT RECOMMENDS COMPENSATION AND BENEFIT CHANGES FOR OTHER EMPLOYEES AND THESE ARE REVIEWED ANNUALLY BY THE BOARD. THE PRESIDENT WELCOMES INPUT FROM THE BOARD AND IS RESPONSIBLE FOR ADJUSTING EMPLOYEE COMPENSATION BASED UPON THE TOTAL BUDGETED STAFF COMPENSATION APPROVED BY THE BOARD WITHIN THE ANNUAL BUDGET. FORM 990, PART VI, SECTION C, LINE 18 REQUESTS FOR THE 990 CAN BE DIRECTED TO SUSAN JOHNSON, CFO, AT THE INHF OFFICE IN DES MOINES. INHF 990 CAN ALSO BE VIEWED AT GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATIONS ORGANIZING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FOUNDATION'S FINANCIAL STATEMENTS ARE PART OF FORM 990 AND ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF REAL ESTATE SUBJECT TO LIFE INTEREST 468,986. CHANGE IN VALUE OF BENEFICIAL INTEREST -15,062. FORM 990 , PART XII, LINE 2C: NO CHANGE HAS OCCURRED IN THE FOUNDATION'S SELECTION OR OVERSIGHT OF THE AUDIT PROCESS OF THE FOUNDATION'S FINANCIAL STATEMENTS.