NATURESERVE: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: NATURESERVE (EIN 52-1884438)
Tax period: 2019-07-01 to 2020-06-30
Filed: 2021-05-14
IRS object ID: 202141349349301649
Schema version: 2019v5.2
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
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule F
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-05-14T11:39:31-05:00	ReturnTs
Tax Period End	2020-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	521392008	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GELMAN ROSENBERG & FREEDMAN	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	4550 MONTGOMERY AVE SUITE 800N	AddressLine1Txt
City	BETHESDA	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	208142930	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2019-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	521884438	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	NATURESERVE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	NATU	BusinessNameControlTxt
Phone	7039081800	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2550 SOUTH CLARK STREET NO 930	AddressLine1Txt
City	ARLINGTON	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22202	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SEAN T O'BRIEN	PersonNm
Person Title	PRESIDENT & CEO	PersonTitleTxt
Phone	7039081800	PhoneNum
Signature	2021-05-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	RICHARD J LOCASTRO CPA	PreparerPersonNm
PTIN	P00288314	PTIN
Phone	3019519090	PhoneNum

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	SEAN T O'BRIEN	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2550 SOUTH CLARK STREET NO 930	AddressLine1Txt
City	ARLINGTON	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22202	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$8,523,516	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.NATURESERVE.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1994	FormationYr
Legal Domicile State	VA	LegalDomicileStateCd
Activity Or Mission	NATURESERVE IS THE GLOBAL LEADER IN DATA, SCIENCE AND TECHNOLOGY TO CONSERVE BIODIVERSITY.	ActivityOrMissionDesc
Voting Members Governing Body	13	VotingMembersGoverningBodyCnt
Voting Members Independent	13	VotingMembersIndependentCnt
Total Employee	79	TotalEmployeeCnt
Total Volunteers	83	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$5,894,800	PYContributionsGrantsAmt
CY Contributions Grants	$5,660,192	CYContributionsGrantsAmt
PY Program Service Revenue	$1,682,927	PYProgramServiceRevenueAmt
CY Program Service Revenue	$1,915,596	CYProgramServiceRevenueAmt
PY Investment Income	$311,699	PYInvestmentIncomeAmt
CY Investment Income	$334,192	CYInvestmentIncomeAmt
PY Other Revenue	$33,047	PYOtherRevenueAmt
CY Other Revenue	-$231,386	CYOtherRevenueAmt
PY Total Revenue	$7,922,473	PYTotalRevenueAmt
CY Total Revenue	$7,678,594	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$5,770,152	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$5,100,665	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$409,171	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,740,634	PYOtherExpensesAmt
CY Other Expenses	$2,304,542	CYOtherExpensesAmt
PY Total Expenses	$8,510,786	PYTotalExpensesAmt
CY Total Expenses	$7,405,207	CYTotalExpensesAmt
PY Revenues Less Expenses	-$588,313	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$273,387	CYRevenuesLessExpensesAmt
Total Assets BOY	$9,270,584	TotalAssetsBOYAmt
Total Assets EOY	$9,879,091	TotalAssetsEOYAmt
Total Liabilities BOY	$3,346,011	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$3,721,657	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$5,924,573	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$6,157,434	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO PROTECT THREATENED BIODIVERSITY, WE WORK WITH NEARLY 100 NETWORK ORGANIZATIONS & 1,000+ CONSERVATION SCIENTISTS TO COLLECT, AGGREGATE, AND STANDARDIZE BIODIVERSITY STATISTICS IN THE WESTERN HEMISPHERE, PROVIDING DATA TO THE PUBLIC FOR STATEGIC CONSERVATION EFFORTS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$1,527,002	ExpenseAmt
Revenue	$227,758	RevenueAmt
