2023-10-05T10:27:17-05:00 2022-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2022-01-01 396089450 THE SAND COUNTY FOUNDATION INC SAND 6086634605 44 E MIFFLIN STREET 1005 MADISON WI 53703 KEVIN MCALEESE PRESIDENT & CEO 6086634605 2023-10-04 1 KEVIN MCALEESE 999009999 0 YIGIT UCTUM CPA P01269549 6082744020 2023-10-04 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X KEVIN MCALEESE 44 E MIFFLIN STREET 1005 MADISON WI 53703 9598224 0 X SANDCOUNTYFOUNDATION.ORG X 1965 WI INSPIRE AND ENABLE PRIVATE LANDOWNERS TO ETHICALLY MANAGE NATURAL RESOURCES IN THEIR CARE. 13 12 0 14 0 0 5501243 8806160 355297 554960 291493 221023 6363 16081 6154396 9598224 276145 896846 0 0 2376746 3577209 935 0 103730 1087573 2105620 3741399 6579675 2412997 3018549 15482706 16718946 352401 1153734 15130305 15565212 SAND COUNTY FOUNDATION'S MISSION IS TO INSPIRE AND EMPOWER A GROWING NUMBER OF LAND OWNERS AND MANAGERS TO ETHICALLY CARE FOR THE LAND TO SUSTAIN WATER RESOURCES, BUILD HEALTHY SOIL, ENHANCE WILDLIFE HABITAT, AND SUPPORT OUTDOOR RECREATION. 0 0 3582236 618800 500320 CONSERVATION POLICY AND INFLUENCE - THROUGH ITS CONSERVATION POLICY INITIATIVE, THE FOUNDATION USES SOME OF THE SAME PRINCIPLES FROM ITS BODY OF WORK TO BUILD AND SUPPORT ECOSYSTEM-SCALE SPECIES CONSERVATION MODELS, GREATER ACCESS TO SAFE DRINKING WATER SUPPLIES, AND BETTER USE OF DATA TECHNOLOGY TO ACHIEVE ECOSYSTEM RESTORATION. 1491422 94756 54640 AGRICULTURAL CONSERVATION - THE FOUNDATION'S AGRICULTURAL CONSERVATION PROGRAM DEMONSTRATES LAND MANAGEMENT PRACTICES THAT PROTECT SOIL AND WATER, UTILIZE THEM MORE EFFICIENTLY, AND MAXIMIZE THE ENVIRONMENTAL BENEFITS AND PRODUCTIVE CAPACITY OF AGRICULTURAL SYSTEMS. WE STRIVE TO ENSURE THAT CONSERVATION MEASURES ENHANCE THE LONG-TERM PROFITABILITY AND RESILIENCE OF FARMS AND RANCHES. 782922 183290 0 LEOPOLD CONSERVATION AWARD - THE LEOPOLD CONSERVATION AWARD RECOGNIZES FARMERS, RANCHERS AND FORESTERS FOR ACHIEVEMENTS IN CONSERVATION ON WORKING LAND. WITH PROMINENT PARTNERS IN MANY STATES ACROSS THE U.S., THE FOUNDATION PRESENTS THE ANNUAL AWARDS IN SETTINGS THAT SHOWCASE THE LANDOWNERS' CONSERVATION SUCCESS AMONG THEIR PEERS. 5856580 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 62 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI PA X X KEVIN MCALEESE 6086634605 44 E MIFFLIN STREET 1005 MADISON WI 53703 KEVIN MCALEESE PRESIDENT & CEO 40.00 X X 168084 0 26766 LYNNE SHERROD CHAIRMAN 1.00 X X 0 0 0 DAVID HANSON VICE CHAIRMAN 1.00 X X 0 0 0 NANCY DELONG SECRETARY 1.00 X X 0 0 0 HOMER BUELL TREASURER 1.00 X X 0 0 0 TINA BUFORD DIRECTOR (THRU APRIL) 1.00 X 0 0 0 RICHARD CATES PHD DIRECTOR 1.00 X 0 0 0 THOMAS ZALE DIRECTOR 1.00 X 0 0 0 EDWARD WARNER