2022-05-16T10:39:58-05:00 2021-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2020-07-01 521884438 NATURESERVE NATU 7039081800 2550 SOUTH CLARK STREET NO 930 ARLINGTON VA 22202 SEAN T O'BRIEN PRESIDENT & CEO 7039081800 2022-05-16 1 SEAN OBRIEN 999009999 RICHARD J LOCASTRO CPA P00288314 3019519090 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z SEAN T O'BRIEN 2550 SOUTH CLARK STREET NO 930 ARLINGTON VA 22202 7835830 0 X WWW.NATURESERVE.ORG X 1994 VA NATURESERVE IS THE GLOBAL LEADER IN DATA, SCIENCE AND TECHNOLOGY TO CONSERVE BIODIVERSITY. 14 13 74 15 0 0 5660192 4435967 1915596 1874401 334192 999619 -231386 -167804 7678594 7142183 0 0 0 0 5100665 5595461 0 0 281332 2304542 1906167 7405207 7501628 273387 -359445 9879091 9695088 3721657 3307252 6157434 6387836 X TO PROTECT THREATENED BIODIVERSITY AND PREVENT EXTINCTIONS, WE ARE A NETWORK OF 64 ORGANIZATIONS & 1,000+ CONSERVATION SCIENTISTS COLLECTING AND ANALYZING STANDARDIZED BIODIVERSITY DATA TO POWER STRATEGIC CONSERVATION THROUGHOUT NORTH AMERICA. 0 0 987790 145385 CONSERVATION PRODUCTS AND SERVICES: NATURESERVE AND OUR NETWORK DEVELOP AND MANAGE THE MOST COMPREHENSIVE DATA FOR OVER 100,000 SPECIES AND ECOSYSTEMS, ANSWERING FUNDAMENTAL QUESTIONS ABOUT WHAT EXISTS, WHERE IT IS FOUND, AND HOW IT IS DOING. THIS INFORMATION (1) FUELS NATURESERVE EXPLORER, THE AUTHORITATIVE FREE ONLINE RESOURCE FOR THE CONSERVATION STATUS OF PLANTS, ANIMALS AND ECOSYSTEMS IN NORTH AMERICA, AND (2) ENABLES US TO MAP AND TRACK AT-RISK AND INVASIVE SPECIES; EXPEDITE ENVIRONMENTAL REVIEW PROCESSES; MODEL HABITAT SUITABILITY; ASSESS VULNERABILITY OF SPECIES AND ECOSYSTEMS; AND MEASURE PROGRESS TOWARD INTERNATIONAL BIODIVERSITY GOALS. 1831182 SCIENTIFIC DATA AND METHODS: NATURESERVE IS NORTH AMERICA'S AUTHORITATIVE SOURCE FOR UNIFORM METHODS OF COLLECTING, CLASSIFYING, ASSESSING, AND MAPPING BIODIVERSITY DATA AND INFORMATION. WE ARE RECOGNIZED AS THE GOLD STANDARD IN BIODIVERSITY DATA MANAGEMENT AND USERS RELYING UPON OUR SCIENTIFIC RIGOR AND CONSERVATION VALUE ACROSS GEOGRAPHICAL BOUNDARIES TO MAKE STRATEGIC CONSERVATION DECISIONS. WE EVOLVE OUR METHODOLOGY TO ADDRESS EMERGING ISSUES AND ACCURATELY INCORPORATE NEW SOURCES OF DATA INCLUDING CITIZEN SCIENCE AND REMOTELY SENSED OBSERVATIONS. 1656737 1729016 TECHNOLOGY RESEARCH AND DEVELOPMENT & TECHNOLOGY DATA MANAGEMENT: NATURESERVE IS NATURE'S TECHNOLOGY ORGANIZATION. WE DEVELOP SOFTWARE AND APPLICATIONS TO GUIDE CONSERVATION EFFORTS AND WE HOST THE MOST COMPREHENSIVE FREE ONLINE RESOURCE OF INFORMATION ON NORTH AMERICA'S BIODIVERSITY, NATURESERVE EXPLORER. BECAUSE OUR DATA ARE WIDELY RELIED UPON AS THE BEST SOURCE OF INFORMATION FOR BIODIVERSITY ASSESSMENTS, WE INVEST IN THE IMPROVEMENT OF INFORMATION SYSTEMS USED TO CONDUCT ENVIRONMENTAL REVIEWS, INTEGRATE CITIZEN SCIENCE DATA, AND LEVERAGE OUR MODELS TO TRACK PROGRESS ON INTERNATIONAL BIODIVERSITY GOALS. 