Desc	CONSERVATION PRODUCTS AND SERVICES: NATURESERVE AND OUR NETWORK PARTNERS DEVELOP AND MANAGE THE MOST COMPREHENSIVE DATA FOR OVER 100,000 SPECIES AND ECOSYSTEMS, ANSWERING FUNDAMENTAL QUESTIONS ABOUTWHAT EXISTS, WHERE IT IS FOUND, AND HOW IT IS DOING. AS A CONSERVATION ORGANIZATION, WE MAINTAIN BIODIVERSITY DATA IN OUR BIOTICS 5 SOFTWARE, AND SHARE IT VIA A PUBLIC DATABASE, NATURESERVE EXPLORER, THE AUTHORITATIVE SOURCE FOR THE CONSERVATION STATUS OF PLANTS, ANIMALS, AND ECOSYSTEMS IN THE AMERICAS. WE DEVELOP CONSERVATION DATA AND TECHNOLOGY TO MAP AND TRACK RARE AND INVASIVE SPECIES; EXPEDITE THE ENVIRONMENTAL REVIEW PROCESS; MODEL HABITAT SUITABILITY; ASSESS VULNERABILITY OF SPECIES AND ECOSYSTEMS TO CLIMATE CHANGE; AND MEASURE PROGRESS TOWARD INTERNATIONAL BIODIVERSITY GOALS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$1,566,049	ExpenseAmt
Desc	SCIENTIFIC DATA AND METHODS: NATURESERVE ESTABLISHES UNIFORM METHODS FOR COLLECTING FIELD DATA ABOUT BIODIVERSITY, MAPPING AND CLASSIFYING ECOSYSTEMS, ASSESSING THE CONDITION OF BOTH SPECIES AND ECOSYSTEMS, AND MANAGING THE INFORMATION PRODUCED. BY SPECIFYING STANDARDS FOR GATHERING AND MANAGING BIODIVERSITY DATA, THE EFFORTS OF INDIVIDUALS AND INSTITUTIONS ARE COHESIVE AND COMPREHENSIVE. NATURESERVE'S METHODOLOGY IS WIDELY RECOGNIZED AS THE GOLD STANDARD IN BIODIVERSITY DATA MANAGEMENT, AND USERS RELY ON ITS SCIENTIFIC RIGOR AND CONSERVATION VALUE ACROSS GEOGRAPHICAL BOUNDARIES. NATURESERVE CONTINUES TO UPDATE AND REFINE OUR METHODOLOGY TO ADDRESS EMERGING ISSUES AND TO ACCURATELY INCORPORATE NEW SOURCES OF DATA INCLUDING CITIZEN SCIENCE AND REMOTELY SENSED OBSERVATIONS.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$2,028,198	ExpenseAmt
Revenue	$1,687,838	RevenueAmt
Desc	TECHNOLOGY RESEARCH AND DEVELOPMENT & TECHNOLOGY DATA MANAGEMENT: BECAUSE NATURESERVE DATA IS WIDELY RELIED UPON AS THE BEST SOURCE OF INFORMATION FOR BIODIVERSITY ASSESSMENTS, ACCESS TO THAT INFORMATION IS CRITICAL. NATURESERVE USES OUR CLOUD BASED BIODIVERSITY MANAGEMENT SOFTWARE TO COORDINATE DATA AMONG OUR NETWORK, AND WE PROVIDE THE WORLD ACCESS TO THAT DATA THROUGH OUR DYNAMIC ONLINE DATABASE, NATURESERVE EXPLORER. WE ARE A TECHNOLOGY ORGANIZATION FOR NATURE THAT DEVELOPSSOFTWARE AND APPLICATIONS TO GUIDE CONSERVATION EFFORTS, INVESTS IN THE IMPROVEMENT OF INFORMATION SYSTEMS USED TO CONDUCT ENVIRONMENTAL REVIEWS, TRACKS INVASIVE SPECIES, INTEGRATES CITIZEN SCIENCE DATA, AND TRACKS PROGRESS ON INTERNATIONAL BIODIVERSITY GOALS.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$208,603	ExpenseAmt
Desc	NETWORK CAPACITY BUILDING AND PROGRAM DEVELOPMENT: NETWORK CAPACITY BUILDING INCLUDES PROJECTS RELATED TO SUPPORT OF MEMBER PROGRAMS IN OUR NETWORK THROUGHOUT THE UNITED STATES, CANADA, LATIN AMERICA AND THE CARIBBEAN. ACTIVITIES INCLUDE SPONSORING TRAININGS, HOSTING CONFERENCES AND WORKSHOPS, AND PROVIDING SCIENCE SUPPORT SERVICES, INCLUDING PROGRAM DEVELOPMENT. PROGRAM DEVELOPMENT FOCUS IS CENTRALIZED AROUND EMERGING PROGRAMS AND DEVELOPING INITIATIVES SUCH AS CORE METHODOLOGY TRAINING AND CITIZEN SCIENCE PROGRAMS, AS WELL AS ENHANCING OUR WEBSITE AND RELATED WEB-BASED TOOLS.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$208,603	TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses	$5,329,852	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	Yes (1)	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	21	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	79	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	13	GoverningBodyVotingMembersCnt
Independent Voting Member	13	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (1)	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NJ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	VA	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	STEVE SELLERS COO	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7039081800	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2550 SOUTH CLARK STREET NO 930	AddressLine1Txt
City	ARLINGTON	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22202	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
JAMES BRUMM
CHAIR	5.00	Yes (X)	Yes (X)	$0	$0	$0
NICOLE FIRLOTTE
VICE CHAIR	3.00	Yes (X)	Yes (X)	$0	$0	$0
SABRA TONN
VICE CHAIR	3.00	Yes (X)	Yes (X)	$0	$0	$0
SAYLES BRAGA
TREASURER	3.00	Yes (X)	Yes (X)	$0	$0	$0
JANE BRECKINRIDGE
SECRETARY	3.00	Yes (X)	Yes (X)	$0	$0	$0