DIRECTOR 1.00 X 0 0 0 STANLEY TEMPLE PHD DIRECTOR 1.00 X 0 0 0 KEVIN CONRAD DIRECTOR (THRU APRIL) 1.00 X 0 0 0 JOHN DUNCAN DIRECTOR 1.00 X 0 0 0 BRENT HAGLUND PHD DIRECTOR 1.00 X 5000 0 0 NITA VAIL DIRECTOR 1.00 X 0 0 0 LYNN SCARLETT DIRECTOR 1.00 X 0 0 0 TIMOTHY MALE PHD EXECUTIVE DIRECTOR - EPIC 40.00 X 155013 0 6200 HEIDI PETERSON PHD VICE-PRESIDENT AGRICULTURAL RESEARCH 40.00 X 153777 0 6147 CHRISTINA SCHELLPFEFFER VICE-PRESIDENT EXTERNAL RELATIONS 40.00 X 133983 0 18150 LANCE IRVING LEOPOLD CONSERVATION AWARD PROGRAM DIRECTOR 40.00 X 126088 0 25522 KEMPER DURAND WATER QUALITY PARTNERSHIPS DIRECTOR 40.00 X 127665 0 24697 869610 0 107482 9 0 1 0 KAVITA MACLEOD 8016 FLOWER AVENUE TAKOMA PARK MD 20912 PROJECT CONSULTING SERVICES 107400 1 715831 8090329 8806160 PROGRAM SERVICE FEES 541900 554960 554960 554960 221023 221023 16081 16081 16081 9598224 554960 0 237104 X 826846 826846 70000 70000 199849 178414 16262 5173 2595517 2317125 211207 67185 82636 73773 6724 2139 484776 432780 39448 12548 214431 191431 17449 5551 2027 2027 65200 65200 44179 44179 1336601 1209011 122932 4658 71121 62372 8374 375 115383 102202 10498 2683 57612 43916 12726 970 53773 39499 13855 419 210554 188205 21483 866 95500 74406 21094 1714 988 712 14 10286 5927 4273 86 DUES AND SUBSCRIPTIONS 41670 39685 922 1063 6579675 5856580 619365 103730 65795 110803 1928306 2765221 844594 3074977 21529 108337 35848 29724 60569 59141 3143 1428 7956571 6724027 4626920 3451002 0 453427 15482706 16718946 252401 364463 100000 325000 0 464271 352401 1153734 X 8745653 5780190 6384652 9785022 15130305 15565212 15482706 16718946 3018549 -2583642 0 X 0 1 X 1 0 X 1962674 1775213 2713436 5501243 8806160 20758726 1962674 1775213 2713436 5501243 8806160 20758726 8824177 11934549 174768 163141 126250 199225 221023 884407 21643133 1705584 0.55140 0.67150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11062361 -2087153 39997 8935211 10522152 899787 359578 11062361 6523336 4444131 445315 10522152 5606342 1253620 336626 6523336 6175196 -251585 317269 5606342 0.68140 0.27980 0.03880 0 0 60569 59141 1428 1428 C&H INVESTMENT CO., INC. PREFERRED STOCK 70000 F INVESTMENT IN LIMITED PARTNERSHIP 3197236 F CASH 183766 C 3451002 OPERATING LEASE LIABILITY 464271 464271 7110003 -2583642 139600 -44179 -2488221 9598224 0 9598224 6675096 139600 139600 6535496 44179 44179 6579675 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF TWO FUNDS TO SUPPORT THE MISSION OF THE FOUNDATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES -44,179. 