661991 NETWORK CAPACITY BUILDING AND PROGRAM DEVELOPMENT: NATURESERVE WORKS WITH A NETWORK OF 64 ORGANIZATIONS AND 1,000+ CONSERVATION SCIENTISTS ACROSS NORTH AMERICA. WE OFFER CENTRALIZED EDUCATION AND TRAINING OPPORTUNITIES FOR OUR NETWORK PARTNERS FOCUSED ON ISSUES SUCH AS EMERGING TOPICS IN CONSERVATION, CONTINUING EDUCATION IN CORE METHODOLOGY AND THE ROLE OF CITIZEN SCIENCE PROGRAMS. ADDITIONALLY, WE HOST THE PREMIER CONFERENCE FOR CONSERVATION PROFESSIONALS, REGULAR WORKSHOPS ON BIODIVERSITY AND PROVIDE SCIENCE SUPPORT SERVICES, INCLUDING PROGRAM DEVELOPMENT, FOR OUR NETWORK PARTNERS. 661991 5137700 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 20 0 1 74 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA CO NC NJ VA X X STEVE SELLERS COO 7039081800 2550 SOUTH CLARK STREET NO 930 ARLINGTON VA 22202 JAMES BRUMM CHAIR 5.00 X X 0 0 0 NICOLE FIRLOTTE VICE CHAIR 3.00 X X 0 0 0 URBAN LEHNER VICE CHAIR 3.00 X X 0 0 0 SABRA TONN VICE CHAIR (UNTIL JUNE 2020) 3.00 X X 0 0 0 SAYLES BRAGA TREASURER 2.00 X X 0 0 0 JANE BRECKINRIDGE SECRETARY 2.00 X X 0 0 0 CAROLYN HENDRICKS MEMBER 2.00 X 0 0 0 LUCAS JOPPA MEMBER (UNTIL JUNE 2020) 2.00 X 0 0 0 BRYCE MAXELL MEMBER 2.00 X 0 0 0 STEVE QUARLES MEMBER 2.00 X 0 0 0 ALBERTO SZKELY MEMBER 2.00 X 0 0 0 JOHN TREZISE MEMBER 2.00 X 0 0 0 CARLOS ZAMBRANA-TORRELIO MEMBER 2.00 X 0 0 0 NANCY WEISS MEMBER (FROM JAN 2021) 2.00 X 0 0 0 SEAN T O'BRIEN PRESIDENT & CEO 35.00 X X 228274 0 19494 BRIAN KLATT MEMBER (FROM JUNE 2020) 2.00 X 0 0 0 STEPHEN CROCHET VP OF DEVELOPMENT (UNTIL JUNE 2021) 35.00 X 125174 0 27049 KATHLEEN GOODIN VP FOR DATA AND METHODS 35.00 X 97708 0 5692 HEALY HAMILTON CHIEF SCIENTIST 35.00 X 126516 0 13623 LORI SCOTT VP FOR TECHNOLOGY AND PARTNERSHIPS 35.00 X 128714 0 16099 STEPHEN SELLERS COO/CBO 35.00 X 87119 0 871 PATRICK COMER CHIEF TERRESTRIAL ECOLOGIST 35.00 X 105275 0 21915 ALLISON GRATZ DIRECTOR OF NETWORK RELATIONS 35.00 X 104869 0 12795 EDWINA THOMAS DIRECTOR OF FINANCE (UNTIL MAR 2021) 35.00 X 106439 0 14891 MARGARET WOO SOFTWARE ENGINEER III 35.00 X 107879 0 11279 1217967 0 143708 17 0 1 0 0 57000 2731459 1647508 4435967 SOFTWARE SUPPORT&SVCS. 541700 1729016 1729016 DATA REQUESTS & MAPS 541700 141235 141235 REGISTRATION FEES 900099 4150 4150 1874401 144560 144560 273484 458657 -185173 -185173 -185173 1090049 234990 855059 855059 855059 MISCELLANEOUS 900099 17369 17369 17369 7142183 1874401 0 831815 1091384 545595 350919 194870 3615649 2936474 656309 22866 158205 116652 36133 5420 387822 299861 71470 16491 342401 254114 72666 15621 1213 821 392 40406 40406 115000 115000 36196 36196 533018 323570 208915 533 1242 1106 136 48559 17990 30404 165 415764 215909 198340 1515 196109 174983 21126 110676 109515 1161 31018 27298 3651 69 10558 32 10526 52440 11508 40932 32438 32438 SUBAGREEMENTS (DATA) 142176 142176 PAYROLL FEES 79304 79304 DUES AND SUBSCRIPTIONS 22845 15318 4871 2656 TAXES, LICENSES & FEES 14802 14802 22403 4761 17642 7501628 5137700 2082596 281332 665498 140776 297566 410576 2050549 2007458 122039 121436 1344817 1202356 162745 142461 