CAROLYN HENDRICKS
DIRECTOR	2.00	Yes (X)		$0	$0	$0
LUCAS JOPPA
DIRECTOR	2.00	Yes (X)		$0	$0	$0
URBAN LEHNER
DIRECTOR	2.00	Yes (X)		$0	$0	$0
BRYCE MAXELL
DIRECTOR	2.00	Yes (X)		$0	$0	$0
STEVE QUARLES
DIRECTOR	2.00	Yes (X)		$0	$0	$0
ALBERTO SZEKELY
DIRECTOR	2.00	Yes (X)		$0	$0	$0
JOHN TREZISE
DIRECTOR	2.00	Yes (X)		$0	$0	$0
CARLOS ZAMBRANA-TORRELIO
DIRECTOR	2.00	Yes (X)		$0	$0	$0
DICK RAINES
DIRECTOR (UNTIL 1/15/2020)	2.00	Yes (X)		$0	$0	$0
SEAN T O'BRIEN
PRESIDENT & CEO	35.00		Yes (X)	$222,291	$0	$19,784
STEPHEN CROCHET
VICE PRESIDENT, DEVELOPMENT	35.00		Yes (X)	$116,242	$0	$26,324
KATHLEEN GOODIN
VICE PRESIDENT, DATA AND METHODS	35.00		Yes (X)	$108,449	$0	$6,507
HEALY HAMILTON
CHIEF SCIENTIST	35.00		Yes (X)	$147,024	$0	$14,751
LORI SCOTT
CIO & VICE PRESIDENT, PRODUCTS	35.00		Yes (X)	$145,670	$0	$16,039
ALLISON GRATZ
DIRECTOR OF NETWORK RELATIONS	35.00			$100,957	$0	$12,418	Yes (X)
FRANK MCLEAN
IT MANAGER	35.00			$107,702	$0	$6,533	Yes (X)
PATRICK COMER
CHIEF TERRESTRIAL ECOLOGIST	35.00			$115,549	$0	$22,832	Yes (X)
DAVID HAUVER
PRINCIPAL SOFTWARE ENGINEER	35.00			$112,540	$0	$12,668	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,176,424	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$137,856	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	9	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	STEVE SELLERS	BusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1848 WINSTON ROAD	AddressLine1Txt
City	CHARLOTTESVILLE	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22903	ZIPCd

Field	Value	IRS element (for citing)
Services	BUSINESS MANAGEMENT SERVICES	ServicesDesc
Compensation	$206,875	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt
Membership Dues	$59,350	MembershipDuesAmt
Government Grants	$1,939,632	GovernmentGrantsAmt
All Other Contributions	$3,661,210	AllOtherContributionsAmt
Total Contributions	$5,660,192	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SOFTWARE SUPPORT&SVCS.	541700	$1,687,838	$1,687,838
DATA REQUESTS & MAPS	541700	$227,758	$227,758

Field	Value	IRS element (for citing)
Total Program Service Revenue	$1,915,596	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$209,180	TotalRevenueColumnAmt
Exclusion	$209,180	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$78	TotalRevenueColumnAmt
Exclusion	$78	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$251,196	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$496,879	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	-$245,683	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$245,683	TotalRevenueColumnAmt
Exclusion	-$245,683	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$473,055	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$348,043	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$125,012	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$125,012	TotalRevenueColumnAmt
Exclusion	$125,012	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS	Desc
Business	900099	BusinessCd
Total Revenue Column	$14,219	TotalRevenueColumnAmt
Exclusion	$14,219	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$14,219	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,678,594	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,915,596	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$102,806	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$885,324	TotalAmt
Program Services	$461,045	ProgramServicesAmt
Management And General	$130,101	ManagementAndGeneralAmt
Fundraising	$294,178	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$3,420,572	TotalAmt
Program Services	$2,812,321	ProgramServicesAmt
Management And General	$558,709	ManagementAndGeneralAmt
Fundraising	$49,542	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$151,339	TotalAmt
Program Services	$127,423	ProgramServicesAmt
Management And General	$23,874	ManagementAndGeneralAmt
Fundraising	$42	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$313,300	TotalAmt
Program Services	$256,244	ProgramServicesAmt
Management And General	$52,863	ManagementAndGeneralAmt
Fundraising	$4,193	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$330,130	TotalAmt
Program Services	$253,074	ProgramServicesAmt
Management And General	$52,977	ManagementAndGeneralAmt
Fundraising	$24,079	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$7,684	TotalAmt