1 RAFTELIS FINANCIAL CONSULTANTS INC 227 WEST TRADE ST STE 1400 CHARLOTTE NC 28202 201054069 10000 0 WATER DATA PRIZE GREENFIELD FARMS 2696 WEST LAKE RD SKANEATELES NY 13152 161418868 10000 0 LEOPOLD CONSERVATION AWARD PANKEY RANCH LLC 96193 E HWY 40 CRAIG CO 81625 208789042 10000 0 LEOPOLD CONSERVATION AWARD BERETTA DAIRY 3233 LLANO RD SANTA ROSA CA 95407 261678047 10000 0 LEOPOLD CONSERVATION AWARD JOHN BUNKER SANDS WETLAND CENTER 655 MARTIN LANE SEAGOVILLE TX 75159 270712564 501(C)(3) 10000 0 LEOPOLD CONSERVATION AWARD BRITT FARMS INC 11114 N HWY 3 CLIFTON HILL MO 65244 431672119 10000 0 LEOPOLD CONSERVATION AWARD WHEEL-VIEW FARM 212 REYNOLDS RD SHELBURNE FALLS MA 01370 474289209 10000 0 LEOPOLD CONSERVATION AWARD LONG GREEN FARMS INC 490 CROTHERS RD RISING SUN MD 21911 520953932 10000 0 LEOPOLD CONSERVATION AWARD BARNEY CREEK LIVESTOCK LLC 24 MCGUIRE HILL RD LIVINGSTON MT 59047 812974288 10000 0 LEOPOLD CONSERVATION AWARD SMITH FAMILY FARMS LLC 1701 N PIONEER RD ELK CITY OK 73644 813795537 10000 0 LEOPOLD CONSERVATION AWARD MYRIN RANCH INC HC 65 BOX 30 ALTAMONT UT 84001 870279729 10000 0 LEOPOLD CONSERVATION AWARD CENTER FOR NEIGHBORHOOD TECHNOLOGY 17 N STATE ST STE 1400 CHICAGO IL 60602 362967283 501(C)(3) 10000 0 WATER DATA PRIZE 120 WATER AUDIT INC 250 SOUTH ELM ST ZIONSVILLE IN 46077 811714517 10000 0 WATER DATA PRIZE NEW JERSEY FUTURE INC 16 W LAFAYETTE ST TRENTON NJ 08608 222879323 501(C)(3) 10000 0 WATER DATA PRIZE KETOS INC 420 S HILLVIEW DR MILPITAS CA 95035 474878052 10000 0 WATER DATA PRIZE CDM SMITH INC 75 STATE ST STE 701 BOSTON MA 02109 042473650 50000 0 WATER DATA PRIZE RIVER NETWORK PO BOX 21387 BOULDER CO 80308 930969979 501(C)(3) 150000 0 CONSERVATION POLICY & INFLUENCE ALLIANCE FOR THE GREAT LAKES 150 N MICHIGAN AVE STE 750 CHICAGO IL 60601 237104524 501(C)(3) 230000 0 CONSERVATION POLICY & INFLUENCE POLICYLINK 1438 WEBSTER ST STE 303 OAKLAND CA 94612 943297479 501(C)(3) 110000 0 CONSERVATION POLICY & INFLUENCE LITTLE VILLAGE ENVIRONMENTAL JUSTICE ORGANIZATION 2445 S SPAULDING AVE CHICAGO IL 60623 364259477 501(C)(3) 10000 0 GENERAL PURPOSES BOARD OF REGENTS OF UNIVERSITY OF WISCONSIN SYSTEM 21 NORTH PARK ST STE 6301 MADISON WI 53715 396006492 STATE OF WISCONSIN 39686 0 GENERAL PURPOSES MOONSHOT MISSIONS INC 5207 PORTSMOUTH ROAD BETHESDA MD 20816 872485211 501(C)(3) 13000 0 GENERAL PURPOSES TOMANDL FARMS 247606 GAD ROAD MEDFORD WI 54451 391952030 10000 0 LEOPOLD CONSERVATION AWARD 9 14 LEOPOLD CONSERVATION AWARDS 7 70000 PART I, LINE 2: THE SAND COUNTY FOUNDATION REGULARLY MONITORS THE USE OF GRANT FUNDS BY REVIEWING REPORTS SUBMITTED BY GRANT RECIPIENTS AND CONDUCTING SITE VISITS. X X 0 0 0 0 0 0 0 0 0 KEVIN MCALEESE PRESIDENT & CEO 157084 0 11000 0 0 0 5601 0 21165 0 194850 0 0 0 TIMOTHY MALE PHD EXECUTIVE DIRECTOR - EPIC 145013 0 10000 0 0 0 6200 0 0 0 161213 0 0 0 HEIDI PETERSON PHD VICE-PRESIDENT