6491109 6780038 89585 92343 9879091 9695088 752378 900869 1145997 1474710 150000 400000 954700 718582 531673 3721657 3307252 X -949577 2547540 7107011 3840296 6157434 6387836 9879091 9695088 -359445 589847 0 X 0 1 X 1 1 1 X 6350583 6288047 5894800 5660192 4435967 28629589 6350583 6288047 5894800 5660192 4435967 28629589 3134931 25494658 198812 222916 294973 460454 418044 1595199 4157 1457 6810 14219 17369 44012 30268800 8441831 0.84230 0.84790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 115000 115000 7386628 7501628 525081 131270 0 0 574918 575539 520260 525081 2195798 3293697 115000 115000 143730 143885 130065 131270 548950 823425 6349781 378362 1553270 1090049 7191364 6272266 750 245061 298206 6219871 6170810 621 406627 305792 6272266 7036455 350 367569 1233564 6170810 6824613 500 644341 432999 7036455 0.55540 0.44460 0.00000 0 0 57227 45314 11913 446428 444918 1510 841162 712124 129038 142461 DEFERRED RENT 507506 TENANT DEPOSITS 24167 531673 X 9252248 589847 1097757 1687604 7564644 36196 -458657 -422461 7142183 9021846 1097757 1097757 7924089 36196 -458657 -422461 7501628 PART V, LINE 4: THE INTENDED USE OF THE ORGANIZATION'S PERMANENT ENDOWMENT FUNDS IS FOR THE INVESTMENT RETURN TO BE USED TO HELP SUPPORT OPERATIONS. THE INTENDED USE OF THE ORGANIZATION'S QUASI-ENDOWMENT FUNDS IS FOR (1) THE INVESTMENT RETURN TO BE USED TO HELP SUPPORT OPERATIONS AND (2) TRANSFER FUNDS TO THE PROJECT INVESTMENT FUND TO EXECUTE THE STRATEGIC PLAN. PART X, LINE 2: FOR THE YEARS ENDED JUNE 30, 2021 AND 2020, THE ORGANIZATION HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SUBLEASE EXPENSE REPORTED AS AN EXPENSE ON THE AUDITED FINANCIAL STATEMENTS AND NETTED AGAINST SUBLEASE REVENUE ON FORM 990, PART VIII, LINE 6B. -458,657. PART XII, LINE 4B - OTHER ADJUSTMENTS: SUBLEASE EXPENSE REPORTED AS AN EXPENSE ON THE AUDITED FINANCIAL STATEMENTS AND NETTED AGAINST SUBLEASE REVENUE ON FORM 990, PART VIII, LINE 6B. -458,657. X X X 1 0 0 0 0 0 0 0 0 SEAN T O'BRIEN PRESIDENT & CEO 228274 0 0 0 0 0 12795 0 6699 0 247768 0 0 0 STEPHEN CROCHET VP OF DEVELOPMENT (UNTIL JUNE 2021) 125174 0 0 0 0 0 8295 0 18754 0 152223 0 0 0 PART I, LINE 4A STEPHEN CROCHET RECEIVED A SEVERANCE PAYMENT OF $22,977. FORM 990, PART VI, SECTION A, LINE 4 THE BOARD OF DIRECTORS ADOPTED A RESTATEMENT AND REVISION OF THE BYLAWS OF NATURESERVE ON JANUARY 28, 2021. THE RESTATEMENT AND REVISION UPDATE AND CLARIFY THE ORGANIZATION AND OPERATION OF NATURESERVE, THE REQUIREMENTS FOR BEING A NATURESERVE NETWORK MEMBER PROGRAM AND ASSOCIATE PROGRAM, AND NATURESERVE'S RELATIONSHIP WITH ITS NETWORK OF PARTNERING PROGRAMS. THIS IS THE FIRST COMPLETE RESTATEMENT OF THE BYLAWS SINCE THE INCEPTION OF NATURESERVE. FORM 990, PART VI, SECTION A, LINE 6 CONSTITUENT MEMBERS INCLUDE NATURESERVE'S NETWORK OF 64 BIODIVERSITY INFORMATION CENTERS, CONSISTING OF ORGANIZATIONS UTILIZING NATURESERVE'S STANDARD METHODOLOGY, APPROVING THE OBJECTIVES OF NATURESERVE, AND SERVING IN THE ROLE OF