Program Services	$1,525	ProgramServicesAmt
Management And General	$6,159	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$44,955	TotalAmt
Management And General	$44,955	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$25,599	TotalAmt
Management And General	$25,599	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$668,246	TotalAmt
Program Services	$263,383	ProgramServicesAmt
Management And General	$404,863	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$8,137	TotalAmt
Program Services	$8,132	ProgramServicesAmt
Fundraising	$5	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$76,276	TotalAmt
Program Services	$56,483	ProgramServicesAmt
Management And General	$16,101	ManagementAndGeneralAmt
Fundraising	$3,692	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$773,537	TotalAmt
Program Services	$631,428	ProgramServicesAmt
Management And General	$142,109	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$149,395	TotalAmt
Program Services	$116,134	ProgramServicesAmt
Management And General	$24,515	ManagementAndGeneralAmt
Fundraising	$8,746	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$115,513	TotalAmt
Program Services	$90,194	ProgramServicesAmt
Management And General	$19,350	ManagementAndGeneralAmt
Fundraising	$5,969	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$14,018	TotalAmt
Program Services	$7,221	ProgramServicesAmt
Management And General	$602	ManagementAndGeneralAmt
Fundraising	$6,195	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$5,634	TotalAmt
Program Services	$22	ProgramServicesAmt
Management And General	$5,612	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$77,635	TotalAmt
Program Services	$25,353	ProgramServicesAmt
Management And General	$52,282	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$33,634	TotalAmt
Management And General	$33,634	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
SUBAGREEMENTS (DATA)	$211,770	$211,770
PAYROLL FEES	$33,540		$33,540
DUES AND SUBSCRIPTIONS	$17,618	$8,060	$5,008	$4,550
BAD DEBT EXPENSE	$13,936		$13,936

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$27,415	TotalAmt
Program Services	$40	ProgramServicesAmt
Management And General	$19,395	ManagementAndGeneralAmt
Fundraising	$7,980	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$7,405,207	TotalAmt
Program Services	$5,329,852	ProgramServicesAmt
Management And General	$1,666,184	ManagementAndGeneralAmt
Fundraising	$409,171	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$621,527	BOYAmt
EOY	$665,498	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$247,121	BOYAmt
EOY	$297,566	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,263,269	BOYAmt
EOY	$2,050,549	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$117,719	BOYAmt
EOY	$122,039	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,744,078	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,581,333	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$140,463	BOYAmt
EOY	$162,745	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$6,790,900	BOYAmt
EOY	$6,491,109	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$89,585	BOYAmt
EOY	$89,585	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$9,270,584	BOYAmt
EOY	$9,879,091	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$880,681	BOYAmt
EOY	$752,378	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$1,662,948	BOYAmt
EOY	$1,145,997	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
EOY	$150,000	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
EOY	$954,700	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$802,382	BOYAmt
EOY	$718,582	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$3,346,011	BOYAmt
EOY	$3,721,657	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	-$347,693	BOYAmt
EOY	-$949,577	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$6,272,266	BOYAmt
EOY	$7,107,011	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$5,924,573	BOYAmt
EOY	$6,157,434	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$9,270,584	BOYAmt