AGRICULTURAL RESEARCH 141777 0 12000 0 0 0 6147 0 0 0 159924 0 0 0 KEMPER DURAND WATER QUALITY PARTNERSHIPS DIRECTOR 121665 0 6000 0 0 0 5100 0 19597 0 152362 0 0 0 CHRISTINA SCHELLPFEFFER VICE-PRESIDENT EXTERNAL RELATIONS 122983 0 11000 0 0 0 5507 0 12643 0 152133 0 0 0 LANCE IRVING LEOPOLD CONSERVATION AWARD PROGRAM D 119088 0 7000 0 0 0 5293 0 20229 0 151610 0 0 0 FORM 990, PART V, LINE 2A THE SAND COUNTY FOUNDATION, INC. LEASES EMPLOYEES FROM A PROFESSIONAL EMPLOYMENT ORGANIZATION, QTI HUMAN RESOURCES, INC. THE EMPLOYEES ARE CONSIDERED COMMON LAW EMPLOYEES OF THE SAND COUNTY FOUNDATION, INC., HOWEVER, QTI HUMAN RESOURCES, INC. IS THE EMPLOYER OF RECORD AND EMPLOYEES GET THEIR W2S FROM QTI HUMAN RESOURCES, INC. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS SENT TO ALL DIRECTORS FOR REVIEW APPROXIMATELY ONE WEEK PRIOR TO FILING THE RETURN WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL DIRECTORS AND OFFICERS COMPLETE AND SIGN A STATEMENT THAT PROVIDES INFORMATION REGARDING THEIR INTERESTS AND THOSE OF THEIR FAMILY MEMBERS THAT COULD GIVE RISE TO CONFLICTS. THE MEMBERS OF THE GOVERNING BODY MAKE DETERMINATIONS OF WHETHER A CONFLICT EXISTS AND REVIEW ACTUAL CONFLICTS. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A IN 2016, THE FOUNDATION'S EXECUTIVE COMPENSATION COMMITTEE REVIEWED AN INDEPENDENT ANALYSIS OF COMPENSATION FOR ITS SENIOR LEADERSHIP POSITIONS. THE ANALYSIS EXAMINED COMPENSATION FOR COMPARABLE POSITIONS BASED ON CRITERIA OF GEOGRAPHY AND LEVELS OF RESPONSIBILITY. IT ALSO REVIEWED FIGURES FOR DIFFERING NON-PROFIT INSTITUTIONS WITHIN THE FOUNDATION'S REGION. THE COMMITTEE DELIBERATED ON THE INDEPENDENT EVALUATION'S INFORMATION AND THE COMMITEE AND THE GOVERNING BODY VOTED FOR RECOMMENDED COMPENSATION CONSISTENT WITH THE ANALYSIS'S FINDINGS. THE PRESIDENT'S COMPENSATION WAS EVALUATED IN 2019 IN COMPARISON TO COMPARABLE EXECUTIVE DIRECTORS OF SIMILAR ORGANIZATIONS AND WAS ADJUSTED BY ACTION OF THE GOVERNING BODY UPWARD TO BE MORE CONSISTENT WITH INDUSTRY AVERAGES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MADE ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST TO THE EXTENT APPROPRIATE. AUDITED ANNUAL FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE. FORM 990, PART IX, LINE 11G CONSERVATION CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 1,126,153. MANAGEMENT AND GENERAL EXPENSES 112,904. FUNDRAISING EXPENSES 4,422. TOTAL EXPENSES 1,243,479. COMMUNICATIONS CONTRACTS: PROGRAM SERVICE EXPENSES 67,858. MANAGEMENT AND GENERAL EXPENSES 10,028. FUNDRAISING EXPENSES 236. TOTAL EXPENSES 78,122. CONTRACTED PERSONNEL: PROGRAM SERVICE EXPENSES 15,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,000.