USING SCIENCE TO INFORM CONSERVATION ACTION. THESE MEMBERS HAVE THE RIGHT TO VOTE FOR REPRESENTATIVES TO THEIR SECTION COUNCIL, TO VOTE FOR THE SECTION REPRESENTATIVES TO THE BOARD OF DIRECTORS, AND TO VOTE ON RESOLUTIONS AT MEETINGS OF THE MEMBERSHIP. (AFTER THE END OF THE FISCAL YEAR, THE BOARD OF DIRECTORS ADOPTED A REVISION OF THE BYLAWS OF NATURESERVE ON OCTOBER 28, 2021, THAT UPDATED THE ORGANIZATIONAL STRUCTURE TO DISCONTINUE THE LATIN AMERICA AND CARIBBEAN SECTION.) FORM 990, PART VI, SECTION A, LINE 7A THREE SEATS ON THE BOARD OF DIRECTORS ARE SELECTED BY THE CONSTITUENT MEMBERS TO REPRESENT THE TWO SECTION COUNCILS: ONE SEAT FOR THE CANADIAN SECTION AND TWO SEATS FOR THE UNITED STATES SECTION. FORM 990, PART VI, SECTION B, LINE 11B UPON RECEIPT OF A DRAFT FORM 990 FROM ITS ACCOUNTING AND TAX FIRM, THE ORGANIZATION PROVIDES COPIES TO THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS TO REVIEW. UPON SATISFACTORY REVIEW WITH THE ORGANIZATION MANAGEMENT AND THE AUDIT COMMITTEE, THE FINAL FORM 990 IS PROVIDED TO THE FULL BOARD FOR COMMENT IN A TIMELY FASHION AND THEN FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF NATURESERVE'S BOARD OF DIRECTORS AND EACH OF ITS CORPORATE OFFICERS ANNUALLY SIGNS A STATEMENT DISCLOSING ANY AND ALL REAL, POTENTIAL, OR PERCEIVED CONFLICTS OF INTEREST. IN CASE OF ANY BOARD MEMBER OR CORPORATE OFFICER DISCLOSED CONFLICT, THE BOARD (ABSENT THE MEMBER IN QUESTION IF NEEDED), DETERMINES HOW TO RESOLVE THE CONFLICT; INCLUDING: (1) WHETHER THE BOARD MEMBER OR CORPORATE OFFICER SHOULD BE REMOVED FROM THE DISCUSSION OF THE MATTER; AND (2) WHETHER THE RELATIONSHIP WITH THE INDIVIDUAL OR ENTITY PRESENTING THE CONFLICT SHOULD BE TERMINATED. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE, A COMMITTEE COMPOSED OF INDEPENDENT DIRECTORS, MEETS ANNUALLY TO DETERMINE WHAT, IF ANY, MERIT INCREASE IS RECOMMENDED FOR THE CEO, TAKING INTO ACCOUNT COMPARABLE SALARY DATA BASED ON MARKET SURVEYS, AND CONTEMPORANEOUSLY DOCUMENTING ITS DELIBERATION AND DECISION-MAKING IN WRITING. THE EXECUTIVE COMMITTEE THEN RECOMMENDS THE SALARY TO THE BOARD AND THE INDEPENDENT BOARD MEMBERS THEN VOTE TO ADJUST THE SALARY, CONTEMPORANEOUSLY DOCUMENTING THEIR DELIBERATION AND DECISION-MAKING IN WRITING. THE REVIEW TOOK PLACE IN JANUARY, 2021. WHEN KEY EMPLOYEES ARE HIRED, THE PRESIDENT/CEO USES COMPARABLE SALARY SURVEY INFORMATION TO DETERMINE THEIR ANNUAL COMPENSATION. MERIT INCREASES, IF ANY, FOR THESE INDIVIDUALS ARE DETERMINED BY THE PRESIDENT/CEO ON AN ANNUAL BASIS. COMPARABLE SALARY SURVEY INFORMATION IS OBTAINED THROUGH A SUBSCRIPTION TO COMPENSATION ANALYTICS FROM AN INDEPENDENT SOFTWARE PROVIDER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION HAS A PUBLIC DISCLOSURE POLICY WHICH STATES THAT THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS ARE TO BE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990 AND FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE ORGANIZATIONS'S WEBSITE.