EOY	$9,879,091	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$273,387	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$40,526	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$7,079,251	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$6,350,583	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$6,288,047	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,894,800	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,660,192	CurrentTaxYearAmt
Total	$31,272,873	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$7,079,251	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$6,350,583	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$6,288,047	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,894,800	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,660,192	CurrentTaxYearAmt
Total	$31,272,873	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$3,555,609	SubstantialContributorsTotAmt
Public Support Total170	$27,717,264	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$209,867	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$198,812	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$222,916	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$294,973	CurrentTaxYearMinus1YearAmt
Current Tax Year	$460,454	CurrentTaxYearAmt
Total	$1,387,022	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,451	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,157	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,457	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$6,810	CurrentTaxYearMinus1YearAmt
Current Tax Year	$14,219	CurrentTaxYearAmt
Total	$30,094	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$32,689,989	TotalSupportAmt
Gross Receipts Rltd Activities	$7,651,912	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.84790	PublicSupportCY170Pct
Public Support PY170	0.96560	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$7,405,207	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$7,405,207	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$520,260	FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$130,065	FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$571,046	CurrentYearMinus3Amt
Current Year Minus2	$574,918	CurrentYearMinus2Amt
Current Year Minus1	$575,539	CurrentYearMinus1Amt
Current Year	$520,260	CurrentYearAmt
Total	$2,241,763	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$3,362,645	LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$3,293	CurrentYearMinus3Amt
Total	$3,293	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$142,762	CurrentYearMinus3Amt
Current Year Minus2	$143,730	CurrentYearMinus2Amt
Current Year Minus1	$143,885	CurrentYearMinus1Amt
Current Year	$130,065	CurrentYearAmt
Total	$560,442	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$840,663	GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$6,272,266	BeginningYearBalanceAmt
Contributions	$750	ContributionsAmt
Investment Earnings Or Losses	$245,061	InvestmentEarningsOrLossesAmt
Other Expenditures	$298,206	OtherExpendituresAmt
End Year Balance	$6,219,871	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$6,170,810	BeginningYearBalanceAmt
Contributions	$621	ContributionsAmt
Investment Earnings Or Losses	$406,627	InvestmentEarningsOrLossesAmt
Other Expenditures	$305,792	OtherExpendituresAmt
End Year Balance	$6,272,266	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$7,036,455	BeginningYearBalanceAmt
Contributions	$350	ContributionsAmt
Investment Earnings Or Losses	$367,569	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,233,564	OtherExpendituresAmt
End Year Balance	$6,170,810	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$6,824,613	BeginningYearBalanceAmt
Contributions	$500	ContributionsAmt
Investment Earnings Or Losses	$644,341	InvestmentEarningsOrLossesAmt
Other Expenditures	$432,999	OtherExpendituresAmt
End Year Balance	$7,036,455	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$6,763,417	BeginningYearBalanceAmt
Contributions	$1,175	ContributionsAmt
Investment Earnings Or Losses	-$46,841	InvestmentEarningsOrLossesAmt
Other Expenditures	-$106,862	OtherExpendituresAmt
End Year Balance	$6,824,613	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.00000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	1.00000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.00000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$57,227	OtherCostOrOtherBasisAmt
Depreciation	$37,520	DepreciationAmt
Book Value	$19,707	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$595,289	OtherCostOrOtherBasisAmt
Depreciation	$583,237	DepreciationAmt
Book Value	$12,052	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,091,562	OtherCostOrOtherBasisAmt
Depreciation	$960,576	DepreciationAmt
Book Value	$130,986	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$162,745	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
DEFERRED RENT	$699,415
TENANT DEPOSITS	$19,167

Field	Value	IRS element (for citing)
Total Liability	$718,582	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$9,112,740	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$40,526	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$1,003,392	DonatedServicesAndUseFcltsAmt
Revenue Not Reported	$962,866	RevenueNotReportedAmt
Revenue Subtotal	$8,149,874	RevenueSubtotalAmt
Investment Expenses Not Incld	$25,599	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	-$496,879	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$471,280	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$7,678,594	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$8,879,879	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$1,003,392	DonatedServicesUseFcltsAmt
Expenses Not Reported	$1,003,392	ExpensesNotReportedAmt
Expenses Subtotal	$7,876,487	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$25,599	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	-$496,879	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	-$471,280	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$7,405,207	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART V, LINE 4:	THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS FOR THE INVESTMENT RETURN TO BE USED TO HELP SUPPORT OPERATIONS.
PART X, LINE 2:	FOR THE YEAR ENDED JUNE 30, 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. -496,879.
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. -496,879.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)

RegionRegionTxt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
NORTH AMERICA	0	PROGRAM SERVICES	CONSERVATION PLANNING	$94,774
SOUTH AMERICA	1	PROGRAM SERVICES	CONSERVATION PLANNING	$107,069
EAST ASIA AND THE PACIFIC	0	PROGRAM SERVICES	CONSERVATION PLANNING	$3,354
EUROPE	0	PROGRAM SERVICES	CONSERVATION PLANNING	$17,842

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	1	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	1	TotalEmployeeCnt
Subtotal Spent	$223,039	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$223,039	TotalSpentAmt
Transfer To Foreign Corp	0	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	0	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	0	PassiveForeignInvestmestCoInd
Foreign Partnership	0	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART III ACCOUNTING METHOD:	FormAndLineReferenceDesc

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Independent Consultant	Yes (X)	IndependentConsultantInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
SEAN T O'BRIEN
PRESIDENT & CEO	$222,291	$0	$0	$0	$0	$0	$13,337	$0	$6,447	$0	$242,075	$0	$0	$0
HEALY HAMILTON
CHIEF SCIENTIST	$147,024	$0	$0	$0	$0	$0	$8,821	$0	$5,930	$0	$161,775	$0	$0	$0
LORI SCOTT
CIO & VICE PRESIDENT, PRODUCTS	$145,670	$0	$0	$0	$0	$0	$8,740	$0	$7,299	$0	$161,709	$0	$0	$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 4	NATURESERVE CHANGED ITS STATE OF INCORPORATION FROM DC TO VA EFFECTIVE MAY 20, 2020.
FORM 990, PART VI, SECTION A, LINE 6	CONSTITUENT MEMBERS INCLUDE NATURESERVE'S NETWORK OF MORE THAN 80 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.
FORM 990, PART VI, SECTION A, LINE 7A	FOUR SEATS ON THE BOARD OF DIRECTORS ARE SELECTED BY THE CONSTITUENT MEMBERS TO REPRESENT THE THREE SECTION COUNCILS: ONE SEAT FOR THE CANADIAN SECTION, ONE SEAT FOR THE LATIN AMERICA/CARIBBEAN 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 ANNUALLY SIGNS A STATEMENT DISCLOSING ANY AND ALL REAL, POTENTIAL, OR PERCEIVED CONFLICTS OF INTEREST. IN CASE OF ANY BOARD MEMBER DISCLOSED CONFLICT, THE BOARD, ABSENT THE MEMBER IN QUESTION, DETERMINES HOW TO RESOLVE THE CONFLICT; INCLUDING: (1) WHETHER THE BOARD MEMBER 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 JANUARY 22, 2020. 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.